401k Plan data: MARTIN LAW OFFICE 401(K) PLAN plan

MARTIN LAW OFFICE 401(K) PLAN 401k Plan overview

Plan Name	MARTIN LAW OFFICE 401(K) PLAN
Plan identification number	001

MARTIN LAW OFFICE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MARTIN LAW OFFICE, S.C. has sponsored the creation of one or more 401k plans.

Company Name: MARTIN LAW OFFICE, S.C.

Employer identification number (EIN): 454678501

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTIN LAW OFFICE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KEVIN MARTIN 2024-10-04
001 2022-01-01 KEVIN MARTIN 2023-09-26
001 2021-01-01 KEVIN MARTIN 2022-05-25
001 2020-01-01 KEVIN MARTIN 2021-06-11
001 2019-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	KEVIN MARTIN	2024-10-04
001	2022-01-01	KEVIN MARTIN	2023-09-26
001	2021-01-01	KEVIN MARTIN	2022-05-25
001	2020-01-01	KEVIN MARTIN	2021-06-11
001	2019-01-01

Plan Statistics for MARTIN LAW OFFICE 401(K) PLAN

401k plan membership statisitcs for MARTIN LAW OFFICE 401(K) PLAN

Measure Date Value
2019: MARTIN LAW OFFICE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 12
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 13
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1

Measure	Date	Value
2019: MARTIN LAW OFFICE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	12
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	13
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1

Financial Data on MARTIN LAW OFFICE 401(K) PLAN

Measure	Date	Value
2019 : MARTIN LAW OFFICE 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$98,737
Expenses. Total of all expenses incurred	2019-12-31	$14
Total plan assets at end of year	2019-12-31	$98,723
Total plan assets at beginning of year	2019-12-31	$0
Total contributions received or receivable from participants	2019-12-31	$59,472
Other income received	2019-12-31	$4,509
Net income (gross income less expenses)	2019-12-31	$98,723
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$98,723
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$34,756
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$14
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0

Form 5500 Responses for MARTIN LAW OFFICE 401(K) PLAN

2019: MARTIN LAW OFFICE 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

81C360

Policy instance

Insurance contract or identification number	81C360
Number of Individuals Covered	9
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $126
Total amount of fees paid to insurance company	USD $1,009
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1009
Additional information about fees paid to insurance broker	TPA SERVICES
Insurance broker organization code?	5

Potentially related plans

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Company Name:	MARTIN LAW OFFICE, S.C.
Employer identification number (EIN):	454678501
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers