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EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number 001

EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

EMORD & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:EMORD & ASSOCIATES
Employer identification number (EIN):521867459
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CONNIE WOOD2023-07-11 CONNIE WOOD2023-07-11
0012021-01-01JONATHAN EMORD2022-07-01
0012020-01-01JONATHAN EMORD2021-06-23 JONATHAN EMORD2021-06-23
0012019-01-01CONSTANCE WOOD2020-06-18 CONSTANCE WOOD2020-06-18
0012018-01-01CONSTANCE WOOD2019-06-26 CONSTANCE WOOD2019-06-26
0012017-01-01EDWARD EDWARDS2018-07-31 EDWARD EDWARDS2018-07-31
0012016-01-01CONNIE WOOD2017-09-15 CONNIE WOOD2017-09-15
0012015-01-01JONATHAN EMORD JONATHAN EMORD2016-09-20
0012014-01-01JONATHAN EMORD
0012013-01-01JONATHAN EMORD
0012012-01-01EMORD ASSOCIATES
0012011-01-01EMORD ASSOCIATES
0012010-01-01EMORD ASSOCIATES

Plan Statistics for EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0116
Total number of active participants reported on line 7a of the Form 55002015-01-0114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0119
Number of participants with account balances2015-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0117
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0116
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0121
Number of participants with account balances2012-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0118
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0119
Number of participants with account balances2011-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0117
Total number of active participants reported on line 7a of the Form 55002010-01-018
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0118
Number of participants with account balances2010-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$41,223
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$373,441
Total plan assets at beginning of year2015-12-31$332,218
Value of fidelity bond covering the plan2015-12-31$31,019
Total contributions received or receivable from participants2015-12-31$18,208
Other income received2015-12-31$-9,781
Net income (gross income less expenses)2015-12-31$41,223
Net plan assets at end of year (total assets less liabilities)2015-12-31$373,441
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$332,218
Total contributions received or receivable from employer(s)2015-12-31$32,796
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$39,192
Expenses. Total of all expenses incurred2014-12-31$17,168
Benefits paid (including direct rollovers)2014-12-31$17,103
Total plan assets at end of year2014-12-31$332,218
Total plan assets at beginning of year2014-12-31$310,194
Value of fidelity bond covering the plan2014-12-31$31,019
Total contributions received or receivable from participants2014-12-31$9,930
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$13,943
Net income (gross income less expenses)2014-12-31$22,024
Net plan assets at end of year (total assets less liabilities)2014-12-31$332,218
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$310,194
Total contributions received or receivable from employer(s)2014-12-31$15,319
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$48,436
Expenses. Total of all expenses incurred2013-12-31$7,864
Benefits paid (including direct rollovers)2013-12-31$7,669
Total plan assets at end of year2013-12-31$310,194
Total plan assets at beginning of year2013-12-31$269,622
Value of fidelity bond covering the plan2013-12-31$26,962
Total contributions received or receivable from participants2013-12-31$9,491
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$19,389
Net income (gross income less expenses)2013-12-31$40,572
Net plan assets at end of year (total assets less liabilities)2013-12-31$310,194
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$269,622
Total contributions received or receivable from employer(s)2013-12-31$19,556
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$195
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$57,937
Expenses. Total of all expenses incurred2012-12-31$113,048
Benefits paid (including direct rollovers)2012-12-31$112,853
Total plan assets at end of year2012-12-31$269,622
Total plan assets at beginning of year2012-12-31$324,733
Value of fidelity bond covering the plan2012-12-31$32,473
Total contributions received or receivable from participants2012-12-31$11,073
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$24,843
Net income (gross income less expenses)2012-12-31$-55,111
Net plan assets at end of year (total assets less liabilities)2012-12-31$269,622
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$324,733
Total contributions received or receivable from employer(s)2012-12-31$22,021
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$195
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$36,631
Expenses. Total of all expenses incurred2011-12-31$17,670
Benefits paid (including direct rollovers)2011-12-31$17,572
Total plan assets at end of year2011-12-31$324,733
Total plan assets at beginning of year2011-12-31$305,772
Value of fidelity bond covering the plan2011-12-31$30,577
Total contributions received or receivable from participants2011-12-31$11,713
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$2,775
Net income (gross income less expenses)2011-12-31$18,961
Net plan assets at end of year (total assets less liabilities)2011-12-31$324,733
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$305,772
Total contributions received or receivable from employer(s)2011-12-31$22,143
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$98
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$69,919
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$305,772
Total plan assets at beginning of year2010-12-31$235,853
Value of fidelity bond covering the plan2010-12-31$23,585
Total contributions received or receivable from participants2010-12-31$11,734
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$37,886
Net income (gross income less expenses)2010-12-31$69,919
Net plan assets at end of year (total assets less liabilities)2010-12-31$305,772
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$235,853
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$20,299
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN

2015: EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMORD & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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