401k Plan data: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN plan

WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 401k Plan overview

Plan Name	WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN
Plan identification number	001

WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

WEBB, ZSCHUNKE, NEARY & DIKEMAN, LLP has sponsored the creation of one or more 401k plans.

Company Name: WEBB, ZSCHUNKE, NEARY & DIKEMAN, LLP

Employer identification number (EIN): 582607047

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MARVIN DIKEMAN 2024-04-15 MARVIN DIKEMAN 2024-04-15
001 2022-01-01 MARVIN DIKEMAN 2023-04-12 MARVIN DIKEMAN 2023-04-12
001 2021-01-01 MARVIN DIKEMAN 2022-06-10 MARVIN DIKEMAN 2022-06-10
001 2020-01-01 MARVIN D. DIKEMAN 2021-09-29 MARVIN D. DIKEMAN 2021-09-29
001 2019-01-01 MARVIN DIKEMAN 2020-05-05 MARVIN DIKEMAN 2020-05-05
001 2018-01-01 ALLISON BROWN 2019-04-26 ALLISON BROWN 2019-04-26
001 2017-01-01 ALLISON BROWN 2018-05-18 ALLISON BROWN 2018-05-18
001 2016-01-01 ALLISON BROWN 2017-06-23 ALLISON BROWN 2017-06-23
001 2015-01-01 STEPHEN LAWANDALES
001 2014-01-01 STEPHEN LAWANDALES
001 2013-01-01 STEPHEN LAWANDALES
001 2012-01-01 STEPHEN LAWANDALES
001 2011-01-01 STEPHEN LAWANDALES
001 2010-01-01 STEPHEN LAWANDALES
001 2009-01-01 STEPHEN LAWANDALES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MARVIN DIKEMAN	2024-04-15	MARVIN DIKEMAN	2024-04-15
001	2022-01-01	MARVIN DIKEMAN	2023-04-12	MARVIN DIKEMAN	2023-04-12
001	2021-01-01	MARVIN DIKEMAN	2022-06-10	MARVIN DIKEMAN	2022-06-10
001	2020-01-01	MARVIN D. DIKEMAN	2021-09-29	MARVIN D. DIKEMAN	2021-09-29
001	2019-01-01	MARVIN DIKEMAN	2020-05-05	MARVIN DIKEMAN	2020-05-05
001	2018-01-01	ALLISON BROWN	2019-04-26	ALLISON BROWN	2019-04-26
001	2017-01-01	ALLISON BROWN	2018-05-18	ALLISON BROWN	2018-05-18
001	2016-01-01	ALLISON BROWN	2017-06-23	ALLISON BROWN	2017-06-23
001	2015-01-01	STEPHEN LAWANDALES
001	2014-01-01	STEPHEN LAWANDALES
001	2013-01-01	STEPHEN LAWANDALES
001	2012-01-01	STEPHEN LAWANDALES
001	2011-01-01	STEPHEN LAWANDALES
001	2010-01-01	STEPHEN LAWANDALES
001	2009-01-01	STEPHEN LAWANDALES

Plan Statistics for WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN

401k plan membership statisitcs for WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN

Measure Date Value
2015: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN

Measure	Date	Value
2015 : WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total income from all sources	2015-12-31	$103,140
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$729,096
Total plan assets at beginning of year	2015-12-31	$625,956
Value of fidelity bond covering the plan	2015-12-31	$70,000
Total contributions received or receivable from participants	2015-12-31	$75,300
Other income received	2015-12-31	$27,840
Net income (gross income less expenses)	2015-12-31	$103,140
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$729,096
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$625,956
2014 : WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$92,650
Expenses. Total of all expenses incurred	2014-12-31	$4,000
Benefits paid (including direct rollovers)	2014-12-31	$4,000
Total plan assets at end of year	2014-12-31	$625,956
Total plan assets at beginning of year	2014-12-31	$537,306
Value of fidelity bond covering the plan	2014-12-31	$75,000
Total contributions received or receivable from participants	2014-12-31	$72,450
Other income received	2014-12-31	$20,200
Net income (gross income less expenses)	2014-12-31	$88,650
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$625,956
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$537,306
2013 : WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$109,231
Expenses. Total of all expenses incurred	2013-12-31	$4,296
Benefits paid (including direct rollovers)	2013-12-31	$4,296
Total plan assets at end of year	2013-12-31	$537,306
Total plan assets at beginning of year	2013-12-31	$432,371
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$74,250
Other income received	2013-12-31	$34,981
Net income (gross income less expenses)	2013-12-31	$104,935
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$537,306
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$432,371
2012 : WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$100,236
Total plan assets at end of year	2012-12-31	$432,371
Total plan assets at beginning of year	2012-12-31	$332,135
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$71,600
Other income received	2012-12-31	$28,636
Net income (gross income less expenses)	2012-12-31	$100,236
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$432,371
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$332,135
2011 : WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$46,450
Total plan assets at end of year	2011-12-31	$332,135
Total plan assets at beginning of year	2011-12-31	$285,684
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$63,800
Other income received	2011-12-31	$-17,350
Net income (gross income less expenses)	2011-12-31	$46,450
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$332,135
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$285,684
Total contributions received or receivable from employer(s)	2011-12-31	$0
2010 : WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$74,876
Total plan assets at end of year	2010-12-31	$285,684
Total plan assets at beginning of year	2010-12-31	$210,808
Value of fidelity bond covering the plan	2010-12-31	$30,000
Total contributions received or receivable from participants	2010-12-31	$55,500
Noncash contributions received	2010-12-31	$19,376
Net income (gross income less expenses)	2010-12-31	$74,876
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$285,684
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$210,808

Form 5500 Responses for WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN

2015: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WEBB,ZSCHUNKE,NEARY & DIKEMAN, LLP 401-K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WEBB, ZSCHUNKE, NEARY & DIKEMAN, LLP
Employer identification number (EIN):	582607047
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers