401k Plan data: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN plan

THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 401k Plan overview

Plan Name	THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN
Plan identification number	001

THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE 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.
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.
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

THE GROOM LAW FIRM, P.C. has sponsored the creation of one or more 401k plans.

Company Name: THE GROOM LAW FIRM, P.C.

Employer identification number (EIN): 731471973

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 DIANA STOY 2019-07-23
001 2017-01-01 DIANA STOY 2018-07-30
001 2016-01-01 DIANA STOY 2017-10-10
001 2015-01-01 DIANA STOY
001 2014-01-01 DIANA STOY
001 2013-01-01 DIANA STOY
001 2012-01-01 MICHELLE BARKER
001 2011-01-01 MICHELLE BARKER
001 2010-01-01 MICHELLE BARKER
001 2009-01-01 JUDY SKILLERN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	DIANA STOY	2019-07-23
001	2017-01-01	DIANA STOY	2018-07-30
001	2016-01-01	DIANA STOY	2017-10-10
001	2015-01-01	DIANA STOY
001	2014-01-01	DIANA STOY
001	2013-01-01	DIANA STOY
001	2012-01-01	MICHELLE BARKER
001	2011-01-01	MICHELLE BARKER
001	2010-01-01	MICHELLE BARKER
001	2009-01-01	JUDY SKILLERN

Plan Statistics for THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN

401k plan membership statisitcs for THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN

Measure Date Value
2015: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 9
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
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
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 8
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
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 1
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 1
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: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	9
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
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
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	8
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
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	1
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	1
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 THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN

Measure	Date	Value
2015 : THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-7,190
Expenses. Total of all expenses incurred	2015-12-31	$172
Benefits paid (including direct rollovers)	2015-12-31	$172
Total plan assets at end of year	2015-12-31	$283,208
Total plan assets at beginning of year	2015-12-31	$290,570
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$0
Other income received	2015-12-31	$-7,190
Net income (gross income less expenses)	2015-12-31	$-7,362
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$283,208
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$290,570
Assets. Value of participant loans	2015-12-31	$54,781
Total contributions received or receivable from employer(s)	2015-12-31	$0
2014 : THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$17,759
Expenses. Total of all expenses incurred	2014-12-31	$5,602
Benefits paid (including direct rollovers)	2014-12-31	$5,602
Total plan assets at end of year	2014-12-31	$290,570
Total plan assets at beginning of year	2014-12-31	$278,413
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$7,812
Contributions received from other sources (not participants or employers)	2014-12-31	$161
Other income received	2014-12-31	$4,491
Net income (gross income less expenses)	2014-12-31	$12,157
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$290,570
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$278,413
Assets. Value of participant loans	2014-12-31	$35,958
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$16,836
Total contributions received or receivable from employer(s)	2014-12-31	$5,295
2013 : THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$53,508
Total plan assets at end of year	2013-12-31	$278,413
Total plan assets at beginning of year	2013-12-31	$224,905
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$8,452
Other income received	2013-12-31	$39,099
Net income (gross income less expenses)	2013-12-31	$53,508
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$278,413
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$224,905
Assets. Value of participant loans	2013-12-31	$14,513
Total contributions received or receivable from employer(s)	2013-12-31	$5,957
2012 : THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$33,382
Expenses. Total of all expenses incurred	2012-12-31	$9,749
Benefits paid (including direct rollovers)	2012-12-31	$9,749
Total plan assets at end of year	2012-12-31	$224,905
Total plan assets at beginning of year	2012-12-31	$201,272
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$8,271
Other income received	2012-12-31	$19,229
Net income (gross income less expenses)	2012-12-31	$23,633
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$224,905
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$201,272
Assets. Value of participant loans	2012-12-31	$22,631
Total contributions received or receivable from employer(s)	2012-12-31	$5,882
2011 : THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$7,577
Expenses. Total of all expenses incurred	2011-12-31	$4,174
Benefits paid (including direct rollovers)	2011-12-31	$4,174
Total plan assets at end of year	2011-12-31	$201,272
Total plan assets at beginning of year	2011-12-31	$197,869
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$8,536
Other income received	2011-12-31	$-7,070
Net income (gross income less expenses)	2011-12-31	$3,403
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$201,272
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$197,869
Assets. Value of participant loans	2011-12-31	$33,782
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$5,663
Total contributions received or receivable from employer(s)	2011-12-31	$6,111
2010 : THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$40,285
Expenses. Total of all expenses incurred	2010-12-31	$47,685
Benefits paid (including direct rollovers)	2010-12-31	$47,685
Total plan assets at end of year	2010-12-31	$197,869
Total plan assets at beginning of year	2010-12-31	$205,269
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$12,275
Other income received	2010-12-31	$19,548
Net income (gross income less expenses)	2010-12-31	$-7,400
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$197,869
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$205,269
Assets. Value of participant loans	2010-12-31	$41,164
Total contributions received or receivable from employer(s)	2010-12-31	$8,462

Form 5500 Responses for THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN

2015: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE GROOM LAW FIRM, P.C. SAVINGS INCENTIVE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE GROOM LAW FIRM, P.C.
Employer identification number (EIN):	731471973
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers