401k Plan data: FRIEDLY, WARD & PETERSON PROFIT SHARING PLAN plan

FRIEDLY, WARD & PETERSON PROFIT SHARING PLAN 401k Plan overview

Plan Name	FRIEDLY, WARD & PETERSON PROFIT SHARING PLAN
Plan identification number	001

FRIEDLY, WARD & PETERSON PROFIT SHARING 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
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

HALL & FRIEDLY, CHARTERED has sponsored the creation of one or more 401k plans.

Company Name: HALL & FRIEDLY, CHARTERED

Employer identification number (EIN): 820343125

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRIEDLY, WARD & PETERSON 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 ROBERT WARD 2024-06-04
001 2022-01-01 ROBERT WARD 2023-07-20
001 2021-01-01 ROBERT WARD 2022-06-23
001 2020-01-01 ROBERT WARD 2021-07-08
001 2019-01-01 ROBERT WARD 2020-02-25
001 2018-01-01 ROBERT WARD 2019-08-29
001 2017-01-01 ROBERT WARD 2018-07-16
001 2016-01-01 ROBERT WARD 2017-05-17
001 2015-01-01 ROBERT WARD 2016-04-20
001 2014-01-01 ROBERT WARD 2015-04-15
001 2013-01-01 ROBERT WARD 2014-04-28
001 2012-01-01 ROBERT WARD 2013-07-23
001 2011-01-01 ROBERT WARD 2012-06-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ROBERT WARD	2024-06-04
001	2022-01-01	ROBERT WARD	2023-07-20
001	2021-01-01	ROBERT WARD	2022-06-23
001	2020-01-01	ROBERT WARD	2021-07-08
001	2019-01-01	ROBERT WARD	2020-02-25
001	2018-01-01	ROBERT WARD	2019-08-29
001	2017-01-01	ROBERT WARD	2018-07-16
001	2016-01-01	ROBERT WARD	2017-05-17
001	2015-01-01	ROBERT WARD	2016-04-20
001	2014-01-01	ROBERT WARD	2015-04-15
001	2013-01-01	ROBERT WARD	2014-04-28
001	2012-01-01	ROBERT WARD	2013-07-23
001	2011-01-01	ROBERT WARD	2012-06-11

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Company Name:	HALL & FRIEDLY, CHARTERED
Employer identification number (EIN):	820343125
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers