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CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN
Plan identification number 001

CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

CUMMINS & WHITE LLP has sponsored the creation of one or more 401k plans.

Company Name:CUMMINS & WHITE LLP
Employer identification number (EIN):953277120
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DONNA TSUMA2024-07-02
0012022-01-01DONNA TSUMA2023-08-14
0012021-01-01DONNA TSUMA2022-09-13
0012020-01-01DONNA TSUMA2021-07-02
0012019-01-01DONNA TSUMA2020-07-27
0012018-01-01DONNA S. TSUMA2019-06-21
0012017-01-01DONNA TSUMA2018-06-19 DONNA TSUMA2018-06-19
0012016-01-01DONNA S. TSUMA2017-07-13 DONNA S. TSUMA2017-07-13
0012015-01-01DONNA S. TSUMA DONNA S. TSUMA2016-07-13
0012014-01-01DONNA TSUMA DONNA TSUMA2015-07-28
0012013-01-01DONNA S TSUMA
0012012-01-01DONNA S. TSUMA
0012011-01-01DONNA S. TSUMA
0012010-01-01DONNA TSUMA
0012009-01-01DONNA S. TSUMA DONNA S. TSUMA2010-10-13

Plan Statistics for CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0141
Total number of active participants reported on line 7a of the Form 55002015-01-0134
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0143
Number of participants with account balances2015-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0142
Total number of active participants reported on line 7a of the Form 55002014-01-0132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0141
Number of participants with account balances2014-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0142
Total number of active participants reported on line 7a of the Form 55002013-01-0131
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 participants2013-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0142
Number of participants with account balances2013-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0132
Total number of active participants reported on line 7a of the Form 55002012-01-0133
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0142
Number of participants with account balances2012-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0138
Total number of active participants reported on line 7a of the Form 55002011-01-0129
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0137
Number of participants with account balances2011-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0138
Total number of active participants reported on line 7a of the Form 55002010-01-0127
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0135
Number of participants with account balances2010-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0129
Total number of active participants reported on line 7a of the Form 55002009-01-0132
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0138
Number of participants with account balances2009-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$264,384
Expenses. Total of all expenses incurred2015-12-31$140,405
Benefits paid (including direct rollovers)2015-12-31$139,297
Total plan assets at end of year2015-12-31$5,712,302
Total plan assets at beginning of year2015-12-31$5,588,323
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$324,158
Other income received2015-12-31$-86,948
Net income (gross income less expenses)2015-12-31$123,979
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,712,302
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,588,323
Assets. Value of participant loans2015-12-31$39,271
Total contributions received or receivable from employer(s)2015-12-31$27,174
Value of corrective distributions2015-12-31$1,108
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$607,843
Expenses. Total of all expenses incurred2014-12-31$826,341
Benefits paid (including direct rollovers)2014-12-31$825,401
Total plan assets at end of year2014-12-31$5,588,323
Total plan assets at beginning of year2014-12-31$5,806,821
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$308,851
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$807
Other income received2014-12-31$272,242
Net income (gross income less expenses)2014-12-31$-218,498
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,588,323
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,806,821
Assets. Value of participant loans2014-12-31$47,264
Total contributions received or receivable from employer(s)2014-12-31$25,943
Value of certain deemed distributions of participant loans2014-12-31$940
Value of corrective distributions2014-12-31$0
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 : CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,217,777
Expenses. Total of all expenses incurred2013-12-31$114,091
Benefits paid (including direct rollovers)2013-12-31$114,091
Total plan assets at end of year2013-12-31$5,806,821
Total plan assets at beginning of year2013-12-31$4,703,135
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$320,141
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$4,397
Other income received2013-12-31$861,380
Net income (gross income less expenses)2013-12-31$1,103,686
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,806,821
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,703,135
Assets. Value of participant loans2013-12-31$51,442
Total contributions received or receivable from employer(s)2013-12-31$31,859
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
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 : CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$774,217
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$4,703,135
Total plan assets at beginning of year2012-12-31$3,928,919
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$321,723
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$4,754
Other income received2012-12-31$419,203
Net income (gross income less expenses)2012-12-31$774,217
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,703,135
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,928,919
Assets. Value of participant loans2012-12-31$25,353
Total contributions received or receivable from employer(s)2012-12-31$28,537
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
2011 : CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$393,664
Expenses. Total of all expenses incurred2011-12-31$46,755
Benefits paid (including direct rollovers)2011-12-31$46,755
Total plan assets at end of year2011-12-31$3,928,919
Total plan assets at beginning of year2011-12-31$3,582,011
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$294,902
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$72,886
Net income (gross income less expenses)2011-12-31$346,909
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,928,919
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,582,011
Assets. Value of participant loans2011-12-31$86,216
Total contributions received or receivable from employer(s)2011-12-31$25,876
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
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 : CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$914,635
Expenses. Total of all expenses incurred2010-12-31$51,033
Benefits paid (including direct rollovers)2010-12-31$51,033
Total plan assets at end of year2010-12-31$3,582,011
Total plan assets at beginning of year2010-12-31$2,718,409
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$236,292
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$268,332
Other income received2010-12-31$387,656
Net income (gross income less expenses)2010-12-31$863,602
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,582,011
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,718,409
Assets. Value of participant loans2010-12-31$47,596
Total contributions received or receivable from employer(s)2010-12-31$22,355
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN

2015: CUMMINS & WHITE LLP 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: CUMMINS & WHITE LLP 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: CUMMINS & WHITE LLP 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: CUMMINS & WHITE LLP 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: CUMMINS & WHITE LLP 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: CUMMINS & WHITE LLP 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
2009: CUMMINS & WHITE LLP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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