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L M SEPSO APPRAISAL ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameL M SEPSO APPRAISAL ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number 001

L M SEPSO APPRAISAL 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.
  • 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

L M SEPSO APPRAISAL ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:L M SEPSO APPRAISAL ASSOCIATES, LLC
Employer identification number (EIN):061572201
NAIC Classification:531320
NAIC Description:Offices of Real Estate Appraisers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L M SEPSO APPRAISAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01ROGER P. SEPSO
0012012-01-01ROGER P. SEPSO
0012011-01-01ROGER P. SEPSO

Financial Data on L M SEPSO APPRAISAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2013 : L M SEPSO APPRAISAL 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$59,819
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$158,178
Total plan assets at beginning of year2013-12-31$98,359
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$25,617
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$22,576
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$59,819
Net plan assets at end of year (total assets less liabilities)2013-12-31$158,178
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$98,359
Total contributions received or receivable from employer(s)2013-12-31$11,626
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$0
2012 : L M SEPSO APPRAISAL 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$52,132
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$99,295
Total plan assets at beginning of year2012-12-31$47,163
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$34,563
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$8,419
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$52,132
Net plan assets at end of year (total assets less liabilities)2012-12-31$99,295
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$47,163
Total contributions received or receivable from employer(s)2012-12-31$9,150
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$0
2011 : L M SEPSO APPRAISAL 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$47,163
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$47,163
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$38,982
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-1,661
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$47,163
Net plan assets at end of year (total assets less liabilities)2011-12-31$47,163
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$9,842
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$0

Form 5500 Responses for L M SEPSO APPRAISAL ASSOCIATES 401(K) PROFIT SHARING PLAN

2013: L M SEPSO APPRAISAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: L M SEPSO APPRAISAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: L M SEPSO APPRAISAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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