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ROBERT J LIS ENTERPRISES INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameROBERT J LIS ENTERPRISES INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

ROBERT J LIS ENTERPRISES INC 401 K PROFIT SHARING PLAN TRUST 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.
  • 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

ROBERT J LIS ENTERPRISES INC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J LIS ENTERPRISES INC
Employer identification number (EIN):202921658
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J LIS ENTERPRISES INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DELINDA LIS2024-10-16 DELINDA LIS2024-10-16
0012022-01-01MICHAEL R GEISSBERGER2023-07-19
0012021-01-01MICHAEL GEISSBERGER2022-08-04
0012020-01-01MIKE GEISSBERGER2021-07-30
0012019-01-01MICHAEL GEISSBERGER2020-07-29
0012018-01-01MICHAEL GEISSBERGER2019-07-30
0012017-01-01MICHAEL GEISSBERGER2018-07-17
0012016-01-01MICHAEL GEISSBERGER2017-07-28
0012015-01-01MIKE GEISSBERGER2016-08-01
0012014-01-01MIKE GEISSBERGER2015-07-31
0012013-01-01MIKE GEISSBERGER2014-07-31
0012012-01-01ROBERT J LIS ENTERPRISES INC2013-05-31
0012011-01-01ROBERT J LIS ENTERPRISES INC2012-05-11
0012010-01-01ROBERT J LIS ENTERPRISES INC2011-05-03

Financial Data on ROBERT J LIS ENTERPRISES INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : ROBERT J LIS ENTERPRISES INC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-110
Total liabilities as of the end of the plan year2025-04-110
Total liabilities as of the beginning of the plan year2025-04-110
Total expenses incurred by plan in this plan year2025-04-11432388
Net assets as of the end of the plan year2025-04-11252128
Total assets as of the beginning of the plan year2025-04-11634455
Value of plan covered by a fidelity bond2025-04-1180000
Participant contributions to plan in this plan year2025-04-1123579
Other expenses paid from plan in this plan year2025-04-110
Other contributions to plan in this plan year2025-04-110
Other income to plan in this plan year2025-04-1116687
Plan net income in this plan year2025-04-11-382327
Net assets as of the end of the plan year2025-04-11252128
Net assets as of the beginning of the plan year2025-04-11634455
Employer contributions to plan in this plan year2025-04-119795
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-112010
2024 : ROBERT J LIS ENTERPRISES INC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-160
Total liabilities as of the end of the plan year2024-10-160
Total liabilities as of the beginning of the plan year2024-10-160
Total expenses incurred by plan in this plan year2024-10-162140
Net assets as of the end of the plan year2024-10-16634455
Total assets as of the beginning of the plan year2024-10-16526752
Value of plan covered by a fidelity bond2024-10-1680000
Participant contributions to plan in this plan year2024-10-1629881
Value of participant loans at end of plan year2024-10-1621916
Other expenses paid from plan in this plan year2024-10-160
Other contributions to plan in this plan year2024-10-160
Other income to plan in this plan year2024-10-1664220
Plan net income in this plan year2024-10-16107703
Net assets as of the end of the plan year2024-10-16634455
Net assets as of the beginning of the plan year2024-10-16526752
Employer contributions to plan in this plan year2024-10-1615742
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-162140
2022 : ROBERT J LIS ENTERPRISES INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-040
Total liabilities as of the end of the plan year2022-08-040
Total liabilities as of the beginning of the plan year2022-08-040
Total expenses incurred by plan in this plan year2022-08-042406
Net assets as of the end of the plan year2022-08-04551760
Total assets as of the beginning of the plan year2022-08-04467103
Value of plan covered by a fidelity bond2022-08-0480000
Participant contributions to plan in this plan year2022-08-0416948
Value of participant loans at end of plan year2022-08-0411013
Other expenses paid from plan in this plan year2022-08-040
Other contributions to plan in this plan year2022-08-040
Other income to plan in this plan year2022-08-0458945
Plan net income in this plan year2022-08-0484657
Net assets as of the end of the plan year2022-08-04551760
Net assets as of the beginning of the plan year2022-08-04467103
Employer contributions to plan in this plan year2022-08-0411170
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-042406

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