?>
Logo

BRUCE LAWSON, PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBRUCE LAWSON, PLLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

BRUCE LAWSON, PLLC 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

BRUCE LAWSON, PLLC has sponsored the creation of one or more 401k plans.

Company Name:BRUCE LAWSON, PLLC
Employer identification number (EIN):204766414
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRUCE LAWSON, PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01BRUCE LAWSON2015-10-06
0012013-01-01BRUCE LAWSON2014-10-15
0012011-01-01BRUCE LAWSON
0012010-01-01BRUCE LAWSON2011-09-15 BRUCE LAWSON2011-09-15

Plan Statistics for BRUCE LAWSON, PLLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BRUCE LAWSON, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BRUCE LAWSON, PLLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-154
Total number of particpants at end of year2022-09-154
Number of Participants With Account Balances2022-09-154
2011: BRUCE LAWSON, PLLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on BRUCE LAWSON, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : BRUCE LAWSON, PLLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-150
Net assets as of the end of the plan year2022-09-1544189
Total assets as of the beginning of the plan year2022-09-1540414
Other income to plan in this plan year2022-09-153775
Plan net income in this plan year2022-09-153775
Net assets as of the end of the plan year2022-09-1544189
Net assets as of the beginning of the plan year2022-09-1540414
2012 : BRUCE LAWSON, PLLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$5,634
Expenses. Total of all expenses incurred2012-12-31$425
Total plan assets at end of year2012-12-31$21,501
Total plan assets at beginning of year2012-12-31$16,292
Total contributions received or receivable from participants2012-12-31$3,350
Other income received2012-12-31$2,284
Net income (gross income less expenses)2012-12-31$5,209
Net plan assets at end of year (total assets less liabilities)2012-12-31$21,501
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$16,292
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$425

Form 5500 Responses for BRUCE LAWSON, PLLC 401(K) PROFIT SHARING PLAN

2011: BRUCE LAWSON, PLLC 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 – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 77303
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 77303
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3