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JOHN LEASE III PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN LEASE III PROFIT SHARING PLAN
Plan identification number 002

JOHN LEASE III PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

JOHN LEASE III has sponsored the creation of one or more 401k plans.

Company Name:JOHN LEASE III
Employer identification number (EIN):222995245
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN LEASE III PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01JOHN LEASE III2020-06-19
0022018-01-01JOHN LEASE III2019-10-15
0022017-01-01JOHN LEASE III2018-07-30
0022016-01-01JOHN LEASE III2017-10-03
0022015-01-01JOHN LEASE III2016-05-13
0022014-01-01JOHN LEASE2015-09-10
0022013-01-01JOHN LEASE2014-10-13
0022012-01-01JOHN LEASE
0022011-01-01JOHN LEASE
0022010-01-01JOHN LEASE
0022009-01-01JOHN LEASE

Financial Data on JOHN LEASE III PROFIT SHARING PLAN

Measure Date Value
2012 : JOHN LEASE III PROFIT SHARING PLAN 2012 401k financial data
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$33,086
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$343,476
Total plan assets at beginning of year2012-12-31$310,390
Other income received2012-12-31$33,086
Net income (gross income less expenses)2012-12-31$33,086
Net plan assets at end of year (total assets less liabilities)2012-12-31$343,476
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$310,390
2011 : JOHN LEASE III PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-2,555
Expenses. Total of all expenses incurred2011-12-31$8,298
Benefits paid (including direct rollovers)2011-12-31$2,727
Total plan assets at end of year2011-12-31$310,390
Total plan assets at beginning of year2011-12-31$321,243
Expenses. Other expenses not covered elsewhere2011-12-31$5,571
Other income received2011-12-31$-2,555
Net income (gross income less expenses)2011-12-31$-10,853
Net plan assets at end of year (total assets less liabilities)2011-12-31$310,390
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$321,243
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JOHN LEASE III PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$99,470
Expenses. Total of all expenses incurred2010-12-31$11,315
Benefits paid (including direct rollovers)2010-12-31$5,744
Total plan assets at end of year2010-12-31$321,243
Total plan assets at beginning of year2010-12-31$233,088
Expenses. Other expenses not covered elsewhere2010-12-31$5,571
Other income received2010-12-31$99,470
Net income (gross income less expenses)2010-12-31$88,155
Net plan assets at end of year (total assets less liabilities)2010-12-31$321,243
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$233,088
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JOHN LEASE III 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

Form 5500 Responses for JOHN LEASE III PROFIT SHARING PLAN

2012: JOHN LEASE III 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN LEASE III 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOHN LEASE III 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHN LEASE III 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

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberVARIOUS
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberVARIOUS
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberVARIOUS
Policy instance 1

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