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L & D FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameL & D FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

L & D FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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

L & D FINANCIAL SERVICES INC has sponsored the creation of one or more 401k plans.

Company Name:L & D FINANCIAL SERVICES INC
Employer identification number (EIN):261210731
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L & D FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GREGORY DORAN2024-07-30
0012022-01-01GREGORY DORAN2023-07-20
0012021-01-01GREGORY DORAN2022-07-22
0012020-01-01GREGORY DORAN2021-07-01
0012018-01-01GREGORY DORAN2019-07-03
0012017-01-01GREGORY DORAN2018-07-17
0012016-01-01GREGORY DORAN2017-10-04
0012015-01-01
0012013-01-01GREGORY DORAN2014-07-29
0012012-01-01GREGORY DORAN2013-07-26
0012011-01-01GREGORY DORAN2012-10-15
0012010-01-01L D FINANCIAL SERVICES INC2011-07-27

Plan Statistics for L & D FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for L & D FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: L & D FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-213
Total number of particpants at end of year2025-07-214
Number of Participants With Account Balances2025-07-214
2024: L & D FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-303
Total number of particpants at end of year2024-07-303
Number of Participants With Account Balances2024-07-303
2022: L & D FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-07-223
Total number of particpants at end of year2022-07-223
Number of Participants With Account Balances2022-07-223

Financial Data on L & D FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : L & D FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2180
Net assets as of the end of the plan year2025-07-21624885
Total assets as of the beginning of the plan year2025-07-21530480
Value of plan covered by a fidelity bond2025-07-2115000
Participant contributions to plan in this plan year2025-07-2124262
Other contributions to plan in this plan year2025-07-21829
Other income to plan in this plan year2025-07-2162188
Plan net income in this plan year2025-07-2194405
Net assets as of the end of the plan year2025-07-21624885
Net assets as of the beginning of the plan year2025-07-21530480
Employer contributions to plan in this plan year2025-07-217206
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2180
2024 : L & D FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-3060
Net assets as of the end of the plan year2024-07-30530480
Total assets as of the beginning of the plan year2024-07-30441353
Value of plan covered by a fidelity bond2024-07-3015000
Participant contributions to plan in this plan year2024-07-3025184
Other income to plan in this plan year2024-07-3059079
Plan net income in this plan year2024-07-3089127
Net assets as of the end of the plan year2024-07-30530480
Net assets as of the beginning of the plan year2024-07-30441353
Employer contributions to plan in this plan year2024-07-304924
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3060
2022 : L & D FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2260
Net assets as of the end of the plan year2022-07-22477780
Total assets as of the beginning of the plan year2022-07-22401406
Value of plan covered by a fidelity bond2022-07-2215000
Participant contributions to plan in this plan year2022-07-2224077
Other income to plan in this plan year2022-07-2245915
Plan net income in this plan year2022-07-2276374
Net assets as of the end of the plan year2022-07-22477780
Net assets as of the beginning of the plan year2022-07-22401406
Employer contributions to plan in this plan year2022-07-226442
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2260

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