401k Plan data: GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN plan

GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN
Plan identification number	002

GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

GEORGE E. LOUCAS LPA has sponsored the creation of one or more 401k plans.

Company Name: GEORGE E. LOUCAS LPA

Employer identification number (EIN): 341801757

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MS. SANDRA LOUCAS 2024-10-14
002 2022-01-01 MS. SANDRA LOUCAS 2023-10-10
002 2021-01-01 MS. SANDRA LOUCAS 2022-09-20
002 2020-01-01 MS. SANDRA LOUCAS 2021-10-13
002 2019-01-01 MS. SANDRA LOUCAS 2020-09-30
002 2018-01-01 MS. SANDRA LOUCAS 2019-07-15
002 2017-01-01 MS. SANDRA LOUCAS 2018-10-11
002 2016-01-01 MS. SANDRA LOUCAS 2017-10-12
002 2014-01-01 MUST MATCH DOL CREDENTIALS 2015-10-07
002 2013-01-01 MUST MATCH DOL CREDENTIALS 2014-10-06
002 2012-01-01 MUST MATCH DOL CREDENTIALS 2013-10-03
002 2011-01-01 GEORGE E. LOUCAS 2012-07-20
002 2010-01-01 GEORGE E. LOUCAS 2011-07-27 GEROGE E. LOUCAS 2011-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MS. SANDRA LOUCAS	2024-10-14
002	2022-01-01	MS. SANDRA LOUCAS	2023-10-10
002	2021-01-01	MS. SANDRA LOUCAS	2022-09-20
002	2020-01-01	MS. SANDRA LOUCAS	2021-10-13
002	2019-01-01	MS. SANDRA LOUCAS	2020-09-30
002	2018-01-01	MS. SANDRA LOUCAS	2019-07-15
002	2017-01-01	MS. SANDRA LOUCAS	2018-10-11
002	2016-01-01	MS. SANDRA LOUCAS	2017-10-12
002	2014-01-01	MUST MATCH DOL CREDENTIALS	2015-10-07
002	2013-01-01	MUST MATCH DOL CREDENTIALS	2014-10-06
002	2012-01-01	MUST MATCH DOL CREDENTIALS	2013-10-03
002	2011-01-01	GEORGE E. LOUCAS	2012-07-20
002	2010-01-01	GEORGE E. LOUCAS	2011-07-27	GEROGE E. LOUCAS	2011-07-27

Plan Statistics for GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-13 5
Total number of particpants at end of year 2025-10-13 6
Number of Participants With Account Balances 2025-10-13 6
2024: GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-14 5
Total number of particpants at end of year 2024-10-14 5
Number of Participants With Account Balances 2024-10-14 5
2022: GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-09-20 5
Total number of particpants at end of year 2022-09-20 5
Number of Participants With Account Balances 2022-09-20 5

Measure	Date	Value
2025: GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-13	5
Total number of particpants at end of year	2025-10-13	6
Number of Participants With Account Balances	2025-10-13	6
2024: GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-14	5
Total number of particpants at end of year	2024-10-14	5
Number of Participants With Account Balances	2024-10-14	5
2022: GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-09-20	5
Total number of particpants at end of year	2022-09-20	5
Number of Participants With Account Balances	2022-09-20	5

Financial Data on GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-10-13	332
Total expenses incurred by plan in this plan year	2025-10-13	114289
Net assets as of the end of the plan year	2025-10-13	832917
Total assets as of the beginning of the plan year	2025-10-13	717749
Value of plan covered by a fidelity bond	2025-10-13	100000
Participant contributions to plan in this plan year	2025-10-13	91000
Other income to plan in this plan year	2025-10-13	98633
Plan net income in this plan year	2025-10-13	114836
Net assets as of the end of the plan year	2025-10-13	832585
Net assets as of the beginning of the plan year	2025-10-13	717749
Employer contributions to plan in this plan year	2025-10-13	39492
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-13	24040
2024 : GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-14	2539
Net assets as of the end of the plan year	2024-10-14	717749
Total assets as of the beginning of the plan year	2024-10-14	502918
Value of plan covered by a fidelity bond	2024-10-14	100000
Participant contributions to plan in this plan year	2024-10-14	60000
Other contributions to plan in this plan year	2024-10-14	14000
Other income to plan in this plan year	2024-10-14	124663
Plan net income in this plan year	2024-10-14	214831
Net assets as of the end of the plan year	2024-10-14	717749
Net assets as of the beginning of the plan year	2024-10-14	502918
Employer contributions to plan in this plan year	2024-10-14	18707
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-14	2539
2022 : GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-09-20	3591
Net assets as of the end of the plan year	2022-09-20	561086
Total assets as of the beginning of the plan year	2022-09-20	449528
Value of plan covered by a fidelity bond	2022-09-20	100000
Participant contributions to plan in this plan year	2022-09-20	52000
Value of participant loans at end of plan year	2022-09-20	35155
Other income to plan in this plan year	2022-09-20	48450
Plan net income in this plan year	2022-09-20	111558
Net assets as of the end of the plan year	2022-09-20	561086
Net assets as of the beginning of the plan year	2022-09-20	449528
Employer contributions to plan in this plan year	2022-09-20	14699
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-20	3591

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Company Name:	GEORGE E. LOUCAS LPA
Employer identification number (EIN):	341801757
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers