401k Plan data: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST plan

LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 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.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

LISA A. MARTIN has sponsored the creation of one or more 401k plans.

Company Name: LISA A. MARTIN

Employer identification number (EIN): 432036638

NAIC Classification: 812190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LISA A. MARTIN 2023-03-19
001 2021-01-01 LISA A. MARTIN 2022-05-31
001 2020-01-01 LISA A. MARTIN 2021-03-29
001 2019-01-01 LISA A. MARTIN 2020-02-20
001 2018-01-01 LISA A. MARTIN 2019-04-16
001 2017-01-01 LISA A. MARTIN 2018-03-21
001 2016-01-01 LISA A. MARTIN 2017-07-08
001 2015-01-01 LISA A. MARTIN 2016-08-18
001 2014-01-01 LISA A. MARTIN
001 2013-01-01 LISA A. MARTIN
001 2012-01-01 LISA A. MARTIN
001 2011-01-01 LISA A. MARTIN
001 2010-01-01 LISA A. MARTIN LISA A. MARTIN 2015-06-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	LISA A. MARTIN	2023-03-19
001	2021-01-01	LISA A. MARTIN	2022-05-31
001	2020-01-01	LISA A. MARTIN	2021-03-29
001	2019-01-01	LISA A. MARTIN	2020-02-20
001	2018-01-01	LISA A. MARTIN	2019-04-16
001	2017-01-01	LISA A. MARTIN	2018-03-21
001	2016-01-01	LISA A. MARTIN	2017-07-08
001	2015-01-01	LISA A. MARTIN	2016-08-18
001	2014-01-01	LISA A. MARTIN
001	2013-01-01	LISA A. MARTIN
001	2012-01-01	LISA A. MARTIN
001	2011-01-01	LISA A. MARTIN
001	2010-01-01	LISA A. MARTIN		LISA A. MARTIN	2015-06-05

Plan Statistics for LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-10-12 38
Total number of particpants at end of year 2025-10-12 41
Number of Participants With Account Balances 2025-10-12 39
2014: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 34
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 28
Total of all active and inactive participants 2014-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 62
Number of participants with account balances 2014-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 40
2013: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 48
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 61
Number of participants with account balances 2013-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 36
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 47
Number of participants with account balances 2012-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 45
Number of participants with account balances 2011-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8
2010: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 32
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 32
Number of participants with account balances 2010-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2025: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-10-12	38
Total number of particpants at end of year	2025-10-12	41
Number of Participants With Account Balances	2025-10-12	39
2014: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	34
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	28
Total of all active and inactive participants	2014-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	62
Number of participants with account balances	2014-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	40
2013: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	48
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	61
Number of participants with account balances	2013-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	36
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	47
Number of participants with account balances	2012-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	45
Number of participants with account balances	2011-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8
2010: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	32
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	32
Number of participants with account balances	2010-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2025 : LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-12	52813
Net assets as of the end of the plan year	2025-10-12	714372
Total assets as of the beginning of the plan year	2025-10-12	656986
Value of plan covered by a fidelity bond	2025-10-12	66000
Participant contributions to plan in this plan year	2025-10-12	56173
Value of participant loans at end of plan year	2025-10-12	103005
Other income to plan in this plan year	2025-10-12	54026
Plan net income in this plan year	2025-10-12	57386
Net assets as of the end of the plan year	2025-10-12	714372
Net assets as of the beginning of the plan year	2025-10-12	656986
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-12	3893
2014 : LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$56,013
Expenses. Total of all expenses incurred	2014-12-31	$26,193
Benefits paid (including direct rollovers)	2014-12-31	$810
Total plan assets at end of year	2014-12-31	$211,588
Total plan assets at beginning of year	2014-12-31	$181,768
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$42,280
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$4,675
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$29,820
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$211,588
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$181,768
Total contributions received or receivable from employer(s)	2014-12-31	$9,058
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$23,442
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,941
2013 : LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$81,739
Expenses. Total of all expenses incurred	2013-12-31	$28,614
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$181,768
Total plan assets at beginning of year	2013-12-31	$128,643
Total contributions received or receivable from participants	2013-12-31	$42,957
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$9,640
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$53,125
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$181,768
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$128,643
Total contributions received or receivable from employer(s)	2013-12-31	$29,142
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$28,154
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$460
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$72,335
Expenses. Total of all expenses incurred	2012-12-31	$32,368
Benefits paid (including direct rollovers)	2012-12-31	$1,207
Total plan assets at end of year	2012-12-31	$128,643
Total plan assets at beginning of year	2012-12-31	$88,676
Total contributions received or receivable from participants	2012-12-31	$42,961
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$4,412
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$39,967
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$128,643
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$88,676
Total contributions received or receivable from employer(s)	2012-12-31	$24,962
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$30,526
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$635
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$66,845
Expenses. Total of all expenses incurred	2011-12-31	$35,519
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$88,676
Total plan assets at beginning of year	2011-12-31	$57,350
Total contributions received or receivable from participants	2011-12-31	$42,093
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$292
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$31,326
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$88,676
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$57,350
Total contributions received or receivable from employer(s)	2011-12-31	$24,460
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$34,659
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$860
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total income from all sources	2010-12-31	$57,995
Expenses. Total of all expenses incurred	2010-12-31	$645
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$57,350
Total plan assets at beginning of year	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$32,977
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$3,181
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$57,350
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$57,350
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$21,837
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$645

Form 5500 Responses for LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST

2014: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LISA A. MARTIN 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	613953
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	613953
Policy instance	2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	712549
Policy instance	2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	613953
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	712549
Policy instance	1

Potentially related plans

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

Company Name:	LISA A. MARTIN
Employer identification number (EIN):	432036638
NAIC Classification:	812190