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Plan Name | THE PAUL AND LACKEY 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | PAUL & LACKEY, A PROFESSIONAL CORPORATION |
Employer identification number (EIN): | 731463953 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | JOHN DAVID LACKEY | 2022-09-23 | ||
001 | 2020-01-01 | JOHN DAVID LACKEY | 2021-10-11 | ||
001 | 2019-01-01 | JOHN DAVID LACKEY | 2020-10-08 | ||
001 | 2018-01-01 | JOHN DAVID LACKEY | 2019-10-03 | ||
001 | 2017-01-01 | JOHN DAVID LACKEY | 2018-08-13 | ||
001 | 2016-01-01 | JOHN R. PAUL | 2017-09-05 | ||
001 | 2015-01-01 | JOHN R. PAUL | 2016-06-14 | ||
001 | 2014-01-01 | JOHN R. PAUL | 2015-06-04 | ||
001 | 2013-01-01 | JOHN R. PAUL | 2014-07-03 | ||
001 | 2012-01-01 | JOHN R. PAUL | 2013-06-25 | ||
001 | 2011-01-01 | JOHN R. PAUL | 2012-07-09 | ||
001 | 2010-01-01 | JOHN R. PAUL | 2011-07-13 | JOHN R. PAUL | 2011-07-13 |
Measure | Date | Value |
---|---|---|
2022: THE PAUL AND LACKEY 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 6 |
Number of participants with account balances | 2022-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : THE PAUL AND LACKEY 401(K) PLAN 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $-53,542 |
Expenses. Total of all expenses incurred | 2022-12-31 | $7,579 |
Benefits paid (including direct rollovers) | 2022-12-31 | $2,102 |
Total plan assets at end of year | 2022-12-31 | $401,853 |
Total plan assets at beginning of year | 2022-12-31 | $462,974 |
Value of fidelity bond covering the plan | 2022-12-31 | $295,251 |
Total contributions received or receivable from participants | 2022-12-31 | $14,000 |
Other income received | 2022-12-31 | $-74,092 |
Net income (gross income less expenses) | 2022-12-31 | $-61,121 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $401,853 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $462,974 |
Assets. Value of participant loans | 2022-12-31 | $45,000 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $6,550 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $5,477 |
2022: THE PAUL AND LACKEY 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |