| Plan Name | JAMES P. LAZAR 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JAMES P. LAZAR, P.C. |
| Employer identification number (EIN): | 752178786 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about JAMES P. LAZAR, P.C.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1987-06-23 |
| Company Identification Number: | 0091221902 |
| Legal Registered Office Address: |
5949 SHERRY LN STE 111 DALLAS United States of America (USA) 75225 |
More information about JAMES P. LAZAR, P.C.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JAMES P LAZAR | 2024-05-21 | JAMES P LAZAR | 2024-05-21 |
| 001 | 2022-01-01 | JAMES LAZAR | 2023-06-16 | ||
| 001 | 2021-01-01 | JAMES LAZAR | 2022-06-02 | ||
| 001 | 2020-01-01 | JAMES LAZAR | 2021-09-27 | ||
| 001 | 2019-01-01 | JAMES LAZAR | 2020-07-07 | ||
| 001 | 2018-01-01 | JAMES LAZAR | 2019-07-30 | ||
| 001 | 2017-01-01 | JAMES LAZAR | 2018-06-19 | ||
| 001 | 2016-01-01 | JAMES LAZAR | 2017-07-18 | ||
| 001 | 2015-01-01 | JAMES LAZAR | 2016-06-02 | ||
| 001 | 2014-01-01 | JAMES LAZAR | 2015-07-20 | ||
| 001 | 2013-01-01 | JAMES LAZAR | 2014-06-23 | ||
| 001 | 2012-01-01 | JAMES LAZAR | 2013-06-10 | ||
| 001 | 2011-01-01 | JAMES LAZAR | 2012-07-20 | ||
| 001 | 2010-01-01 | JAMES LAZAR | 2011-07-05 | ||
| 001 | 2009-01-01 | JAMES P. LAZAR | |||
| 001 | 2009-01-01 | JAMES P. LAZAR |
| Measure | Date | Value |
|---|---|---|
| 2024 : JAMES P. LAZAR 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-05-21 | 2872384 |
| Net assets as of the end of the plan year | 2024-05-21 | 0 |
| Total assets as of the beginning of the plan year | 2024-05-21 | 2584500 |
| Value of plan covered by a fidelity bond | 2024-05-21 | 259000 |
| Participant contributions to plan in this plan year | 2024-05-21 | 55913 |
| Other income to plan in this plan year | 2024-05-21 | 135522 |
| Plan net income in this plan year | 2024-05-21 | -2584500 |
| Net assets as of the end of the plan year | 2024-05-21 | 0 |
| Net assets as of the beginning of the plan year | 2024-05-21 | 2584500 |
| Employer contributions to plan in this plan year | 2024-05-21 | 96449 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-21 | 4455 |
| 2022 : JAMES P. LAZAR 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-06-02 | 403430 |
| Net assets as of the end of the plan year | 2022-06-02 | 2793381 |
| Total assets as of the beginning of the plan year | 2022-06-02 | 2581094 |
| Value of plan covered by a fidelity bond | 2022-06-02 | 259000 |
| Participant contributions to plan in this plan year | 2022-06-02 | 101644 |
| Other income to plan in this plan year | 2022-06-02 | 427309 |
| Plan net income in this plan year | 2022-06-02 | 212287 |
| Net assets as of the end of the plan year | 2022-06-02 | 2793381 |
| Net assets as of the beginning of the plan year | 2022-06-02 | 2581094 |
| Employer contributions to plan in this plan year | 2022-06-02 | 86764 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-02 | 165 |
| 2009 : JAMES P. LAZAR 401(K) PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2009: JAMES P. LAZAR 401(K) PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |