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JAMES P. LAZAR 401(K) PLAN 401k Plan overview

Plan NameJAMES P. LAZAR 401(K) PLAN
Plan identification number 001

JAMES P. LAZAR 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

JAMES P. LAZAR, P.C. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES P. LAZAR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES P LAZAR2024-05-21 JAMES P LAZAR2024-05-21
0012022-01-01JAMES LAZAR2023-06-16
0012021-01-01JAMES LAZAR2022-06-02
0012020-01-01JAMES LAZAR2021-09-27
0012019-01-01JAMES LAZAR2020-07-07
0012018-01-01JAMES LAZAR2019-07-30
0012017-01-01JAMES LAZAR2018-06-19
0012016-01-01JAMES LAZAR2017-07-18
0012015-01-01JAMES LAZAR2016-06-02
0012014-01-01JAMES LAZAR2015-07-20
0012013-01-01JAMES LAZAR2014-06-23
0012012-01-01JAMES LAZAR2013-06-10
0012011-01-01JAMES LAZAR2012-07-20
0012010-01-01JAMES LAZAR2011-07-05
0012009-01-01JAMES P. LAZAR
0012009-01-01JAMES P. LAZAR

Financial Data on JAMES P. LAZAR 401(K) PLAN

Measure Date Value
2024 : JAMES P. LAZAR 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-212872384
Net assets as of the end of the plan year2024-05-210
Total assets as of the beginning of the plan year2024-05-212584500
Value of plan covered by a fidelity bond2024-05-21259000
Participant contributions to plan in this plan year2024-05-2155913
Other income to plan in this plan year2024-05-21135522
Plan net income in this plan year2024-05-21-2584500
Net assets as of the end of the plan year2024-05-210
Net assets as of the beginning of the plan year2024-05-212584500
Employer contributions to plan in this plan year2024-05-2196449
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-214455
2022 : JAMES P. LAZAR 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-02403430
Net assets as of the end of the plan year2022-06-022793381
Total assets as of the beginning of the plan year2022-06-022581094
Value of plan covered by a fidelity bond2022-06-02259000
Participant contributions to plan in this plan year2022-06-02101644
Other income to plan in this plan year2022-06-02427309
Plan net income in this plan year2022-06-02212287
Net assets as of the end of the plan year2022-06-022793381
Net assets as of the beginning of the plan year2022-06-022581094
Employer contributions to plan in this plan year2022-06-0286764
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-02165
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 securities2009-12-31$0

Form 5500 Responses for JAMES P. LAZAR 401(K) PLAN

2009: JAMES P. LAZAR 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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