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JOHN LUM ARCHITECTURE, INC. 401(K) PLAN 401k Plan overview

Plan NameJOHN LUM ARCHITECTURE, INC. 401(K) PLAN
Plan identification number 001

JOHN LUM ARCHITECTURE, INC. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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

JOHN LUM ARCHITECTURE, INC. 401(K) PLAN has sponsored the creation of one or more 401k plans.

Company Name:JOHN LUM ARCHITECTURE, INC. 401(K) PLAN
Employer identification number (EIN):841689554
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN LUM ARCHITECTURE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRET WALTERS2024-10-08 BRET WALTERS2024-10-08
0012022-01-01BRET WALTERS2023-07-21 BRET WALTERS2023-07-21
0012021-01-01BRET WALTERS2022-05-06 BRET WALTERS2022-05-06
0012020-01-01BRET WALTERS2021-05-11 BRET WALTERS2021-05-11
0012019-01-01BRET WALTERS2020-09-14
0012018-01-01BRET WALTERS2019-07-18 BRET WALTERS2019-07-18
0012017-01-01JOHN LUM2018-10-10
0012016-01-01JOHN LUM2017-09-14
0012015-01-01JOHN LUM2016-09-21
0012014-01-01JOHN LUM2015-07-27

Financial Data on JOHN LUM ARCHITECTURE, INC. 401(K) PLAN

Measure Date Value
2025 : JOHN LUM ARCHITECTURE, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-090
Total liabilities as of the end of the plan year2025-07-090
Total liabilities as of the beginning of the plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-09150625
Net assets as of the end of the plan year2025-07-092499684
Total assets as of the beginning of the plan year2025-07-092155991
Value of plan covered by a fidelity bond2025-07-09350000
Participant contributions to plan in this plan year2025-07-09126477
Other expenses paid from plan in this plan year2025-07-090
Other contributions to plan in this plan year2025-07-090
Other income to plan in this plan year2025-07-09279346
Plan net income in this plan year2025-07-09343693
Net assets as of the end of the plan year2025-07-092499684
Net assets as of the beginning of the plan year2025-07-092155991
Employer contributions to plan in this plan year2025-07-0988495
Fees paid to broker by Benefit Provider2025-07-0914277
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-091200
2024 : JOHN LUM ARCHITECTURE, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-08132948
Net assets as of the end of the plan year2024-10-082155991
Total assets as of the beginning of the plan year2024-10-081722058
Value of plan covered by a fidelity bond2024-10-08250000
Participant contributions to plan in this plan year2024-10-08136927
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-0822747
Other income to plan in this plan year2024-10-08324330
Plan net income in this plan year2024-10-08433933
Net assets as of the end of the plan year2024-10-082155991
Net assets as of the beginning of the plan year2024-10-081722058
Employer contributions to plan in this plan year2024-10-0882877
Fees paid to broker by Benefit Provider2024-10-0810294
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0823108
2022 : JOHN LUM ARCHITECTURE, INC. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-090
Total liabilities as of the end of the plan year2022-05-090
Total liabilities as of the beginning of the plan year2022-05-090
Total expenses incurred by plan in this plan year2022-05-090
Net assets as of the end of the plan year2022-05-091779717
Total assets as of the beginning of the plan year2022-05-091354152
Value of plan covered by a fidelity bond2022-05-09150000
Participant contributions to plan in this plan year2022-05-09130315
Other expenses paid from plan in this plan year2022-05-090
Other contributions to plan in this plan year2022-05-090
Other income to plan in this plan year2022-05-09204425
Plan net income in this plan year2022-05-09425565
Net assets as of the end of the plan year2022-05-091779717
Net assets as of the beginning of the plan year2022-05-091354152
Employer contributions to plan in this plan year2022-05-0990825
Fees paid to broker by Benefit Provider2022-05-098176
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-090

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