MICHAEL J LENZ LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL J LENZ LLC 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : MICHAEL J LENZ LLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-07 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-07 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-07 | 5597 |
| Net assets as of the end of the plan year | 2025-04-07 | 706348 |
| Total assets as of the beginning of the plan year | 2025-04-07 | 502174 |
| Value of plan covered by a fidelity bond | 2025-04-07 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-07 | 78502 |
| Value of participant loans at end of plan year | 2025-04-07 | 28510 |
| Other expenses paid from plan in this plan year | 2025-04-07 | 0 |
| Other contributions to plan in this plan year | 2025-04-07 | 15850 |
| Other income to plan in this plan year | 2025-04-07 | 82486 |
| Plan net income in this plan year | 2025-04-07 | 204174 |
| Net assets as of the end of the plan year | 2025-04-07 | 706348 |
| Net assets as of the beginning of the plan year | 2025-04-07 | 502174 |
| Employer contributions to plan in this plan year | 2025-04-07 | 32933 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-07 | 4939 |
| 2024 : MICHAEL J LENZ LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-04 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-04 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-04 | 15412 |
| Net assets as of the end of the plan year | 2024-05-04 | 502174 |
| Total assets as of the beginning of the plan year | 2024-05-04 | 332183 |
| Participant contributions to plan in this plan year | 2024-05-04 | 75414 |
| Other expenses paid from plan in this plan year | 2024-05-04 | 0 |
| Other contributions to plan in this plan year | 2024-05-04 | 2504 |
| Other income to plan in this plan year | 2024-05-04 | 77677 |
| Plan net income in this plan year | 2024-05-04 | 169991 |
| Net assets as of the end of the plan year | 2024-05-04 | 502174 |
| Net assets as of the beginning of the plan year | 2024-05-04 | 332183 |
| Employer contributions to plan in this plan year | 2024-05-04 | 29808 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-04 | 5125 |
| 2022 : MICHAEL J LENZ LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $135,176 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $4,545 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $3,303 |
| Total plan assets at end of year | 2022-12-31 | $332,183 |
| Total plan assets at beginning of year | 2022-12-31 | $201,552 |
| Value of fidelity bond covering the plan | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $67,173 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $78,276 |
| Other income received | 2022-12-31 | $-29,321 |
| Net income (gross income less expenses) | 2022-12-31 | $130,631 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $332,183 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $201,552 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $19,048 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,242 |
