401k Plan data: LANE & EHRLICH, LTD PROFIT SHARING PLAN plan

LANE & EHRLICH, LTD PROFIT SHARING PLAN 401k Plan overview

Plan Name	LANE & EHRLICH, LTD PROFIT SHARING PLAN
Plan identification number	002

LANE & EHRLICH, LTD PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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

LANE & EHRLICH has sponsored the creation of one or more 401k plans.

Company Name: LANE & EHRLICH

Employer identification number (EIN): 860328308

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LANE & EHRLICH, LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-02-01
002 2015-02-01
002 2014-02-01 SHARON KENNEDY, APA, QPA, QKA, ERPA
002 2013-02-01 SHARON KENNEDY, APA, QPA, QKA, ERPA
002 2012-02-01 SHARON KENNEDY, APA, QPA, QKA, ERPA
002 2011-02-01 SHARON KENNEDY, APA, QPA, QKA, ERPA
002 2010-02-01 SHARON KENNEDY, APA, QPA, QKA, ERPA 2011-11-11

Plan Statistics for LANE & EHRLICH, LTD PROFIT SHARING PLAN

401k plan membership statisitcs for LANE & EHRLICH, LTD PROFIT SHARING PLAN

Measure Date Value
2016: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-02-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 6
Number of retired or separated participants receiving benefits 2016-02-01 0
Number of other retired or separated participants entitled to future benefits 2016-02-01 0
Total of all active and inactive participants 2016-02-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 0
Total participants 2016-02-01 6
Number of participants with account balances 2016-02-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 0
2015: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-02-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 6
Number of retired or separated participants receiving benefits 2015-02-01 0
Number of other retired or separated participants entitled to future benefits 2015-02-01 0
Total of all active and inactive participants 2015-02-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 6
Number of participants with account balances 2015-02-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 0
2014: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 6
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 0
Total of all active and inactive participants 2014-02-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 0
Total participants 2014-02-01 6
Number of participants with account balances 2014-02-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 0
2013: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 6
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 1
Total of all active and inactive participants 2013-02-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 7
Number of participants with account balances 2013-02-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 6
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 1
Total of all active and inactive participants 2012-02-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 7
Number of participants with account balances 2012-02-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 6
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 0
Total of all active and inactive participants 2011-02-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 6
Number of participants with account balances 2011-02-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0

Measure	Date	Value
2016: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-02-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	6
Number of retired or separated participants receiving benefits	2016-02-01	0
Number of other retired or separated participants entitled to future benefits	2016-02-01	0
Total of all active and inactive participants	2016-02-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	0
Total participants	2016-02-01	6
Number of participants with account balances	2016-02-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	0
2015: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-02-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	6
Number of retired or separated participants receiving benefits	2015-02-01	0
Number of other retired or separated participants entitled to future benefits	2015-02-01	0
Total of all active and inactive participants	2015-02-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	6
Number of participants with account balances	2015-02-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	0
2014: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	6
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	0
Total of all active and inactive participants	2014-02-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	0
Total participants	2014-02-01	6
Number of participants with account balances	2014-02-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	0
2013: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	6
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	1
Total of all active and inactive participants	2013-02-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	7
Number of participants with account balances	2013-02-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	6
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	1
Total of all active and inactive participants	2012-02-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	7
Number of participants with account balances	2012-02-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	6
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	0
Total of all active and inactive participants	2011-02-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	6
Number of participants with account balances	2011-02-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0

Financial Data on LANE & EHRLICH, LTD PROFIT SHARING PLAN

Measure	Date	Value
2017 : LANE & EHRLICH, LTD PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-01-31	$498,980
Expenses. Total of all expenses incurred	2017-01-31	$52,213
Benefits paid (including direct rollovers)	2017-01-31	$51,564
Total plan assets at end of year	2017-01-31	$3,365,152
Total plan assets at beginning of year	2017-01-31	$2,918,385
Value of fidelity bond covering the plan	2017-01-31	$380,000
Assets. Value of loans (other than to participants)	2017-01-31	$35,000
Other income received	2017-01-31	$377,832
Net income (gross income less expenses)	2017-01-31	$446,767
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$3,365,152
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$2,918,385
Assets. Value of participant loans	2017-01-31	$18,941
Assets. Value of assets in partnership/joint-venture interests	2017-01-31	$193,216
Total contributions received or receivable from employer(s)	2017-01-31	$121,148
Value of certain deemed distributions of participant loans	2017-01-31	$649
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-01-31	$0
2016 : LANE & EHRLICH, LTD PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-01-31	$238,422
Expenses. Total of all expenses incurred	2016-01-31	$45,292
Benefits paid (including direct rollovers)	2016-01-31	$44,736
Total plan assets at end of year	2016-01-31	$2,918,385
Total plan assets at beginning of year	2016-01-31	$2,725,255
Value of fidelity bond covering the plan	2016-01-31	$275,000
Assets. Value of loans (other than to participants)	2016-01-31	$35,000
Contributions received from other sources (not participants or employers)	2016-01-31	$124,854
Other income received	2016-01-31	$4,573
Net income (gross income less expenses)	2016-01-31	$193,130
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$2,918,385
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$2,725,255
Assets. Value of participant loans	2016-01-31	$26,862
Assets. Value of assets in partnership/joint-venture interests	2016-01-31	$42,209
Total contributions received or receivable from employer(s)	2016-01-31	$108,995
Expenses. Administrative service providers (salaries,fees and commissions)	2016-01-31	$556
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-01-31	$0
2015 : LANE & EHRLICH, LTD PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-01-31	$333,262
Expenses. Total of all expenses incurred	2015-01-31	$60,738
Benefits paid (including direct rollovers)	2015-01-31	$60,001
Total plan assets at end of year	2015-01-31	$2,725,255
Total plan assets at beginning of year	2015-01-31	$2,452,731
Value of fidelity bond covering the plan	2015-01-31	$273,000
Assets. Value of loans (other than to participants)	2015-01-31	$35,000
Other income received	2015-01-31	$215,004
Net income (gross income less expenses)	2015-01-31	$272,524
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$2,725,255
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$2,452,731
Assets. Value of participant loans	2015-01-31	$35,543
Assets. Value of assets in partnership/joint-venture interests	2015-01-31	$43,555
Total contributions received or receivable from employer(s)	2015-01-31	$118,258
Expenses. Administrative service providers (salaries,fees and commissions)	2015-01-31	$737
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-01-31	$0
2014 : LANE & EHRLICH, LTD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-01-31	$370,009
Expenses. Total of all expenses incurred	2014-01-31	$32,612
Benefits paid (including direct rollovers)	2014-01-31	$32,185
Total plan assets at end of year	2014-01-31	$2,452,731
Total plan assets at beginning of year	2014-01-31	$2,115,334
Value of fidelity bond covering the plan	2014-01-31	$246,000
Assets. Value of loans (other than to participants)	2014-01-31	$35,000
Other income received	2014-01-31	$255,863
Net income (gross income less expenses)	2014-01-31	$337,397
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$2,452,731
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$2,115,334
Assets. Value of participant loans	2014-01-31	$15,816
Assets. Value of assets in partnership/joint-venture interests	2014-01-31	$75,000
Total contributions received or receivable from employer(s)	2014-01-31	$114,146
Expenses. Administrative service providers (salaries,fees and commissions)	2014-01-31	$427
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
2013 : LANE & EHRLICH, LTD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-01-31	$266,504
Expenses. Total of all expenses incurred	2013-01-31	$29,140
Benefits paid (including direct rollovers)	2013-01-31	$28,741
Total plan assets at end of year	2013-01-31	$2,115,334
Total plan assets at beginning of year	2013-01-31	$1,877,970
Value of fidelity bond covering the plan	2013-01-31	$201,000
Assets. Value of loans (other than to participants)	2013-01-31	$115,000
Other income received	2013-01-31	$190,423
Net income (gross income less expenses)	2013-01-31	$237,364
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$2,115,334
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$1,877,970
Assets. Value of participant loans	2013-01-31	$21,546
Assets. Value of assets in partnership/joint-venture interests	2013-01-31	$130,000
Total contributions received or receivable from employer(s)	2013-01-31	$76,081
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-31	$399
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
2012 : LANE & EHRLICH, LTD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-01-31	$104,718
Expenses. Total of all expenses incurred	2012-01-31	$41,610
Benefits paid (including direct rollovers)	2012-01-31	$41,172
Total plan assets at end of year	2012-01-31	$1,877,970
Total plan assets at beginning of year	2012-01-31	$1,814,862
Value of fidelity bond covering the plan	2012-01-31	$201,000
Assets. Value of loans (other than to participants)	2012-01-31	$110,000
Other income received	2012-01-31	$60,364
Net income (gross income less expenses)	2012-01-31	$63,108
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$1,877,970
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$1,814,862
Assets. Value of participant loans	2012-01-31	$28,100
Assets. Value of assets in partnership/joint-venture interests	2012-01-31	$90,961
Total contributions received or receivable from employer(s)	2012-01-31	$44,354
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$438
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0

Form 5500 Responses for LANE & EHRLICH, LTD PROFIT SHARING PLAN

2016: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	No
2016-02-01	This submission is the final filing	No
2016-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-02-01	Plan is a collectively bargained plan	No
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Submission has been amended	No
2015-02-01	This submission is the final filing	No
2015-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-02-01	Plan is a collectively bargained plan	No
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	No
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-02-01	Plan is a collectively bargained plan	No
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LANE & EHRLICH
Employer identification number (EIN):	860328308
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers