401k Plan data: ROBERT JOSEPH LOCK MD PROFIT SHARING 401K PLAN plan

ROBERT JOSEPH LOCK MD PROFIT SHARING 401K PLAN 401k Plan overview

Plan Name	ROBERT JOSEPH LOCK MD PROFIT SHARING 401K PLAN
Plan identification number	002

ROBERT JOSEPH LOCK MD PROFIT SHARING 401K 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

ROBERT JOSEPH LOCK MD has sponsored the creation of one or more 401k plans.

Company Name: ROBERT JOSEPH LOCK MD

Employer identification number (EIN): 911758951

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT JOSEPH LOCK MD PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 ROBERT JOSEPH LOCK 2013-07-18 ROBERT JOSEPH LOCK 2013-07-18
002 2011-01-01 PENSION FILERS 2012-07-09
002 2010-01-01 PENSION FILERS 2011-06-14

Plan Statistics for ROBERT JOSEPH LOCK MD PROFIT SHARING 401K PLAN

401k plan membership statisitcs for ROBERT JOSEPH LOCK MD PROFIT SHARING 401K PLAN

Measure Date Value
2024: ROBERT JOSEPH LOCK MD PROFIT SHARING 401K PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-01-16 5
Total number of particpants at end of year 2024-01-16 0
Number of Participants With Account Balances 2024-01-16 0
2022: ROBERT JOSEPH LOCK MD PROFIT SHARING 401K PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-06-29 5
Total number of particpants at end of year 2022-06-29 5
Number of Participants With Account Balances 2022-06-29 5

Measure	Date	Value
2024: ROBERT JOSEPH LOCK MD PROFIT SHARING 401K PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-01-16	5
Total number of particpants at end of year	2024-01-16	0
Number of Participants With Account Balances	2024-01-16	0
2022: ROBERT JOSEPH LOCK MD PROFIT SHARING 401K PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-06-29	5
Total number of particpants at end of year	2022-06-29	5
Number of Participants With Account Balances	2022-06-29	5

Financial Data on ROBERT JOSEPH LOCK MD PROFIT SHARING 401K PLAN

Measure	Date	Value
2024 : ROBERT JOSEPH LOCK MD PROFIT SHARING 401K PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-01-16	1249
Total expenses incurred by plan in this plan year	2024-01-16	3148940
Net assets as of the end of the plan year	2024-01-16	0
Total assets as of the beginning of the plan year	2024-01-16	2931177
Value of plan covered by a fidelity bond	2024-01-16	330000
Other income to plan in this plan year	2024-01-16	219012
Plan net income in this plan year	2024-01-16	-2929928
Net assets as of the end of the plan year	2024-01-16	0
Net assets as of the beginning of the plan year	2024-01-16	2929928
Expensese paid to adminstrative service provicers from plan in this plan year	2024-01-16	4
2022 : ROBERT JOSEPH LOCK MD PROFIT SHARING 401K PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-06-29	0
Total liabilities as of the beginning of the plan year	2022-06-29	0
Total expenses incurred by plan in this plan year	2022-06-29	0
Net assets as of the end of the plan year	2022-06-29	3260269
Total assets as of the beginning of the plan year	2022-06-29	2927467
Value of plan covered by a fidelity bond	2022-06-29	295000
Participant contributions to plan in this plan year	2022-06-29	55287
Value of participant loans at end of plan year	2022-06-29	54667
Other expenses paid from plan in this plan year	2022-06-29	0
Other contributions to plan in this plan year	2022-06-29	0
Other income to plan in this plan year	2022-06-29	226041
Plan net income in this plan year	2022-06-29	332802
Net assets as of the end of the plan year	2022-06-29	3260269
Net assets as of the beginning of the plan year	2022-06-29	2927467
Employer contributions to plan in this plan year	2022-06-29	51474
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-29	0

Potentially related plans

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Company Name:	ROBERT JOSEPH LOCK MD
Employer identification number (EIN):	911758951
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	ROBERT JOSEPH LOCK	2013-07-18	ROBERT JOSEPH LOCK	2013-07-18
002	2011-01-01	PENSION FILERS	2012-07-09
002	2010-01-01	PENSION FILERS	2011-06-14