401k Plan data: WILLIAM L. LYON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 002 plan

WILLIAM L. LYON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 002 401k Plan overview

Plan Name	WILLIAM L. LYON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 002
Plan identification number	002

WILLIAM L. LYON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 002 Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILLIAM L. LYON & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM L. LYON & ASSOCIATES, INC.

Employer identification number (EIN): 941167984

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM L. LYON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 002

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 PATRICK SHEA 2023-08-16
002 2021-01-01 PATRICK SHEA 2022-07-07
002 2020-01-01 PATRICK SHEA 2021-03-23
002 2018-01-01 PATRICK SHEA 2019-10-02
002 2017-01-01 PATRICK SHEA 2018-05-09
002 2016-01-01 PATRICK SHEA 2017-05-17
002 2015-01-01 PATRICK SHEA 2016-07-06
002 2013-01-01 PATRICK SHEA 2014-07-25
002 2012-01-01 PATRICK SHEA 2013-06-06
002 2011-01-01 JEAN LI 2012-06-05
002 2010-01-01 JEAN LI 2011-05-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	PATRICK SHEA	2023-08-16
002	2021-01-01	PATRICK SHEA	2022-07-07
002	2020-01-01	PATRICK SHEA	2021-03-23
002	2018-01-01	PATRICK SHEA	2019-10-02
002	2017-01-01	PATRICK SHEA	2018-05-09
002	2016-01-01	PATRICK SHEA	2017-05-17
002	2015-01-01	PATRICK SHEA	2016-07-06
002	2013-01-01	PATRICK SHEA	2014-07-25
002	2012-01-01	PATRICK SHEA	2013-06-06
002	2011-01-01	JEAN LI	2012-06-05
002	2010-01-01	JEAN LI	2011-05-11

Plan Statistics for WILLIAM L. LYON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 002

401k plan membership statisitcs for WILLIAM L. LYON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 002

Measure Date Value
2025: WILLIAM L. LYON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 002 2025 401k membership
Total number of particpants at beginning of year 2025-07-17 29
Total number of particpants at end of year 2025-07-17 1
Number of Participants With Account Balances 2025-07-17 1

Measure	Date	Value
2025: WILLIAM L. LYON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 002 2025 401k membership
Total number of particpants at beginning of year	2025-07-17	29
Total number of particpants at end of year	2025-07-17	1
Number of Participants With Account Balances	2025-07-17	1

Financial Data on WILLIAM L. LYON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 002

Measure	Date	Value
2025 : WILLIAM L. LYON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 002 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-17	-339379
Total expenses incurred by plan in this plan year	2025-07-17	72569
Net assets as of the end of the plan year	2025-07-17	217
Total assets as of the beginning of the plan year	2025-07-17	347249
Value of plan covered by a fidelity bond	2025-07-17	500000
Participant contributions to plan in this plan year	2025-07-17	22666
Other income to plan in this plan year	2025-07-17	33342
Plan net income in this plan year	2025-07-17	-7653
Net assets as of the end of the plan year	2025-07-17	217
Net assets as of the beginning of the plan year	2025-07-17	347249
Employer contributions to plan in this plan year	2025-07-17	8908

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Company Name:	WILLIAM L. LYON & ASSOCIATES, INC.
Employer identification number (EIN):	941167984
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers