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LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 401k Plan overview

Plan NameLAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN
Plan identification number 001

LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

LAW OFFICE OF REG J. LORMON has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF REG J. LORMON
Employer identification number (EIN):942374005
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01REG LORMON2024-10-11
0012022-01-01REG LORMON2023-10-12 REG LORMON2023-10-12
0012021-01-01REG LORMON2022-10-12 REG LORMON2022-10-12
0012020-01-01REG LORMON2021-10-14
0012018-01-01
0012017-01-01REG LORMON
0012016-01-01REG LORMON
0012015-01-01REG LORMON REG LORMON2016-10-14
0012014-01-01REG LORMON REG LORMON2015-10-14
0012013-01-01REG LORMON
0012012-01-01REG LORMON REG LORMON2013-10-15
0012011-01-01REG LORMON REG LORMON2012-10-15
0012010-01-01REG LORMON2022-05-09 REG LORMON2022-05-09
0012009-01-01REG J LORMON REG J LORMON2010-10-11

Financial Data on LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN

Measure Date Value
2025 : LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-130
Total liabilities as of the end of the plan year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-130
Net assets as of the end of the plan year2025-10-13596284
Total assets as of the beginning of the plan year2025-10-13543502
Value of plan covered by a fidelity bond2025-10-13195000
Participant contributions to plan in this plan year2025-10-130
Other expenses paid from plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-130
Other income to plan in this plan year2025-10-1352782
Plan net income in this plan year2025-10-1352782
Net assets as of the end of the plan year2025-10-13596284
Net assets as of the beginning of the plan year2025-10-13543502
Employer contributions to plan in this plan year2025-10-130
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-130
2024 : LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-110
Net assets as of the end of the plan year2024-10-11543502
Total assets as of the beginning of the plan year2024-10-11486546
Value of plan covered by a fidelity bond2024-10-11195000
Participant contributions to plan in this plan year2024-10-110
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-1156956
Plan net income in this plan year2024-10-1156956
Net assets as of the end of the plan year2024-10-11543502
Net assets as of the beginning of the plan year2024-10-11486546
Employer contributions to plan in this plan year2024-10-110
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-110
2018 : LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total income from all sources2018-12-31$-3,785
Expenses. Total of all expenses incurred2018-12-31$20,800
Benefits paid (including direct rollovers)2018-12-31$20,800
Total plan assets at end of year2018-12-31$504,133
Total plan assets at beginning of year2018-12-31$528,718
Value of fidelity bond covering the plan2018-12-31$195,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-3,785
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-24,585
Net plan assets at end of year (total assets less liabilities)2018-12-31$504,133
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$528,718
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$50,019
Expenses. Total of all expenses incurred2017-12-31$20,200
Benefits paid (including direct rollovers)2017-12-31$20,200
Total plan assets at end of year2017-12-31$528,718
Total plan assets at beginning of year2017-12-31$498,899
Value of fidelity bond covering the plan2017-12-31$195,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$50,019
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$29,819
Net plan assets at end of year (total assets less liabilities)2017-12-31$528,718
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$498,899
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$3,877
Expenses. Total of all expenses incurred2016-12-31$20,100
Benefits paid (including direct rollovers)2016-12-31$20,100
Total plan assets at end of year2016-12-31$498,899
Total plan assets at beginning of year2016-12-31$515,122
Value of fidelity bond covering the plan2016-12-31$195,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$3,877
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-16,223
Net plan assets at end of year (total assets less liabilities)2016-12-31$498,899
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$515,122
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$5,456
Expenses. Total of all expenses incurred2015-12-31$29,168
Benefits paid (including direct rollovers)2015-12-31$29,168
Total plan assets at end of year2015-12-31$515,122
Total plan assets at beginning of year2015-12-31$538,834
Value of fidelity bond covering the plan2015-12-31$195,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$5,456
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-23,712
Net plan assets at end of year (total assets less liabilities)2015-12-31$515,122
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$538,834
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-10,166
Expenses. Total of all expenses incurred2014-12-31$10,000
Benefits paid (including direct rollovers)2014-12-31$10,000
Total plan assets at end of year2014-12-31$538,834
Total plan assets at beginning of year2014-12-31$559,000
Value of fidelity bond covering the plan2014-12-31$195,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-10,166
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-20,166
Net plan assets at end of year (total assets less liabilities)2014-12-31$538,834
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$559,000
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$78,600
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$559,000
Total plan assets at beginning of year2013-12-31$480,400
Value of fidelity bond covering the plan2013-12-31$195,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$78,600
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$78,600
Net plan assets at end of year (total assets less liabilities)2013-12-31$559,000
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$480,400
Assets. Value of real-estate (other than employer real property)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$74,000
Expenses. Total of all expenses incurred2012-12-31$6,700
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$480,400
Total plan assets at beginning of year2012-12-31$413,100
Value of fidelity bond covering the plan2012-12-31$195,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$6,700
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$74,000
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$67,300
Net plan assets at end of year (total assets less liabilities)2012-12-31$480,400
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$413,100
Assets. Value of real-estate (other than employer real property)2012-12-31$416,000
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$2,600
Expenses. Total of all expenses incurred2011-12-31$5,600
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$413,100
Total plan assets at beginning of year2011-12-31$416,100
Value of fidelity bond covering the plan2011-12-31$195,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$5,600
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$2,600
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-3,000
Net plan assets at end of year (total assets less liabilities)2011-12-31$413,100
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$416,100
Assets. Value of real-estate (other than employer real property)2011-12-31$350,000
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2009 : LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN

2018: LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LAW OFFICE OF REG J. LORMON PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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