DAVID E. LAZARUS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID E. LAZARUS, CPA 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : DAVID E. LAZARUS, CPA 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-10 | 3148747 |
| Net assets as of the end of the plan year | 2025-06-10 | 235828 |
| Total assets as of the beginning of the plan year | 2025-06-10 | 2207921 |
| Other income to plan in this plan year | 2025-06-10 | 1134642 |
| Plan net income in this plan year | 2025-06-10 | -1972093 |
| Net assets as of the end of the plan year | 2025-06-10 | 235828 |
| Net assets as of the beginning of the plan year | 2025-06-10 | 2207921 |
| Employer contributions to plan in this plan year | 2025-06-10 | 42012 |
| 2024 : DAVID E. LAZARUS, CPA 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-12 | 66703 |
| Net assets as of the end of the plan year | 2024-06-12 | 2207921 |
| Total assets as of the beginning of the plan year | 2024-06-12 | 1576757 |
| Other expenses paid from plan in this plan year | 2024-06-12 | 3 |
| Other income to plan in this plan year | 2024-06-12 | 659071 |
| Plan net income in this plan year | 2024-06-12 | 631164 |
| Net assets as of the end of the plan year | 2024-06-12 | 2207921 |
| Net assets as of the beginning of the plan year | 2024-06-12 | 1576757 |
| Employer contributions to plan in this plan year | 2024-06-12 | 38796 |
| 2020 : DAVID E. LAZARUS, CPA 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $398,003 |
| Total plan assets at end of year | 2020-12-31 | $1,788,047 |
| Total plan assets at beginning of year | 2020-12-31 | $1,390,044 |
| Other income received | 2020-12-31 | $383,079 |
| Net income (gross income less expenses) | 2020-12-31 | $398,003 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,788,047 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,390,044 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $14,924 |
| 2019 : DAVID E. LAZARUS, CPA 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $283,143 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $45,300 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $45,300 |
| Total plan assets at end of year | 2019-12-31 | $1,390,044 |
| Total plan assets at beginning of year | 2019-12-31 | $1,152,201 |
| Other income received | 2019-12-31 | $274,672 |
| Net income (gross income less expenses) | 2019-12-31 | $237,843 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,390,044 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,152,201 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $8,471 |
| 2018 : DAVID E. LAZARUS, CPA 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-54,221 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $47,311 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $47,311 |
| Total plan assets at end of year | 2018-12-31 | $1,152,201 |
| Total plan assets at beginning of year | 2018-12-31 | $1,253,733 |
| Total contributions received or receivable from participants | 2018-12-31 | $24,500 |
| Other income received | 2018-12-31 | $-83,876 |
| Net income (gross income less expenses) | 2018-12-31 | $-101,532 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,152,201 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,253,733 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $5,155 |
| 2017 : DAVID E. LAZARUS, CPA 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $281,357 |
| Total plan assets at end of year | 2017-12-31 | $1,253,733 |
| Total plan assets at beginning of year | 2017-12-31 | $972,376 |
| Total contributions received or receivable from participants | 2017-12-31 | $24,000 |
| Other income received | 2017-12-31 | $250,922 |
| Net income (gross income less expenses) | 2017-12-31 | $281,357 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,253,733 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $972,376 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $6,435 |
| 2016 : DAVID E. LAZARUS, CPA 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $112,765 |
| Total plan assets at end of year | 2016-12-31 | $972,376 |
| Total plan assets at beginning of year | 2016-12-31 | $859,611 |
| Total contributions received or receivable from participants | 2016-12-31 | $24,000 |
| Other income received | 2016-12-31 | $79,217 |
| Net income (gross income less expenses) | 2016-12-31 | $112,765 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $972,376 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $859,611 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $3,276 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $9,548 |
| 2015 : DAVID E. LAZARUS, CPA 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $38,797 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $363,232 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $363,232 |
| Total plan assets at end of year | 2015-12-31 | $859,611 |
| Total plan assets at beginning of year | 2015-12-31 | $1,184,046 |
| Total contributions received or receivable from participants | 2015-12-31 | $24,000 |
| Other income received | 2015-12-31 | $-15,267 |
| Net income (gross income less expenses) | 2015-12-31 | $-324,435 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $859,611 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,184,046 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $19,123 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $30,064 |
