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PROFIT SHARING PLAN OF LANCE A TATSUNO 401k Plan overview

Plan NamePROFIT SHARING PLAN OF LANCE A TATSUNO
Plan identification number 001

PROFIT SHARING PLAN OF LANCE A TATSUNO Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

LANCE A. TATSUNO has sponsored the creation of one or more 401k plans.

Company Name:LANCE A. TATSUNO
Employer identification number (EIN):990236073
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN OF LANCE A TATSUNO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LANCE TATSUNO2024-10-15 LANCE TATSUNO2024-10-15
0012022-01-01LANCE TATSUNO2023-10-16 LANCE TATSUNO2023-10-16
0012021-01-01LANCE TATSUNO2022-10-17 LANCE TATSUNO2022-10-17
0012021-01-01LANCE TATSUNO2022-10-17 LANCE TATSUNO2022-10-17
0012020-01-01LANCE TATSUNO2021-10-15 LANCE TATSUNO2021-10-15
0012019-01-01LANCE TATSUNO2020-10-14 LANCE TATSUNO2020-10-14
0012018-01-01LANCE TATSUNO2019-10-15 LANCE TATSUNO2019-10-15
0012017-01-01LANCE TATSUNO2018-10-15 LANCE TATSUNO2018-10-15
0012016-01-01LANCE TATSUNO2017-10-16 LANCE TATSUNO2017-10-16
0012015-01-01LANCE TATSUNO2016-10-17 LANCE TATSUNO2016-10-17
0012013-01-01LANCE TATSUNO2014-07-31 LANCE TATSUNO2014-07-31
0012012-01-01LANCE TATSUNO2013-09-25 LANCE TATSUNO2013-09-25
0012011-01-01LANCE TATSUNO2012-07-16
0012010-01-01LANCE TATSUNO2011-07-09

Plan Statistics for PROFIT SHARING PLAN OF LANCE A TATSUNO

401k plan membership statisitcs for PROFIT SHARING PLAN OF LANCE A TATSUNO

Measure Date Value
2025: PROFIT SHARING PLAN OF LANCE A TATSUNO 2025 401k membership
Total number of particpants at beginning of year2025-10-242
Total number of particpants at end of year2025-10-242
Number of Participants With Account Balances2025-10-242
2024: PROFIT SHARING PLAN OF LANCE A TATSUNO 2024 401k membership
Total number of particpants at beginning of year2024-10-152
Total number of particpants at end of year2024-10-152
Number of Participants With Account Balances2024-10-152

Financial Data on PROFIT SHARING PLAN OF LANCE A TATSUNO

Measure Date Value
2025 : PROFIT SHARING PLAN OF LANCE A TATSUNO 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-2480003
Net assets as of the end of the plan year2025-10-241396182
Total assets as of the beginning of the plan year2025-10-241138010
Value of plan covered by a fidelity bond2025-10-24199000
Other expenses paid from plan in this plan year2025-10-243
Other income to plan in this plan year2025-10-24338175
Plan net income in this plan year2025-10-24258172
Net assets as of the end of the plan year2025-10-241396182
Net assets as of the beginning of the plan year2025-10-241138010
2024 : PROFIT SHARING PLAN OF LANCE A TATSUNO 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1525003
Net assets as of the end of the plan year2024-10-151138010
Total assets as of the beginning of the plan year2024-10-15827456
Value of plan covered by a fidelity bond2024-10-15199000
Other expenses paid from plan in this plan year2024-10-153
Other income to plan in this plan year2024-10-15335557
Plan net income in this plan year2024-10-15310554
Net assets as of the end of the plan year2024-10-151138010
Net assets as of the beginning of the plan year2024-10-15827456

Potentially related plans

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