401k Plan data: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST plan

LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 401k Plan overview

Plan Name	LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST
Plan identification number	001

LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 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.
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

LOMBARDI, CLAIRMONT & KEEGAN has sponsored the creation of one or more 401k plans.

Company Name: LOMBARDI, CLAIRMONT & KEEGAN

Employer identification number (EIN): 042511474

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2017-01-01 RICHARD A. LOMBARDI
001 2016-01-01 RICHARD A. LOMBARDI
001 2015-01-01 RICHARD A. LOMBARDI
001 2013-01-01 RICHARD A. LOMBARDI
001 2012-01-01 RICHARD A. LOMBARDI
001 2011-01-01 RICHARD A LOMBARDI
001 2009-01-01 RICHARD A LOMBARDI
001 2009-01-01 RICHARD LOMBARDI

Plan Statistics for LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST

401k plan membership statisitcs for LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST

Measure Date Value
2019: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 9
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
2017: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 10
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
2016: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 11
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 11
2015: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 9
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 10
2013: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 10
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
2012: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 10
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
2011: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 10
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
2009: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 11
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11

Measure	Date	Value
2019: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	9
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
2017: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	10
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
2016: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	11
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	11
2015: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	9
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	10
2013: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	10
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
2012: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	10
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
2011: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	10
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
2009: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	11
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11

Financial Data on LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST

Measure	Date	Value
2019 : LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$793,396
Expenses. Total of all expenses incurred	2019-12-31	$446,923
Benefits paid (including direct rollovers)	2019-12-31	$433,027
Total plan assets at end of year	2019-12-31	$2,944,303
Total plan assets at beginning of year	2019-12-31	$2,597,830
Value of fidelity bond covering the plan	2019-12-31	$294,430
Total contributions received or receivable from participants	2019-12-31	$109,092
Expenses. Other expenses not covered elsewhere	2019-12-31	$13,896
Other income received	2019-12-31	$660,445
Net income (gross income less expenses)	2019-12-31	$346,473
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,944,303
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,597,830
Total contributions received or receivable from employer(s)	2019-12-31	$23,859
2018 : LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-52,504
Expenses. Total of all expenses incurred	2018-12-31	$83,458
Benefits paid (including direct rollovers)	2018-12-31	$69,681
Total plan assets at end of year	2018-12-31	$2,597,830
Total plan assets at beginning of year	2018-12-31	$2,733,792
Value of fidelity bond covering the plan	2018-12-31	$273,379
Total contributions received or receivable from participants	2018-12-31	$99,371
Expenses. Other expenses not covered elsewhere	2018-12-31	$13,777
Other income received	2018-12-31	$-175,261
Net income (gross income less expenses)	2018-12-31	$-135,962
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,597,830
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,733,792
Total contributions received or receivable from employer(s)	2018-12-31	$23,386
2017 : LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$540,467
Expenses. Total of all expenses incurred	2017-12-31	$335,106
Benefits paid (including direct rollovers)	2017-12-31	$323,283
Total plan assets at end of year	2017-12-31	$2,733,792
Total plan assets at beginning of year	2017-12-31	$2,528,431
Value of fidelity bond covering the plan	2017-12-31	$252,843
Total contributions received or receivable from participants	2017-12-31	$91,734
Other income received	2017-12-31	$426,870
Net income (gross income less expenses)	2017-12-31	$205,361
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,733,792
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,528,431
Total contributions received or receivable from employer(s)	2017-12-31	$21,863
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$11,823
2016 : LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$322,235
Expenses. Total of all expenses incurred	2016-12-31	$35,722
Benefits paid (including direct rollovers)	2016-12-31	$25,810
Total plan assets at end of year	2016-12-31	$2,528,431
Total plan assets at beginning of year	2016-12-31	$2,241,918
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$98,974
Other income received	2016-12-31	$199,680
Net income (gross income less expenses)	2016-12-31	$286,513
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,528,431
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,241,918
Total contributions received or receivable from employer(s)	2016-12-31	$23,581
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,912
2015 : LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$8,558
Total income from all sources	2015-12-31	$109,840
Expenses. Total of all expenses incurred	2015-12-31	$57,936
Benefits paid (including direct rollovers)	2015-12-31	$48,349
Total plan assets at end of year	2015-12-31	$2,241,918
Total plan assets at beginning of year	2015-12-31	$2,181,456
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$93,832
Expenses. Other expenses not covered elsewhere	2015-12-31	$9,587
Other income received	2015-12-31	$-6,594
Net income (gross income less expenses)	2015-12-31	$51,904
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,241,918
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,181,456
Total contributions received or receivable from employer(s)	2015-12-31	$22,602
2013 : LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$453,343
Expenses. Total of all expenses incurred	2013-12-31	$29,357
Benefits paid (including direct rollovers)	2013-12-31	$21,377
Total plan assets at end of year	2013-12-31	$1,999,455
Total plan assets at beginning of year	2013-12-31	$1,575,469
Value of fidelity bond covering the plan	2013-12-31	$175,000
Total contributions received or receivable from participants	2013-12-31	$95,227
Expenses. Other expenses not covered elsewhere	2013-12-31	$7,980
Other income received	2013-12-31	$335,147
Net income (gross income less expenses)	2013-12-31	$423,986
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,999,455
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,575,469
Assets. Value of participant loans	2013-12-31	$13,359
Total contributions received or receivable from employer(s)	2013-12-31	$22,969
2012 : LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$248,837
Expenses. Total of all expenses incurred	2012-12-31	$17,101
Benefits paid (including direct rollovers)	2012-12-31	$9,623
Total plan assets at end of year	2012-12-31	$1,575,469
Total plan assets at beginning of year	2012-12-31	$1,343,733
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$84,843
Expenses. Other expenses not covered elsewhere	2012-12-31	$7,478
Other income received	2012-12-31	$142,783
Net income (gross income less expenses)	2012-12-31	$231,736
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,575,469
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,343,733
Assets. Value of participant loans	2012-12-31	$17,011
Total contributions received or receivable from employer(s)	2012-12-31	$21,211
2011 : LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-375
Expenses. Total of all expenses incurred	2011-12-31	$76,186
Benefits paid (including direct rollovers)	2011-12-31	$68,984
Total plan assets at end of year	2011-12-31	$1,343,733
Total plan assets at beginning of year	2011-12-31	$1,420,294
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$80,842
Expenses. Other expenses not covered elsewhere	2011-12-31	$7,202
Other income received	2011-12-31	$-101,428
Net income (gross income less expenses)	2011-12-31	$-76,561
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,343,733
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,420,294
Assets. Value of participant loans	2011-12-31	$3,464
Total contributions received or receivable from employer(s)	2011-12-31	$20,211
2010 : LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$259,485
Expenses. Total of all expenses incurred	2010-12-31	$11,598
Benefits paid (including direct rollovers)	2010-12-31	$5,869
Total plan assets at end of year	2010-12-31	$1,420,294
Total plan assets at beginning of year	2010-12-31	$1,172,407
Value of fidelity bond covering the plan	2010-12-31	$125,000
Total contributions received or receivable from participants	2010-12-31	$75,362
Expenses. Other expenses not covered elsewhere	2010-12-31	$5,729
Other income received	2010-12-31	$165,283
Net income (gross income less expenses)	2010-12-31	$247,887
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,420,294
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,172,407
Assets. Value of participant loans	2010-12-31	$5,619
Total contributions received or receivable from employer(s)	2010-12-31	$18,840

Form 5500 Responses for LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST

2019: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2013: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LOMBARDI, CLAIRMONT & KEEGAN EMPLOYEES RETIREMENT SAVINGS PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LOMBARDI, CLAIRMONT & KEEGAN
Employer identification number (EIN):	042511474
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Plan id#	Filing Submission Date	Name of Administrator
001	2019-01-01
001	2017-01-01	RICHARD A. LOMBARDI
001	2016-01-01	RICHARD A. LOMBARDI
001	2015-01-01	RICHARD A. LOMBARDI
001	2013-01-01	RICHARD A. LOMBARDI
001	2012-01-01	RICHARD A. LOMBARDI
001	2011-01-01	RICHARD A LOMBARDI
001	2009-01-01	RICHARD A LOMBARDI
001	2009-01-01	RICHARD LOMBARDI