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LORENTZEN & TRIFARI CPA S PC 401(K) PLAN 401k Plan overview

Plan NameLORENTZEN & TRIFARI CPA S PC 401(K) PLAN
Plan identification number 001

LORENTZEN & TRIFARI CPA S PC 401(K) 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.
  • 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.
  • 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

LORENTZEN & TRIFARI CPA S PC has sponsored the creation of one or more 401k plans.

Company Name:LORENTZEN & TRIFARI CPA S PC
Employer identification number (EIN):113203917
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LORENTZEN & TRIFARI CPA S PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01PAUL LORENTZEN2020-04-27
0012018-01-01PAUL LORENTZEN2019-04-23 PAUL LORENTZEN2019-04-23
0012017-01-01PAUL LORENTZEN2018-05-08
0012016-01-01PAUL LORENTZEN2017-05-17
0012015-01-01PAUL LORENTZEN2016-05-24
0012014-01-01PAUL LORENTZEN2015-07-09
0012013-01-01BARBARA TRIFARI2014-05-19
0012012-01-01BARBARA TRIFARI2013-07-17
0012011-01-01BARBARA TRIFARI2012-06-26
0012010-01-01BARBARA TRIFARI2011-05-31

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