DANIEL A LYONS ATTORNEY AT LAW L has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DANIEL A LYONS RETIREMENT PLAN
Measure | Date | Value |
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2013: DANIEL A LYONS RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: DANIEL A LYONS RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 3 |
Number of participants with account balances | 2012-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: DANIEL A LYONS RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 3 |
Number of participants with account balances | 2011-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: DANIEL A LYONS RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 6 |
Number of participants with account balances | 2009-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2013 : DANIEL A LYONS RETIREMENT PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $49,081 |
Total plan assets at end of year | 2013-12-31 | $261,304 |
Total plan assets at beginning of year | 2013-12-31 | $212,223 |
Value of fidelity bond covering the plan | 2013-12-31 | $30,000 |
Total contributions received or receivable from participants | 2013-12-31 | $5,191 |
Other income received | 2013-12-31 | $38,698 |
Net income (gross income less expenses) | 2013-12-31 | $49,081 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $261,304 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $212,223 |
Assets. Value of participant loans | 2013-12-31 | $5,708 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $5,192 |
2012 : DANIEL A LYONS RETIREMENT PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $36,156 |
Total plan assets at end of year | 2012-12-31 | $212,223 |
Total plan assets at beginning of year | 2012-12-31 | $176,067 |
Value of fidelity bond covering the plan | 2012-12-31 | $15,000 |
Total contributions received or receivable from participants | 2012-12-31 | $5,093 |
Other income received | 2012-12-31 | $25,970 |
Net income (gross income less expenses) | 2012-12-31 | $36,156 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $212,223 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $176,067 |
Assets. Value of participant loans | 2012-12-31 | $7,581 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $5,093 |
2011 : DANIEL A LYONS RETIREMENT PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $782 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $176,067 |
Total plan assets at beginning of year | 2011-12-31 | $175,285 |
Value of fidelity bond covering the plan | 2011-12-31 | $15,000 |
Total contributions received or receivable from participants | 2011-12-31 | $5,093 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-9,404 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $782 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $176,067 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $175,285 |
Assets. Value of participant loans | 2011-12-31 | $814 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $5,093 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
2010 : DANIEL A LYONS RETIREMENT PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $23,835 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $175,285 |
Total plan assets at beginning of year | 2010-12-31 | $151,450 |
Value of fidelity bond covering the plan | 2010-12-31 | $15,000 |
Total contributions received or receivable from participants | 2010-12-31 | $5,191 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $13,453 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $23,835 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $175,285 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $151,450 |
Assets. Value of participant loans | 2010-12-31 | $2,836 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $5,191 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
2013: DANIEL A LYONS RETIREMENT PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: DANIEL A LYONS RETIREMENT PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: DANIEL A LYONS RETIREMENT PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: DANIEL A LYONS RETIREMENT PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | VARIOUS |
Policy instance | 1 |
Insurance contract or identification number | VARIOUS | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $910 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $866 | Insurance broker organization code? | 3 | Insurance broker name | CADARET GRANT & COMPANY, INC. |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | GAP52LR6968 |
Policy instance | 1 |
Insurance contract or identification number | GAP52LR6968 | Number of Individuals Covered | 3 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $786 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $786 | Insurance broker organization code? | 3 | Insurance broker name | LINCOLN FINANCIAL SERURITIES |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | GAP52LR6968 |
Policy instance | 1 |
Insurance contract or identification number | GAP52LR6968 | Number of Individuals Covered | 3 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $699 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | GAP52LR6968 |
Policy instance | 1 |
Insurance contract or identification number | GAP52LR6968 | Number of Individuals Covered | 3 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $617 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $617 | Insurance broker organization code? | 3 | Insurance broker name | HARVEST CAPITAL, LLC |
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