LOMBARDI WALSH DAVENPORT & AMODEO PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN
401k plan membership statisitcs for LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2019: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 0 |
| 2018: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 4 |
| Total participants | 2018-01-01 | 4 |
| 2017: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Total participants | 2017-01-01 | 3 |
| 2016: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Total participants | 2016-01-01 | 4 |
| 2015: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Total participants | 2015-01-01 | 5 |
| 2014: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| Total participants | 2014-01-01 | 5 |
| 2013: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 5 |
| Total participants | 2013-01-01 | 5 |
| 2012: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
| Total of all active and inactive participants | 2012-01-01 | 13 |
| Total participants | 2012-01-01 | 13 |
| 2011: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 15 |
| Number of participants with account balances | 2011-01-01 | 13 |
| 2010: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 15 |
| Total participants | 2010-01-01 | 15 |
| Measure | Date | Value |
|---|
| 2019 : LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $55,486 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $7,382 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $521,452 |
| Total plan assets at beginning of year | 2019-12-31 | $473,348 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $2,509 |
| Other income received | 2019-12-31 | $55,486 |
| Net income (gross income less expenses) | 2019-12-31 | $48,104 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $521,452 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $473,348 |
| Assets. Value of participant loans | 2019-12-31 | $4,873 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $4,873 |
| 2018 : LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $48,350 |
| Total income from all sources | 2018-12-31 | $-30,973 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $4,098 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $473,348 |
| Total plan assets at beginning of year | 2018-12-31 | $460,069 |
| Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $4,098 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-30,973 |
| Net income (gross income less expenses) | 2018-12-31 | $-35,071 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $473,348 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $460,069 |
| Assets. Value of participant loans | 2018-12-31 | $15,000 |
| 2017 : LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $51,877 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $579,828 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $573,350 |
| Total plan assets at end of year | 2017-12-31 | $460,069 |
| Total plan assets at beginning of year | 2017-12-31 | $988,020 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $6,478 |
| Other income received | 2017-12-31 | $51,877 |
| Net income (gross income less expenses) | 2017-12-31 | $-527,951 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $460,069 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $988,020 |
| Assets. Value of participant loans | 2017-12-31 | $10,180 |
| 2016 : LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $84,900 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $15,825 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $7,212 |
| Total plan assets at end of year | 2016-12-31 | $988,020 |
| Total plan assets at beginning of year | 2016-12-31 | $918,945 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $8,613 |
| Other income received | 2016-12-31 | $84,900 |
| Net income (gross income less expenses) | 2016-12-31 | $69,075 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $988,020 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $918,945 |
| Assets. Value of participant loans | 2016-12-31 | $15,000 |
| 2015 : LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-28,614 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $8,252 |
| Total plan assets at end of year | 2015-12-31 | $918,945 |
| Total plan assets at beginning of year | 2015-12-31 | $955,811 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $8,252 |
| Other income received | 2015-12-31 | $-28,614 |
| Net income (gross income less expenses) | 2015-12-31 | $-36,866 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $918,945 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $955,811 |
| Assets. Value of participant loans | 2015-12-31 | $0 |
| 2014 : LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $64,747 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $8,689 |
| Total plan assets at end of year | 2014-12-31 | $955,811 |
| Total plan assets at beginning of year | 2014-12-31 | $899,753 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $8,689 |
| Other income received | 2014-12-31 | $64,747 |
| Net income (gross income less expenses) | 2014-12-31 | $56,058 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $955,811 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $899,753 |
| 2013 : LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $133,813 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $96,802 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $88,485 |
| Total plan assets at end of year | 2013-12-31 | $899,753 |
| Total plan assets at beginning of year | 2013-12-31 | $862,742 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $8,317 |
| Other income received | 2013-12-31 | $133,813 |
| Net income (gross income less expenses) | 2013-12-31 | $37,011 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $899,753 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $862,742 |
| 2012 : LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $104,159 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $57,719 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $50,000 |
| Total plan assets at end of year | 2012-12-31 | $862,742 |
| Total plan assets at beginning of year | 2012-12-31 | $816,302 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $7,719 |
| Other income received | 2012-12-31 | $104,159 |
| Net income (gross income less expenses) | 2012-12-31 | $46,440 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $862,742 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $816,302 |
| 2011 : LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $17,373 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $3,633,557 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $3,621,870 |
| Total plan assets at end of year | 2011-12-31 | $816,302 |
| Total plan assets at beginning of year | 2011-12-31 | $4,432,486 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Other income received | 2011-12-31 | $-7,100 |
| Net income (gross income less expenses) | 2011-12-31 | $-3,616,184 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $816,302 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,432,486 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $24,473 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $11,687 |
| 2010 : LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $435,556 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $22,325 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $14,568 |
| Total plan assets at end of year | 2010-12-31 | $4,432,486 |
| Total plan assets at beginning of year | 2010-12-31 | $4,019,255 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Other income received | 2010-12-31 | $435,556 |
| Net income (gross income less expenses) | 2010-12-31 | $413,231 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,432,486 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,019,255 |
| Assets. Value of participant loans | 2010-12-31 | $6,255 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $7,757 |
| 2019: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | Yes |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: LOMBARDI REINHARD WALSH & HARRISON PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
