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LPWOLCH, CPA'S, P.C. 401(K) PLAN 401k Plan overview

Plan NameLPWOLCH, CPA'S, P.C. 401(K) PLAN
Plan identification number 001

LPWOLCH, CPA'S, P.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

LPWOLCH, CPA'S, P.C. has sponsored the creation of one or more 401k plans.

Company Name:LPWOLCH, CPA'S, P.C.
Employer identification number (EIN):161358350
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LPWOLCH, CPA'S, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01LORRAINE WOLCH2021-11-15 LORRAINE WOLCH2021-11-15
0012020-01-01LORRAINE P WOLCH2021-07-01 LORRAINE P WOLCH2021-07-01
0012019-01-01LORRAINE WOLCH2020-06-22 LORRAINE WOLCH2020-06-22
0012018-01-01LORRAINE WOLCH2019-01-23 LORRAINE WOLCH2019-01-23
0012017-01-01LORRAINE WOLCH2018-03-19 LORRAINE WOLCH2018-03-19
0012016-01-01LORRAINE WOLCH2017-05-26 LORRAINE WOLCH2017-05-26
0012015-01-01LORRAINE WOLCH2016-06-09 LORRAINE WOLCH2016-06-09
0012013-01-01LORRAINE WOLCH2014-07-02
0012012-01-01LORRAINE WOLCH2013-08-28
0012011-01-01LORRAINE P WOLCH
0012010-01-01LORRAINE P WOLCH
0012009-01-01LORRAINE P WOLCH

Plan Statistics for LPWOLCH, CPA'S, P.C. 401(K) PLAN

401k plan membership statisitcs for LPWOLCH, CPA'S, P.C. 401(K) PLAN

Measure Date Value
2011: LPWOLCH, CPA'S, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2010: LPWOLCH, CPA'S, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
Number of participants with account balances2010-01-014
2009: LPWOLCH, CPA'S, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on LPWOLCH, CPA'S, P.C. 401(K) PLAN

Measure Date Value
2011 : LPWOLCH, CPA'S, P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$12,038
Total plan assets at end of year2011-12-31$823,133
Total plan assets at beginning of year2011-12-31$811,095
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$48,050
Other income received2011-12-31$-45,586
Net income (gross income less expenses)2011-12-31$12,038
Net plan assets at end of year (total assets less liabilities)2011-12-31$823,133
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$811,095
Total contributions received or receivable from employer(s)2011-12-31$9,574
2010 : LPWOLCH, CPA'S, P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$135,040
Total plan assets at end of year2010-12-31$811,095
Total plan assets at beginning of year2010-12-31$676,055
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$46,600
Other income received2010-12-31$80,957
Net income (gross income less expenses)2010-12-31$135,040
Net plan assets at end of year (total assets less liabilities)2010-12-31$811,095
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$676,055
Total contributions received or receivable from employer(s)2010-12-31$7,483

Form 5500 Responses for LPWOLCH, CPA'S, P.C. 401(K) PLAN

2011: LPWOLCH, CPA'S, P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LPWOLCH, CPA'S, P.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LPWOLCH, CPA'S, P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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