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P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameP. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

P. JOSEPH LEHMAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:P. JOSEPH LEHMAN, INC.
Employer identification number (EIN):251217109
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01P. JOSEPH LEHMAN, JR.2023-06-30
0012021-01-01P. JOSEPH LEHMAN, JR.2022-07-21
0012020-01-01P. JOSEPH LEHMAN, JR.2021-06-15
0012019-01-01P. JOSEPH LEHMAN, JR.2020-07-01
0012018-01-01P. JOSEPH LEHMAN, JR.2019-05-14
0012017-01-01P. JOSEPH LEHMAN, JR.2018-07-05
0012016-01-01
0012015-01-01
0012014-01-01P. JOSEPH LEHMAN, JR.
0012013-01-01P. JOSEPH LEHMAN, JR.
0012012-01-01P. JOSEPH LEHMAN, JR.
0012011-01-01P. JOSEPH LEHMAN, JR.
0012010-01-01P. JOSEPH LEHMAN, JR.
0012009-01-01P. JOSEPH LEHMAN, JR.

Plan Statistics for P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0137
Total number of active participants reported on line 7a of the Form 55002016-01-0136
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0137
Number of participants with account balances2016-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0135
Total number of active participants reported on line 7a of the Form 55002015-01-0137
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0137
Number of participants with account balances2015-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0131
Total number of active participants reported on line 7a of the Form 55002014-01-0135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0137
Number of participants with account balances2014-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0128
Total number of active participants reported on line 7a of the Form 55002013-01-0128
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0129
Number of participants with account balances2013-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0126
Total number of active participants reported on line 7a of the Form 55002012-01-0129
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0130
Number of participants with account balances2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0126
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0127
Number of participants with account balances2011-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0122
Total number of active participants reported on line 7a of the Form 55002010-01-0122
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0123
Number of participants with account balances2010-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0119
Total number of active participants reported on line 7a of the Form 55002009-01-0120
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0121
Number of participants with account balances2009-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$445,556
Expenses. Total of all expenses incurred2016-12-31$3,701
Benefits paid (including direct rollovers)2016-12-31$3,701
Total plan assets at end of year2016-12-31$3,095,517
Total plan assets at beginning of year2016-12-31$2,653,662
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$199,875
Other income received2016-12-31$166,910
Net income (gross income less expenses)2016-12-31$441,855
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,095,517
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,653,662
Assets. Value of participant loans2016-12-31$67,295
Total contributions received or receivable from employer(s)2016-12-31$78,771
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$263,714
Expenses. Total of all expenses incurred2015-12-31$83,796
Benefits paid (including direct rollovers)2015-12-31$83,796
Total plan assets at end of year2015-12-31$2,653,662
Total plan assets at beginning of year2015-12-31$2,473,744
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$160,956
Other income received2015-12-31$36,658
Net income (gross income less expenses)2015-12-31$179,918
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,653,662
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,473,744
Assets. Value of participant loans2015-12-31$73,779
Total contributions received or receivable from employer(s)2015-12-31$66,100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$551,238
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$2,473,744
Total plan assets at beginning of year2014-12-31$1,922,506
Value of fidelity bond covering the plan2014-12-31$160,000
Total contributions received or receivable from participants2014-12-31$129,673
Contributions received from other sources (not participants or employers)2014-12-31$279,339
Other income received2014-12-31$100,874
Net income (gross income less expenses)2014-12-31$551,238
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,473,744
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,922,506
Assets. Value of participant loans2014-12-31$99,254
Total contributions received or receivable from employer(s)2014-12-31$41,352
2013 : P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$447,709
Expenses. Total of all expenses incurred2013-12-31$263,403
Benefits paid (including direct rollovers)2013-12-31$263,403
Total plan assets at end of year2013-12-31$1,922,506
Total plan assets at beginning of year2013-12-31$1,738,200
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$108,965
Contributions received from other sources (not participants or employers)2013-12-31$57,697
Other income received2013-12-31$269,323
Net income (gross income less expenses)2013-12-31$184,306
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,922,506
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,738,200
Assets. Value of participant loans2013-12-31$109,923
Total contributions received or receivable from employer(s)2013-12-31$11,724
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$305,146
Expenses. Total of all expenses incurred2012-12-31$53,242
Benefits paid (including direct rollovers)2012-12-31$53,242
Total plan assets at end of year2012-12-31$1,738,200
Total plan assets at beginning of year2012-12-31$1,486,296
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$110,675
Other income received2012-12-31$190,176
Net income (gross income less expenses)2012-12-31$251,904
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,738,200
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,486,296
Assets. Value of participant loans2012-12-31$126,383
Total contributions received or receivable from employer(s)2012-12-31$4,295
2011 : P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$144,612
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$1,486,296
Total plan assets at beginning of year2011-12-31$1,341,684
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$117,330
Other income received2011-12-31$-3,884
Net income (gross income less expenses)2011-12-31$144,612
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,486,296
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,341,684
Assets. Value of participant loans2011-12-31$66,672
Total contributions received or receivable from employer(s)2011-12-31$31,166
2010 : P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$244,319
Expenses. Total of all expenses incurred2010-12-31$38,894
Benefits paid (including direct rollovers)2010-12-31$38,894
Total plan assets at end of year2010-12-31$1,341,684
Total plan assets at beginning of year2010-12-31$1,136,259
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$98,884
Contributions received from other sources (not participants or employers)2010-12-31$4,584
Other income received2010-12-31$111,997
Net income (gross income less expenses)2010-12-31$205,425
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,341,684
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,136,259
Assets. Value of participant loans2010-12-31$84,293
Total contributions received or receivable from employer(s)2010-12-31$28,854

Form 5500 Responses for P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN

2016: P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: P. JOSEPH LEHMAN, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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