LEEDY & PETZOLD ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LPA PROFIT SHARING 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : LPA PROFIT SHARING 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-03 | 180 |
| Net assets as of the end of the plan year | 2025-06-03 | 3365806 |
| Total assets as of the beginning of the plan year | 2025-06-03 | 2745321 |
| Value of plan covered by a fidelity bond | 2025-06-03 | 50000 |
| Participant contributions to plan in this plan year | 2025-06-03 | 85434 |
| Value of participant loans at end of plan year | 2025-06-03 | 4646 |
| Other expenses paid from plan in this plan year | 2025-06-03 | 0 |
| Other contributions to plan in this plan year | 2025-06-03 | 0 |
| Other income to plan in this plan year | 2025-06-03 | 455231 |
| Plan net income in this plan year | 2025-06-03 | 620485 |
| Net assets as of the end of the plan year | 2025-06-03 | 3365806 |
| Net assets as of the beginning of the plan year | 2025-06-03 | 2745321 |
| Employer contributions to plan in this plan year | 2025-06-03 | 80000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-03 | 180 |
| 2024 : LPA PROFIT SHARING 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-08 | 158 |
| Net assets as of the end of the plan year | 2024-05-08 | 2745321 |
| Total assets as of the beginning of the plan year | 2024-05-08 | 2165034 |
| Value of plan covered by a fidelity bond | 2024-05-08 | 280000 |
| Participant contributions to plan in this plan year | 2024-05-08 | 83103 |
| Other expenses paid from plan in this plan year | 2024-05-08 | 0 |
| Other contributions to plan in this plan year | 2024-05-08 | 0 |
| Other income to plan in this plan year | 2024-05-08 | 417342 |
| Plan net income in this plan year | 2024-05-08 | 580287 |
| Net assets as of the end of the plan year | 2024-05-08 | 2745321 |
| Net assets as of the beginning of the plan year | 2024-05-08 | 2165034 |
| Employer contributions to plan in this plan year | 2024-05-08 | 80000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-08 | 120 |
| 2022 : LPA PROFIT SHARING 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-14 | 39835 |
| Net assets as of the end of the plan year | 2022-06-14 | 3120785 |
| Total assets as of the beginning of the plan year | 2022-06-14 | 2671629 |
| Value of plan covered by a fidelity bond | 2022-06-14 | 400000 |
| Participant contributions to plan in this plan year | 2022-06-14 | 78089 |
| Other expenses paid from plan in this plan year | 2022-06-14 | 0 |
| Other contributions to plan in this plan year | 2022-06-14 | 0 |
| Other income to plan in this plan year | 2022-06-14 | 350902 |
| Plan net income in this plan year | 2022-06-14 | 449156 |
| Net assets as of the end of the plan year | 2022-06-14 | 3120785 |
| Net assets as of the beginning of the plan year | 2022-06-14 | 2671629 |
| Employer contributions to plan in this plan year | 2022-06-14 | 60000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-14 | 110 |
| 2019 : LPA PROFIT SHARING 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $486,889 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $3,420 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $3,310 |
| Total plan assets at end of year | 2019-12-31 | $2,211,035 |
| Total plan assets at beginning of year | 2019-12-31 | $1,727,566 |
| Value of fidelity bond covering the plan | 2019-12-31 | $172,757 |
| Total contributions received or receivable from participants | 2019-12-31 | $70,788 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $376,381 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $483,469 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,211,035 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,727,566 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $39,720 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $110 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : LPA PROFIT SHARING 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-40,723 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $3,565 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $3,345 |
| Total plan assets at end of year | 2018-12-31 | $1,727,566 |
| Total plan assets at beginning of year | 2018-12-31 | $1,771,854 |
| Value of fidelity bond covering the plan | 2018-12-31 | $180,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $65,438 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-132,961 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-44,288 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,727,566 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,771,854 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $26,800 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $220 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : LPA PROFIT SHARING 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $425,522 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $781,103 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $780,883 |
| Total plan assets at end of year | 2017-12-31 | $1,771,854 |
| Total plan assets at beginning of year | 2017-12-31 | $2,127,435 |
| Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $53,630 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $364,836 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $-355,581 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,771,854 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,127,435 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $7,056 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $220 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : LPA PROFIT SHARING 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $134,820 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,427 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $3,427 |
| Total plan assets at end of year | 2016-12-31 | $2,127,435 |
| Total plan assets at beginning of year | 2016-12-31 | $1,996,042 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $50,890 |
| Other income received | 2016-12-31 | $63,930 |
| Net income (gross income less expenses) | 2016-12-31 | $131,393 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,127,435 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,996,042 |
| Assets. Value of participant loans | 2016-12-31 | $2,341 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $20,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : LPA PROFIT SHARING 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $113,614 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $18,013 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $17,262 |
| Total plan assets at end of year | 2015-12-31 | $1,996,042 |
| Total plan assets at beginning of year | 2015-12-31 | $1,900,441 |
| Value of fidelity bond covering the plan | 2015-12-31 | $120,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $47,663 |
| Other income received | 2015-12-31 | $35,951 |
| Net income (gross income less expenses) | 2015-12-31 | $95,601 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,996,042 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,900,441 |
| Assets. Value of participant loans | 2015-12-31 | $13,954 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $751 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : LPA PROFIT SHARING 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $147,633 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $4,084 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $3,473 |
| Total plan assets at end of year | 2014-12-31 | $1,900,441 |
| Total plan assets at beginning of year | 2014-12-31 | $1,756,892 |
| Value of fidelity bond covering the plan | 2014-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $44,457 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $373 |
| Other income received | 2014-12-31 | $77,803 |
| Net income (gross income less expenses) | 2014-12-31 | $143,549 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,900,441 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,756,892 |
| Assets. Value of participant loans | 2014-12-31 | $24,914 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $25,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $611 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : LPA PROFIT SHARING 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $255,580 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $71,446 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $70,869 |
| Total plan assets at end of year | 2013-12-31 | $1,756,892 |
| Total plan assets at beginning of year | 2013-12-31 | $1,572,758 |
| Value of fidelity bond covering the plan | 2013-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $28,071 |
| Other income received | 2013-12-31 | $212,509 |
| Net income (gross income less expenses) | 2013-12-31 | $184,134 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,756,892 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,572,758 |
| Assets. Value of participant loans | 2013-12-31 | $35,607 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $15,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $577 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : LPA PROFIT SHARING 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $248,243 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $14,291 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $13,582 |
| Total plan assets at end of year | 2012-12-31 | $1,572,758 |
| Total plan assets at beginning of year | 2012-12-31 | $1,338,806 |
| Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $47,578 |
| Other income received | 2012-12-31 | $191,962 |
| Net income (gross income less expenses) | 2012-12-31 | $233,952 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,572,758 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,338,806 |
| Assets. Value of participant loans | 2012-12-31 | $45,856 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $8,703 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $709 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : LPA PROFIT SHARING 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $18,450 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $10,548 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $9,869 |
| Total plan assets at end of year | 2011-12-31 | $1,338,806 |
| Total plan assets at beginning of year | 2011-12-31 | $1,330,904 |
| Value of fidelity bond covering the plan | 2011-12-31 | $120,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $51,463 |
| Other income received | 2011-12-31 | $-63,013 |
| Net income (gross income less expenses) | 2011-12-31 | $7,902 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,338,806 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,330,904 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $679 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : LPA PROFIT SHARING 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $211,405 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $176,908 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $176,665 |
| Total plan assets at end of year | 2010-12-31 | $1,330,904 |
| Total plan assets at beginning of year | 2010-12-31 | $1,296,407 |
| Value of fidelity bond covering the plan | 2010-12-31 | $120,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $48,319 |
| Other income received | 2010-12-31 | $133,086 |
| Net income (gross income less expenses) | 2010-12-31 | $34,497 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,330,904 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,296,407 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $243 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2019: LPA PROFIT SHARING 401(K) 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 | No |
| 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LPA PROFIT SHARING 401(K) 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LPA PROFIT SHARING 401(K) 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LPA PROFIT SHARING 401(K) 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: LPA PROFIT SHARING 401(K) 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: LPA PROFIT SHARING 401(K) 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: LPA PROFIT SHARING 401(K) 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 – 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: LPA PROFIT SHARING 401(K) 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 – 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: LPA PROFIT SHARING 401(K) 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 – 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: LPA PROFIT SHARING 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
