LIEBERMAN-NELSON, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2015: LIEBERMAN-NELSON, INC. 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 | 3 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 5 |
| Number of participants with account balances | 2015-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 5 |
| Number of participants with account balances | 2014-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| 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 | 2 |
| 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 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2012 401k membership |
|---|
| 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 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| 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 | 1 |
| 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 |
| 2010: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 3 |
| Number of participants with account balances | 2010-01-01 | 3 |
| 2009: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| 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 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2015 : LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $54,410 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,364 |
| Total plan assets at end of year | 2015-12-31 | $352,422 |
| Total plan assets at beginning of year | 2015-12-31 | $299,376 |
| Value of fidelity bond covering the plan | 2015-12-31 | $30,000 |
| Other income received | 2015-12-31 | $-1,117 |
| Net income (gross income less expenses) | 2015-12-31 | $53,046 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $352,422 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $299,376 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $55,527 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,364 |
| 2014 : LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $60,228 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,504 |
| Total plan assets at end of year | 2014-12-31 | $299,376 |
| Total plan assets at beginning of year | 2014-12-31 | $240,652 |
| Value of fidelity bond covering the plan | 2014-12-31 | $25,000 |
| Other income received | 2014-12-31 | $4,601 |
| Net income (gross income less expenses) | 2014-12-31 | $58,724 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $299,376 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $240,652 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $55,627 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,504 |
| 2013 : LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $56,295 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,388 |
| Total plan assets at end of year | 2013-12-31 | $240,652 |
| Total plan assets at beginning of year | 2013-12-31 | $185,745 |
| Value of fidelity bond covering the plan | 2013-12-31 | $25,000 |
| Other income received | 2013-12-31 | $2,175 |
| Net income (gross income less expenses) | 2013-12-31 | $54,907 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $240,652 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $185,745 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $54,120 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,388 |
| 2012 : LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $50,074 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,353 |
| Total plan assets at end of year | 2012-12-31 | $185,745 |
| Total plan assets at beginning of year | 2012-12-31 | $137,024 |
| Value of fidelity bond covering the plan | 2012-12-31 | $14,000 |
| Other income received | 2012-12-31 | $-5,246 |
| Net income (gross income less expenses) | 2012-12-31 | $48,721 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $185,745 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $137,024 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $55,320 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,353 |
| 2011 : LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $14,293 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,399 |
| Total plan assets at end of year | 2011-12-31 | $137,024 |
| Total plan assets at beginning of year | 2011-12-31 | $124,130 |
| Value of fidelity bond covering the plan | 2011-12-31 | $14,000 |
| Other income received | 2011-12-31 | $-30,599 |
| Net income (gross income less expenses) | 2011-12-31 | $12,894 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $137,024 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $124,130 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $44,892 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,399 |
| 2010 : LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $35,820 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $13,400 |
| Total plan assets at end of year | 2010-12-31 | $124,130 |
| Total plan assets at beginning of year | 2010-12-31 | $101,710 |
| Value of fidelity bond covering the plan | 2010-12-31 | $13,000 |
| Other income received | 2010-12-31 | $-18,436 |
| Net income (gross income less expenses) | 2010-12-31 | $22,420 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $124,130 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $101,710 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $54,256 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $13,400 |
| 2015: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 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: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 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: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 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: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 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: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 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 |
| 2010: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 16-240-913 |
| Policy instance | 1 |
| Insurance contract or identification number | 16-240-913 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of fees paid to insurance company | USD $217 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 217 | | Additional information about fees paid to insurance broker | ADVISORY 3 | | Insurance broker organization code? | 3 | | Insurance broker name | STEVEN KALIN |
|
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 9707796 |
| Policy instance | 2 |
| Insurance contract or identification number | 9707796 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,122 | | Are there contracts with allocated funds for individual policies? | 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 $1,122 | | Additional information about fees paid to insurance broker | ADVISORY 3 | | Insurance broker organization code? | 3 | | Insurance broker name | JOE KLINKHAMMER |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 16-240-913 |
| Policy instance | 1 |
| Insurance contract or identification number | 16-240-913 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | ADVISORY 3 | | Insurance broker organization code? | 3 | | Insurance broker name | STEVEN KALIN |
|
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 9707796 |
| Policy instance | 2 |
| Insurance contract or identification number | 9707796 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,122 | | Are there contracts with allocated funds for individual policies? | 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 $1,122 | | Additional information about fees paid to insurance broker | ADVISORY 3 | | Insurance broker organization code? | 3 | | Insurance broker name | JOE KLINKHAMMER |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 16-240-913 |
| Policy instance | 1 |
| Insurance contract or identification number | 16-240-913 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $277 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 9707796 |
| Policy instance | 2 |
| Insurance contract or identification number | 9707796 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,122 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 16-240-913 |
| Policy instance | 1 |
| Insurance contract or identification number | 16-240-913 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $277 | | Total amount of fees paid to insurance company | USD $30 | | Are there contracts with allocated funds for individual policies? | 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 $277 | | Amount paid for insurance broker fees | 30 | | Additional information about fees paid to insurance broker | ADVISORY | | Insurance broker organization code? | 3 | | Insurance broker name | STEVEN KALIN |
|
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 9707796 |
| Policy instance | 2 |
| Insurance contract or identification number | 9707796 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $13,094 | | Are there contracts with allocated funds for individual policies? | 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 $13,094 | | Additional information about fees paid to insurance broker | ADVISORY | | Insurance broker organization code? | 3 | | Insurance broker name | JOE KLINKHAMMER |
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