?>
Plan Name | LIPP, CARLSON, LOMMEN & WITUCKI, LTD. SAFE HARBOR 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LIPP, CARLSON, LOMMEN & WITUCKI, LTD. |
Employer identification number (EIN): | 450387077 |
NAIC Classification: | 621112 |
NAIC Description: | Offices of Physicians, Mental Health Specialists |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-07-01 | PRISCILLA MARTO | 2023-12-28 | ||
001 | 2021-07-01 | PRISCILLA MARTO | 2023-04-06 | ||
001 | 2020-07-01 | PRISCILLA MARTO | 2022-01-21 | ||
001 | 2019-07-01 | PRISCILLA MARTO | 2021-01-15 | ||
001 | 2018-07-01 | PRISCILLA MARTO | 2019-12-11 | ||
001 | 2017-07-01 | PRISCILLA MARTO | 2019-01-23 | ||
001 | 2016-07-01 | PRISCILLA MARTO | 2018-01-24 | ||
001 | 2015-07-01 | PRISCILLA MARTO | 2017-01-18 | ||
001 | 2014-07-01 | PRISCILLA MARTO | 2015-12-07 | ||
001 | 2013-07-01 | PRISCILLA MARTO | 2014-12-10 | ||
001 | 2012-07-01 | PRISCILLA MARTO | 2014-01-15 | PRISCILLA MARTO | 2014-01-15 |
001 | 2011-07-01 | PRISCILLA MARTO | 2012-11-27 | ||
001 | 2010-07-01 | PRISCILLA MARTO | |||
001 | 2009-07-01 | PRISCILLA MARTO |
Measure | Date | Value |
---|---|---|
2010: LIPP, CARLSON, LOMMEN & WITUCKI, LTD. SAFE HARBOR 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-07-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 14 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 3 |
Total of all active and inactive participants | 2010-07-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
Total participants | 2010-07-01 | 17 |
Number of participants with account balances | 2010-07-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 0 |
2009: LIPP, CARLSON, LOMMEN & WITUCKI, LTD. SAFE HARBOR 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 14 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 3 |
Total of all active and inactive participants | 2009-07-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 17 |
Number of participants with account balances | 2009-07-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : LIPP, CARLSON, LOMMEN & WITUCKI, LTD. SAFE HARBOR 401(K) PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-06-30 | $0 |
Total plan liabilities at beginning of year | 2011-06-30 | $0 |
Total income from all sources | 2011-06-30 | $513,741 |
Expenses. Total of all expenses incurred | 2011-06-30 | $124,447 |
Benefits paid (including direct rollovers) | 2011-06-30 | $107,460 |
Total plan assets at end of year | 2011-06-30 | $2,615,729 |
Total plan assets at beginning of year | 2011-06-30 | $2,226,435 |
Value of fidelity bond covering the plan | 2011-06-30 | $180,000 |
Total contributions received or receivable from participants | 2011-06-30 | $90,975 |
Contributions received from other sources (not participants or employers) | 2011-06-30 | $0 |
Other income received | 2011-06-30 | $393,175 |
Net income (gross income less expenses) | 2011-06-30 | $389,294 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $2,615,729 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $2,226,435 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $29,591 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $16,987 |
2010: LIPP, CARLSON, LOMMEN & WITUCKI, LTD. SAFE HARBOR 401(K) PLAN 2010 form 5500 responses | ||
---|---|---|
2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Submission has been amended | No |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-07-01 | Plan is a collectively bargained plan | No |
2010-07-01 | Plan funding arrangement – Insurance | Yes |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement – Insurance | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |
2009: LIPP, CARLSON, LOMMEN & WITUCKI, LTD. SAFE HARBOR 401(K) PLAN 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Insurance | Yes |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement – Insurance | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 24928 | ||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
|