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LOCHER & DAVIS PLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLOCHER & DAVIS PLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

LOCHER & DAVIS PLC 401(K) PROFIT SHARING 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.
  • 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

LOCHER & DAVIS, PLC has sponsored the creation of one or more 401k plans.

Company Name:LOCHER & DAVIS, PLC
Employer identification number (EIN):461709617
NAIC Classification:541100

Additional information about LOCHER & DAVIS, PLC

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1999-09-30
Company Identification Number: 232668
Legal Registered Office Address: 202 2ND AVE NW

FARLEY
United States of America (USA)
52046

More information about LOCHER & DAVIS, PLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCHER & DAVIS PLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01TODD LOCHER2020-10-13
0012018-01-01TODD LOCHER2019-10-01
0012017-01-01TODD LOCHER2018-10-12
0012016-01-01TODD LOCHER2017-10-09
0012015-01-01TODD LOCHER2016-10-14
0012014-01-01TODD LOCHER2015-09-25 TODD LOCHER2015-09-25
0012013-01-01TODD LOCHER2014-10-09 TODD LOCHER2014-10-09

Plan Statistics for LOCHER & DAVIS PLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LOCHER & DAVIS PLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LOCHER & DAVIS PLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0110
Total number of active participants reported on line 7a of the Form 55002022-01-0111
Total of all active and inactive participants2022-01-0111
Total participants2022-01-0111
Number of participants with account balances2022-01-0111
2021: LOCHER & DAVIS PLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019
Total number of active participants reported on line 7a of the Form 55002021-01-0110
Total of all active and inactive participants2021-01-0110
Total participants2021-01-0110
Number of participants with account balances2021-01-019
2020: LOCHER & DAVIS PLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-019
Total of all active and inactive participants2020-01-019
Total participants2020-01-019
Number of participants with account balances2020-01-018

Financial Data on LOCHER & DAVIS PLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : LOCHER & DAVIS PLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-272,788
Expenses. Total of all expenses incurred2022-12-31$50,452
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$1,881,126
Total plan assets at beginning of year2022-12-31$2,204,366
Value of fidelity bond covering the plan2022-12-31$50,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$127,886
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-400,674
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-323,240
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,881,126
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,204,366
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$41,098
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$9,354
2021 : LOCHER & DAVIS PLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$541,133
Expenses. Total of all expenses incurred2021-12-31$8,676
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$2,204,366
Total plan assets at beginning of year2021-12-31$1,671,909
Value of fidelity bond covering the plan2021-12-31$50,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$79,730
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$461,403
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$532,457
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,204,366
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,671,909
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$8,676
2020 : LOCHER & DAVIS PLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$224,110
Expenses. Total of all expenses incurred2020-12-31$7,017
Benefits paid (including direct rollovers)2020-12-31$418
Total plan assets at end of year2020-12-31$1,671,909
Total plan assets at beginning of year2020-12-31$1,454,816
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$63,119
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$144,457
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$217,093
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,671,909
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,454,816
Total contributions received or receivable from employer(s)2020-12-31$16,534
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$6,599

Form 5500 Responses for LOCHER & DAVIS PLC 401(K) PROFIT SHARING PLAN

2022: LOCHER & DAVIS PLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOCHER & DAVIS PLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOCHER & DAVIS PLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes

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