401k Plan data: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN plan

LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN
Plan identification number	001

LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

LUSTGARTEN & ROBERTS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: LUSTGARTEN & ROBERTS, P.C.

Employer identification number (EIN): 470660083

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 MICHAEL LUSTGARTEN 2021-10-26
001 2020-01-01 MICHAEL LUSTGARTEN 2021-04-08
001 2019-01-01 MICHAEL LUSTGARTEN 2020-05-29
001 2018-01-01
001 2017-01-01
001 2016-01-01 DONALD ROBERTS 2017-07-11
001 2015-10-01 DONALD ROBERTS 2016-10-13
001 2014-10-01 DONALD ROBERTS 2015-12-21
001 2013-10-01 DONALD ROBERTS 2015-04-23
001 2012-10-01 DONALD ROBERTS 2014-04-22
001 2011-10-01 DONALD ROBERTS 2013-07-15
001 2010-10-01 STEVEN LUSTGARTEN 2012-07-16
001 2009-10-01 STEVEN LUSTGARTEN
001 2008-10-01
001 2007-10-01 STEVEN LUSTGARTEN 2010-03-09
001 2006-10-01 STEVEN LUSTGARTEN 2010-03-09
001 2005-10-01 STEVEN LUSTGARTEN 2010-03-09
001 2004-10-01 STEVEN LUSTGARTEN 2010-03-09
001 2003-10-01 STEVEN LUSTGARTEN 2010-03-09
001 2002-10-01 STEVEN LUSTGARTEN 2010-03-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	MICHAEL LUSTGARTEN	2021-10-26
001	2020-01-01	MICHAEL LUSTGARTEN	2021-04-08
001	2019-01-01	MICHAEL LUSTGARTEN	2020-05-29
001	2018-01-01
001	2017-01-01
001	2016-01-01	DONALD ROBERTS	2017-07-11
001	2015-10-01	DONALD ROBERTS	2016-10-13
001	2014-10-01	DONALD ROBERTS	2015-12-21
001	2013-10-01	DONALD ROBERTS	2015-04-23
001	2012-10-01	DONALD ROBERTS	2014-04-22
001	2011-10-01	DONALD ROBERTS	2013-07-15
001	2010-10-01	STEVEN LUSTGARTEN	2012-07-16
001	2009-10-01	STEVEN LUSTGARTEN
001	2008-10-01
001	2007-10-01			STEVEN LUSTGARTEN	2010-03-09
001	2006-10-01			STEVEN LUSTGARTEN	2010-03-09
001	2005-10-01			STEVEN LUSTGARTEN	2010-03-09
001	2004-10-01			STEVEN LUSTGARTEN	2010-03-09
001	2003-10-01			STEVEN LUSTGARTEN	2010-03-09
001	2002-10-01			STEVEN LUSTGARTEN	2010-03-09

Plan Statistics for LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN

Measure Date Value
2009: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 8
Number of other retired or separated participants entitled to future benefits 2009-10-01 2
Total of all active and inactive participants 2009-10-01 10
Total participants 2009-10-01 10
Number of participants with account balances 2009-10-01 10
2007: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2007-10-01 11
Number of retired or separated participants receiving benefits 2007-10-01 0
Number of other retired or separated participants entitled to future benefits 2007-10-01 0
Total of all active and inactive participants 2007-10-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-10-01 0
Total participants 2007-10-01 11
Number of participants with account balances 2007-10-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-10-01 0
Number of employers contributing to the scheme 2007-10-01 0
2006: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year 2006-10-01 10
Total number of active participants reported on line 7a of the Form 5500 2006-10-01 11
Number of retired or separated participants receiving benefits 2006-10-01 0
Number of other retired or separated participants entitled to future benefits 2006-10-01 0
Total of all active and inactive participants 2006-10-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-10-01 0
Total participants 2006-10-01 11
Number of participants with account balances 2006-10-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-10-01 0
Number of employers contributing to the scheme 2006-10-01 0
2005: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year 2005-10-01 10
Total number of active participants reported on line 7a of the Form 5500 2005-10-01 10
Number of retired or separated participants receiving benefits 2005-10-01 0
Number of other retired or separated participants entitled to future benefits 2005-10-01 0
Total of all active and inactive participants 2005-10-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-10-01 0
Total participants 2005-10-01 10
Number of participants with account balances 2005-10-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-10-01 0
Number of employers contributing to the scheme 2005-10-01 0
2004: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year 2004-10-01 10
Total number of active participants reported on line 7a of the Form 5500 2004-10-01 10
Number of retired or separated participants receiving benefits 2004-10-01 0
Number of other retired or separated participants entitled to future benefits 2004-10-01 0
Total of all active and inactive participants 2004-10-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2004-10-01 0
Total participants 2004-10-01 10
Number of participants with account balances 2004-10-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2004-10-01 0
Number of employers contributing to the scheme 2004-10-01 0
2003: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2003 401k membership
Total participants, beginning-of-year 2003-10-01 9
Total number of active participants reported on line 7a of the Form 5500 2003-10-01 10
Number of retired or separated participants receiving benefits 2003-10-01 0
Number of other retired or separated participants entitled to future benefits 2003-10-01 0
Total of all active and inactive participants 2003-10-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2003-10-01 0
Total participants 2003-10-01 10
Number of participants with account balances 2003-10-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2003-10-01 0
Number of employers contributing to the scheme 2003-10-01 0
2002: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2002 401k membership
Total participants, beginning-of-year 2002-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2002-10-01 9
Number of retired or separated participants receiving benefits 2002-10-01 0
Number of other retired or separated participants entitled to future benefits 2002-10-01 0
Total of all active and inactive participants 2002-10-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2002-10-01 0
Total participants 2002-10-01 9
Number of participants with account balances 2002-10-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2002-10-01 0
Number of employers contributing to the scheme 2002-10-01 0

Measure	Date	Value
2009: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	8
Number of other retired or separated participants entitled to future benefits	2009-10-01	2
Total of all active and inactive participants	2009-10-01	10
Total participants	2009-10-01	10
Number of participants with account balances	2009-10-01	10
2007: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2007-10-01	11
Number of retired or separated participants receiving benefits	2007-10-01	0
Number of other retired or separated participants entitled to future benefits	2007-10-01	0
Total of all active and inactive participants	2007-10-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-10-01	0
Total participants	2007-10-01	11
Number of participants with account balances	2007-10-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-10-01	0
Number of employers contributing to the scheme	2007-10-01	0
2006: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year	2006-10-01	10
Total number of active participants reported on line 7a of the Form 5500	2006-10-01	11
Number of retired or separated participants receiving benefits	2006-10-01	0
Number of other retired or separated participants entitled to future benefits	2006-10-01	0
Total of all active and inactive participants	2006-10-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-10-01	0
Total participants	2006-10-01	11
Number of participants with account balances	2006-10-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-10-01	0
Number of employers contributing to the scheme	2006-10-01	0
2005: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year	2005-10-01	10
Total number of active participants reported on line 7a of the Form 5500	2005-10-01	10
Number of retired or separated participants receiving benefits	2005-10-01	0
Number of other retired or separated participants entitled to future benefits	2005-10-01	0
Total of all active and inactive participants	2005-10-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-10-01	0
Total participants	2005-10-01	10
Number of participants with account balances	2005-10-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-10-01	0
Number of employers contributing to the scheme	2005-10-01	0
2004: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year	2004-10-01	10
Total number of active participants reported on line 7a of the Form 5500	2004-10-01	10
Number of retired or separated participants receiving benefits	2004-10-01	0
Number of other retired or separated participants entitled to future benefits	2004-10-01	0
Total of all active and inactive participants	2004-10-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2004-10-01	0
Total participants	2004-10-01	10
Number of participants with account balances	2004-10-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2004-10-01	0
Number of employers contributing to the scheme	2004-10-01	0
2003: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2003 401k membership
Total participants, beginning-of-year	2003-10-01	9
Total number of active participants reported on line 7a of the Form 5500	2003-10-01	10
Number of retired or separated participants receiving benefits	2003-10-01	0
Number of other retired or separated participants entitled to future benefits	2003-10-01	0
Total of all active and inactive participants	2003-10-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2003-10-01	0
Total participants	2003-10-01	10
Number of participants with account balances	2003-10-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2003-10-01	0
Number of employers contributing to the scheme	2003-10-01	0
2002: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2002 401k membership
Total participants, beginning-of-year	2002-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2002-10-01	9
Number of retired or separated participants receiving benefits	2002-10-01	0
Number of other retired or separated participants entitled to future benefits	2002-10-01	0
Total of all active and inactive participants	2002-10-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2002-10-01	0
Total participants	2002-10-01	9
Number of participants with account balances	2002-10-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2002-10-01	0
Number of employers contributing to the scheme	2002-10-01	0

Form 5500 Responses for LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN

2009: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No
2007: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2007 form 5500 responses
2007-10-01	Type of plan entity	Single employer plan
2007-10-01	Submission has been amended	No
2007-10-01	This submission is the final filing	No
2007-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-10-01	Plan is a collectively bargained plan	No
2007-10-01	Plan funding arrangement – Trust	Yes
2007-10-01	Plan benefit arrangement - Trust	Yes
2006: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2006 form 5500 responses
2006-10-01	Type of plan entity	Single employer plan
2006-10-01	Submission has been amended	No
2006-10-01	This submission is the final filing	No
2006-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-10-01	Plan is a collectively bargained plan	No
2006-10-01	Plan funding arrangement – Trust	Yes
2006-10-01	Plan benefit arrangement - Trust	Yes
2005: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2005 form 5500 responses
2005-10-01	Type of plan entity	Single employer plan
2005-10-01	Submission has been amended	No
2005-10-01	This submission is the final filing	No
2005-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-10-01	Plan is a collectively bargained plan	No
2005-10-01	Plan funding arrangement – Trust	Yes
2005-10-01	Plan benefit arrangement - Trust	Yes
2004: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2004 form 5500 responses
2004-10-01	Type of plan entity	Single employer plan
2004-10-01	Submission has been amended	No
2004-10-01	This submission is the final filing	No
2004-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-10-01	Plan is a collectively bargained plan	No
2004-10-01	Plan funding arrangement – Trust	Yes
2004-10-01	Plan benefit arrangement - Trust	Yes
2003: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2003 form 5500 responses
2003-10-01	Type of plan entity	Single employer plan
2003-10-01	Submission has been amended	No
2003-10-01	This submission is the final filing	No
2003-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-10-01	Plan is a collectively bargained plan	No
2003-10-01	Plan funding arrangement – Trust	Yes
2003-10-01	Plan benefit arrangement - Trust	Yes
2002: LUSTGARTEN & ROBERTS, P.C. PROFIT SHARING PLAN 2002 form 5500 responses
2002-10-01	Type of plan entity	Single employer plan
2002-10-01	Submission has been amended	No
2002-10-01	This submission is the final filing	No
2002-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-10-01	Plan is a collectively bargained plan	No
2002-10-01	Plan funding arrangement – Trust	Yes
2002-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LUSTGARTEN & ROBERTS, P.C.
Employer identification number (EIN):	470660083
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers