?>
Plan Name | LUCAS & ASSOCIATES, CPA, P.A. 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LUCAS & ASSOCIATES, CPAS, P.A. |
Employer identification number (EIN): | 481004588 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-06-01 | CATHY J. MCMILLAN | 2024-03-12 | ||
001 | 2021-06-01 | CATHY J. MCMILLAN | 2023-02-20 | ||
001 | 2020-06-01 | CATHY J. MCMILLAN | 2022-03-10 | ||
001 | 2019-06-01 | CATHY J. MCMILLAN | 2021-03-11 | ||
001 | 2018-06-01 | CATHY J. MCMILLAN | 2020-01-16 | ||
001 | 2017-06-01 | CATHY J. MCMILLAN | 2019-03-11 | ||
001 | 2016-06-01 | CATHY J. MCMILLAN | 2018-03-08 | ||
001 | 2015-06-01 | CATHY J. MCMILLAN | 2017-02-06 | ||
001 | 2014-06-01 | CATHY J. MCMILLAN | 2016-01-26 | ||
001 | 2013-06-01 | CATHY J. MCMILLAN | 2014-12-13 | ||
001 | 2012-06-01 | CATHY J. MCMILLAN | 2014-03-11 | ||
001 | 2011-06-01 | CATHY J. MCMILLAN | 2013-01-24 | ||
001 | 2010-06-01 | CATHY J. MCMILLAN | 2011-10-07 | ||
001 | 2009-06-01 | CATHY J. MCMILLAN |
Measure | Date | Value |
---|---|---|
2009: LUCAS & ASSOCIATES, CPA, P.A. 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-06-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 7 |
Number of retired or separated participants receiving benefits | 2009-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 1 |
Total of all active and inactive participants | 2009-06-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-06-01 | 0 |
Total participants | 2009-06-01 | 8 |
Number of participants with account balances | 2009-06-01 | 8 |
2009: LUCAS & ASSOCIATES, CPA, P.A. 401K PLAN 2009 form 5500 responses | ||
---|---|---|
2009-06-01 | Type of plan entity | Single employer plan |
2009-06-01 | Plan funding arrangement – Trust | Yes |
2009-06-01 | Plan benefit arrangement - Trust | Yes |