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FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameFRANZEN & SALZANO, P.C. PROFIT SHARING PLAN
Plan identification number 001

FRANZEN & SALZANO, P.C. 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FRANZEN & SALZANO. P.C. has sponsored the creation of one or more 401k plans.

Company Name:FRANZEN & SALZANO. P.C.
Employer identification number (EIN):582289321
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LORETTA VANNI2023-08-14
0012021-01-01LORETTA VANNI2022-06-20 LORETTA VANNI2022-06-20
0012020-01-01KRISTINA LOTT2021-06-14 KRISTINA LOTT2021-06-14
0012019-01-01KRISTINA LOTT2020-07-15 KRISTINA LOTT2020-07-15
0012018-01-01LORETTA VANNI2019-07-19 LORETTA VANNI2019-07-19
0012017-01-01KRISTINA LOTT2018-07-20 KRISTINA LOTT2018-07-20
0012016-01-01KRISTINA LOTT2017-07-28 KRISTINA LOTT2017-07-28
0012015-01-01
0012014-01-01THERESE G FRANZEN2015-07-28
0012014-01-01THERESE G FRANZEN
0012013-01-01
0012012-01-01THERESE G. FRANZEN
0012011-01-01THERESE G. FRANZEN
0012010-01-01THERESE G, FRANZEN
0012009-01-01THERESE G. FRANZEN

Plan Statistics for FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN

Measure Date Value
2014: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0125
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0122
Number of participants with account balances2014-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-0124
Total participants2013-01-0124
Number of participants with account balances2013-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0122
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0125
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0124
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0124
Number of participants with account balances2011-01-0124
2010: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0128
Total number of active participants reported on line 7a of the Form 55002010-01-0118
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0122
Number of participants with account balances2010-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0128
Number of participants with account balances2009-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN

Measure Date Value
2014 : FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$179,833
Expenses. Total of all expenses incurred2014-12-31$113,586
Benefits paid (including direct rollovers)2014-12-31$78,004
Total plan assets at end of year2014-12-31$2,017,209
Total plan assets at beginning of year2014-12-31$1,950,962
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$76,184
Expenses. Other expenses not covered elsewhere2014-12-31$106
Other income received2014-12-31$85,553
Net income (gross income less expenses)2014-12-31$66,247
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,017,209
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,950,962
Total contributions received or receivable from employer(s)2014-12-31$18,096
Value of corrective distributions2014-12-31$35,476
2013 : FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$360,604
Expenses. Total of all expenses incurred2013-12-31$21,556
Benefits paid (including direct rollovers)2013-12-31$2,568
Total plan assets at end of year2013-12-31$1,950,962
Total plan assets at beginning of year2013-12-31$1,611,914
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$65,952
Expenses. Other expenses not covered elsewhere2013-12-31$25
Other income received2013-12-31$294,652
Net income (gross income less expenses)2013-12-31$339,048
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,950,962
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,611,914
Value of corrective distributions2013-12-31$18,963
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$254,457
Expenses. Total of all expenses incurred2012-12-31$167,919
Benefits paid (including direct rollovers)2012-12-31$162,178
Total plan assets at end of year2012-12-31$1,611,914
Total plan assets at beginning of year2012-12-31$1,525,376
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$56,114
Expenses. Other expenses not covered elsewhere2012-12-31$50
Other income received2012-12-31$198,343
Net income (gross income less expenses)2012-12-31$86,538
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,611,914
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,525,376
Value of corrective distributions2012-12-31$5,691
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-1,790
Expenses. Total of all expenses incurred2011-12-31$15,796
Benefits paid (including direct rollovers)2011-12-31$5,571
Total plan assets at end of year2011-12-31$1,525,376
Total plan assets at beginning of year2011-12-31$1,542,962
Total contributions received or receivable from participants2011-12-31$55,414
Expenses. Other expenses not covered elsewhere2011-12-31$25
Other income received2011-12-31$-65,892
Net income (gross income less expenses)2011-12-31$-17,586
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,525,376
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,542,962
Total contributions received or receivable from employer(s)2011-12-31$8,688
Value of corrective distributions2011-12-31$10,200
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$293,967
Expenses. Total of all expenses incurred2010-12-31$15,918
Benefits paid (including direct rollovers)2010-12-31$15,918
Total plan assets at end of year2010-12-31$1,542,962
Total plan assets at beginning of year2010-12-31$1,264,913
Total contributions received or receivable from participants2010-12-31$72,822
Contributions received from other sources (not participants or employers)2010-12-31$11,969
Other income received2010-12-31$173,284
Net income (gross income less expenses)2010-12-31$278,049
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,542,962
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,264,913
Total contributions received or receivable from employer(s)2010-12-31$35,892

Form 5500 Responses for FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN

2014: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822742
Policy instance 1
Insurance contract or identification numberGA-822742
Number of Individuals Covered21
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,785
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,785
Insurance broker organization code?3
Insurance broker nameSUNTRUST INVESTMENT SVCS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822742
Policy instance 1
Insurance contract or identification numberGA-822742
Number of Individuals Covered23
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,069
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,069
Insurance broker organization code?3
Insurance broker nameSUNTRUST INVESTMENT SVCS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822742
Policy instance 1
Insurance contract or identification numberGA-822742
Number of Individuals Covered10
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,713
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP FUNDING AGREEMENT
Commission paid to Insurance BrokerUSD $4,713
Insurance broker organization code?3
Insurance broker nameSUNTRUST INVESTMENT SVCS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822742
Policy instance 1
Insurance contract or identification numberGA-822742
Number of Individuals Covered24
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,431
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822742
Policy instance 1
Insurance contract or identification numberGA-822742
Number of Individuals Covered21
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,631
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,631
Insurance broker organization code?3
Insurance broker nameSUNTRUST INVESTMENT SERVICES

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