401k Plan data: LSSM 401(K) PROFIT SHARING PLAN plan

LSSM 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LSSM 401(K) PROFIT SHARING PLAN
Plan identification number	001

LSSM 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

LITZLER, SEGNER, SHAW & MCKENNEY LLP has sponsored the creation of one or more 401k plans.

Company Name: LITZLER, SEGNER, SHAW & MCKENNEY LLP

Employer identification number (EIN): 752305990

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LSSM 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 JAMES SHAW 2021-05-21
001 2019-01-01 JAMES SHAW 2020-03-31
001 2018-01-01 JAMES SHAW 2019-10-14
001 2017-01-01 JAMES SHAW 2018-09-14
001 2016-01-01 JAMES SHAW 2017-09-26
001 2015-01-01 JAMES SHAW 2016-09-26
001 2014-01-01 JAMES SHAW 2015-07-21
001 2013-01-01 JAMES SHAW
001 2012-01-01 JAMES SHAW
001 2011-01-01 JAMES SHAW
001 2009-01-01 JAMES SHAW

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	JAMES SHAW	2021-05-21
001	2019-01-01	JAMES SHAW	2020-03-31
001	2018-01-01	JAMES SHAW	2019-10-14
001	2017-01-01	JAMES SHAW	2018-09-14
001	2016-01-01	JAMES SHAW	2017-09-26
001	2015-01-01	JAMES SHAW	2016-09-26
001	2014-01-01	JAMES SHAW	2015-07-21
001	2013-01-01	JAMES SHAW
001	2012-01-01	JAMES SHAW
001	2011-01-01	JAMES SHAW
001	2009-01-01	JAMES SHAW

Plan Statistics for LSSM 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LSSM 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: LSSM 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 16
Total participants 2013-01-01 16
Number of participants with account balances 2013-01-01 12
2012: LSSM 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 18
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LSSM 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 18
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LSSM 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 20
Total participants 2009-01-01 20
Number of participants with account balances 2009-01-01 11

Measure	Date	Value
2013: LSSM 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	16
Total participants	2013-01-01	16
Number of participants with account balances	2013-01-01	12
2012: LSSM 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	18
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LSSM 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	18
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LSSM 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	20
Total participants	2009-01-01	20
Number of participants with account balances	2009-01-01	11

Financial Data on LSSM 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : LSSM 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$86,172
Expenses. Total of all expenses incurred	2013-12-31	$149,516
Benefits paid (including direct rollovers)	2013-12-31	$149,516
Total plan assets at end of year	2013-12-31	$392,610
Total plan assets at beginning of year	2013-12-31	$455,954
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$32,237
Other income received	2013-12-31	$36,977
Net income (gross income less expenses)	2013-12-31	$-63,344
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$392,610
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$455,954
Assets. Value of participant loans	2013-12-31	$9,243
Total contributions received or receivable from employer(s)	2013-12-31	$16,958
2012 : LSSM 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$81,611
Expenses. Total of all expenses incurred	2012-12-31	$150
Total plan assets at end of year	2012-12-31	$455,954
Total plan assets at beginning of year	2012-12-31	$374,493
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$16,619
Other income received	2012-12-31	$30,806
Net income (gross income less expenses)	2012-12-31	$81,461
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$455,954
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$374,493
Assets. Value of participant loans	2012-12-31	$15,485
Total contributions received or receivable from employer(s)	2012-12-31	$34,186
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$150
2011 : LSSM 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$62,542
Expenses. Total of all expenses incurred	2011-12-31	$30,308
Benefits paid (including direct rollovers)	2011-12-31	$30,308
Total plan assets at end of year	2011-12-31	$374,493
Total plan assets at beginning of year	2011-12-31	$342,259
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$33,749
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$12,321
Net income (gross income less expenses)	2011-12-31	$32,234
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$374,493
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$342,259
Assets. Value of participant loans	2011-12-31	$4,477
Total contributions received or receivable from employer(s)	2011-12-31	$16,472
2010 : LSSM 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$69,937
Expenses. Total of all expenses incurred	2010-12-31	$9,135
Benefits paid (including direct rollovers)	2010-12-31	$9,135
Total plan assets at end of year	2010-12-31	$342,259
Total plan assets at beginning of year	2010-12-31	$281,457
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$27,718
Other income received	2010-12-31	$24,732
Net income (gross income less expenses)	2010-12-31	$60,802
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$342,259
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$281,457
Assets. Value of participant loans	2010-12-31	$2,072
Total contributions received or receivable from employer(s)	2010-12-31	$17,487

Form 5500 Responses for LSSM 401(K) PROFIT SHARING PLAN

2013: LSSM 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LSSM 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LSSM 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LSSM 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LITZLER, SEGNER, SHAW & MCKENNEY LLP
Employer identification number (EIN):	752305990
NAIC Classification:	541219
NAIC Description:	Other Accounting Services