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

LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN
Plan identification number	002

LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

LORRAINE BOEGGEMAN, A SOLE PROPRIETOR has sponsored the creation of one or more 401k plans.

Company Name: LORRAINE BOEGGEMAN, A SOLE PROPRIETOR

Employer identification number (EIN): 770554012

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 SADIE POURFATHI
002 2014-01-01 SADIE POURFATHI
002 2013-01-01
002 2012-01-01 LORRAINE BOEGGEMAN
002 2011-01-01 LORRAINE BOEGGEMAN

Plan Statistics for LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN

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

Measure Date Value
2015: LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
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 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
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 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
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	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
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	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$1,190,642
Total plan liabilities at beginning of year	2015-12-31	$1,092,641
Total income from all sources	2015-12-31	$615,500
Expenses. Total of all expenses incurred	2015-12-31	$98,001
Benefits paid (including direct rollovers)	2015-12-31	$27,630
Total plan assets at end of year	2015-12-31	$2,365,734
Total plan assets at beginning of year	2015-12-31	$1,750,234
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$70,371
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$615,500
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$517,499
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,175,092
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$657,593
Assets. Value of real-estate (other than employer real property)	2015-12-31	$2,365,500
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$1,092,641
Total plan liabilities at beginning of year	2014-12-31	$1,116,852
Total income from all sources	2014-12-31	$87,488
Expenses. Total of all expenses incurred	2014-12-31	$63,277
Benefits paid (including direct rollovers)	2014-12-31	$25,643
Total plan assets at end of year	2014-12-31	$1,750,234
Total plan assets at beginning of year	2014-12-31	$1,750,234
Total contributions received or receivable from participants	2014-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$37,634
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$52,511
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$24,211
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$657,593
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$633,382
Assets. Value of real-estate (other than employer real property)	2014-12-31	$1,750,000
Total contributions received or receivable from employer(s)	2014-12-31	$11,977
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$1,116,852
Total plan liabilities at beginning of year	2013-12-31	$1,159,914
Total income from all sources	2013-12-31	$131,855
Expenses. Total of all expenses incurred	2013-12-31	$88,793
Benefits paid (including direct rollovers)	2013-12-31	$23,059
Total plan assets at end of year	2013-12-31	$1,750,234
Total plan assets at beginning of year	2013-12-31	$1,750,234
Total contributions received or receivable from participants	2013-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$65,734
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$87,408
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$43,062
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$633,382
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$590,320
Assets. Value of real-estate (other than employer real property)	2013-12-31	$1,750,000
Total contributions received or receivable from employer(s)	2013-12-31	$21,447
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$1,159,914
Total plan liabilities at beginning of year	2012-12-31	$1,189,383
Total income from all sources	2012-12-31	$105,498
Expenses. Total of all expenses incurred	2012-12-31	$76,029
Benefits paid (including direct rollovers)	2012-12-31	$21,164
Total plan assets at end of year	2012-12-31	$1,750,234
Total plan assets at beginning of year	2012-12-31	$1,750,234
Total contributions received or receivable from participants	2012-12-31	$22,500
Expenses. Other expenses not covered elsewhere	2012-12-31	$54,865
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$59,384
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$29,469
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$590,320
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$560,851
Assets. Value of real-estate (other than employer real property)	2012-12-31	$1,750,000
Total contributions received or receivable from employer(s)	2012-12-31	$23,614
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$1,189,383
Total income from all sources	2011-12-31	$626,242
Expenses. Total of all expenses incurred	2011-12-31	$65,391
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,750,234
Total plan assets at beginning of year	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$22,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$65,391
Contributions received from other sources (not participants or employers)	2011-12-31	$531,070
Other income received	2011-12-31	$52,390
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$560,851
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$560,851
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Assets. Value of real-estate (other than employer real property)	2011-12-31	$1,750,000
Total contributions received or receivable from employer(s)	2011-12-31	$20,782
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0

Form 5500 Responses for LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN

2015: LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LORRAINE BOEGGEMAN 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LORRAINE BOEGGEMAN, A SOLE PROPRIETOR
Employer identification number (EIN):	770554012
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Plan id#	Filing Submission Date	Name of Administrator
002	2015-01-01	SADIE POURFATHI
002	2014-01-01	SADIE POURFATHI
002	2013-01-01
002	2012-01-01	LORRAINE BOEGGEMAN
002	2011-01-01	LORRAINE BOEGGEMAN