LANCE BINGHAM, PC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: LANCE BINGHAM, PC 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 9 |
| Number of participants with account balances | 2022-01-01 | 9 |
| 2021: LANCE BINGHAM, PC 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 8 |
| Number of participants with account balances | 2021-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: LANCE BINGHAM, PC 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 8 |
| Number of participants with account balances | 2020-01-01 | 8 |
| 2019: LANCE BINGHAM, PC 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 7 |
| Number of participants with account balances | 2019-01-01 | 7 |
| 2018: LANCE BINGHAM, PC 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 5 |
| Number of participants with account balances | 2018-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: LANCE BINGHAM, PC 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 6 |
| Number of participants with account balances | 2017-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : LANCE BINGHAM, PC 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-134,572 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $13,319 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $13,319 |
| Total plan assets at end of year | 2022-12-31 | $1,360,832 |
| Total plan assets at beginning of year | 2022-12-31 | $1,508,723 |
| Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $78,640 |
| Other income received | 2022-12-31 | $-243,718 |
| Net income (gross income less expenses) | 2022-12-31 | $-147,891 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,360,832 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,508,723 |
| Assets. Value of participant loans | 2022-12-31 | $69,417 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $30,506 |
| 2021 : LANCE BINGHAM, PC 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $326,812 |
| Total plan assets at end of year | 2021-12-31 | $1,508,723 |
| Total plan assets at beginning of year | 2021-12-31 | $1,181,911 |
| Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $69,997 |
| Other income received | 2021-12-31 | $162,307 |
| Net income (gross income less expenses) | 2021-12-31 | $326,812 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,508,723 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,181,911 |
| Assets. Value of participant loans | 2021-12-31 | $24,267 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $94,508 |
| 2020 : LANCE BINGHAM, PC 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $324,140 |
| Total plan assets at end of year | 2020-12-31 | $1,181,911 |
| Total plan assets at beginning of year | 2020-12-31 | $857,771 |
| Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $57,911 |
| Other income received | 2020-12-31 | $180,118 |
| Net income (gross income less expenses) | 2020-12-31 | $324,140 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,181,911 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $857,771 |
| Assets. Value of participant loans | 2020-12-31 | $46,178 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $86,111 |
| 2019 : LANCE BINGHAM, PC 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $324,443 |
| Total plan assets at end of year | 2019-12-31 | $857,771 |
| Total plan assets at beginning of year | 2019-12-31 | $533,328 |
| Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $51,561 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $76,768 |
| Other income received | 2019-12-31 | $112,015 |
| Net income (gross income less expenses) | 2019-12-31 | $324,443 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $857,771 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $533,328 |
| Assets. Value of participant loans | 2019-12-31 | $59,160 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $84,099 |
| 2018 : LANCE BINGHAM, PC 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $17,960 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $28,851 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $28,851 |
| Total plan assets at end of year | 2018-12-31 | $533,328 |
| Total plan assets at beginning of year | 2018-12-31 | $544,219 |
| Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $46,003 |
| Other income received | 2018-12-31 | $-38,613 |
| Net income (gross income less expenses) | 2018-12-31 | $-10,891 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $533,328 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $544,219 |
| Assets. Value of participant loans | 2018-12-31 | $37,026 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $10,570 |
| 2017 : LANCE BINGHAM, PC 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $60,910 |
| Total plan assets at end of year | 2017-12-31 | $544,219 |
| Total plan assets at beginning of year | 2017-12-31 | $483,309 |
| Total contributions received or receivable from participants | 2017-12-31 | $8,502 |
| Noncash contributions received | 2017-12-31 | $42,170 |
| Net income (gross income less expenses) | 2017-12-31 | $60,910 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $544,219 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $483,309 |
| Assets. Value of participant loans | 2017-12-31 | $47,452 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $10,238 |
| 2022: LANCE BINGHAM, PC 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LANCE BINGHAM, PC 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LANCE BINGHAM, PC 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: LANCE BINGHAM, PC 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LANCE BINGHAM, PC 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LANCE BINGHAM, PC 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 130958 |
| Policy instance | 1 |
| Insurance contract or identification number | 130958 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $6,657 | | Total amount of fees paid to insurance company | USD $680 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,657 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 680 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 130958 |
| Policy instance | 1 |
| Insurance contract or identification number | 130958 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $6,045 | | Total amount of fees paid to insurance company | USD $645 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,045 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 645 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 130958 |
| Policy instance | 1 |
| Insurance contract or identification number | 130958 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $3,837 | | Total amount of fees paid to insurance company | USD $455 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,837 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 455 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 130958 |
| Policy instance | 1 |
| Insurance contract or identification number | 130958 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $2,988 | | Total amount of fees paid to insurance company | USD $349 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,988 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 349 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 130958 |
| Policy instance | 1 |
| Insurance contract or identification number | 130958 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2018-10-20 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $2,306 | | Total amount of fees paid to insurance company | USD $573 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,306 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 573 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 130958 |
| Policy instance | 1 |
| Insurance contract or identification number | 130958 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2017-10-20 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $3,390 | | Total amount of fees paid to insurance company | USD $1,025 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,390 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1025 | | Insurance broker name | HUBER, ERICKSON & BOWMAN |
|
