Logo

PERROTTA, LAMB & JOHNSON, LLC 401(K) PLAN 401k Plan overview

Plan NamePERROTTA, LAMB & JOHNSON, LLC 401(K) PLAN
Plan identification number 001

PERROTTA, LAMB & JOHNSON, LLC 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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

PERROTTA, LAMB & JOHNSON, LLC has sponsored the creation of one or more 401k plans.

Company Name:PERROTTA, LAMB & JOHNSON, LLC
Employer identification number (EIN):820897796
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERROTTA, LAMB & JOHNSON, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01VALEEN CAMPBELL2021-06-11
0012019-01-01VALEEN CAMPBELL2020-07-31

Financial Data on PERROTTA, LAMB & JOHNSON, LLC 401(K) PLAN

Measure Date Value
2025 : PERROTTA, LAMB & JOHNSON, LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-170
Total liabilities as of the end of the plan year2025-07-170
Total liabilities as of the beginning of the plan year2025-07-170
Total expenses incurred by plan in this plan year2025-07-1782215
Net assets as of the end of the plan year2025-07-171162656
Total assets as of the beginning of the plan year2025-07-171072231
Value of plan covered by a fidelity bond2025-07-171000000
Participant contributions to plan in this plan year2025-07-177131
Value of participant loans at end of plan year2025-07-178023
Other expenses paid from plan in this plan year2025-07-170
Other contributions to plan in this plan year2025-07-170
Other income to plan in this plan year2025-07-17158693
Plan net income in this plan year2025-07-1790425
Net assets as of the end of the plan year2025-07-171162656
Net assets as of the beginning of the plan year2025-07-171072231
Employer contributions to plan in this plan year2025-07-176816
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1713608
2024 : PERROTTA, LAMB & JOHNSON, LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-2498035
Net assets as of the end of the plan year2024-07-241072231
Total assets as of the beginning of the plan year2024-07-24985493
Value of plan covered by a fidelity bond2024-07-2450000
Participant contributions to plan in this plan year2024-07-2411548
Value of participant loans at end of plan year2024-07-24498
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-24167443
Plan net income in this plan year2024-07-2486738
Net assets as of the end of the plan year2024-07-241072231
Net assets as of the beginning of the plan year2024-07-24985493
Employer contributions to plan in this plan year2024-07-245782
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2412802
2022 : PERROTTA, LAMB & JOHNSON, LLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2819241
Net assets as of the end of the plan year2022-07-281649425
Total assets as of the beginning of the plan year2022-07-281381272
Value of plan covered by a fidelity bond2022-07-281000000
Participant contributions to plan in this plan year2022-07-2825428
Value of participant loans at end of plan year2022-07-282379
Other income to plan in this plan year2022-07-28255047
Plan net income in this plan year2022-07-28268153
Net assets as of the end of the plan year2022-07-281649425
Net assets as of the beginning of the plan year2022-07-281381272
Employer contributions to plan in this plan year2022-07-286919
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2817710

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1