401k Plan data: FIFE LUNEAU,P.C. 401(K) PLAN plan

FIFE LUNEAU,P.C. 401(K) PLAN 401k Plan overview

Plan Name	FIFE LUNEAU,P.C. 401(K) PLAN
Plan identification number	001

FIFE LUNEAU,P.C. 401(K) 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.
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.
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

FIFE LUNEAU, P.C. has sponsored the creation of one or more 401k plans.

Company Name: FIFE LUNEAU, P.C.

Employer identification number (EIN): 841380071

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about FIFE LUNEAU, P.C.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1997-02-10

Company Identification Number: 19971020138

Legal Registered Office Address: 1129 East 17th Avenue

Denver
United States of America (USA)
80218

More information about FIFE LUNEAU, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIFE LUNEAU,P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CHARLES L. FIFE 2023-06-01
001 2021-01-01 CHARLES L. FIFE 2022-09-12
001 2020-01-01 CHARLES L. FIFE 2021-05-28
001 2019-01-01
001 2018-01-01
001 2017-01-01 CHARLES L. FIFE
001 2016-01-01 CHARLES L. FIFE
001 2015-01-01 CHARLES L. FIFE
001 2014-01-01 CHARLES L. FIFE
001 2013-01-01 CHARLES L. FIFE
001 2012-01-01 CHARLES L. FIFE
001 2011-01-01 CHARLES L. FIFE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	CHARLES L. FIFE	2023-06-01
001	2021-01-01	CHARLES L. FIFE	2022-09-12
001	2020-01-01	CHARLES L. FIFE	2021-05-28
001	2019-01-01
001	2018-01-01
001	2017-01-01	CHARLES L. FIFE
001	2016-01-01	CHARLES L. FIFE
001	2015-01-01	CHARLES L. FIFE
001	2014-01-01	CHARLES L. FIFE
001	2013-01-01	CHARLES L. FIFE
001	2012-01-01	CHARLES L. FIFE
001	2011-01-01	CHARLES L. FIFE

Plan Statistics for FIFE LUNEAU,P.C. 401(K) PLAN

401k plan membership statisitcs for FIFE LUNEAU,P.C. 401(K) PLAN

Measure Date Value
2019: FIFE LUNEAU,P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FIFE LUNEAU,P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
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 2
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
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: FIFE LUNEAU,P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
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 1
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FIFE LUNEAU,P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: FIFE LUNEAU,P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 1
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FIFE LUNEAU,P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
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 1
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FIFE LUNEAU,P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 1
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FIFE LUNEAU,P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 1
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FIFE LUNEAU,P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2019: FIFE LUNEAU,P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FIFE LUNEAU,P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
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	2
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
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: FIFE LUNEAU,P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
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	1
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FIFE LUNEAU,P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: FIFE LUNEAU,P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	1
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FIFE LUNEAU,P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
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	1
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FIFE LUNEAU,P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	1
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FIFE LUNEAU,P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	1
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FIFE LUNEAU,P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on FIFE LUNEAU,P.C. 401(K) PLAN

Measure	Date	Value
2019 : FIFE LUNEAU,P.C. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$180,926
Expenses. Total of all expenses incurred	2019-12-31	$20,391
Benefits paid (including direct rollovers)	2019-12-31	$2,953
Total plan assets at end of year	2019-12-31	$705,164
Total plan assets at beginning of year	2019-12-31	$544,629
Value of fidelity bond covering the plan	2019-12-31	$120,000
Total contributions received or receivable from participants	2019-12-31	$33,842
Other income received	2019-12-31	$121,497
Net income (gross income less expenses)	2019-12-31	$160,535
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$705,164
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$544,629
Assets. Value of participant loans	2019-12-31	$27,789
Total contributions received or receivable from employer(s)	2019-12-31	$25,587
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$17,438
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : FIFE LUNEAU,P.C. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-29,832
Expenses. Total of all expenses incurred	2018-12-31	$812,600
Benefits paid (including direct rollovers)	2018-12-31	$802,319
Total plan assets at end of year	2018-12-31	$544,629
Total plan assets at beginning of year	2018-12-31	$1,387,061
Value of fidelity bond covering the plan	2018-12-31	$120,000
Total contributions received or receivable from participants	2018-12-31	$21,679
Other income received	2018-12-31	$-70,186
Net income (gross income less expenses)	2018-12-31	$-842,432
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$544,629
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,387,061
Assets. Value of participant loans	2018-12-31	$5,103
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$1,167
Total contributions received or receivable from employer(s)	2018-12-31	$18,675
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$10,281
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : FIFE LUNEAU,P.C. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$99,182
Expenses. Total of all expenses incurred	2017-12-31	$6,859
Total plan assets at end of year	2017-12-31	$1,387,061
Total plan assets at beginning of year	2017-12-31	$1,294,738
Value of fidelity bond covering the plan	2017-12-31	$120,000
Total contributions received or receivable from participants	2017-12-31	$16,391
Other income received	2017-12-31	$69,063
Net income (gross income less expenses)	2017-12-31	$92,323
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,387,061
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,294,738
Assets. Value of participant loans	2017-12-31	$18,707
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$835,450
Total contributions received or receivable from employer(s)	2017-12-31	$13,728
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$6,859
2016 : FIFE LUNEAU,P.C. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$73,687
Expenses. Total of all expenses incurred	2016-12-31	$6,619
Total plan assets at end of year	2016-12-31	$1,294,738
Total plan assets at beginning of year	2016-12-31	$1,227,670
Value of fidelity bond covering the plan	2016-12-31	$960,000
Total contributions received or receivable from participants	2016-12-31	$12,847
Other income received	2016-12-31	$46,635
Net income (gross income less expenses)	2016-12-31	$67,068
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,294,738
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,227,670
Assets. Value of participant loans	2016-12-31	$30,789
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$835,450
Total contributions received or receivable from employer(s)	2016-12-31	$14,205
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$6,619
2015 : FIFE LUNEAU,P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$9,329
Expenses. Total of all expenses incurred	2015-12-31	$8,708
Total plan assets at end of year	2015-12-31	$1,227,670
Total plan assets at beginning of year	2015-12-31	$1,227,049
Value of fidelity bond covering the plan	2015-12-31	$120,000
Total contributions received or receivable from participants	2015-12-31	$9,967
Other income received	2015-12-31	$-9,369
Net income (gross income less expenses)	2015-12-31	$621
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,227,670
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,227,049
Assets. Value of participant loans	2015-12-31	$17,683
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$835,450
Total contributions received or receivable from employer(s)	2015-12-31	$8,731
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,708
2014 : FIFE LUNEAU,P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$52,922
Expenses. Total of all expenses incurred	2014-12-31	$6,095
Total plan assets at end of year	2014-12-31	$1,227,049
Total plan assets at beginning of year	2014-12-31	$1,180,222
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$8,131
Other income received	2014-12-31	$38,591
Net income (gross income less expenses)	2014-12-31	$46,827
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,227,049
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,180,222
Assets. Value of participant loans	2014-12-31	$23,056
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$835,450
Total contributions received or receivable from employer(s)	2014-12-31	$6,200
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$6,095
2013 : FIFE LUNEAU,P.C. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$697,641
Expenses. Total of all expenses incurred	2013-12-31	$5,470
Total plan assets at end of year	2013-12-31	$1,180,222
Total plan assets at beginning of year	2013-12-31	$488,051
Value of fidelity bond covering the plan	2013-12-31	$840,000
Total contributions received or receivable from participants	2013-12-31	$11,501
Other income received	2013-12-31	$678,552
Net income (gross income less expenses)	2013-12-31	$692,171
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,180,222
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$488,051
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$833,000
Total contributions received or receivable from employer(s)	2013-12-31	$7,588
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,470
2012 : FIFE LUNEAU,P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$11,757
Expenses. Total of all expenses incurred	2012-12-31	$75,906
Benefits paid (including direct rollovers)	2012-12-31	$70,683
Total plan assets at end of year	2012-12-31	$488,051
Total plan assets at beginning of year	2012-12-31	$552,200
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$20,324
Other income received	2012-12-31	$-22,274
Net income (gross income less expenses)	2012-12-31	$-64,149
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$488,051
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$552,200
Assets. Value of real-estate (other than employer real property)	2012-12-31	$196,599
Total contributions received or receivable from employer(s)	2012-12-31	$13,707
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,223
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : FIFE LUNEAU,P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$16,300
Expenses. Total of all expenses incurred	2011-12-31	$22,470
Benefits paid (including direct rollovers)	2011-12-31	$16,494
Total plan assets at end of year	2011-12-31	$552,200
Total plan assets at beginning of year	2011-12-31	$558,370
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$28,435
Other income received	2011-12-31	$-32,277
Net income (gross income less expenses)	2011-12-31	$-6,170
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$552,200
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$558,370
Assets. Value of real-estate (other than employer real property)	2011-12-31	$211,369
Total contributions received or receivable from employer(s)	2011-12-31	$20,142
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,976
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : FIFE LUNEAU,P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$87,052
Expenses. Total of all expenses incurred	2010-12-31	$14,009
Benefits paid (including direct rollovers)	2010-12-31	$10,516
Total plan assets at end of year	2010-12-31	$558,370
Total plan assets at beginning of year	2010-12-31	$485,327
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$32,233
Other income received	2010-12-31	$28,454
Net income (gross income less expenses)	2010-12-31	$73,043
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$558,370
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$485,327
Assets. Value of real-estate (other than employer real property)	2010-12-31	$211,369
Total contributions received or receivable from employer(s)	2010-12-31	$26,365
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,493
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for FIFE LUNEAU,P.C. 401(K) PLAN

2019: FIFE LUNEAU,P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
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: FIFE LUNEAU,P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
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: FIFE LUNEAU,P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FIFE LUNEAU,P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FIFE LUNEAU,P.C. 401(K) 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: FIFE LUNEAU,P.C. 401(K) 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: FIFE LUNEAU,P.C. 401(K) 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: FIFE LUNEAU,P.C. 401(K) 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: FIFE LUNEAU,P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

807305-000

Policy instance

Insurance contract or identification number	807305-000
Number of Individuals Covered	4
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $113
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	113
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATION
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

807305-000

Policy instance

Insurance contract or identification number	807305-000
Number of Individuals Covered	3
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $75
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	75
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATION
Insurance broker organization code?	5
Insurance broker name	TPA SERVICES, INC.

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Company Name:	FIFE LUNEAU, P.C.
Employer identification number (EIN):	841380071
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1997-02-10
Company Identification Number:	19971020138
Legal Registered Office Address:	1129 East 17th Avenue Denver United States of America (USA) 80218