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RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameRUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

RUSING LOPEZ & LIZARDI P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:RUSING LOPEZ & LIZARDI P.L.L.C.
Employer identification number (EIN):860709338
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01JANA WEILAND JANA WEILAND2019-07-08
0012017-01-01JANA WEILAND JANA WEILAND2018-07-19
0012016-01-01OSCAR LIZARDI OSCAR LIZARDI2017-05-22
0012015-01-01OSCAR S. LIZARDI OSCAR S. LIZARDI2016-06-02
0012014-01-01PAT LOPEZ PAT LOPEZ2015-09-25
0012013-01-01PAT LOPEZ PAT LOPEZ2014-10-09
0012012-01-01PAT LOPEZ PAT LOPEZ2013-10-14
0012011-01-01PAT LOPEZ
0012009-01-01PAT LOPEZ

Plan Statistics for RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0176
Total number of active participants reported on line 7a of the Form 55002022-01-0143
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0182
Number of participants with account balances2022-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0169
Total number of active participants reported on line 7a of the Form 55002021-01-0141
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0174
Number of participants with account balances2021-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0168
Total number of active participants reported on line 7a of the Form 55002020-01-0142
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0168
Number of participants with account balances2020-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0159
Total number of active participants reported on line 7a of the Form 55002019-01-0140
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0167
Number of participants with account balances2019-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0150
Total number of active participants reported on line 7a of the Form 55002018-01-0136
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0157
Number of participants with account balances2018-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0153
Total number of active participants reported on line 7a of the Form 55002017-01-0130
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0148
Number of participants with account balances2017-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0163
Total number of active participants reported on line 7a of the Form 55002016-01-0130
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0153
Number of participants with account balances2016-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0156
Total number of active participants reported on line 7a of the Form 55002015-01-0130
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0160
Number of participants with account balances2015-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0156
Total number of active participants reported on line 7a of the Form 55002014-01-0134
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0156
Number of participants with account balances2014-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0150
Total number of active participants reported on line 7a of the Form 55002013-01-0127
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0152
Number of participants with account balances2013-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0146
Total number of active participants reported on line 7a of the Form 55002012-01-0123
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0148
Number of participants with account balances2012-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0144
Total number of active participants reported on line 7a of the Form 55002011-01-0123
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0145
Number of participants with account balances2011-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0136
Total number of active participants reported on line 7a of the Form 55002009-01-0121
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0138
Number of participants with account balances2009-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total income from all sources2022-12-31$-1,552,237
Expenses. Total of all expenses incurred2022-12-31$1,099,636
Benefits paid (including direct rollovers)2022-12-31$1,027,771
Total plan assets at end of year2022-12-31$12,964,907
Total plan assets at beginning of year2022-12-31$15,616,780
Value of fidelity bond covering the plan2022-12-31$1,650,000
Total contributions received or receivable from participants2022-12-31$392,634
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-2,327,289
Net income (gross income less expenses)2022-12-31$-2,651,873
Net plan assets at end of year (total assets less liabilities)2022-12-31$12,964,907
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$15,616,780
Assets. Value of participant loans2022-12-31$117,062
Assets. Value of assets in partnership/joint-venture interests2022-12-31$1,247,774
Total contributions received or receivable from employer(s)2022-12-31$382,418
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$71,865
2021 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$2,423,321
Expenses. Total of all expenses incurred2021-12-31$238,289
Benefits paid (including direct rollovers)2021-12-31$234,916
Total plan assets at end of year2021-12-31$15,616,780
Total plan assets at beginning of year2021-12-31$13,431,748
Value of fidelity bond covering the plan2021-12-31$1,650,000
Total contributions received or receivable from participants2021-12-31$457,663
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$14,812
Other income received2021-12-31$1,590,039
Net income (gross income less expenses)2021-12-31$2,185,032
Net plan assets at end of year (total assets less liabilities)2021-12-31$15,616,780
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$13,431,748
Assets. Value of participant loans2021-12-31$74,437
Assets. Value of assets in partnership/joint-venture interests2021-12-31$1,293,868
Total contributions received or receivable from employer(s)2021-12-31$360,807
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,373
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$508
Total income from all sources2020-12-31$2,570,040
Expenses. Total of all expenses incurred2020-12-31$349,102
Benefits paid (including direct rollovers)2020-12-31$289,641
Total plan assets at end of year2020-12-31$13,461,901
Total plan assets at beginning of year2020-12-31$11,241,471
Value of fidelity bond covering the plan2020-12-31$1,650,000
Total contributions received or receivable from participants2020-12-31$469,053
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$70,756
Other income received2020-12-31$1,663,603
Net income (gross income less expenses)2020-12-31$2,220,938
Net plan assets at end of year (total assets less liabilities)2020-12-31$13,461,901
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$11,240,963
Assets. Value of participant loans2020-12-31$54,209
Assets. Value of assets in partnership/joint-venture interests2020-12-31$1,245,537
Total contributions received or receivable from employer(s)2020-12-31$366,628
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$59,461
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$508
Total plan liabilities at beginning of year2019-12-31$2,427
Total income from all sources2019-12-31$2,350,168
Expenses. Total of all expenses incurred2019-12-31$78,448
Benefits paid (including direct rollovers)2019-12-31$27,523
Total plan assets at end of year2019-12-31$11,241,471
Total plan assets at beginning of year2019-12-31$8,971,670
Value of fidelity bond covering the plan2019-12-31$1,650,000
Total contributions received or receivable from participants2019-12-31$428,491
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$232,074
Other income received2019-12-31$1,376,236
Net income (gross income less expenses)2019-12-31$2,271,720
Net plan assets at end of year (total assets less liabilities)2019-12-31$11,240,963
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,969,243
Assets. Value of participant loans2019-12-31$33,837
Assets. Value of assets in partnership/joint-venture interests2019-12-31$1,373,369
Total contributions received or receivable from employer(s)2019-12-31$313,367
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$50,925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$458,267
Expenses. Total of all expenses incurred2018-12-31$747,871
Benefits paid (including direct rollovers)2018-12-31$735,734
Total plan assets at end of year2018-12-31$8,969,243
Total plan assets at beginning of year2018-12-31$9,258,847
Value of fidelity bond covering the plan2018-12-31$1,650,000
Total contributions received or receivable from participants2018-12-31$350,845
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$1,865
Other income received2018-12-31$-188,757
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-289,604
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,969,243
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$9,258,847
Assets. Value of participant loans2018-12-31$14,482
Assets. Value of assets in partnership/joint-venture interests2018-12-31$1,609,120
Total contributions received or receivable from employer(s)2018-12-31$294,314
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$12,137
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,661,613
Expenses. Total of all expenses incurred2017-12-31$88,137
Benefits paid (including direct rollovers)2017-12-31$78,188
Total plan assets at end of year2017-12-31$9,258,847
Total plan assets at beginning of year2017-12-31$7,685,371
Value of fidelity bond covering the plan2017-12-31$1,550,000
Total contributions received or receivable from participants2017-12-31$279,890
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$28,853
Other income received2017-12-31$1,116,378
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,573,476
Net plan assets at end of year (total assets less liabilities)2017-12-31$9,258,847
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,685,371
Assets. Value of participant loans2017-12-31$30,297
Assets. Value of assets in partnership/joint-venture interests2017-12-31$1,644,210
Total contributions received or receivable from employer(s)2017-12-31$236,492
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9,949
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,015,011
Expenses. Total of all expenses incurred2016-12-31$205,607
Benefits paid (including direct rollovers)2016-12-31$191,421
Total plan assets at end of year2016-12-31$7,685,371
Total plan assets at beginning of year2016-12-31$6,875,967
Value of fidelity bond covering the plan2016-12-31$1,150,000
Total contributions received or receivable from participants2016-12-31$287,036
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$18,662
Other income received2016-12-31$467,922
Net income (gross income less expenses)2016-12-31$809,404
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,685,371
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,875,967
Assets. Value of participant loans2016-12-31$52,825
Assets. Value of assets in partnership/joint-venture interests2016-12-31$1,549,545
Total contributions received or receivable from employer(s)2016-12-31$241,391
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$14,186
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$666,666
Expenses. Total of all expenses incurred2015-12-31$601,378
Benefits paid (including direct rollovers)2015-12-31$593,294
Total plan assets at end of year2015-12-31$6,875,967
Total plan assets at beginning of year2015-12-31$6,810,679
Value of fidelity bond covering the plan2015-12-31$1,150,000
Total contributions received or receivable from participants2015-12-31$293,384
Contributions received from other sources (not participants or employers)2015-12-31$17,925
Other income received2015-12-31$112,986
Net income (gross income less expenses)2015-12-31$65,288
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,875,967
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,810,679
Assets. Value of participant loans2015-12-31$56,401
Assets. Value of assets in partnership/joint-venture interests2015-12-31$1,282,137
Total contributions received or receivable from employer(s)2015-12-31$242,371
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$8,084
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,074,278
Expenses. Total of all expenses incurred2014-12-31$104,732
Benefits paid (including direct rollovers)2014-12-31$78,930
Total plan assets at end of year2014-12-31$6,810,679
Total plan assets at beginning of year2014-12-31$5,841,133
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$285,331
Expenses. Other expenses not covered elsewhere2014-12-31$5,469
Contributions received from other sources (not participants or employers)2014-12-31$23,094
Other income received2014-12-31$654,271
Net income (gross income less expenses)2014-12-31$969,546
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,810,679
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,841,133
Assets. Value of participant loans2014-12-31$119,238
Assets. Value of assets in partnership/joint-venture interests2014-12-31$1,151,106
Total contributions received or receivable from employer(s)2014-12-31$111,582
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$20,333
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,361,544
Expenses. Total of all expenses incurred2013-12-31$359,369
Benefits paid (including direct rollovers)2013-12-31$319,830
Total plan assets at end of year2013-12-31$5,841,133
Total plan assets at beginning of year2013-12-31$4,838,958
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$231,369
Expenses. Other expenses not covered elsewhere2013-12-31$7,061
Contributions received from other sources (not participants or employers)2013-12-31$8,621
Other income received2013-12-31$791,480
Net income (gross income less expenses)2013-12-31$1,002,175
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,841,133
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,838,958
Assets. Value of participant loans2013-12-31$154,870
Assets. Value of assets in partnership/joint-venture interests2013-12-31$881,774
Total contributions received or receivable from employer(s)2013-12-31$330,074
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$32,478
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$758,680
Expenses. Total of all expenses incurred2012-12-31$473,348
Benefits paid (including direct rollovers)2012-12-31$462,024
Total plan assets at end of year2012-12-31$4,838,958
Total plan assets at beginning of year2012-12-31$4,553,626
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$177,891
Expenses. Other expenses not covered elsewhere2012-12-31$11,324
Other income received2012-12-31$432,972
Net income (gross income less expenses)2012-12-31$285,332
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,838,958
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,553,626
Assets. Value of participant loans2012-12-31$109,935
Assets. Value of assets in partnership/joint-venture interests2012-12-31$888,736
Total contributions received or receivable from employer(s)2012-12-31$147,817
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-539,614
Expenses. Total of all expenses incurred2011-12-31$30,629
Benefits paid (including direct rollovers)2011-12-31$30,629
Total plan assets at end of year2011-12-31$4,553,626
Total plan assets at beginning of year2011-12-31$5,123,869
Value of fidelity bond covering the plan2011-12-31$871,947
Total contributions received or receivable from participants2011-12-31$167,121
Other income received2011-12-31$-885,969
Net income (gross income less expenses)2011-12-31$-570,243
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,553,626
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,123,869
Assets. Value of participant loans2011-12-31$131,449
Assets. Value of assets in partnership/joint-venture interests2011-12-31$871,947
Total contributions received or receivable from employer(s)2011-12-31$179,234
2010 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$774,605
Expenses. Total of all expenses incurred2010-12-31$79,820
Benefits paid (including direct rollovers)2010-12-31$79,820
Total plan assets at end of year2010-12-31$5,123,869
Total plan assets at beginning of year2010-12-31$4,429,084
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$143,264
Contributions received from other sources (not participants or employers)2010-12-31$7,600
Other income received2010-12-31$460,571
Net income (gross income less expenses)2010-12-31$694,785
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,123,869
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,429,084
Assets. Value of participant loans2010-12-31$19,607
Total contributions received or receivable from employer(s)2010-12-31$163,170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN

2022: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number136736
Policy instance 1
Insurance contract or identification number136736
Number of Individuals Covered84
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,870
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5870
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number136736
Policy instance 1
Insurance contract or identification number136736
Number of Individuals Covered79
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $590
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees590
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number136736
Policy instance 1
Insurance contract or identification number136736
Number of Individuals Covered68
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $822
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $822
Insurance broker organization code?5
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees822
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number136736
Policy instance 1
Insurance contract or identification number136736
Number of Individuals Covered67
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,795
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $8,795
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number136736
Policy instance 1
Insurance contract or identification number136736
Number of Individuals Covered61
Insurance policy start date2018-11-16
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,433
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $15,433
Insurance broker organization code?5
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number173-80081
Policy instance 1
Insurance contract or identification number173-80081
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-11-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number173-80081
Policy instance 1
Insurance contract or identification number173-80081
Number of Individuals Covered38
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1
Insurance broker organization code?4
Insurance broker nameFINANCIAL TELESIS, INC.

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