RUSING LOPEZ & LIZARDI P.L.L.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2022: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 39 |
Total of all active and inactive participants | 2022-01-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 82 |
Number of participants with account balances | 2022-01-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 10 |
2021: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 41 |
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 | 33 |
Total of all active and inactive participants | 2021-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 74 |
Number of participants with account balances | 2021-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 42 |
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 | 26 |
Total of all active and inactive participants | 2020-01-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 68 |
Number of participants with account balances | 2020-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 8 |
2019: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 40 |
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 | 27 |
Total of all active and inactive participants | 2019-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 67 |
Number of participants with account balances | 2019-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 4 |
2018: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 36 |
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 | 21 |
Total of all active and inactive participants | 2018-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 57 |
Number of participants with account balances | 2018-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 30 |
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 | 18 |
Total of all active and inactive participants | 2017-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 48 |
Number of participants with account balances | 2017-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 30 |
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 | 23 |
Total of all active and inactive participants | 2016-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 53 |
Number of participants with account balances | 2016-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 6 |
2015: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 30 |
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 | 30 |
Total of all active and inactive participants | 2015-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 60 |
Number of participants with account balances | 2015-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 8 |
2014: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 34 |
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 | 22 |
Total of all active and inactive participants | 2014-01-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 56 |
Number of participants with account balances | 2014-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 27 |
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 | 25 |
Total of all active and inactive participants | 2013-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 52 |
Number of participants with account balances | 2013-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 6 |
2012: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 23 |
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 | 25 |
Total of all active and inactive participants | 2012-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 48 |
Number of participants with account balances | 2012-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 23 |
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 | 22 |
Total of all active and inactive participants | 2011-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 45 |
Number of participants with account balances | 2011-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 17 |
Total of all active and inactive participants | 2009-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 38 |
Number of participants with account balances | 2009-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
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2022 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-1,552,237 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,099,636 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,027,771 |
Total plan assets at end of year | 2022-12-31 | $12,964,907 |
Total plan assets at beginning of year | 2022-12-31 | $15,616,780 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,650,000 |
Total contributions received or receivable from participants | 2022-12-31 | $392,634 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-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 loans | 2022-12-31 | $117,062 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $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 |
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Total income from all sources | 2021-12-31 | $2,423,321 |
Expenses. Total of all expenses incurred | 2021-12-31 | $238,289 |
Benefits paid (including direct rollovers) | 2021-12-31 | $234,916 |
Total plan assets at end of year | 2021-12-31 | $15,616,780 |
Total plan assets at beginning of year | 2021-12-31 | $13,431,748 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,650,000 |
Total contributions received or receivable from participants | 2021-12-31 | $457,663 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $14,812 |
Other income received | 2021-12-31 | $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 loans | 2021-12-31 | $74,437 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $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 securities | 2021-12-31 | $0 |
2020 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total plan liabilities at beginning of year | 2020-12-31 | $508 |
Total income from all sources | 2020-12-31 | $2,570,040 |
Expenses. Total of all expenses incurred | 2020-12-31 | $349,102 |
Benefits paid (including direct rollovers) | 2020-12-31 | $289,641 |
Total plan assets at end of year | 2020-12-31 | $13,461,901 |
Total plan assets at beginning of year | 2020-12-31 | $11,241,471 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,650,000 |
Total contributions received or receivable from participants | 2020-12-31 | $469,053 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $70,756 |
Other income received | 2020-12-31 | $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 loans | 2020-12-31 | $54,209 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $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 securities | 2020-12-31 | $0 |
2019 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $508 |
Total plan liabilities at beginning of year | 2019-12-31 | $2,427 |
Total income from all sources | 2019-12-31 | $2,350,168 |
Expenses. Total of all expenses incurred | 2019-12-31 | $78,448 |
Benefits paid (including direct rollovers) | 2019-12-31 | $27,523 |
Total plan assets at end of year | 2019-12-31 | $11,241,471 |
Total plan assets at beginning of year | 2019-12-31 | $8,971,670 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,650,000 |
Total contributions received or receivable from participants | 2019-12-31 | $428,491 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $232,074 |
Other income received | 2019-12-31 | $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 loans | 2019-12-31 | $33,837 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
2018 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $458,267 |
Expenses. Total of all expenses incurred | 2018-12-31 | $747,871 |
Benefits paid (including direct rollovers) | 2018-12-31 | $735,734 |
Total plan assets at end of year | 2018-12-31 | $8,969,243 |
Total plan assets at beginning of year | 2018-12-31 | $9,258,847 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,650,000 |
Total contributions received or receivable from participants | 2018-12-31 | $350,845 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $1,865 |
Other income received | 2018-12-31 | $-188,757 |
Noncash contributions received | 2018-12-31 | $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 loans | 2018-12-31 | $14,482 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $1,609,120 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $294,314 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $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 securities | 2018-12-31 | $0 |
2017 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,661,613 |
Expenses. Total of all expenses incurred | 2017-12-31 | $88,137 |
Benefits paid (including direct rollovers) | 2017-12-31 | $78,188 |
Total plan assets at end of year | 2017-12-31 | $9,258,847 |
Total plan assets at beginning of year | 2017-12-31 | $7,685,371 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,550,000 |
Total contributions received or receivable from participants | 2017-12-31 | $279,890 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $28,853 |
Other income received | 2017-12-31 | $1,116,378 |
Noncash contributions received | 2017-12-31 | $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 loans | 2017-12-31 | $30,297 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $1,644,210 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $236,492 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
2016 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $1,015,011 |
Expenses. Total of all expenses incurred | 2016-12-31 | $205,607 |
Benefits paid (including direct rollovers) | 2016-12-31 | $191,421 |
Total plan assets at end of year | 2016-12-31 | $7,685,371 |
Total plan assets at beginning of year | 2016-12-31 | $6,875,967 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,150,000 |
Total contributions received or receivable from participants | 2016-12-31 | $287,036 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $18,662 |
Other income received | 2016-12-31 | $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 loans | 2016-12-31 | $52,825 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $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 securities | 2016-12-31 | $0 |
2015 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $666,666 |
Expenses. Total of all expenses incurred | 2015-12-31 | $601,378 |
Benefits paid (including direct rollovers) | 2015-12-31 | $593,294 |
Total plan assets at end of year | 2015-12-31 | $6,875,967 |
Total plan assets at beginning of year | 2015-12-31 | $6,810,679 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,150,000 |
Total contributions received or receivable from participants | 2015-12-31 | $293,384 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $17,925 |
Other income received | 2015-12-31 | $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 loans | 2015-12-31 | $56,401 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
2014 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $1,074,278 |
Expenses. Total of all expenses incurred | 2014-12-31 | $104,732 |
Benefits paid (including direct rollovers) | 2014-12-31 | $78,930 |
Total plan assets at end of year | 2014-12-31 | $6,810,679 |
Total plan assets at beginning of year | 2014-12-31 | $5,841,133 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $285,331 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $5,469 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $23,094 |
Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $119,238 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
2013 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $1,361,544 |
Expenses. Total of all expenses incurred | 2013-12-31 | $359,369 |
Benefits paid (including direct rollovers) | 2013-12-31 | $319,830 |
Total plan assets at end of year | 2013-12-31 | $5,841,133 |
Total plan assets at beginning of year | 2013-12-31 | $4,838,958 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $231,369 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $7,061 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $8,621 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $154,870 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $758,680 |
Expenses. Total of all expenses incurred | 2012-12-31 | $473,348 |
Benefits paid (including direct rollovers) | 2012-12-31 | $462,024 |
Total plan assets at end of year | 2012-12-31 | $4,838,958 |
Total plan assets at beginning of year | 2012-12-31 | $4,553,626 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $177,891 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $11,324 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $109,935 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-539,614 |
Expenses. Total of all expenses incurred | 2011-12-31 | $30,629 |
Benefits paid (including direct rollovers) | 2011-12-31 | $30,629 |
Total plan assets at end of year | 2011-12-31 | $4,553,626 |
Total plan assets at beginning of year | 2011-12-31 | $5,123,869 |
Value of fidelity bond covering the plan | 2011-12-31 | $871,947 |
Total contributions received or receivable from participants | 2011-12-31 | $167,121 |
Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $131,449 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $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 |
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Total income from all sources | 2010-12-31 | $774,605 |
Expenses. Total of all expenses incurred | 2010-12-31 | $79,820 |
Benefits paid (including direct rollovers) | 2010-12-31 | $79,820 |
Total plan assets at end of year | 2010-12-31 | $5,123,869 |
Total plan assets at beginning of year | 2010-12-31 | $4,429,084 |
Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
Total contributions received or receivable from participants | 2010-12-31 | $143,264 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $7,600 |
Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $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 securities | 2010-12-31 | $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 securities | 2009-12-31 | $0 |
2022: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
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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 – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING 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 – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING 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: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
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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: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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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: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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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: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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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: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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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: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING 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 |
2009: RUSING LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |