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DEFRANCISCO LAMPITT & BRADO PS 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameDEFRANCISCO LAMPITT & BRADO PS 401K PROFIT SHARING PLAN
Plan identification number 001

DEFRANCISCO LAMPITT & BRADO PS 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

DEFRANCISCO LAMPITT & BRADO PS has sponsored the creation of one or more 401k plans.

Company Name:DEFRANCISCO LAMPITT & BRADO PS
Employer identification number (EIN):911251006
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about DEFRANCISCO LAMPITT & BRADO PS

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1984-04-10
Company Identification Number: 600540622
Legal Registered Office Address: 1424 14TH AVE

LONGVIEW
United States of America (USA)
986320000

More information about DEFRANCISCO LAMPITT & BRADO PS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFRANCISCO LAMPITT & BRADO PS 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CINDY BRADO2023-10-12
0012021-01-01CINDY BRADO2022-05-11
0012020-01-01CINDY BRADO2021-05-25
0012019-01-01CINDY BRADO2020-05-21
0012018-01-01CINDY BRADO2019-05-09
0012017-01-01CINDY BRADO2018-07-09
0012016-01-01CINDY BRADO2017-07-17
0012015-01-01CINDY BRADO2016-06-29
0012014-01-01CINDY BRADO2015-07-27
0012013-01-01CINDY BRADO2014-06-16
0012012-01-01CINDY BRADO2013-07-18
0012011-01-01CINDY BRADO2012-05-01
0012010-01-01CINDY BRADO
0012009-01-01CINDY BRADO

Plan Statistics for DEFRANCISCO LAMPITT & BRADO PS 401K PROFIT SHARING PLAN

401k plan membership statisitcs for DEFRANCISCO LAMPITT & BRADO PS 401K PROFIT SHARING PLAN

Measure Date Value
2010: DEFRANCISCO LAMPITT & BRADO PS 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-019
Total of all active and inactive participants2010-01-019
Total participants2010-01-019
Number of participants with account balances2010-01-019
2009: DEFRANCISCO LAMPITT & BRADO PS 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Total of all active and inactive participants2009-01-018
Total participants2009-01-018
Number of participants with account balances2009-01-018

Financial Data on DEFRANCISCO LAMPITT & BRADO PS 401K PROFIT SHARING PLAN

Measure Date Value
2010 : DEFRANCISCO LAMPITT & BRADO PS 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$157,378
Total plan assets at end of year2010-12-31$1,027,693
Total plan assets at beginning of year2010-12-31$870,315
Value of fidelity bond covering the plan2010-12-31$90,000
Total contributions received or receivable from participants2010-12-31$51,142
Other income received2010-12-31$79,052
Net income (gross income less expenses)2010-12-31$157,378
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,027,693
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$870,315
Total contributions received or receivable from employer(s)2010-12-31$27,184

Form 5500 Responses for DEFRANCISCO LAMPITT & BRADO PS 401K PROFIT SHARING PLAN

2010: DEFRANCISCO LAMPITT & BRADO PS 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DEFRANCISCO LAMPITT & BRADO PS 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number0000P54510
Policy instance 1
Insurance contract or identification number0000P54510
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,105
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $425
Insurance broker organization code?4
Insurance broker nameBRETA L GRUMBOIS

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