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DEAN LEWIS ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDEAN LEWIS ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number 001

DEAN LEWIS ASSOCIATES 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

DEAN LEWIS ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:DEAN LEWIS ASSOCIATES
Employer identification number (EIN):941496065
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about DEAN LEWIS ASSOCIATES

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0403069

More information about DEAN LEWIS ASSOCIATES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEAN LEWIS ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01STEVE SHERIDAN
0012023-01-01
0012023-01-01STEVE SHERIDAN
0012022-01-01
0012022-01-01STEVE SHERIDAN
0012021-01-01
0012021-01-01STEVE SHERIDAN
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01RICHARD LEWIS2015-04-06
0012013-01-01RICHARD LEWIS2014-04-15
0012012-01-01RICHARD LEWIS2013-03-20
0012011-01-01RICHARD D. LEWIS2012-10-02
0012010-01-01EVERILDA F NOALN2011-06-08

Financial Data on DEAN LEWIS ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : DEAN LEWIS ASSOCIATES 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$867,269
Expenses. Total of all expenses incurred2023-12-31$503,908
Benefits paid (including direct rollovers)2023-12-31$434,825
Total plan assets at end of year2023-12-31$4,045,642
Total plan assets at beginning of year2023-12-31$3,682,281
Value of fidelity bond covering the plan2023-12-31$1,000,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$91,548
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$225,881
Other income received2023-12-31$504,752
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$363,361
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,045,642
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,682,281
Assets. Value of participant loans2023-12-31$27,276
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$45,088
Value of certain deemed distributions of participant loans2023-12-31$50,490
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$18,593
2022 : DEAN LEWIS ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-577,248
Expenses. Total of all expenses incurred2022-12-31$433,533
Benefits paid (including direct rollovers)2022-12-31$413,125
Total plan assets at end of year2022-12-31$3,682,281
Total plan assets at beginning of year2022-12-31$4,693,062
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$95,612
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-717,681
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,010,781
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,682,281
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,693,062
Assets. Value of participant loans2022-12-31$69,449
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$44,821
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$20,408
2021 : DEAN LEWIS ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$570,454
Expenses. Total of all expenses incurred2021-12-31$82,142
Benefits paid (including direct rollovers)2021-12-31$70,842
Total plan assets at end of year2021-12-31$4,693,062
Total plan assets at beginning of year2021-12-31$4,204,750
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$99,195
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$1,610
Other income received2021-12-31$426,745
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$488,312
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,693,062
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,204,750
Assets. Value of participant loans2021-12-31$9,720
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$42,904
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$11,300
2020 : DEAN LEWIS ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$632,298
Expenses. Total of all expenses incurred2020-12-31$165,646
Benefits paid (including direct rollovers)2020-12-31$156,383
Total plan assets at end of year2020-12-31$4,204,750
Total plan assets at beginning of year2020-12-31$3,738,098
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$81,142
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$497,923
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$466,652
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,204,750
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,738,098
Assets. Value of participant loans2020-12-31$48,458
Total contributions received or receivable from employer(s)2020-12-31$53,233
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$9,263
2019 : DEAN LEWIS ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$476,716
Expenses. Total of all expenses incurred2019-12-31$8,122
Benefits paid (including direct rollovers)2019-12-31$4,450
Total plan assets at end of year2019-12-31$3,738,098
Total plan assets at beginning of year2019-12-31$3,269,504
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$102,106
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$374,610
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$468,594
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,738,098
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,269,504
Assets. Value of participant loans2019-12-31$62,221
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,672

Form 5500 Responses for DEAN LEWIS ASSOCIATES 401(K) PROFIT SHARING PLAN

2023: DEAN LEWIS ASSOCIATES 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DEAN LEWIS ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DEAN LEWIS ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DEAN LEWIS ASSOCIATES 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DEAN LEWIS ASSOCIATES 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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876025
Policy instance 1

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