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LUND & GUTTRY CERTIFIED PUBLIC ACCOUNTANTS 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameLUND & GUTTRY CERTIFIED PUBLIC ACCOUNTANTS 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

LUND & GUTTRY CERTIFIED PUBLIC ACCOUNTANTS 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

LUND & GUTTRY LLP CERTIFIED PUBLIC ACCOUNTANTS has sponsored the creation of one or more 401k plans.

Company Name:LUND & GUTTRY LLP CERTIFIED PUBLIC ACCOUNTANTS
Employer identification number (EIN):952101327
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUND & GUTTRY CERTIFIED PUBLIC ACCOUNTANTS 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARY BROCK2024-09-20
0012022-01-01MARY BROCK2023-09-11
0012021-01-01KEITH LYRLA2022-10-05
0012020-01-01KEITH LYRLA2021-10-07
0012019-01-01KEITH LYRLA2020-10-14
0012018-01-01KEITH LYRLA2019-10-11
0012017-01-01KEITH LYRLA2018-10-11
0012016-01-01KEITH LYRLA2017-10-10
0012015-01-01KEITH LYRLA2016-09-23
0012014-01-01KEITH LYRLA2015-08-17
0012013-01-01KEITH LYRLA2014-09-25
0012012-01-01KEITH H. LYRLA2013-09-27
0012011-01-01KEITH H. LYRLA2012-09-19
0012010-01-01KEITH H. LYRLA2011-09-27

Plan Statistics for LUND & GUTTRY CERTIFIED PUBLIC ACCOUNTANTS 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for LUND & GUTTRY CERTIFIED PUBLIC ACCOUNTANTS 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2025: LUND & GUTTRY CERTIFIED PUBLIC ACCOUNTANTS 401(K) AND PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1017
Total number of particpants at end of year2025-07-1015
Number of Participants With Account Balances2025-07-1015
2024: LUND & GUTTRY CERTIFIED PUBLIC ACCOUNTANTS 401(K) AND PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-2016
Total number of particpants at end of year2024-09-2017
Number of Participants With Account Balances2024-09-2017

Financial Data on LUND & GUTTRY CERTIFIED PUBLIC ACCOUNTANTS 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2025 : LUND & GUTTRY CERTIFIED PUBLIC ACCOUNTANTS 401(K) AND PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-100
Total liabilities as of the end of the plan year2025-07-100
Total liabilities as of the beginning of the plan year2025-07-100
Total expenses incurred by plan in this plan year2025-07-1068750
Net assets as of the end of the plan year2025-07-104724783
Total assets as of the beginning of the plan year2025-07-104095520
Value of plan covered by a fidelity bond2025-07-10300000
Participant contributions to plan in this plan year2025-07-100
Value of participant loans at end of plan year2025-07-10100000
Other expenses paid from plan in this plan year2025-07-100
Other contributions to plan in this plan year2025-07-100
Other income to plan in this plan year2025-07-10695220
Plan net income in this plan year2025-07-10629263
Net assets as of the end of the plan year2025-07-104724783
Net assets as of the beginning of the plan year2025-07-104095520
Employer contributions to plan in this plan year2025-07-102793
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-10180
2024 : LUND & GUTTRY CERTIFIED PUBLIC ACCOUNTANTS 401(K) AND PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-200
Total liabilities as of the end of the plan year2024-09-200
Total liabilities as of the beginning of the plan year2024-09-200
Total expenses incurred by plan in this plan year2024-09-2047410
Net assets as of the end of the plan year2024-09-204095520
Total assets as of the beginning of the plan year2024-09-203405387
Value of plan covered by a fidelity bond2024-09-2050000
Participant contributions to plan in this plan year2024-09-200
Value of participant loans at end of plan year2024-09-20100000
Other expenses paid from plan in this plan year2024-09-200
Other contributions to plan in this plan year2024-09-200
Other income to plan in this plan year2024-09-20707628
Plan net income in this plan year2024-09-20690133
Net assets as of the end of the plan year2024-09-204095520
Net assets as of the beginning of the plan year2024-09-203405387
Employer contributions to plan in this plan year2024-09-2029915
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2080

Potentially related plans

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