401k Plan data: LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN plan

LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN
Plan identification number	001

LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LANCE, SOLL & LUNGHARD, LLP has sponsored the creation of one or more 401k plans.

Company Name: LANCE, SOLL & LUNGHARD, LLP

Employer identification number (EIN): 952700123

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 RICHARD KIKUCHI 2019-10-14
001 2017-01-01 RICHARD KIKUCHI 2018-10-08
001 2016-01-01 RICHARD KIKUCHI 2017-10-09
001 2015-01-01 MIKE MANGOLD 2016-10-13
001 2014-01-01 MICHAEL MANGOLD 2015-10-12
001 2013-01-01 DAVID HALE 2014-07-25 DAVID HALE 2014-07-25
001 2012-01-01 DAVID HALE 2013-09-23
001 2011-01-01 DAVID HALE 2012-04-05
001 2010-01-01 DAVID E HALE 2011-10-07
001 2009-01-01 DAVID E HALE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	RICHARD KIKUCHI	2019-10-14
001	2017-01-01	RICHARD KIKUCHI	2018-10-08
001	2016-01-01	RICHARD KIKUCHI	2017-10-09
001	2015-01-01	MIKE MANGOLD	2016-10-13
001	2014-01-01	MICHAEL MANGOLD	2015-10-12
001	2013-01-01	DAVID HALE	2014-07-25	DAVID HALE	2014-07-25
001	2012-01-01	DAVID HALE	2013-09-23
001	2011-01-01	DAVID HALE	2012-04-05
001	2010-01-01	DAVID E HALE	2011-10-07
001	2009-01-01	DAVID E HALE

Plan Statistics for LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 108
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 33
Total of all active and inactive participants 2022-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 141
Number of participants with account balances 2022-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 100
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 30
Total of all active and inactive participants 2021-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 130
Number of participants with account balances 2021-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 104
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 30
Total of all active and inactive participants 2020-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 134
Number of participants with account balances 2020-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 91
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 2019-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 118
Number of participants with account balances 2019-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2009: LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 39
Number of retired or separated participants receiving benefits 2009-01-01 17
Total of all active and inactive participants 2009-01-01 56
Total participants 2009-01-01 56
Number of participants with account balances 2009-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	108
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	33
Total of all active and inactive participants	2022-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	141
Number of participants with account balances	2022-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	100
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	30
Total of all active and inactive participants	2021-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	130
Number of participants with account balances	2021-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	104
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	30
Total of all active and inactive participants	2020-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	134
Number of participants with account balances	2020-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	91
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	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	118
Number of participants with account balances	2019-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2009: LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	39
Number of retired or separated participants receiving benefits	2009-01-01	17
Total of all active and inactive participants	2009-01-01	56
Total participants	2009-01-01	56
Number of participants with account balances	2009-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-764,064
Total of all expenses incurred	2022-12-31	$1,006,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$943,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,638,806
Value of total assets at end of year	2022-12-31	$10,716,665
Value of total assets at beginning of year	2022-12-31	$12,487,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$63,379
Total interest from all sources	2022-12-31	$12,349
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$346,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$346,050
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$972,576
Participant contributions at end of year	2022-12-31	$115,853
Participant contributions at beginning of year	2022-12-31	$148,068
Participant contributions at end of year	2022-12-31	$65,432
Participant contributions at beginning of year	2022-12-31	$116,637
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$485,964
Other income not declared elsewhere	2022-12-31	$21,402
Administrative expenses (other) incurred	2022-12-31	$63,379
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,770,911
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,716,665
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,487,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,642,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,906,754
Interest on participant loans	2022-12-31	$6,620
Interest earned on other investments	2022-12-31	$5,729
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$833,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,223,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,782,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$180,266
Employer contributions (assets) at end of year	2022-12-31	$60,266
Employer contributions (assets) at beginning of year	2022-12-31	$92,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$943,468
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2022-12-31	204207759
2021 : LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,804,696
Total of all expenses incurred	2021-12-31	$1,677,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,641,198
Expenses. Certain deemed distributions of participant loans	2021-12-31	$10,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,156,966
Value of total assets at end of year	2021-12-31	$12,487,576
Value of total assets at beginning of year	2021-12-31	$11,360,313
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$25,493
Total interest from all sources	2021-12-31	$17,431
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$644,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$644,948
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$946,745
Participant contributions at end of year	2021-12-31	$148,068
Participant contributions at beginning of year	2021-12-31	$169,017
Participant contributions at end of year	2021-12-31	$116,637
Participant contributions at beginning of year	2021-12-31	$88,448
Other income not declared elsewhere	2021-12-31	$2,069
Administrative expenses (other) incurred	2021-12-31	$25,493
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,127,263
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,487,576
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,360,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,906,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,295,727
Interest on participant loans	2021-12-31	$6,982
Interest earned on other investments	2021-12-31	$10,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,223,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$716,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$983,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$210,221
Employer contributions (assets) at end of year	2021-12-31	$92,263
Employer contributions (assets) at beginning of year	2021-12-31	$90,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,641,198
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2021-12-31	204207759
2020 : LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,228,190
Total of all expenses incurred	2020-12-31	$666,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$644,704
Expenses. Certain deemed distributions of participant loans	2020-12-31	$5,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,502,798
Value of total assets at end of year	2020-12-31	$11,360,313
Value of total assets at beginning of year	2020-12-31	$8,798,915
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$16,557
Total interest from all sources	2020-12-31	$6,514
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$318,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$318,819
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$882,666
Participant contributions at end of year	2020-12-31	$169,017
Participant contributions at beginning of year	2020-12-31	$98,656
Participant contributions at end of year	2020-12-31	$88,448
Participant contributions at beginning of year	2020-12-31	$77,135
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$420,129
Other income not declared elsewhere	2020-12-31	$1,735
Total non interest bearing cash at end of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$2,561,398
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,360,313
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,798,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,295,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,969,049
Interest on participant loans	2020-12-31	$6,514
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$716,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$550,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,398,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$200,003
Employer contributions (assets) at end of year	2020-12-31	$90,802
Employer contributions (assets) at beginning of year	2020-12-31	$103,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$644,704
Contract administrator fees	2020-12-31	$16,557
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2020-12-31	204207759
2019 : LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,817,278
Total of all expenses incurred	2019-12-31	$2,264,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,248,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,159,692
Value of total assets at end of year	2019-12-31	$8,798,915
Value of total assets at beginning of year	2019-12-31	$8,246,034
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$15,426
Total interest from all sources	2019-12-31	$8,762
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$321,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$321,498
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$901,074
Participant contributions at end of year	2019-12-31	$98,656
Participant contributions at beginning of year	2019-12-31	$152,874
Participant contributions at end of year	2019-12-31	$77,135
Participant contributions at beginning of year	2019-12-31	$56,567
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$49,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$552,881
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,798,915
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,246,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,969,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,607,602
Interest on participant loans	2019-12-31	$8,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$550,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$416,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,327,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$209,296
Employer contributions (assets) at end of year	2019-12-31	$103,374
Employer contributions (assets) at beginning of year	2019-12-31	$12,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,248,971
Contract administrator fees	2019-12-31	$15,426
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2019-12-31	204207759

Form 5500 Responses for LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN

2022: LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
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: LANCE, SOLL & LUNGHARD, LLP 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: LANCE, SOLL & LUNGHARD, LLP 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: LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
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
2009: LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513261

Policy instance

Insurance contract or identification number	513261
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $262
Total amount of fees paid to insurance company	USD $5,336
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $78
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513261

Policy instance

Insurance contract or identification number	513261
Number of Individuals Covered	121
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,793
Total amount of fees paid to insurance company	USD $6,153
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	6153
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $1,117

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513261

Policy instance

Insurance contract or identification number	513261
Number of Individuals Covered	127
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,226
Total amount of fees paid to insurance company	USD $4,508
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	4508
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513261

Policy instance

Insurance contract or identification number	513261
Number of Individuals Covered	121
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $821
Total amount of fees paid to insurance company	USD $4,887
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4887
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $422

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Company Name:	LANCE, SOLL & LUNGHARD, LLP
Employer identification number (EIN):	952700123
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants