LACHMAN & GORTON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LACHMAN & GORTON 401K PROFIT SHARING PLAN
Measure | Date | Value |
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2023: LACHMAN & GORTON 401K PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
Total of all active and inactive participants | 2023-01-01 | 8 |
Total participants | 2023-01-01 | 8 |
Number of participants with account balances | 2023-01-01 | 8 |
2022: LACHMAN & GORTON 401K PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 8 |
Total participants | 2022-01-01 | 8 |
Number of participants with account balances | 2022-01-01 | 8 |
2021: LACHMAN & GORTON 401K PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
Total of all active and inactive participants | 2021-01-01 | 10 |
Total participants | 2021-01-01 | 10 |
Number of participants with account balances | 2021-01-01 | 10 |
2020: LACHMAN & GORTON 401K PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 8 |
Total of all active and inactive participants | 2020-01-01 | 8 |
Total participants | 2020-01-01 | 8 |
Number of participants with account balances | 2020-01-01 | 8 |
2019: LACHMAN & GORTON 401K PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 8 |
Total of all active and inactive participants | 2019-01-01 | 8 |
Total participants | 2019-01-01 | 8 |
Number of participants with account balances | 2019-01-01 | 0 |
2018: LACHMAN & GORTON 401K PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
Total of all active and inactive participants | 2018-01-01 | 8 |
Total participants | 2018-01-01 | 8 |
Number of participants with account balances | 2018-01-01 | 8 |
2017: LACHMAN & GORTON 401K PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 9 |
Total participants | 2017-01-01 | 9 |
Number of participants with account balances | 2017-01-01 | 9 |
2016: LACHMAN & GORTON 401K PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 10 |
Total participants | 2016-01-01 | 10 |
Number of participants with account balances | 2016-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: LACHMAN & GORTON 401K PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 9 |
Total of all active and inactive participants | 2015-01-01 | 9 |
Total participants | 2015-01-01 | 9 |
2012: LACHMAN & GORTON 401K PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
Total of all active and inactive participants | 2012-01-01 | 9 |
Total participants | 2012-01-01 | 9 |
Number of participants with account balances | 2012-01-01 | 9 |
2011: LACHMAN & GORTON 401K PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
Total of all active and inactive participants | 2011-01-01 | 9 |
Total participants | 2011-01-01 | 9 |
Number of participants with account balances | 2011-01-01 | 9 |
2010: LACHMAN & GORTON 401K PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
Total of all active and inactive participants | 2010-01-01 | 9 |
Total participants | 2010-01-01 | 9 |
2009: LACHMAN & GORTON 401K PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
Total of all active and inactive participants | 2009-01-01 | 8 |
Total participants | 2009-01-01 | 8 |
Measure | Date | Value |
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2023 : LACHMAN & GORTON 401K PROFIT SHARING PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $483,797 |
Expenses. Total of all expenses incurred | 2023-12-31 | $170,572 |
Benefits paid (including direct rollovers) | 2023-12-31 | $145,136 |
Total plan assets at end of year | 2023-12-31 | $4,215,171 |
Total plan assets at beginning of year | 2023-12-31 | $3,901,946 |
Value of fidelity bond covering the plan | 2023-12-31 | $300,000 |
Total contributions received or receivable from participants | 2023-12-31 | $65,210 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $1,065,662 |
Other income received | 2023-12-31 | $361,029 |
Net income (gross income less expenses) | 2023-12-31 | $313,225 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,215,171 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,901,946 |
Assets. Value of participant loans | 2023-12-31 | $19,391 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $57,558 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $25,436 |
2022 : LACHMAN & GORTON 401K PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $30,553 |
Expenses. Total of all expenses incurred | 2022-12-31 | $160,360 |
Benefits paid (including direct rollovers) | 2022-12-31 | $135,950 |
Total plan assets at end of year | 2022-12-31 | $3,901,946 |
Total plan assets at beginning of year | 2022-12-31 | $4,031,753 |
Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
Total contributions received or receivable from participants | 2022-12-31 | $62,579 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $1,197,808 |
Other income received | 2022-12-31 | $-87,464 |
Net income (gross income less expenses) | 2022-12-31 | $-129,807 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,901,946 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,031,753 |
Assets. Value of participant loans | 2022-12-31 | $4,883 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $55,438 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $24,410 |
2021 : LACHMAN & GORTON 401K PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $512,788 |
Expenses. Total of all expenses incurred | 2021-12-31 | $269,386 |
Benefits paid (including direct rollovers) | 2021-12-31 | $251,333 |
Total plan assets at end of year | 2021-12-31 | $4,031,753 |
Total plan assets at beginning of year | 2021-12-31 | $3,788,351 |
Value of fidelity bond covering the plan | 2021-12-31 | $300,000 |
Total contributions received or receivable from participants | 2021-12-31 | $45,895 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $1,790,182 |
Other income received | 2021-12-31 | $416,473 |
Net income (gross income less expenses) | 2021-12-31 | $243,402 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,031,753 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,788,351 |
Assets. Value of participant loans | 2021-12-31 | $7,494 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $50,420 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $18,053 |
2020 : LACHMAN & GORTON 401K PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $327,256 |
Expenses. Total of all expenses incurred | 2020-12-31 | $136,781 |
Benefits paid (including direct rollovers) | 2020-12-31 | $122,900 |
Total plan assets at end of year | 2020-12-31 | $3,788,551 |
Total plan assets at beginning of year | 2020-12-31 | $3,598,076 |
Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
Total contributions received or receivable from participants | 2020-12-31 | $45,027 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $2,277,587 |
Other income received | 2020-12-31 | $234,167 |
Net income (gross income less expenses) | 2020-12-31 | $190,475 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,788,551 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,598,076 |
Assets. Value of participant loans | 2020-12-31 | $11,171 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $48,062 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $13,881 |
2019 : LACHMAN & GORTON 401K PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $560,220 |
Expenses. Total of all expenses incurred | 2019-12-31 | $21,059 |
Benefits paid (including direct rollovers) | 2019-12-31 | $7,500 |
Total plan assets at end of year | 2019-12-31 | $3,598,076 |
Total plan assets at beginning of year | 2019-12-31 | $3,058,915 |
Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
Total contributions received or receivable from participants | 2019-12-31 | $43,812 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $1,793,337 |
Other income received | 2019-12-31 | $460,305 |
Net income (gross income less expenses) | 2019-12-31 | $539,161 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,598,076 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,058,915 |
Assets. Value of participant loans | 2019-12-31 | $15,701 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $56,103 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $13,559 |
2018 : LACHMAN & GORTON 401K PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $154,253 |
Expenses. Total of all expenses incurred | 2018-12-31 | $22,160 |
Benefits paid (including direct rollovers) | 2018-12-31 | $5,784 |
Total plan assets at end of year | 2018-12-31 | $3,058,915 |
Total plan assets at beginning of year | 2018-12-31 | $2,926,822 |
Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
Total contributions received or receivable from participants | 2018-12-31 | $39,687 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $1,323,800 |
Other income received | 2018-12-31 | $61,470 |
Net income (gross income less expenses) | 2018-12-31 | $132,093 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,058,915 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,926,822 |
Assets. Value of participant loans | 2018-12-31 | $23,697 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $53,096 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $16,376 |
2017 : LACHMAN & GORTON 401K PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $453,829 |
Expenses. Total of all expenses incurred | 2017-12-31 | $247,970 |
Benefits paid (including direct rollovers) | 2017-12-31 | $236,255 |
Total plan assets at end of year | 2017-12-31 | $2,926,822 |
Total plan assets at beginning of year | 2017-12-31 | $2,720,963 |
Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
Total contributions received or receivable from participants | 2017-12-31 | $36,660 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $1,323,800 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $46,180 |
Other income received | 2017-12-31 | $312,495 |
Net income (gross income less expenses) | 2017-12-31 | $205,859 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,926,822 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,720,963 |
Assets. Value of participant loans | 2017-12-31 | $23,697 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $58,494 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $11,715 |
2016 : LACHMAN & GORTON 401K PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $302,404 |
Expenses. Total of all expenses incurred | 2016-12-31 | $13,767 |
Benefits paid (including direct rollovers) | 2016-12-31 | $3,750 |
Total plan assets at end of year | 2016-12-31 | $2,720,963 |
Total plan assets at beginning of year | 2016-12-31 | $2,432,326 |
Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
Total contributions received or receivable from participants | 2016-12-31 | $40,398 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $1,373,740 |
Other income received | 2016-12-31 | $214,128 |
Net income (gross income less expenses) | 2016-12-31 | $288,637 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,720,963 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,432,326 |
Assets. Value of participant loans | 2016-12-31 | $11,388 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $47,878 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $10,017 |
2015 : LACHMAN & GORTON 401K PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $142,619 |
Expenses. Total of all expenses incurred | 2015-12-31 | $17,220 |
Benefits paid (including direct rollovers) | 2015-12-31 | $7,000 |
Total plan assets at end of year | 2015-12-31 | $2,432,326 |
Total plan assets at beginning of year | 2015-12-31 | $2,306,927 |
Value of fidelity bond covering the plan | 2015-12-31 | $70,000 |
Total contributions received or receivable from participants | 2015-12-31 | $32,564 |
Other income received | 2015-12-31 | $52,796 |
Net income (gross income less expenses) | 2015-12-31 | $125,399 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,432,326 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,306,927 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $57,259 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $10,220 |
2012 : LACHMAN & GORTON 401K PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $343,988 |
Expenses. Total of all expenses incurred | 2012-12-31 | $120,000 |
Benefits paid (including direct rollovers) | 2012-12-31 | $120,000 |
Total plan assets at end of year | 2012-12-31 | $1,808,392 |
Total plan assets at beginning of year | 2012-12-31 | $1,584,404 |
Value of fidelity bond covering the plan | 2012-12-31 | $70,000 |
Total contributions received or receivable from participants | 2012-12-31 | $17,036 |
Other income received | 2012-12-31 | $263,415 |
Net income (gross income less expenses) | 2012-12-31 | $223,988 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,808,392 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,584,404 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $63,537 |
2011 : LACHMAN & GORTON 401K PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $96,560 |
Expenses. Total of all expenses incurred | 2011-12-31 | $14,120 |
Benefits paid (including direct rollovers) | 2011-12-31 | $12,700 |
Total plan assets at end of year | 2011-12-31 | $1,584,404 |
Total plan assets at beginning of year | 2011-12-31 | $1,501,964 |
Value of fidelity bond covering the plan | 2011-12-31 | $70,000 |
Total contributions received or receivable from participants | 2011-12-31 | $31,184 |
Other income received | 2011-12-31 | $19,398 |
Net income (gross income less expenses) | 2011-12-31 | $82,440 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,584,404 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,501,964 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $45,978 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $1,420 |
2010 : LACHMAN & GORTON 401K PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $140,738 |
Total plan assets at end of year | 2010-12-31 | $1,501,964 |
Total plan assets at beginning of year | 2010-12-31 | $1,361,226 |
Value of fidelity bond covering the plan | 2010-12-31 | $70,000 |
Total contributions received or receivable from participants | 2010-12-31 | $28,072 |
Other income received | 2010-12-31 | $58,070 |
Net income (gross income less expenses) | 2010-12-31 | $140,738 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,501,964 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,361,226 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $54,596 |
2009 : LACHMAN & GORTON 401K PROFIT SHARING PLAN 2009 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |