401k Plan data: LOBERG & LOBERG MONEY PURCHASE PLAN plan

LOBERG & LOBERG MONEY PURCHASE PLAN 401k Plan overview

Plan Name	LOBERG & LOBERG MONEY PURCHASE PLAN
Plan identification number	001

LOBERG & LOBERG MONEY PURCHASE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Plan covering Self-Employed individuals.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

LOBERG & LOBERG has sponsored the creation of one or more 401k plans.

Company Name: LOBERG & LOBERG

Employer identification number (EIN): 300732606

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOBERG & LOBERG MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 ROBERT LOBERG ROBERT LOBERG 2016-03-27
001 2014-01-01 ROBERT LOBERG
001 2013-01-01 ROBERT LOBERG ROBERT LOBERG 2014-06-30
001 2012-01-01 ROBERT LOBERG ROBERT LOBERG 2013-02-20

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	ROBERT LOBERG	ROBERT LOBERG	2016-03-27
001	2014-01-01	ROBERT LOBERG
001	2013-01-01	ROBERT LOBERG	ROBERT LOBERG	2014-06-30
001	2012-01-01	ROBERT LOBERG	ROBERT LOBERG	2013-02-20

Plan Statistics for LOBERG & LOBERG MONEY PURCHASE PLAN

401k plan membership statisitcs for LOBERG & LOBERG MONEY PURCHASE PLAN

Measure Date Value
2015: LOBERG & LOBERG MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 6
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
2014: LOBERG & LOBERG MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
2013: LOBERG & LOBERG MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
2012: LOBERG & LOBERG MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5

Measure	Date	Value
2015: LOBERG & LOBERG MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	6
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
2014: LOBERG & LOBERG MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
2013: LOBERG & LOBERG MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
2012: LOBERG & LOBERG MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5

Financial Data on LOBERG & LOBERG MONEY PURCHASE PLAN

Measure	Date	Value
2015 : LOBERG & LOBERG MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$72,255
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$834,459
Total plan assets at beginning of year	2015-12-31	$762,204
Other income received	2015-12-31	$11,686
Net income (gross income less expenses)	2015-12-31	$72,255
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$834,459
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$762,204
Total contributions received or receivable from employer(s)	2015-12-31	$60,569
2014 : LOBERG & LOBERG MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$68,525
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$762,204
Total plan assets at beginning of year	2014-12-31	$693,679
Other income received	2014-12-31	$9,785
Net income (gross income less expenses)	2014-12-31	$68,525
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$762,204
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$693,679
Total contributions received or receivable from employer(s)	2014-12-31	$58,740
2013 : LOBERG & LOBERG MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$100,023
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,344,832
Total plan assets at beginning of year	2013-12-31	$1,244,809
Other income received	2013-12-31	$38,201
Net income (gross income less expenses)	2013-12-31	$100,023
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,344,832
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,244,809
Total contributions received or receivable from employer(s)	2013-12-31	$61,822
2012 : LOBERG & LOBERG MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$66,699
Expenses. Total of all expenses incurred	2012-12-31	$35,004
Benefits paid (including direct rollovers)	2012-12-31	$34,984
Total plan assets at end of year	2012-12-31	$622,340
Total plan assets at beginning of year	2012-12-31	$590,645
Other income received	2012-12-31	$23,422
Net income (gross income less expenses)	2012-12-31	$31,695
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$622,340
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$590,645
Total contributions received or receivable from employer(s)	2012-12-31	$43,277
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$20

Form 5500 Responses for LOBERG & LOBERG MONEY PURCHASE PLAN

2015: LOBERG & LOBERG MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LOBERG & LOBERG MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LOBERG & LOBERG MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LOBERG & LOBERG MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LOBERG & LOBERG
Employer identification number (EIN):	300732606
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers