LOBERG & LOBERG has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOBERG & LOBERG PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2015: LOBERG & LOBERG PROFIT SHARING 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 |
| 2014: LOBERG & LOBERG PROFIT SHARING 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 |
| 2012: LOBERG & LOBERG PROFIT SHARING 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 PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $110,512 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,559,835 |
| Total plan assets at beginning of year | 2015-12-31 | $1,449,323 |
| Other income received | 2015-12-31 | $19,650 |
| Net income (gross income less expenses) | 2015-12-31 | $110,512 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,559,835 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,449,323 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $90,862 |
| 2014 : LOBERG & LOBERG PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $104,491 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,449,323 |
| Total plan assets at beginning of year | 2014-12-31 | $1,344,832 |
| Other income received | 2014-12-31 | $16,381 |
| Net income (gross income less expenses) | 2014-12-31 | $104,491 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,449,323 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,344,832 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $88,110 |
| 2012 : LOBERG & LOBERG PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $114,616 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $11,419 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $11,399 |
| Total plan assets at end of year | 2012-12-31 | $1,244,809 |
| Total plan assets at beginning of year | 2012-12-31 | $1,141,612 |
| Other income received | 2012-12-31 | $49,701 |
| Net income (gross income less expenses) | 2012-12-31 | $103,197 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,244,809 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,141,612 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $64,915 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $20 |
| 2015: LOBERG & LOBERG PROFIT SHARING 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 PROFIT SHARING 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 |
| 2012: LOBERG & LOBERG PROFIT SHARING 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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