LYNCH & BLOOM, P C has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2019: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 3 |
| Total of all active and inactive participants | 2019-06-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-06-01 | 1 |
| Total participants | 2019-06-01 | 1 |
| Number of participants with account balances | 2019-06-01 | 1 |
| 2017: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 3 |
| Number of retired or separated participants receiving benefits | 2017-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-06-01 | 0 |
| Total of all active and inactive participants | 2017-06-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-06-01 | 0 |
| Total participants | 2017-06-01 | 3 |
| Number of participants with account balances | 2017-06-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-06-01 | 0 |
| 2016: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 3 |
| Number of retired or separated participants receiving benefits | 2016-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-06-01 | 0 |
| Total of all active and inactive participants | 2016-06-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-06-01 | 0 |
| Total participants | 2016-06-01 | 3 |
| Number of participants with account balances | 2016-06-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-06-01 | 0 |
| 2015: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 2 |
| Total of all active and inactive participants | 2015-06-01 | 2 |
| Total participants | 2015-06-01 | 2 |
| Number of participants with account balances | 2015-06-01 | 2 |
| 2014: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 2 |
| Number of retired or separated participants receiving benefits | 2014-06-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 0 |
| Total of all active and inactive participants | 2014-06-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-01 | 0 |
| Total participants | 2014-06-01 | 3 |
| Number of participants with account balances | 2014-06-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-06-01 | 0 |
| 2013: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 3 |
| Total of all active and inactive participants | 2013-06-01 | 3 |
| Total participants | 2013-06-01 | 3 |
| Number of participants with account balances | 2013-06-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-06-01 | 1 |
| 2012: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 4 |
| Total of all active and inactive participants | 2012-06-01 | 4 |
| Total participants | 2012-06-01 | 4 |
| Number of participants with account balances | 2012-06-01 | 4 |
| 2011: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 3 |
| Total of all active and inactive participants | 2011-06-01 | 3 |
| Total participants | 2011-06-01 | 3 |
| Number of participants with account balances | 2011-06-01 | 3 |
| 2010: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-06-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-06-01 | 3 |
| Total of all active and inactive participants | 2010-06-01 | 3 |
| Total participants | 2010-06-01 | 3 |
| Number of participants with account balances | 2010-06-01 | 3 |
| 2009: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 3 |
| Total of all active and inactive participants | 2009-06-01 | 3 |
| Total participants | 2009-06-01 | 3 |
| Number of participants with account balances | 2009-06-01 | 3 |
| Measure | Date | Value |
|---|
| 2020 : LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-05-31 | $134,651 |
| Expenses. Total of all expenses incurred | 2020-05-31 | $1,138,624 |
| Benefits paid (including direct rollovers) | 2020-05-31 | $1,136,753 |
| Total plan assets at end of year | 2020-05-31 | $0 |
| Total plan assets at beginning of year | 2020-05-31 | $1,003,973 |
| Expenses. Other expenses not covered elsewhere | 2020-05-31 | $1,871 |
| Other income received | 2020-05-31 | $126,851 |
| Net income (gross income less expenses) | 2020-05-31 | $-1,003,973 |
| Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $1,003,973 |
| Total contributions received or receivable from employer(s) | 2020-05-31 | $7,800 |
| 2019 : LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-05-31 | $32,779 |
| Expenses. Total of all expenses incurred | 2019-05-31 | $39,015 |
| Benefits paid (including direct rollovers) | 2019-05-31 | $33,965 |
| Total plan assets at end of year | 2019-05-31 | $1,003,973 |
| Total plan assets at beginning of year | 2019-05-31 | $1,010,209 |
| Expenses. Other expenses not covered elsewhere | 2019-05-31 | $834 |
| Other income received | 2019-05-31 | $5,179 |
| Net income (gross income less expenses) | 2019-05-31 | $-6,236 |
| Net plan assets at end of year (total assets less liabilities) | 2019-05-31 | $1,003,973 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-05-31 | $1,010,209 |
| Total contributions received or receivable from employer(s) | 2019-05-31 | $27,600 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-05-31 | $4,216 |
| 2018 : LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-05-31 | $66,048 |
| Expenses. Total of all expenses incurred | 2018-05-31 | $505 |
| Total plan assets at end of year | 2018-05-31 | $1,010,209 |
| Total plan assets at beginning of year | 2018-05-31 | $944,666 |
| Expenses. Other expenses not covered elsewhere | 2018-05-31 | $505 |
| Other income received | 2018-05-31 | $34,848 |
| Net income (gross income less expenses) | 2018-05-31 | $65,543 |
| Net plan assets at end of year (total assets less liabilities) | 2018-05-31 | $1,010,209 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-05-31 | $944,666 |
| Total contributions received or receivable from employer(s) | 2018-05-31 | $31,200 |
| 2017 : LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-05-31 | $10,502 |
| Expenses. Total of all expenses incurred | 2017-05-31 | $356 |
| Total plan assets at end of year | 2017-05-31 | $944,666 |
| Total plan assets at beginning of year | 2017-05-31 | $934,520 |
| Expenses. Other expenses not covered elsewhere | 2017-05-31 | $356 |
| Other income received | 2017-05-31 | $-20,698 |
| Net income (gross income less expenses) | 2017-05-31 | $10,146 |
| Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $944,666 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $934,520 |
| Total contributions received or receivable from employer(s) | 2017-05-31 | $31,200 |
| 2016 : LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-05-31 | $-7,641 |
| Expenses. Total of all expenses incurred | 2016-05-31 | $435 |
| Total plan assets at end of year | 2016-05-31 | $934,520 |
| Total plan assets at beginning of year | 2016-05-31 | $942,596 |
| Expenses. Other expenses not covered elsewhere | 2016-05-31 | $435 |
| Other income received | 2016-05-31 | $-38,841 |
| Net income (gross income less expenses) | 2016-05-31 | $-8,076 |
| Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $934,520 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $942,596 |
| Total contributions received or receivable from employer(s) | 2016-05-31 | $31,200 |
| 2015 : LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-05-31 | $-32,706 |
| Expenses. Total of all expenses incurred | 2015-05-31 | $12,623 |
| Benefits paid (including direct rollovers) | 2015-05-31 | $11,624 |
| Total plan assets at end of year | 2015-05-31 | $942,596 |
| Total plan assets at beginning of year | 2015-05-31 | $987,925 |
| Expenses. Other expenses not covered elsewhere | 2015-05-31 | $999 |
| Other income received | 2015-05-31 | $-63,906 |
| Net income (gross income less expenses) | 2015-05-31 | $-45,329 |
| Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $942,596 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $987,925 |
| Total contributions received or receivable from employer(s) | 2015-05-31 | $31,200 |
| 2014 : LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-05-31 | $84,385 |
| Expenses. Total of all expenses incurred | 2014-05-31 | $721 |
| Total plan assets at end of year | 2014-05-31 | $987,925 |
| Total plan assets at beginning of year | 2014-05-31 | $904,261 |
| Expenses. Other expenses not covered elsewhere | 2014-05-31 | $721 |
| Other income received | 2014-05-31 | $54,985 |
| Net income (gross income less expenses) | 2014-05-31 | $83,664 |
| Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $987,925 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $904,261 |
| Total contributions received or receivable from employer(s) | 2014-05-31 | $29,400 |
| 2013 : LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-05-31 | $106,295 |
| Expenses. Total of all expenses incurred | 2013-05-31 | $443 |
| Total plan assets at end of year | 2013-05-31 | $904,261 |
| Total plan assets at beginning of year | 2013-05-31 | $798,409 |
| Expenses. Other expenses not covered elsewhere | 2013-05-31 | $443 |
| Other income received | 2013-05-31 | $76,295 |
| Net income (gross income less expenses) | 2013-05-31 | $105,852 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $904,261 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $798,409 |
| Total contributions received or receivable from employer(s) | 2013-05-31 | $30,000 |
| 2012 : LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-05-31 | $7,686 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $190 |
| Total plan assets at end of year | 2012-05-31 | $798,409 |
| Total plan assets at beginning of year | 2012-05-31 | $790,913 |
| Expenses. Other expenses not covered elsewhere | 2012-05-31 | $190 |
| Other income received | 2012-05-31 | $-22,314 |
| Net income (gross income less expenses) | 2012-05-31 | $7,496 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $798,409 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $790,913 |
| Total contributions received or receivable from employer(s) | 2012-05-31 | $30,000 |
| 2011 : LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-05-31 | $99,393 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $100 |
| Total plan assets at end of year | 2011-05-31 | $790,913 |
| Total plan assets at beginning of year | 2011-05-31 | $691,620 |
| Expenses. Other expenses not covered elsewhere | 2011-05-31 | $100 |
| Other income received | 2011-05-31 | $75,793 |
| Net income (gross income less expenses) | 2011-05-31 | $99,293 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $790,913 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $691,620 |
| Total contributions received or receivable from employer(s) | 2011-05-31 | $23,600 |
| 2019: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | This submission is the final filing | Yes |
| 2019-06-01 | Plan funding arrangement – Trust | Yes |
| 2019-06-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | Plan funding arrangement – Trust | Yes |
| 2017-06-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Plan funding arrangement – Trust | Yes |
| 2016-06-01 | Plan benefit arrangement - Trust | Yes |
| 2015: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Plan funding arrangement – Trust | Yes |
| 2015-06-01 | Plan benefit arrangement - Trust | Yes |
| 2014: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Submission has been amended | Yes |
| 2014-06-01 | Plan funding arrangement – Trust | Yes |
| 2014-06-01 | Plan benefit arrangement - Trust | Yes |
| 2013: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Plan funding arrangement – Trust | Yes |
| 2013-06-01 | Plan benefit arrangement - Trust | Yes |
| 2012: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Plan funding arrangement – Trust | Yes |
| 2012-06-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| 2010: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-06-01 | Type of plan entity | Single employer plan |
| 2010-06-01 | Plan funding arrangement – Trust | Yes |
| 2010-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LYNCH & BLOOM PC PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
