401k Plan data: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST plan

DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 401k Plan overview

Plan Name	DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST
Plan identification number	001

DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

LEBENBOM & ROTHMAN, P.C. has sponsored the creation of one or more 401k plans.

Company Name: LEBENBOM & ROTHMAN, P.C.

Employer identification number (EIN): 382114972

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST

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 ANDREW ROTHMAN
001 2017-01-01 ANDREW ROTHMAN
001 2016-01-01 ANDREW ROTHMAN
001 2015-01-01 ANDREW ROTHMAN
001 2014-01-01 ANDREW ROTHMAN
001 2013-01-01 ANDREW ROTHMAN
001 2012-01-01 ANDREW ROTHMAN
001 2011-01-01 ANDREW ROTHMAN
001 2010-01-01 ANDREW ROTHMAN
001 2009-01-01 ANDREW ROTHMAN

Plan Statistics for DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST

401k plan membership statisitcs for DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST

Measure Date Value
2022: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
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 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
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 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
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 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2022: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
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	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
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	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
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	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST

Measure	Date	Value
2023 : DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$768,033
Expenses. Total of all expenses incurred	2023-12-31	$25,794
Total plan assets at end of year	2023-12-31	$4,274,328
Total plan assets at beginning of year	2023-12-31	$3,532,089
Value of fidelity bond covering the plan	2023-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$10,794
Other income received	2023-12-31	$729,931
Net income (gross income less expenses)	2023-12-31	$742,239
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,274,328
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,532,089
Total contributions received or receivable from employer(s)	2023-12-31	$38,102
Value of certain deemed distributions of participant loans	2023-12-31	$15,000
2022 : DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-539,954
Expenses. Total of all expenses incurred	2022-12-31	$8,433
Total plan assets at end of year	2022-12-31	$3,532,089
Total plan assets at beginning of year	2022-12-31	$4,080,476
Value of fidelity bond covering the plan	2022-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$8,433
Other income received	2022-12-31	$-595,085
Net income (gross income less expenses)	2022-12-31	$-548,387
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,532,089
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,080,476
Total contributions received or receivable from employer(s)	2022-12-31	$55,131
2021 : DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$945,895
Expenses. Total of all expenses incurred	2021-12-31	$54,512
Benefits paid (including direct rollovers)	2021-12-31	$44,383
Total plan assets at end of year	2021-12-31	$4,080,476
Total plan assets at beginning of year	2021-12-31	$3,189,093
Value of fidelity bond covering the plan	2021-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$10,129
Other income received	2021-12-31	$903,167
Net income (gross income less expenses)	2021-12-31	$891,383
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,080,476
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,189,093
Total contributions received or receivable from employer(s)	2021-12-31	$42,728
2020 : DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$620,961
Expenses. Total of all expenses incurred	2020-12-31	$7,387
Total plan assets at end of year	2020-12-31	$3,189,093
Total plan assets at beginning of year	2020-12-31	$2,575,519
Value of fidelity bond covering the plan	2020-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$7,387
Other income received	2020-12-31	$601,723
Net income (gross income less expenses)	2020-12-31	$613,574
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,189,093
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,575,519
Total contributions received or receivable from employer(s)	2020-12-31	$19,238
2019 : DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$659,226
Expenses. Total of all expenses incurred	2019-12-31	$6,338
Total plan assets at end of year	2019-12-31	$2,575,519
Total plan assets at beginning of year	2019-12-31	$1,922,631
Value of fidelity bond covering the plan	2019-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$6,338
Other income received	2019-12-31	$622,865
Net income (gross income less expenses)	2019-12-31	$652,888
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,575,519
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,922,631
Total contributions received or receivable from employer(s)	2019-12-31	$36,361
2018 : DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$12,310
Expenses. Total of all expenses incurred	2018-12-31	$5,816
Total plan assets at end of year	2018-12-31	$1,922,632
Total plan assets at beginning of year	2018-12-31	$1,916,138
Value of fidelity bond covering the plan	2018-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$5,816
Other income received	2018-12-31	$-17,026
Net income (gross income less expenses)	2018-12-31	$6,494
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,922,632
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,916,138
Total contributions received or receivable from employer(s)	2018-12-31	$29,336
2017 : DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$383,323
Expenses. Total of all expenses incurred	2017-12-31	$4,854
Total plan assets at end of year	2017-12-31	$1,916,138
Total plan assets at beginning of year	2017-12-31	$1,537,669
Value of fidelity bond covering the plan	2017-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$4,854
Other income received	2017-12-31	$349,736
Net income (gross income less expenses)	2017-12-31	$378,469
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,916,138
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,537,669
Total contributions received or receivable from employer(s)	2017-12-31	$33,587
2016 : DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$160,915
Expenses. Total of all expenses incurred	2016-12-31	$4,230
Total plan assets at end of year	2016-12-31	$1,537,669
Total plan assets at beginning of year	2016-12-31	$1,380,984
Expenses. Other expenses not covered elsewhere	2016-12-31	$4,230
Other income received	2016-12-31	$131,806
Net income (gross income less expenses)	2016-12-31	$156,685
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,537,669
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,380,984
Total contributions received or receivable from employer(s)	2016-12-31	$29,109
2015 : DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-19,063
Expenses. Total of all expenses incurred	2015-12-31	$4,063
Total plan assets at end of year	2015-12-31	$1,380,984
Total plan assets at beginning of year	2015-12-31	$1,404,110
Expenses. Other expenses not covered elsewhere	2015-12-31	$4,063
Other income received	2015-12-31	$-64,956
Net income (gross income less expenses)	2015-12-31	$-23,126
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,380,984
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,404,110
Total contributions received or receivable from employer(s)	2015-12-31	$45,893
2014 : DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$193,228
Expenses. Total of all expenses incurred	2014-12-31	$3,738
Total plan assets at end of year	2014-12-31	$1,404,110
Total plan assets at beginning of year	2014-12-31	$1,214,620
Expenses. Other expenses not covered elsewhere	2014-12-31	$3,738
Other income received	2014-12-31	$160,459
Net income (gross income less expenses)	2014-12-31	$189,490
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,404,110
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,214,620
Total contributions received or receivable from employer(s)	2014-12-31	$32,769
2013 : DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$259,453
Expenses. Total of all expenses incurred	2013-12-31	$2,276
Total plan assets at end of year	2013-12-31	$1,214,620
Total plan assets at beginning of year	2013-12-31	$957,443
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,276
Other income received	2013-12-31	$219,474
Net income (gross income less expenses)	2013-12-31	$257,177
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,214,620
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$957,443
Total contributions received or receivable from employer(s)	2013-12-31	$39,979
2012 : DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$165,217
Expenses. Total of all expenses incurred	2012-12-31	$2,624
Total plan assets at end of year	2012-12-31	$957,443
Total plan assets at beginning of year	2012-12-31	$794,850
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,624
Other income received	2012-12-31	$112,773
Net income (gross income less expenses)	2012-12-31	$162,593
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$957,443
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$794,850
Total contributions received or receivable from employer(s)	2012-12-31	$52,444
2011 : DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$40,147
Expenses. Total of all expenses incurred	2011-12-31	$2,797
Total plan assets at end of year	2011-12-31	$794,850
Total plan assets at beginning of year	2011-12-31	$757,500
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,797
Other income received	2011-12-31	$-24,974
Net income (gross income less expenses)	2011-12-31	$37,350
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$794,850
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$757,500
Total contributions received or receivable from employer(s)	2011-12-31	$65,121
2010 : DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$127,502
Expenses. Total of all expenses incurred	2010-12-31	$27,216
Benefits paid (including direct rollovers)	2010-12-31	$25,636
Total plan assets at end of year	2010-12-31	$757,500
Total plan assets at beginning of year	2010-12-31	$657,214
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,580
Other income received	2010-12-31	$79,303
Net income (gross income less expenses)	2010-12-31	$100,286
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$757,500
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$657,214
Total contributions received or receivable from employer(s)	2010-12-31	$48,199

Form 5500 Responses for DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST

2022: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVID LEBENBOM, P.C., STANDARD PROTOTYPE PROFIT SHARING PLAN&TRUST 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

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Company Name:	LEBENBOM & ROTHMAN, P.C.
Employer identification number (EIN):	382114972
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers