401k Plan data: LARSON & BLUMREICH PROFIT SHARING TRUST plan

LARSON & BLUMREICH PROFIT SHARING TRUST 401k Plan overview

Plan Name	LARSON & BLUMREICH PROFIT SHARING TRUST
Plan identification number	001

LARSON & BLUMREICH PROFIT SHARING TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LARSON & BLUMREICH, CHARTERED has sponsored the creation of one or more 401k plans.

Company Name: LARSON & BLUMREICH, CHARTERED

Employer identification number (EIN): 480992424

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LARSON & BLUMREICH PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CRAIG C BLUMREICH 2024-06-14 CRAIG C BLUMREICH 2024-06-14
001 2022-01-01 CRAIG BLUMREICH 2023-08-24 CRAIG BLUMREICH 2023-08-24
001 2021-01-01 CRAIG BLUMREICH 2022-06-17 CRAIG BLUMREICH 2022-06-17
001 2020-01-01 CRAIG BLUMREICH 2021-07-23 CRAIG BLUMREICH 2021-07-23
001 2019-01-01 JULIE HAAG 2020-05-29 JULIE HAAG 2020-05-29
001 2018-01-01 JULIE HAAG 2019-06-28
001 2017-01-01 CRAIG BLUMREICH 2018-10-11 CRAIG BLUMREICH 2018-10-11
001 2016-01-01 CRAIG BLUMREICH 2017-10-04
001 2015-01-01 CRAIG C. BLUMREICH 2016-06-06
001 2014-01-01 CRAIG C. BLUMREICH 2015-05-20
001 2013-01-01 CRAIG BLUMREICH 2014-07-29
001 2012-01-01 WILLIAM A. LARSON 2013-04-17
001 2011-01-01 WILLIAM A. LARSON 2012-07-25
001 2010-01-01 WILLIAM A. LARSON 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CRAIG C BLUMREICH	2024-06-14	CRAIG C BLUMREICH	2024-06-14
001	2022-01-01	CRAIG BLUMREICH	2023-08-24	CRAIG BLUMREICH	2023-08-24
001	2021-01-01	CRAIG BLUMREICH	2022-06-17	CRAIG BLUMREICH	2022-06-17
001	2020-01-01	CRAIG BLUMREICH	2021-07-23	CRAIG BLUMREICH	2021-07-23
001	2019-01-01	JULIE HAAG	2020-05-29	JULIE HAAG	2020-05-29
001	2018-01-01	JULIE HAAG	2019-06-28
001	2017-01-01	CRAIG BLUMREICH	2018-10-11	CRAIG BLUMREICH	2018-10-11
001	2016-01-01	CRAIG BLUMREICH	2017-10-04
001	2015-01-01	CRAIG C. BLUMREICH	2016-06-06
001	2014-01-01	CRAIG C. BLUMREICH	2015-05-20
001	2013-01-01	CRAIG BLUMREICH	2014-07-29
001	2012-01-01	WILLIAM A. LARSON	2013-04-17
001	2011-01-01	WILLIAM A. LARSON	2012-07-25
001	2010-01-01	WILLIAM A. LARSON	2011-07-26

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Company Name:	LARSON & BLUMREICH, CHARTERED
Employer identification number (EIN):	480992424
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers