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LYNCH & RODRIGUEZ, PA 401K PLAN 401k Plan overview

Plan NameLYNCH & RODRIGUEZ, PA 401K PLAN
Plan identification number 001

LYNCH & RODRIGUEZ, PA 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

LYNCH & RODRIGUEZ, PA has sponsored the creation of one or more 401k plans.

Company Name:LYNCH & RODRIGUEZ, PA
Employer identification number (EIN):510266734
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LYNCH & RODRIGUEZ, PA 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01JANNETTE RODRIGUEZ2017-04-06
0012015-01-01JANNETTE RODRIGUEZ2016-07-06
0012014-10-01JANNETTE RODRIGUEZ2015-10-14
0012013-10-01JANNETTE RODRIGUEZ
0012012-10-01JANNETTE RODRIGUEZ
0012011-10-01JOHN C. LYNCH
0012009-10-01JOHN C. LYNCH
0012008-10-01JOHN C. LYNCH

Plan Statistics for LYNCH & RODRIGUEZ, PA 401K PLAN

401k plan membership statisitcs for LYNCH & RODRIGUEZ, PA 401K PLAN

Measure Date Value
2013: LYNCH & RODRIGUEZ, PA 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0122
Total number of active participants reported on line 7a of the Form 55002013-10-0120
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0120
Number of participants with account balances2013-10-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: LYNCH & RODRIGUEZ, PA 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0121
Total number of active participants reported on line 7a of the Form 55002012-10-0119
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-012
Total of all active and inactive participants2012-10-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0121
Number of participants with account balances2012-10-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: LYNCH & RODRIGUEZ, PA 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0120
Total number of active participants reported on line 7a of the Form 55002011-10-0119
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-012
Total of all active and inactive participants2011-10-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0121
Number of participants with account balances2011-10-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-011
2009: LYNCH & RODRIGUEZ, PA 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0124
Total number of active participants reported on line 7a of the Form 55002009-10-0119
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-015
Total of all active and inactive participants2009-10-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0124
Number of participants with account balances2009-10-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010
2008: LYNCH & RODRIGUEZ, PA 401K PLAN 2008 401k membership
Total participants, beginning-of-year2008-10-0124
Total number of active participants reported on line 7a of the Form 55002008-10-0120
Number of retired or separated participants receiving benefits2008-10-010
Number of other retired or separated participants entitled to future benefits2008-10-014
Total of all active and inactive participants2008-10-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-10-010
Total participants2008-10-0124
Number of participants with account balances2008-10-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-10-011

Financial Data on LYNCH & RODRIGUEZ, PA 401K PLAN

Measure Date Value
2013 : LYNCH & RODRIGUEZ, PA 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$176,360
Expenses. Total of all expenses incurred2013-12-31$23,771
Benefits paid (including direct rollovers)2013-12-31$23,671
Total plan assets at end of year2013-12-31$3,617,742
Total plan assets at beginning of year2013-12-31$3,465,153
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$26,290
Expenses. Other expenses not covered elsewhere2013-12-31$100
Other income received2013-12-31$141,371
Net income (gross income less expenses)2013-12-31$152,589
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,617,742
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,465,153
Assets. Value of participant loans2013-12-31$60,286
Total contributions received or receivable from employer(s)2013-12-31$8,699
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Total income from all sources2013-09-30$397,316
Expenses. Total of all expenses incurred2013-09-30$200
Total plan assets at end of year2013-09-30$3,465,153
Total plan assets at beginning of year2013-09-30$3,068,037
Value of fidelity bond covering the plan2013-09-30$300,000
Total contributions received or receivable from participants2013-09-30$82,675
Contributions received from other sources (not participants or employers)2013-09-30$27,157
Other income received2013-09-30$255,507
Net income (gross income less expenses)2013-09-30$397,116
Net plan assets at end of year (total assets less liabilities)2013-09-30$3,465,153
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$3,068,037
Assets. Value of participant loans2013-09-30$57,240
Total contributions received or receivable from employer(s)2013-09-30$31,977
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$200
2012 : LYNCH & RODRIGUEZ, PA 401K PLAN 2012 401k financial data
Total income from all sources2012-09-30$550,526
Expenses. Total of all expenses incurred2012-09-30$0
Total plan assets at end of year2012-09-30$3,068,037
Total plan assets at beginning of year2012-09-30$2,517,511
Value of fidelity bond covering the plan2012-09-30$300,000
Total contributions received or receivable from participants2012-09-30$95,701
Other income received2012-09-30$390,456
Net income (gross income less expenses)2012-09-30$550,526
Net plan assets at end of year (total assets less liabilities)2012-09-30$3,068,037
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$2,517,511
Total contributions received or receivable from employer(s)2012-09-30$64,369
2011 : LYNCH & RODRIGUEZ, PA 401K PLAN 2011 401k financial data
Total income from all sources2011-09-30$139,207
Expenses. Total of all expenses incurred2011-09-30$311,595
Benefits paid (including direct rollovers)2011-09-30$311,595
Total plan assets at end of year2011-09-30$2,517,511
Total plan assets at beginning of year2011-09-30$2,689,899
Value of fidelity bond covering the plan2011-09-30$300,000
Total contributions received or receivable from participants2011-09-30$95,434
Other income received2011-09-30$-18,776
Net income (gross income less expenses)2011-09-30$-172,388
Net plan assets at end of year (total assets less liabilities)2011-09-30$2,517,511
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$2,689,899
Total contributions received or receivable from employer(s)2011-09-30$62,549
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2009 : LYNCH & RODRIGUEZ, PA 401K PLAN 2009 401k financial data
Total income from all sources2009-09-30$229,241
Expenses. Total of all expenses incurred2009-09-30$0
Total plan assets at end of year2009-09-30$2,004,865
Total plan assets at beginning of year2009-09-30$1,775,624
Value of fidelity bond covering the plan2009-09-30$260,000
Total contributions received or receivable from participants2009-09-30$97,176
Other income received2009-09-30$67,290
Net income (gross income less expenses)2009-09-30$229,241
Net plan assets at end of year (total assets less liabilities)2009-09-30$2,004,865
Net plan assets at beginning of year (total assets less liabilities)2009-09-30$1,775,624
Total contributions received or receivable from employer(s)2009-09-30$64,775

Form 5500 Responses for LYNCH & RODRIGUEZ, PA 401K PLAN

2013: LYNCH & RODRIGUEZ, PA 401K PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: LYNCH & RODRIGUEZ, PA 401K PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: LYNCH & RODRIGUEZ, PA 401K PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: LYNCH & RODRIGUEZ, PA 401K PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: LYNCH & RODRIGUEZ, PA 401K PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo
2008-10-01Plan funding arrangement – TrustYes
2008-10-01Plan benefit arrangement - TrustYes

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