LOFTON & LOFTON, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOFTON & LOFTON, P. C. 401(K) PLAN
401k plan membership statisitcs for LOFTON & LOFTON, P. C. 401(K) PLAN
Measure | Date | Value |
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2020: LOFTON & LOFTON, P. C. 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
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 | 1 |
Total of all active and inactive participants | 2020-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 8 |
Number of participants with account balances | 2020-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: LOFTON & LOFTON, P. C. 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
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 | 2 |
Total of all active and inactive participants | 2019-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 8 |
Number of participants with account balances | 2019-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: LOFTON & LOFTON, P. C. 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
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 | 2 |
Total of all active and inactive participants | 2018-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 6 |
Number of participants with account balances | 2018-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: LOFTON & LOFTON, P. C. 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 5 |
Number of participants with account balances | 2017-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: LOFTON & LOFTON, P. C. 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 5 |
Number of participants with account balances | 2016-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
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2020 : LOFTON & LOFTON, P. C. 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $160,253 |
Expenses. Total of all expenses incurred | 2020-12-31 | $80 |
Benefits paid (including direct rollovers) | 2020-12-31 | $30 |
Total plan assets at end of year | 2020-12-31 | $848,036 |
Total plan assets at beginning of year | 2020-12-31 | $687,863 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $64,442 |
Other income received | 2020-12-31 | $14,525 |
Net income (gross income less expenses) | 2020-12-31 | $160,173 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $848,036 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $687,863 |
Assets. Value of participant loans | 2020-12-31 | $1,171 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $81,286 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $50 |
2019 : LOFTON & LOFTON, P. C. 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $203,931 |
Expenses. Total of all expenses incurred | 2019-12-31 | $28,378 |
Benefits paid (including direct rollovers) | 2019-12-31 | $28,084 |
Total plan assets at end of year | 2019-12-31 | $687,863 |
Total plan assets at beginning of year | 2019-12-31 | $512,310 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $76,833 |
Other income received | 2019-12-31 | $51,819 |
Net income (gross income less expenses) | 2019-12-31 | $175,553 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $687,863 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $512,310 |
Assets. Value of participant loans | 2019-12-31 | $2,347 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $375,000 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $75,279 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $294 |
2018 : LOFTON & LOFTON, P. C. 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $36,250 |
Expenses. Total of all expenses incurred | 2018-12-31 | $5,382 |
Benefits paid (including direct rollovers) | 2018-12-31 | $5,382 |
Total plan assets at end of year | 2018-12-31 | $512,310 |
Total plan assets at beginning of year | 2018-12-31 | $481,442 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $14,312 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $611 |
Other income received | 2018-12-31 | $-5,472 |
Net income (gross income less expenses) | 2018-12-31 | $30,868 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $512,310 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $481,442 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $350,000 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $26,799 |
2017 : LOFTON & LOFTON, P. C. 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $25,241 |
Expenses. Total of all expenses incurred | 2017-12-31 | $20,582 |
Benefits paid (including direct rollovers) | 2017-12-31 | $20,005 |
Total plan assets at end of year | 2017-12-31 | $481,442 |
Total plan assets at beginning of year | 2017-12-31 | $476,783 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $7,875 |
Other income received | 2017-12-31 | $3,106 |
Net income (gross income less expenses) | 2017-12-31 | $4,659 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $481,442 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $476,783 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $350,000 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $14,260 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $577 |
2016 : LOFTON & LOFTON, P. C. 401(K) PLAN 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $1,867 |
Expenses. Total of all expenses incurred | 2016-12-31 | $17,219 |
Benefits paid (including direct rollovers) | 2016-12-31 | $13,794 |
Total plan assets at end of year | 2016-12-31 | $476,783 |
Total plan assets at beginning of year | 2016-12-31 | $492,135 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Other income received | 2016-12-31 | $1,867 |
Net income (gross income less expenses) | 2016-12-31 | $-15,352 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $476,783 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $492,135 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $350,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,425 |
2020: LOFTON & LOFTON, P. C. 401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LOFTON & LOFTON, P. C. 401(K) PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LOFTON & LOFTON, P. C. 401(K) PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LOFTON & LOFTON, P. C. 401(K) PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LOFTON & LOFTON, P. C. 401(K) PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |