401k Plan data: BRUCE E. LOREN P.A. 401K PLAN plan

BRUCE E. LOREN P.A. 401K PLAN 401k Plan overview

Plan Name	BRUCE E. LOREN P.A. 401K PLAN
Plan identification number	002

BRUCE E. LOREN P.A. 401K PLAN Benefits

401k Plan Type

Defined 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

BRUCE E. LOREN, P.A. has sponsored the creation of one or more 401k plans.

Company Name: BRUCE E. LOREN, P.A.

Employer identification number (EIN): 650905216

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRUCE E. LOREN P.A. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 BRUCE E LOREN 2019-07-16
002 2017-01-01 BRUCE E LOREN 2018-10-12
002 2016-01-01 BRUCE E. LOREN 2017-09-12
002 2015-01-01 BRUCE E. LOREN 2016-07-22
002 2014-01-01 BRUCE E. LOREN 2015-07-15
002 2013-01-01 BRUCE E. LOREN 2014-09-19
002 2012-01-01 BRUCE E. LOREN P.A. 2013-04-09 BRUCE E. LOREN P.A. 2013-04-09
002 2011-01-01 BRUCE E. LOREN P.A. 2012-09-10 BRUCE E. LOREN P.A. 2012-09-10
002 2009-01-01 EVONN LOREN
002 2009-01-01 EVONN LOREN 2010-06-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	BRUCE E LOREN	2019-07-16
002	2017-01-01	BRUCE E LOREN	2018-10-12
002	2016-01-01	BRUCE E. LOREN	2017-09-12
002	2015-01-01	BRUCE E. LOREN	2016-07-22
002	2014-01-01	BRUCE E. LOREN	2015-07-15
002	2013-01-01	BRUCE E. LOREN	2014-09-19
002	2012-01-01	BRUCE E. LOREN P.A.	2013-04-09	BRUCE E. LOREN P.A.	2013-04-09
002	2011-01-01	BRUCE E. LOREN P.A.	2012-09-10	BRUCE E. LOREN P.A.	2012-09-10
002	2009-01-01	EVONN LOREN
002	2009-01-01			EVONN LOREN	2010-06-23

Plan Statistics for BRUCE E. LOREN P.A. 401K PLAN

401k plan membership statisitcs for BRUCE E. LOREN P.A. 401K PLAN

Measure Date Value
2009: BRUCE E. LOREN P.A. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: BRUCE E. LOREN P.A. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BRUCE E. LOREN P.A. 401K PLAN

Measure	Date	Value
2013 : BRUCE E. LOREN P.A. 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$39,708
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$289,798
Total plan assets at beginning of year	2013-12-31	$250,090
Total contributions received or receivable from participants	2013-12-31	$26,290
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$6,587
Net income (gross income less expenses)	2013-12-31	$39,708
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$289,798
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$250,090
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$6,831
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2010 : BRUCE E. LOREN P.A. 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$40,023
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$230,874
Total plan assets at beginning of year	2010-12-31	$190,851
Value of fidelity bond covering the plan	2010-12-31	$30,000
Total contributions received or receivable from participants	2010-12-31	$12,466
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$22,591
Net income (gross income less expenses)	2010-12-31	$40,023
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$230,874
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$190,851
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$4,966
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for BRUCE E. LOREN P.A. 401K PLAN

2009: BRUCE E. LOREN P.A. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRUCE E. LOREN, P.A.
Employer identification number (EIN):	650905216
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers