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ROY AND LAMBERT PROFIT SHARING PLAN 401k Plan overview

Plan NameROY AND LAMBERT PROFIT SHARING PLAN
Plan identification number 001

ROY AND LAMBERT PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan covering Self-Employed individuals.
  • 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

ROY LAMBERT LOVELACE AND BINGAMAN LLP has sponsored the creation of one or more 401k plans.

Company Name:ROY LAMBERT LOVELACE AND BINGAMAN LLP
Employer identification number (EIN):710629235
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROY AND LAMBERT PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRENT SEAY2024-02-15
0012022-01-01BRENT SEAY2023-03-01
0012021-01-01ROBERT LAMBERT2022-02-21
0012020-01-01ROBERT LAMBERT2021-03-03
0012019-01-01ROBERT LAMBERT2020-01-30
0012018-01-01ROBERT LAMBERT2019-02-05
0012017-01-01ROBERT LAMBERT2018-11-09 ROBERT LAMBERT2018-11-09
0012016-01-01ROBERT LAMBERT2017-06-27
0012015-01-01ROBERT LAMBERT2016-07-20
0012014-01-01ROBERT LAMBERT2015-07-30
0012013-01-01ROBERT LAMBERT2014-07-29 ROBERT LAMBERT2014-07-29
0012012-01-01ROBERT LAMBERT ROBERT LAMBERT2013-07-30
0012011-01-01ROGER GRIFFIN
0012009-01-01ROGER GRIFFIN

Plan Statistics for ROY AND LAMBERT PROFIT SHARING PLAN

401k plan membership statisitcs for ROY AND LAMBERT PROFIT SHARING PLAN

Measure Date Value
2012: ROY AND LAMBERT PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-016
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
2011: ROY AND LAMBERT PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
2009: ROY AND LAMBERT PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on ROY AND LAMBERT PROFIT SHARING PLAN

Measure Date Value
2012 : ROY AND LAMBERT PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$216,730
Total plan assets at end of year2012-12-31$1,991,240
Total plan assets at beginning of year2012-12-31$1,774,510
Other income received2012-12-31$160,554
Net income (gross income less expenses)2012-12-31$216,730
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,991,240
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,774,510
Total contributions received or receivable from employer(s)2012-12-31$56,176
2011 : ROY AND LAMBERT PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$45,449
Total plan assets at end of year2011-12-31$1,774,510
Total plan assets at beginning of year2011-12-31$1,729,061
Contributions received from other sources (not participants or employers)2011-12-31$56,000
Other income received2011-12-31$-71,747
Net income (gross income less expenses)2011-12-31$45,449
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,774,510
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,729,061
Total contributions received or receivable from employer(s)2011-12-31$61,196
2010 : ROY AND LAMBERT PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$172,291
Total plan assets at end of year2010-12-31$1,729,061
Total plan assets at beginning of year2010-12-31$1,556,770
Other income received2010-12-31$107,537
Net income (gross income less expenses)2010-12-31$172,291
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,729,061
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,556,770
Total contributions received or receivable from employer(s)2010-12-31$64,754

Form 5500 Responses for ROY AND LAMBERT PROFIT SHARING PLAN

2012: ROY AND LAMBERT PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROY AND LAMBERT PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROY AND LAMBERT PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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