401k Plan data: LANE & EHRLICH, LTD PROFIT SHARING PLAN plan

LANE & EHRLICH, LTD PROFIT SHARING PLAN 401k Plan overview

Plan Name	LANE & EHRLICH, LTD PROFIT SHARING PLAN
Plan identification number	002

LANE & EHRLICH, LTD PROFIT SHARING 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
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.
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

EHRLICH LAW FIRM PLC has sponsored the creation of one or more 401k plans.

Company Name: EHRLICH LAW FIRM PLC

Employer identification number (EIN): 820867935

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LANE & EHRLICH, LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 RUSSELL J. SNOW, EA 2023-06-08
002 2021-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2022-09-20
002 2020-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2021-09-13
002 2019-01-01 RUSSELL J. SNOW, EA 2020-09-17
002 2018-02-01 RUSSELL J. SNOW, EA 2019-09-18
002 2017-02-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	RUSSELL J. SNOW, EA	2023-06-08
002	2021-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2022-09-20
002	2020-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2021-09-13
002	2019-01-01	RUSSELL J. SNOW, EA	2020-09-17
002	2018-02-01	RUSSELL J. SNOW, EA	2019-09-18
002	2017-02-01

Plan Statistics for LANE & EHRLICH, LTD PROFIT SHARING PLAN

401k plan membership statisitcs for LANE & EHRLICH, LTD PROFIT SHARING PLAN

Measure Date Value
2022: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
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 2
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
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 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-02-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 3
Number of retired or separated participants receiving benefits 2018-02-01 0
Number of other retired or separated participants entitled to future benefits 2018-02-01 0
Total of all active and inactive participants 2018-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 0
Total participants 2018-02-01 3
Number of participants with account balances 2018-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 0
2017: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 0
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 4
Total of all active and inactive participants 2017-02-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 4
Number of participants with account balances 2017-02-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 0

Measure	Date	Value
2022: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
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	2
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
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	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-02-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	3
Number of retired or separated participants receiving benefits	2018-02-01	0
Number of other retired or separated participants entitled to future benefits	2018-02-01	0
Total of all active and inactive participants	2018-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	0
Total participants	2018-02-01	3
Number of participants with account balances	2018-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	0
2017: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	0
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	4
Total of all active and inactive participants	2017-02-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	4
Number of participants with account balances	2017-02-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	0

Financial Data on LANE & EHRLICH, LTD PROFIT SHARING PLAN

Measure	Date	Value
2022 : LANE & EHRLICH, LTD PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$69,204
Expenses. Total of all expenses incurred	2022-12-31	$940,710
Benefits paid (including direct rollovers)	2022-12-31	$940,710
Total plan assets at end of year	2022-12-31	$0
Total plan assets at beginning of year	2022-12-31	$871,506
Value of fidelity bond covering the plan	2022-12-31	$870,157
Assets. Value of loans (other than to participants)	2022-12-31	$0
Other income received	2022-12-31	$69,204
Net income (gross income less expenses)	2022-12-31	$-871,506
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$871,506
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
2021 : LANE & EHRLICH, LTD PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$131,317
Expenses. Total of all expenses incurred	2021-12-31	$1,177,148
Benefits paid (including direct rollovers)	2021-12-31	$1,176,575
Total plan assets at end of year	2021-12-31	$871,506
Total plan assets at beginning of year	2021-12-31	$1,917,337
Value of fidelity bond covering the plan	2021-12-31	$870,157
Assets. Value of loans (other than to participants)	2021-12-31	$0
Other income received	2021-12-31	$131,317
Net income (gross income less expenses)	2021-12-31	$-1,045,831
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$871,506
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,917,337
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$870,157
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$573
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : LANE & EHRLICH, LTD PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$681,437
Expenses. Total of all expenses incurred	2020-12-31	$1,310,523
Benefits paid (including direct rollovers)	2020-12-31	$1,310,523
Total plan assets at end of year	2020-12-31	$1,917,337
Total plan assets at beginning of year	2020-12-31	$2,546,423
Value of fidelity bond covering the plan	2020-12-31	$835,000
Total contributions received or receivable from participants	2020-12-31	$300
Assets. Value of loans (other than to participants)	2020-12-31	$35,158
Contributions received from other sources (not participants or employers)	2020-12-31	$562,282
Other income received	2020-12-31	$114,780
Net income (gross income less expenses)	2020-12-31	$-629,086
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,917,337
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,546,423
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$835,000
Total contributions received or receivable from employer(s)	2020-12-31	$4,075
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : LANE & EHRLICH, LTD PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$51,119
Total income from all sources	2019-12-31	$404,536
Expenses. Total of all expenses incurred	2019-12-31	$269
Total plan assets at end of year	2019-12-31	$2,546,423
Total plan assets at beginning of year	2019-12-31	$2,091,037
Value of fidelity bond covering the plan	2019-12-31	$638,654
Total contributions received or receivable from participants	2019-12-31	$26,130
Assets. Value of loans (other than to participants)	2019-12-31	$35,159
Other income received	2019-12-31	$364,571
Net income (gross income less expenses)	2019-12-31	$404,267
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,546,423
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,091,037
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$638,654
Total contributions received or receivable from employer(s)	2019-12-31	$13,835
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$269
2018 : LANE & EHRLICH, LTD PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-46,704
Expenses. Total of all expenses incurred	2018-12-31	$826
Benefits paid (including direct rollovers)	2018-12-31	$563
Total plan assets at end of year	2018-12-31	$2,091,037
Total plan assets at beginning of year	2018-12-31	$2,138,567
Value of fidelity bond covering the plan	2018-12-31	$589,266
Assets. Value of loans (other than to participants)	2018-12-31	$35,149
Other income received	2018-12-31	$-46,704
Net income (gross income less expenses)	2018-12-31	$-47,530
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,091,037
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,138,567
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$589,266
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$263
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Total income from all sources	2018-01-31	$487,931
Expenses. Total of all expenses incurred	2018-01-31	$1,714,516
Benefits paid (including direct rollovers)	2018-01-31	$1,713,965
Total plan assets at end of year	2018-01-31	$2,138,567
Total plan assets at beginning of year	2018-01-31	$3,365,152
Value of fidelity bond covering the plan	2018-01-31	$380,000
Assets. Value of loans (other than to participants)	2018-01-31	$35,149
Other income received	2018-01-31	$487,931
Net income (gross income less expenses)	2018-01-31	$-1,226,585
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$2,138,567
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$3,365,152
Assets. Value of participant loans	2018-01-31	$0
Assets. Value of assets in partnership/joint-venture interests	2018-01-31	$172,154
Expenses. Administrative service providers (salaries,fees and commissions)	2018-01-31	$551
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-01-31	$0

Form 5500 Responses for LANE & EHRLICH, LTD PROFIT SHARING PLAN

2022: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2020 form 5500 responses
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: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2019 form 5500 responses
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: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-02-01	Plan is a collectively bargained plan	No
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: LANE & EHRLICH, LTD PROFIT SHARING PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EHRLICH LAW FIRM PLC
Employer identification number (EIN):	820867935
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers