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MOORE & LOMMEN, P.C. SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan NameMOORE & LOMMEN, P.C. SAFE HARBOR 401(K) PLAN
Plan identification number 001

MOORE & LOMMEN, P.C. SAFE HARBOR 401(K) 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

MOORE & LOMMEN, P.C. has sponsored the creation of one or more 401k plans.

Company Name:MOORE & LOMMEN, P.C.
Employer identification number (EIN):930719182
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about MOORE & LOMMEN, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1978-09-01
Company Identification Number: 13090311
Legal Registered Office Address: 2002 PACIFIC AVE

FOREST GROVE
United States of America (USA)
97116

More information about MOORE & LOMMEN, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOORE & LOMMEN, P.C. SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LUCAS WELLIVER2024-02-06
0012022-01-01LUCAS WELLIVER2023-03-21
0012021-01-01LUCAS WELLIVER2022-03-24
0012020-01-01LUCAS WELLIVER2021-03-30
0012019-01-01LUCAS WELLIVER2020-03-05
0012018-01-01LUCAS WELLIVER2019-01-28
0012017-01-01LUCAS WELLIVER2018-04-25
0012016-01-01LUCAS WELLIVER2017-03-28
0012015-01-01MICHAEL MOORE2016-02-09
0012014-01-01MICHAEL MOORE2015-07-16 MICHAEL MOORE2015-07-16
0012013-01-01MICHAEL MOORE2014-05-01 MICHAEL MOORE2014-05-01
0012012-01-01MICHAEL MOORE2013-06-07 MICHAEL MOORE2013-06-07
0012011-01-01MICHAEL MOORE2012-07-30
0012010-01-01MICHAEL MOORE2012-05-14
0012008-01-01MICHAEL MOORE
0012007-01-01MICHAEL MOORE

Plan Statistics for MOORE & LOMMEN, P.C. SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for MOORE & LOMMEN, P.C. SAFE HARBOR 401(K) PLAN

Measure Date Value
2008: MOORE & LOMMEN, P.C. SAFE HARBOR 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-014
Total number of active participants reported on line 7a of the Form 55002008-01-013
Total of all active and inactive participants2008-01-013
Total participants2008-01-013
Number of participants with account balances2008-01-013
2007: MOORE & LOMMEN, P.C. SAFE HARBOR 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-010
Total number of active participants reported on line 7a of the Form 55002007-01-014
Total of all active and inactive participants2007-01-014
Total participants2007-01-014
Number of participants with account balances2007-01-014

Financial Data on MOORE & LOMMEN, P.C. SAFE HARBOR 401(K) PLAN

Measure Date Value
2008 : MOORE & LOMMEN, P.C. SAFE HARBOR 401(K) PLAN 2008 401k financial data
Total income from all sources2008-12-31$61,379
Expenses. Total of all expenses incurred2008-12-31$17,478
Benefits paid (including direct rollovers)2008-12-31$17,358
Total plan assets at end of year2008-12-31$74,586
Total plan assets at beginning of year2008-12-31$30,685
Value of fidelity bond covering the plan2008-12-31$25,000
Total contributions received or receivable from participants2008-12-31$32,231
Other income received2008-12-31$1,134
Net income (gross income less expenses)2008-12-31$43,901
Net plan assets at end of year (total assets less liabilities)2008-12-31$74,586
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$30,685
Total contributions received or receivable from employer(s)2008-12-31$28,014
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$120
2007 : MOORE & LOMMEN, P.C. SAFE HARBOR 401(K) PLAN 2007 401k financial data
Total income from all sources2007-12-31$30,985
Expenses. Total of all expenses incurred2007-12-31$300
Total plan assets at end of year2007-12-31$30,685
Value of fidelity bond covering the plan2007-12-31$25,000
Total contributions received or receivable from participants2007-12-31$22,517
Other income received2007-12-31$392
Net income (gross income less expenses)2007-12-31$30,685
Net plan assets at end of year (total assets less liabilities)2007-12-31$30,685
Total contributions received or receivable from employer(s)2007-12-31$8,076
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$300

Form 5500 Responses for MOORE & LOMMEN, P.C. SAFE HARBOR 401(K) PLAN

2008: MOORE & LOMMEN, P.C. SAFE HARBOR 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: MOORE & LOMMEN, P.C. SAFE HARBOR 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01First time form 5500 has been submittedYes
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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