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NANCY LEWIS ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameNANCY LEWIS ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number 001

NANCY LEWIS ASSOCIATES, INC. PROFIT SHARING 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
  • 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.
  • 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

NANCY LEWIS ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:NANCY LEWIS ASSOCIATES, INC.
Employer identification number (EIN):954235997
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NANCY LEWIS ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01NANCY LEWIS2018-04-18
0012016-01-01NANCY LEWIS2017-05-04
0012015-01-01NANCY LEWIS2016-04-05
0012014-01-01NANCY LEWIS2015-07-06
0012013-01-01NANCY LEWIS2014-04-18
0012012-01-01NANCY LEWIS2013-03-11
0012011-01-01NANCY LEWIS2012-03-26
0012009-01-01NANCY LEWIS

Plan Statistics for NANCY LEWIS ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for NANCY LEWIS ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2009: NANCY LEWIS ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Total participants2009-01-012

Financial Data on NANCY LEWIS ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2010 : NANCY LEWIS ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$47,619
Expenses. Total of all expenses incurred2010-12-31$5,336
Benefits paid (including direct rollovers)2010-12-31$5,336
Total plan assets at end of year2010-12-31$235,945
Total plan assets at beginning of year2010-12-31$193,662
Value of fidelity bond covering the plan2010-12-31$30,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$21,994
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$42,283
Net plan assets at end of year (total assets less liabilities)2010-12-31$235,945
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$193,662
Total contributions received or receivable from employer(s)2010-12-31$25,625
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for NANCY LEWIS ASSOCIATES, INC. PROFIT SHARING PLAN

2009: NANCY LEWIS ASSOCIATES, INC. 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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