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BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameBRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN
Plan identification number 001

BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.
  • Long-term disability cover

401k Sponsoring company profile

BRUCE LORMAN SOLE PROPRIETOR has sponsored the creation of one or more 401k plans.

Company Name:BRUCE LORMAN SOLE PROPRIETOR
Employer identification number (EIN):954527766
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRUCE M LORMAN2024-09-30
0012022-01-01BRUCE M LORMAN2023-10-12
0012021-01-01BRUCE M LORMAN2022-10-17
0012020-01-01BRUCE M LORMAN2021-10-15
0012019-01-01BRUCE M LORMAN2020-10-12
0012018-01-01BRUCE M LORMAN2019-09-25
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01BRUCE M LORMAN
0012013-01-01BRUCE M LORMAN

Plan Statistics for BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-011
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-311,638,531
Acturial value of plan assets2022-12-311,638,531
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-311,129,237
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-311,129,237
Total participant count2022-12-312
Total funding target for all participants2022-12-311,129,237
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3147,956
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3147,956
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-3150,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3148,017
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3148,017
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,690,905
Acturial value of plan assets2021-12-311,690,905
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-311,074,481
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-311,074,481
Total participant count2021-12-312
Total funding target for all participants2021-12-311,074,481
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31150,877
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31150,877
Present value of excess contributions2021-12-3123,949
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3123,949
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-31152,883
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3150,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3147,956
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3147,956
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,548,893
Acturial value of plan assets2020-12-311,548,893
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-31990,819
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-31990,819
Total participant count2020-12-312
Total funding target for all participants2020-12-31990,819
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31149,816
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31149,816
Present value of excess contributions2020-12-3147,949
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3147,949
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3147,949
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-3163,951
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31150,878
Total employer contributions2020-12-3125,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3123,949
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3123,949
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,479,034
Acturial value of plan assets2019-12-311,479,034
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-31920,011
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-31920,011
Total participant count2019-12-312
Total funding target for all participants2019-12-31920,011
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31102,501
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31102,501
Present value of excess contributions2019-12-3148,353
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3148,353
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3148,353
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31149,816
Total employer contributions2019-12-3150,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3147,949
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3193,571
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3147,949
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,281,437
Acturial value of plan assets2018-12-311,281,437
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-31843,132
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-31843,132
Total participant count2018-12-312
Total funding target for all participants2018-12-31843,132
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3150,223
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3150,223
Present value of excess contributions2018-12-3148,472
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3148,472
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3148,472
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31102,501
Total employer contributions2018-12-3150,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3148,353
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3196,041
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3148,353
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,244,184
Acturial value of plan assets2017-12-311,244,184
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31763,188
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-31763,188
Total participant count2017-12-312
Total funding target for all participants2017-12-31763,188
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3149,142
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3149,142
Present value of excess contributions2017-12-3148,537
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3148,537
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3148,537
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-3151,829
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3150,223
Total employer contributions2017-12-3150,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3148,472
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3197,043
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3148,472
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,108,927
Acturial value of plan assets2016-12-311,108,927
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31776,206
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-31776,712
Total participant count2016-12-312
Total funding target for all participants2016-12-31776,712
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31693
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31693
Present value of excess contributions2016-12-3148,463
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3148,463
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3148,463
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3149,142
Total employer contributions2016-12-3150,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3148,537
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,533
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3148,537
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023 : BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$187,587
Expenses. Total of all expenses incurred2023-12-31$18,173
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$1,857,945
Total plan assets at beginning of year2023-12-31$1,688,531
Value of fidelity bond covering the plan2023-12-31$200,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$137,587
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$169,414
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,857,945
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,688,531
Total contributions received or receivable from employer(s)2023-12-31$50,000
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$18,173
2022 : BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-34,828
Expenses. Total of all expenses incurred2022-12-31$17,546
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$1,688,531
Total plan assets at beginning of year2022-12-31$1,740,905
Value of fidelity bond covering the plan2022-12-31$200,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-84,828
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-52,374
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,688,531
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,740,905
Total contributions received or receivable from employer(s)2022-12-31$50,000
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$17,546
2021 : BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$184,155
Expenses. Total of all expenses incurred2021-12-31$17,143
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$1,740,905
Total plan assets at beginning of year2021-12-31$1,573,893
Value of fidelity bond covering the plan2021-12-31$200,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$134,155
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$167,012
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,740,905
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,573,893
Assets. Value of participant loans2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$50,000
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$17,143
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$59,892
Expenses. Total of all expenses incurred2020-12-31$15,033
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$1,573,893
Total plan assets at beginning of year2020-12-31$1,529,034
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$34,892
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$44,859
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,573,893
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,529,034
Assets. Value of participant loans2020-12-31$8,528
Total contributions received or receivable from employer(s)2020-12-31$25,000
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$15,033
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$212,389
Expenses. Total of all expenses incurred2019-12-31$14,792
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$1,529,034
Total plan assets at beginning of year2019-12-31$1,331,437
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$162,389
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$197,597
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,529,034
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,331,437
Assets. Value of participant loans2019-12-31$17,487
Total contributions received or receivable from employer(s)2019-12-31$50,000
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$14,792
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$37,253
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,331,437
Total plan assets at beginning of year2018-12-31$1,294,184
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-12,747
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$37,253
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,331,437
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,294,184
Assets. Value of participant loans2018-12-31$26,102
Total contributions received or receivable from employer(s)2018-12-31$50,000
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$148,779
Expenses. Total of all expenses incurred2017-12-31$13,522
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,294,184
Total plan assets at beginning of year2017-12-31$1,158,927
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$98,779
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$135,257
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,294,184
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,158,927
Assets. Value of participant loans2017-12-31$34,385
Total contributions received or receivable from employer(s)2017-12-31$50,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$13,522
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$150,175
Expenses. Total of all expenses incurred2016-12-31$12,455
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,158,927
Total plan assets at beginning of year2016-12-31$1,021,207
Value of fidelity bond covering the plan2016-12-31$120,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$100,175
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$137,720
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,158,927
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,021,207
Assets. Value of participant loans2016-12-31$46,902
Total contributions received or receivable from employer(s)2016-12-31$50,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$12,455
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$39,188
Expenses. Total of all expenses incurred2015-12-31$8,378
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,021,207
Total plan assets at beginning of year2015-12-31$990,397
Value of fidelity bond covering the plan2015-12-31$110,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-10,812
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$30,810
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,021,207
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$990,397
Assets. Value of participant loans2015-12-31$16,042
Total contributions received or receivable from employer(s)2015-12-31$50,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$8,378
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$123,998
Expenses. Total of all expenses incurred2014-12-31$10,007
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$990,397
Total plan assets at beginning of year2014-12-31$876,406
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$48,998
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$113,991
Net plan assets at end of year (total assets less liabilities)2014-12-31$990,397
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$876,406
Assets. Value of participant loans2014-12-31$26,225
Total contributions received or receivable from employer(s)2014-12-31$75,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$10,007
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$216,755
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$876,406
Total plan assets at beginning of year2013-12-31$659,651
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$66,755
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$216,755
Net plan assets at end of year (total assets less liabilities)2013-12-31$876,406
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$659,651
Assets. Value of participant loans2013-12-31$36,015
Total contributions received or receivable from employer(s)2013-12-31$150,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN

2023: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRUCE LORMAN SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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