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DAVID E. LAZARUS, CPA 401(K) PLAN 401k Plan overview

Plan NameDAVID E. LAZARUS, CPA 401(K) PLAN
Plan identification number 004

DAVID E. LAZARUS, CPA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

DAVID E. LAZARUS has sponsored the creation of one or more 401k plans.

Company Name:DAVID E. LAZARUS
Employer identification number (EIN):954557018
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID E. LAZARUS, CPA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01DAVID E. LAZARUS2024-06-12
0042022-01-01DAVID E. LAZARUS2023-06-15
0042021-01-01DAVID E. LAZARUS2022-07-29
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01DAVID E. LAZARUS DAVID E. LAZARUS2018-06-06
0042016-01-01DAVID E. LAZARUS DAVID E. LAZARUS2017-06-26
0042015-01-01DAVID E. LAZARUS DAVID E. LAZARUS2016-07-27

Plan Statistics for DAVID E. LAZARUS, CPA 401(K) PLAN

401k plan membership statisitcs for DAVID E. LAZARUS, CPA 401(K) PLAN

Measure Date Value
2020: DAVID E. LAZARUS, CPA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Total of all active and inactive participants2020-01-011
Total participants2020-01-011
Number of participants with account balances2020-01-010
2019: DAVID E. LAZARUS, CPA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-010
2018: DAVID E. LAZARUS, CPA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
2017: DAVID E. LAZARUS, CPA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
2016: DAVID E. LAZARUS, CPA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
2015: DAVID E. LAZARUS, CPA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
Number of participants with account balances2015-01-011

Financial Data on DAVID E. LAZARUS, CPA 401(K) PLAN

Measure Date Value
2020 : DAVID E. LAZARUS, CPA 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$398,003
Total plan assets at end of year2020-12-31$1,788,047
Total plan assets at beginning of year2020-12-31$1,390,044
Other income received2020-12-31$383,079
Net income (gross income less expenses)2020-12-31$398,003
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,788,047
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,390,044
Total contributions received or receivable from employer(s)2020-12-31$14,924
2019 : DAVID E. LAZARUS, CPA 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$283,143
Expenses. Total of all expenses incurred2019-12-31$45,300
Benefits paid (including direct rollovers)2019-12-31$45,300
Total plan assets at end of year2019-12-31$1,390,044
Total plan assets at beginning of year2019-12-31$1,152,201
Other income received2019-12-31$274,672
Net income (gross income less expenses)2019-12-31$237,843
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,390,044
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,152,201
Total contributions received or receivable from employer(s)2019-12-31$8,471
2018 : DAVID E. LAZARUS, CPA 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-54,221
Expenses. Total of all expenses incurred2018-12-31$47,311
Benefits paid (including direct rollovers)2018-12-31$47,311
Total plan assets at end of year2018-12-31$1,152,201
Total plan assets at beginning of year2018-12-31$1,253,733
Total contributions received or receivable from participants2018-12-31$24,500
Other income received2018-12-31$-83,876
Net income (gross income less expenses)2018-12-31$-101,532
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,152,201
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,253,733
Total contributions received or receivable from employer(s)2018-12-31$5,155
2017 : DAVID E. LAZARUS, CPA 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$281,357
Total plan assets at end of year2017-12-31$1,253,733
Total plan assets at beginning of year2017-12-31$972,376
Total contributions received or receivable from participants2017-12-31$24,000
Other income received2017-12-31$250,922
Net income (gross income less expenses)2017-12-31$281,357
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,253,733
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$972,376
Total contributions received or receivable from employer(s)2017-12-31$6,435
2016 : DAVID E. LAZARUS, CPA 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$112,765
Total plan assets at end of year2016-12-31$972,376
Total plan assets at beginning of year2016-12-31$859,611
Total contributions received or receivable from participants2016-12-31$24,000
Other income received2016-12-31$79,217
Net income (gross income less expenses)2016-12-31$112,765
Net plan assets at end of year (total assets less liabilities)2016-12-31$972,376
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$859,611
Assets. Value of assets in partnership/joint-venture interests2016-12-31$3,276
Total contributions received or receivable from employer(s)2016-12-31$9,548
2015 : DAVID E. LAZARUS, CPA 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$38,797
Expenses. Total of all expenses incurred2015-12-31$363,232
Benefits paid (including direct rollovers)2015-12-31$363,232
Total plan assets at end of year2015-12-31$859,611
Total plan assets at beginning of year2015-12-31$1,184,046
Total contributions received or receivable from participants2015-12-31$24,000
Other income received2015-12-31$-15,267
Net income (gross income less expenses)2015-12-31$-324,435
Net plan assets at end of year (total assets less liabilities)2015-12-31$859,611
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,184,046
Assets. Value of assets in partnership/joint-venture interests2015-12-31$19,123
Total contributions received or receivable from employer(s)2015-12-31$30,064

Form 5500 Responses for DAVID E. LAZARUS, CPA 401(K) PLAN

2020: DAVID E. LAZARUS, CPA 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID E. LAZARUS, CPA 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID E. LAZARUS, CPA 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID E. LAZARUS, CPA 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID E. LAZARUS, CPA 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID E. LAZARUS, CPA 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement - TrustYes

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