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LUSTIG FINANCIAL SERVICES PROFIT SHARING PLAN 401k Plan overview

Plan NameLUSTIG FINANCIAL SERVICES PROFIT SHARING PLAN
Plan identification number 002

LUSTIG FINANCIAL SERVICES 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Life insurance

401k Sponsoring company profile

STEVEN M. LUSTIG, CPA has sponsored the creation of one or more 401k plans.

Company Name:STEVEN M. LUSTIG, CPA
Employer identification number (EIN):161378976
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUSTIG FINANCIAL SERVICES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STEVEN LUSTIG2024-06-18
0022022-01-01STEVEN LUSTIG2023-05-02
0022021-01-01STEVEN LUSTIG2022-05-10
0022020-01-01STEVEN LUSTIG2021-04-13
0022019-01-01STEVEN LUSTIG2020-06-23
0022018-01-01STEVEN LUSTIG2019-04-23
0022018-01-01STEVEN LUSTIG2019-07-29
0022017-01-01STEVEN LUSTIG2018-06-27
0022016-01-01STEVEN LUSTIG2017-01-17
0022015-01-01STEVEN LUSTIG2016-02-11
0022014-01-01STEVEN LUSTIG
0022013-01-01STEVEN LUSTIG
0022012-01-01STEVEN LUSTIG
0022011-01-01STEVEN LUSTIG
0022010-01-01STEVEN LUSTIG
0022009-01-01STEVEN LUSTIG

Financial Data on LUSTIG FINANCIAL SERVICES PROFIT SHARING PLAN

Measure Date Value
2025 : LUSTIG FINANCIAL SERVICES PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-230
Total liabilities as of the end of the plan year2025-07-230
Total liabilities as of the beginning of the plan year2025-07-230
Total expenses incurred by plan in this plan year2025-07-2351660
Net assets as of the end of the plan year2025-07-2312244538
Total assets as of the beginning of the plan year2025-07-238121111
Value of plan covered by a fidelity bond2025-07-23750000
Participant contributions to plan in this plan year2025-07-2372114
Value of participant loans at end of plan year2025-07-230
Other expenses paid from plan in this plan year2025-07-230
Other contributions to plan in this plan year2025-07-232109915
Other income to plan in this plan year2025-07-231966721
Plan net income in this plan year2025-07-234123427
Net assets as of the end of the plan year2025-07-2312244538
Net assets as of the beginning of the plan year2025-07-238121111
Employer contributions to plan in this plan year2025-07-2326337
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-231660
2024 : LUSTIG FINANCIAL SERVICES PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-180
Total liabilities as of the end of the plan year2024-06-180
Total liabilities as of the beginning of the plan year2024-06-180
Total expenses incurred by plan in this plan year2024-06-181069
Net assets as of the end of the plan year2024-06-188121111
Total assets as of the beginning of the plan year2024-06-185795833
Value of plan covered by a fidelity bond2024-06-18750000
Participant contributions to plan in this plan year2024-06-1848486
Value of participant loans at end of plan year2024-06-181203
Other expenses paid from plan in this plan year2024-06-180
Other contributions to plan in this plan year2024-06-180
Other income to plan in this plan year2024-06-182251570
Plan net income in this plan year2024-06-182325278
Net assets as of the end of the plan year2024-06-188121111
Net assets as of the beginning of the plan year2024-06-185795833
Employer contributions to plan in this plan year2024-06-1826291
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-181069
2022 : LUSTIG FINANCIAL SERVICES PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-100
Total liabilities as of the end of the plan year2022-05-102175
Total liabilities as of the beginning of the plan year2022-05-100
Total expenses incurred by plan in this plan year2022-05-101208
Net assets as of the end of the plan year2022-05-108517141
Total assets as of the beginning of the plan year2022-05-107564679
Value of plan covered by a fidelity bond2022-05-10700000
Participant contributions to plan in this plan year2022-05-1060798
Value of participant loans at end of plan year2022-05-107646
Other expenses paid from plan in this plan year2022-05-100
Other contributions to plan in this plan year2022-05-100
Other income to plan in this plan year2022-05-10867239
Plan net income in this plan year2022-05-10950287
Net assets as of the end of the plan year2022-05-108514966
Net assets as of the beginning of the plan year2022-05-107564679
Employer contributions to plan in this plan year2022-05-1023458
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-101208
2014 : LUSTIG FINANCIAL SERVICES PROFIT SHARING 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$199,612
Expenses. Total of all expenses incurred2014-12-31$10,854
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,810,074
Total plan assets at beginning of year2014-12-31$1,621,316
Value of fidelity bond covering the plan2014-12-31$350,000
Total contributions received or receivable from participants2014-12-31$49,763
Assets. Value of loans (other than to participants)2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$5,767
Other income received2014-12-31$93,732
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$188,758
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,810,074
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,621,316
Assets. Value of participant loans2014-12-31$1,194
Total contributions received or receivable from employer(s)2014-12-31$50,350
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$10,854
2013 : LUSTIG FINANCIAL SERVICES PROFIT SHARING 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$490,777
Expenses. Total of all expenses incurred2013-12-31$13,018
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,621,316
Total plan assets at beginning of year2013-12-31$1,143,557
Value of fidelity bond covering the plan2013-12-31$350,000
Total contributions received or receivable from participants2013-12-31$49,659
Assets. Value of loans (other than to participants)2013-12-31$56,624
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$389,574
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$477,759
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,621,316
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,143,557
Assets. Value of participant loans2013-12-31$2,014
Total contributions received or receivable from employer(s)2013-12-31$51,544
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$13,018
2012 : LUSTIG FINANCIAL SERVICES PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$148,694
Expenses. Total of all expenses incurred2012-12-31$12,283
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,143,557
Total plan assets at beginning of year2012-12-31$1,007,146
Value of fidelity bond covering the plan2012-12-31$350,000
Total contributions received or receivable from participants2012-12-31$47,223
Assets. Value of loans (other than to participants)2012-12-31$62,478
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$2,724
Other income received2012-12-31$49,697
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$136,411
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,143,557
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,007,146
Assets. Value of participant loans2012-12-31$2,799
Assets. Value of real-estate (other than employer real property)2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$49,050
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$12,283
2011 : LUSTIG FINANCIAL SERVICES PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-70,686
Expenses. Total of all expenses incurred2011-12-31$108,998
Benefits paid (including direct rollovers)2011-12-31$97,459
Total plan assets at end of year2011-12-31$1,007,146
Total plan assets at beginning of year2011-12-31$1,186,830
Value of fidelity bond covering the plan2011-12-31$350,000
Total contributions received or receivable from participants2011-12-31$31,102
Assets. Value of loans (other than to participants)2011-12-31$67,791
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-107,982
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-179,684
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,007,146
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,186,830
Assets. Value of participant loans2011-12-31$3,552
Assets. Value of real-estate (other than employer real property)2011-12-31$85,000
Total contributions received or receivable from employer(s)2011-12-31$6,194
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$11,539
2010 : LUSTIG FINANCIAL SERVICES 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$269,733
Expenses. Total of all expenses incurred2010-12-31$14,541
Benefits paid (including direct rollovers)2010-12-31$3,951
Total plan assets at end of year2010-12-31$1,186,830
Total plan assets at beginning of year2010-12-31$931,638
Value of fidelity bond covering the plan2010-12-31$265,000
Total contributions received or receivable from participants2010-12-31$30,215
Assets. Value of loans (other than to participants)2010-12-31$48,408
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$233,548
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$255,192
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,186,830
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$931,638
Assets. Value of real-estate (other than employer real property)2010-12-31$42,500
Total contributions received or receivable from employer(s)2010-12-31$5,970
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$10,590

Form 5500 Responses for LUSTIG FINANCIAL SERVICES PROFIT SHARING PLAN

2014: LUSTIG FINANCIAL SERVICES PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LUSTIG FINANCIAL SERVICES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LUSTIG FINANCIAL SERVICES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LUSTIG FINANCIAL SERVICES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LUSTIG FINANCIAL SERVICES PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LUSTIG FINANCIAL SERVICES 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberINDIVIDUAL
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberINDIVIDUAL
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberINDIVIDUAL
Policy instance 1

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