401k Plan data: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN plan

KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 401k Plan overview

Plan Name	KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN
Plan identification number	001

KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN Benefits

401k Plan Type	Defined 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

KRIEG LOHBECK & CO CPA'S, LLC has sponsored the creation of one or more 401k plans.

Company Name: KRIEG LOHBECK & CO CPA'S, LLC

Employer identification number (EIN): 204910669

NAIC Classification: 811310
NAIC Description: Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 BRUCE KRIEG
001 2017-01-01 BRUCE KRIEG

Plan Statistics for KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN

401k plan membership statisitcs for KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN

Measure Date Value
2023: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 5
Total participants 2023-01-01 5
Number of participants with account balances 2023-01-01 5
2022: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 6
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
2021: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 6
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
2020: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 6
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
2019: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 6
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
2018: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Total of all active and inactive participants 2018-01-01 6
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
2017: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Total of all active and inactive participants 2017-01-01 5
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5

Measure	Date	Value
2023: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	5
Total participants	2023-01-01	5
Number of participants with account balances	2023-01-01	5
2022: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	6
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
2021: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	6
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
2020: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	6
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
2019: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	6
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
2018: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Total of all active and inactive participants	2018-01-01	6
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
2017: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Total of all active and inactive participants	2017-01-01	5
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5

Financial Data on KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN

Measure	Date	Value
2023 : KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$101,276
Expenses. Total of all expenses incurred	2023-12-31	$6,544
Benefits paid (including direct rollovers)	2023-12-31	$6,544
Total plan assets at end of year	2023-12-31	$351,109
Total plan assets at beginning of year	2023-12-31	$256,377
Value of fidelity bond covering the plan	2023-12-31	$100,000
Total contributions received or receivable from participants	2023-12-31	$27,755
Other income received	2023-12-31	$62,482
Net income (gross income less expenses)	2023-12-31	$94,732
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$351,109
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$256,377
Total contributions received or receivable from employer(s)	2023-12-31	$11,039
2022 : KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-49,551
Total plan assets at end of year	2022-12-31	$256,377
Total plan assets at beginning of year	2022-12-31	$305,928
Value of fidelity bond covering the plan	2022-12-31	$100,000
Total contributions received or receivable from participants	2022-12-31	$35,559
Other income received	2022-12-31	$-97,613
Net income (gross income less expenses)	2022-12-31	$-49,551
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$256,377
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$305,928
Total contributions received or receivable from employer(s)	2022-12-31	$12,503
2021 : KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$54,335
Total plan assets at end of year	2021-12-31	$305,928
Total plan assets at beginning of year	2021-12-31	$251,593
Value of fidelity bond covering the plan	2021-12-31	$25,000
Total contributions received or receivable from participants	2021-12-31	$33,539
Other income received	2021-12-31	$9,465
Net income (gross income less expenses)	2021-12-31	$54,335
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$305,928
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$251,593
Total contributions received or receivable from employer(s)	2021-12-31	$11,331
2020 : KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$132,818
Total plan assets at end of year	2020-12-31	$251,593
Total plan assets at beginning of year	2020-12-31	$118,775
Value of fidelity bond covering the plan	2020-12-31	$25,000
Total contributions received or receivable from participants	2020-12-31	$43,377
Other income received	2020-12-31	$77,293
Net income (gross income less expenses)	2020-12-31	$132,818
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$251,593
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$118,775
Total contributions received or receivable from employer(s)	2020-12-31	$12,148
2019 : KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$52,760
Total plan assets at end of year	2019-12-31	$118,775
Total plan assets at beginning of year	2019-12-31	$66,015
Value of fidelity bond covering the plan	2019-12-31	$25,000
Total contributions received or receivable from participants	2019-12-31	$27,378
Other income received	2019-12-31	$14,599
Net income (gross income less expenses)	2019-12-31	$52,760
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$118,775
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$66,015
Total contributions received or receivable from employer(s)	2019-12-31	$10,783
2018 : KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$28,439
Total plan assets at end of year	2018-12-31	$66,015
Total plan assets at beginning of year	2018-12-31	$37,576
Value of fidelity bond covering the plan	2018-12-31	$25,000
Total contributions received or receivable from participants	2018-12-31	$32,411
Other income received	2018-12-31	$-16,528
Net income (gross income less expenses)	2018-12-31	$28,439
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$66,015
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$37,576
Total contributions received or receivable from employer(s)	2018-12-31	$12,556
2017 : KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$37,576
Total plan assets at end of year	2017-12-31	$37,576
Value of fidelity bond covering the plan	2017-12-31	$25,000
Total contributions received or receivable from participants	2017-12-31	$24,943
Other income received	2017-12-31	$1,693
Net income (gross income less expenses)	2017-12-31	$37,576
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$37,576
Total contributions received or receivable from employer(s)	2017-12-31	$10,940

Form 5500 Responses for KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN

2023: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KRIEG LOHBECK & CO CPA'S, LLC
Employer identification number (EIN):	204910669
NAIC Classification:	811310
NAIC Description:	Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance