401k Plan data: FREIN LAZZARA, LTD 401(K) PLAN plan

FREIN LAZZARA, LTD 401(K) PLAN 401k Plan overview

Plan Name	FREIN LAZZARA, LTD 401(K) PLAN
Plan identification number	001

FREIN LAZZARA, LTD 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FREIN LAZZARA, LTD has sponsored the creation of one or more 401k plans.

Company Name: FREIN LAZZARA, LTD

Employer identification number (EIN): 208945343

NAIC Classification: 541400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREIN LAZZARA, LTD 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 STACY LAZZARA 2024-06-07
001 2022-01-01 STACY LAZZARA 2023-09-08
001 2021-01-01 STACY LAZZARA 2022-05-25
001 2020-01-01 STACY LAZZARA 2021-07-20
001 2019-01-01 SLAZZARA4741 2020-06-17
001 2019-01-01 STACY LAZZARA 2020-06-30
001 2018-01-01 STACY LAZZARA 2019-06-05
001 2017-01-01 STACY LAZZARA 2018-06-19
001 2016-01-01 STACY LAZZARA 2017-06-26
001 2015-01-01 STACY MEHLROSE
001 2014-01-01 STACY MEHLROSE
001 2013-01-01 STACY MEHLROSE
001 2012-01-01 STACY LAZZARA
001 2011-01-01 STACY LAZZARA
001 2009-01-01 STACY LAZZARA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	STACY LAZZARA	2024-06-07
001	2022-01-01	STACY LAZZARA	2023-09-08
001	2021-01-01	STACY LAZZARA	2022-05-25
001	2020-01-01	STACY LAZZARA	2021-07-20
001	2019-01-01	SLAZZARA4741	2020-06-17
001	2019-01-01	STACY LAZZARA	2020-06-30
001	2018-01-01	STACY LAZZARA	2019-06-05
001	2017-01-01	STACY LAZZARA	2018-06-19
001	2016-01-01	STACY LAZZARA	2017-06-26
001	2015-01-01	STACY MEHLROSE
001	2014-01-01	STACY MEHLROSE
001	2013-01-01	STACY MEHLROSE
001	2012-01-01	STACY LAZZARA
001	2011-01-01	STACY LAZZARA
001	2009-01-01	STACY LAZZARA

Plan Statistics for FREIN LAZZARA, LTD 401(K) PLAN

401k plan membership statisitcs for FREIN LAZZARA, LTD 401(K) PLAN

Measure Date Value
2015: FREIN LAZZARA, LTD 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FREIN LAZZARA, LTD 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FREIN LAZZARA, LTD 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FREIN LAZZARA, LTD 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FREIN LAZZARA, LTD 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: FREIN LAZZARA, LTD 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: FREIN LAZZARA, LTD 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FREIN LAZZARA, LTD 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FREIN LAZZARA, LTD 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FREIN LAZZARA, LTD 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FREIN LAZZARA, LTD 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: FREIN LAZZARA, LTD 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FREIN LAZZARA, LTD 401(K) PLAN

Measure	Date	Value
2015 : FREIN LAZZARA, LTD 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$17,030
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$183,973
Total plan assets at beginning of year	2015-12-31	$166,943
Total contributions received or receivable from participants	2015-12-31	$17,550
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-520
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$17,030
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$183,973
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$166,943
Assets. Value of participant loans	2015-12-31	$7,185
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : FREIN LAZZARA, LTD 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$25,554
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$166,943
Total plan assets at beginning of year	2014-12-31	$141,389
Total contributions received or receivable from participants	2014-12-31	$17,500
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$8,054
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$25,554
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$166,943
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$141,389
Assets. Value of participant loans	2014-12-31	$12,228
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : FREIN LAZZARA, LTD 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$37,049
Expenses. Total of all expenses incurred	2013-12-31	$33,437
Benefits paid (including direct rollovers)	2013-12-31	$33,412
Total plan assets at end of year	2013-12-31	$141,389
Total plan assets at beginning of year	2013-12-31	$137,777
Total contributions received or receivable from participants	2013-12-31	$17,500
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$19,549
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$3,612
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$141,389
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$137,777
Assets. Value of participant loans	2013-12-31	$17,621
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$25
2012 : FREIN LAZZARA, LTD 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$29,568
Expenses. Total of all expenses incurred	2012-12-31	$100
Total plan assets at end of year	2012-12-31	$137,777
Total plan assets at beginning of year	2012-12-31	$108,309
Total contributions received or receivable from participants	2012-12-31	$15,275
Other income received	2012-12-31	$14,293
Net income (gross income less expenses)	2012-12-31	$29,468
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$137,777
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$108,309
Assets. Value of participant loans	2012-12-31	$21,452
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$100
2011 : FREIN LAZZARA, LTD 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-2,770
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$108,309
Total plan assets at beginning of year	2011-12-31	$111,079
Other income received	2011-12-31	$-2,770
Net income (gross income less expenses)	2011-12-31	$-2,770
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$108,309
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$111,079
Assets. Value of participant loans	2011-12-31	$5,936
2010 : FREIN LAZZARA, LTD 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$15,117
Expenses. Total of all expenses incurred	2010-12-31	$20,286
Benefits paid (including direct rollovers)	2010-12-31	$20,286
Total plan assets at end of year	2010-12-31	$111,079
Total plan assets at beginning of year	2010-12-31	$116,248
Total contributions received or receivable from participants	2010-12-31	$2,539
Other income received	2010-12-31	$12,578
Net income (gross income less expenses)	2010-12-31	$-5,169
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$111,079
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$116,248
Assets. Value of participant loans	2010-12-31	$11,463
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for FREIN LAZZARA, LTD 401(K) PLAN

2015: FREIN LAZZARA, LTD 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FREIN LAZZARA, LTD 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FREIN LAZZARA, LTD 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FREIN LAZZARA, LTD 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FREIN LAZZARA, LTD 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: FREIN LAZZARA, LTD 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	FREIN LAZZARA, LTD
Employer identification number (EIN):	208945343
NAIC Classification:	541400