401k Plan data: LIEBERMAN, RYAN & FOREST LLC 401(K) P/S PLAN plan

LIEBERMAN, RYAN & FOREST LLC 401(K) P/S PLAN 401k Plan overview

Plan Name	LIEBERMAN, RYAN & FOREST LLC 401(K) P/S PLAN
Plan identification number	002

LIEBERMAN, RYAN & FOREST LLC 401(K) P/S 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

LIEBERMAN, RYAN & FOREST LLC has sponsored the creation of one or more 401k plans.

Company Name: LIEBERMAN, RYAN & FOREST LLC

Employer identification number (EIN): 223459122

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIEBERMAN, RYAN & FOREST LLC 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ROBERT FORREST 2023-06-19
002 2022-01-01 ROBERT FORREST 2023-03-24
002 2022-01-01 ROBERT FORREST 2023-04-19
002 2021-01-01 ROBERT FORREST 2022-07-11
002 2020-01-01 ROBERT FORREST 2021-06-16
002 2019-01-01 MARVIN LIEBERMAN 2020-04-06
002 2018-01-01 MARVIN LIEBERMAN 2019-05-16
002 2017-01-01 MARVIN LIEBERMAN 2018-03-13
002 2016-01-01 MARVIN LIEBERMAN 2017-07-14
002 2015-01-01 MARVIN LIEBERMAN 2016-04-11
002 2014-01-01 MARVIN LIEBERMAN 2015-07-06
002 2013-01-01 MARVIN LIEBERMAN 2014-08-21
002 2012-01-01 MARVIN LIEBERMAN 2013-05-24
002 2011-01-01 MARVIN LIEBERMAN 2012-05-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	ROBERT FORREST	2023-06-19
002	2022-01-01	ROBERT FORREST	2023-03-24
002	2022-01-01	ROBERT FORREST	2023-04-19
002	2021-01-01	ROBERT FORREST	2022-07-11
002	2020-01-01	ROBERT FORREST	2021-06-16
002	2019-01-01	MARVIN LIEBERMAN	2020-04-06
002	2018-01-01	MARVIN LIEBERMAN	2019-05-16
002	2017-01-01	MARVIN LIEBERMAN	2018-03-13
002	2016-01-01	MARVIN LIEBERMAN	2017-07-14
002	2015-01-01	MARVIN LIEBERMAN	2016-04-11
002	2014-01-01	MARVIN LIEBERMAN	2015-07-06
002	2013-01-01	MARVIN LIEBERMAN	2014-08-21
002	2012-01-01	MARVIN LIEBERMAN	2013-05-24
002	2011-01-01	MARVIN LIEBERMAN	2012-05-22

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Company Name:	LIEBERMAN, RYAN & FOREST LLC
Employer identification number (EIN):	223459122
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers