LAZARUS ENERGY HOLDINGS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LAZARUS ENERGY HOLDINGS LLC 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for LAZARUS ENERGY HOLDINGS LLC 401 K PROFIT SHARING PLAN TRUST
Measure | Date | Value |
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2023 : LAZARUS ENERGY HOLDINGS LLC 401 K PROFIT SHARING PLAN TRUST 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $693,400 |
Expenses. Total of all expenses incurred | 2023-12-31 | $325,818 |
Benefits paid (including direct rollovers) | 2023-12-31 | $310,823 |
Total plan assets at end of year | 2023-12-31 | $1,607,454 |
Total plan assets at beginning of year | 2023-12-31 | $1,239,872 |
Value of fidelity bond covering the plan | 2023-12-31 | $200,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $294,917 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $207,216 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $367,582 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,607,454 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,239,872 |
Assets. Value of participant loans | 2023-12-31 | $43,137 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $191,267 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $5,164 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $9,831 |
2022 : LAZARUS ENERGY HOLDINGS LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $112,807 |
Expenses. Total of all expenses incurred | 2022-12-31 | $132,311 |
Benefits paid (including direct rollovers) | 2022-12-31 | $129,574 |
Total plan assets at end of year | 2022-12-31 | $1,239,872 |
Total plan assets at beginning of year | 2022-12-31 | $1,259,376 |
Value of fidelity bond covering the plan | 2022-12-31 | $200,000 |
Total contributions received or receivable from participants | 2022-12-31 | $231,035 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-267,444 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-19,504 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,239,872 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,259,376 |
Assets. Value of participant loans | 2022-12-31 | $39,588 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $149,216 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,737 |
2021 : LAZARUS ENERGY HOLDINGS LLC 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $531,948 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,442,487 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,431,140 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $347,500 |
Value of total assets at end of year | 2021-12-31 | $1,259,376 |
Value of total assets at beginning of year | 2021-12-31 | $2,169,915 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $11,347 |
Total interest from all sources | 2021-12-31 | $636 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $19,941 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $19,941 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $203,441 |
Participant contributions at end of year | 2021-12-31 | $15,567 |
Participant contributions at beginning of year | 2021-12-31 | $40,972 |
Participant contributions at end of year | 2021-12-31 | $4,071 |
Participant contributions at beginning of year | 2021-12-31 | $24,193 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-910,539 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,259,376 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,169,915 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,234,786 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,988,120 |
Interest on participant loans | 2021-12-31 | $634 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,456 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $100,441 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $100,441 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $163,871 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $144,059 |
Employer contributions (assets) at end of year | 2021-12-31 | $3,496 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $16,189 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,431,140 |
Contract administrator fees | 2021-12-31 | $11,347 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PRICEKUBECKA, PLLC |
Accountancy firm EIN | 2021-12-31 | 752783674 |
2020 : LAZARUS ENERGY HOLDINGS LLC 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $31,358 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,226,255 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $87,698 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $82,980 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,878,121 |
Value of total assets at end of year | 2020-12-31 | $2,169,915 |
Value of total assets at beginning of year | 2020-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,718 |
Total interest from all sources | 2020-12-31 | $1,754 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $31,155 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $31,155 |
Was this plan covered by a fidelity bond | 2020-12-31 | No |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $651,560 |
Participant contributions at end of year | 2020-12-31 | $40,972 |
Participant contributions at end of year | 2020-12-31 | $24,193 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $815,198 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,138,557 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,169,915 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,988,120 |
Interest on participant loans | 2020-12-31 | $1,541 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $100,441 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $213 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $315,225 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $411,363 |
Employer contributions (assets) at end of year | 2020-12-31 | $16,189 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $82,980 |
Contract administrator fees | 2020-12-31 | $4,718 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | PRICEKUBECKA, PLLC |
Accountancy firm EIN | 2020-12-31 | 752783674 |
2008 : LAZARUS ENERGY HOLDINGS LLC 401 K PROFIT SHARING PLAN TRUST 2008 401k financial data |
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Transfers to/from the plan | 2008-12-31 | $0 |
Total plan liabilities at end of year | 2008-12-31 | $0 |
Total plan liabilities at beginning of year | 2008-12-31 | $0 |
Total income from all sources | 2008-12-31 | $-5,644 |
Expenses. Total of all expenses incurred | 2008-12-31 | $15,749 |
Benefits paid (including direct rollovers) | 2008-12-31 | $15,709 |
Total plan assets at end of year | 2008-12-31 | $65,418 |
Total plan assets at beginning of year | 2008-12-31 | $86,810 |
Value of fidelity bond covering the plan | 2008-12-31 | $20,000 |
Total contributions received or receivable from participants | 2008-12-31 | $38,893 |
Expenses. Other expenses not covered elsewhere | 2008-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2008-12-31 | $0 |
Other income received | 2008-12-31 | $-44,537 |
Net income (gross income less expenses) | 2008-12-31 | $-21,393 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $65,418 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $86,810 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2008-12-31 | $0 |
Value of corrective distributions | 2008-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $40 |