LUPO & KOCZKUR, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LUPO & KOCZKUR, P.C. 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : LUPO & KOCZKUR, P.C. 401K PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-10 | 141359 |
| Net assets as of the end of the plan year | 2025-10-10 | 2643575 |
| Total assets as of the beginning of the plan year | 2025-10-10 | 2326825 |
| Value of plan covered by a fidelity bond | 2025-10-10 | 300000 |
| Participant contributions to plan in this plan year | 2025-10-10 | 146910 |
| Value of participant loans at end of plan year | 2025-10-10 | 29207 |
| Other income to plan in this plan year | 2025-10-10 | 276207 |
| Plan net income in this plan year | 2025-10-10 | 316750 |
| Net assets as of the end of the plan year | 2025-10-10 | 2643575 |
| Net assets as of the beginning of the plan year | 2025-10-10 | 2326825 |
| Employer contributions to plan in this plan year | 2025-10-10 | 34992 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-10 | 15778 |
| 2024 : LUPO & KOCZKUR, P.C. 401K PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-08 | 35424 |
| Net assets as of the end of the plan year | 2024-10-08 | 2326825 |
| Total assets as of the beginning of the plan year | 2024-10-08 | 1878338 |
| Value of plan covered by a fidelity bond | 2024-10-08 | 300000 |
| Participant contributions to plan in this plan year | 2024-10-08 | 146421 |
| Value of participant loans at end of plan year | 2024-10-08 | 37612 |
| Other income to plan in this plan year | 2024-10-08 | 298682 |
| Plan net income in this plan year | 2024-10-08 | 448487 |
| Net assets as of the end of the plan year | 2024-10-08 | 2326825 |
| Net assets as of the beginning of the plan year | 2024-10-08 | 1878338 |
| Employer contributions to plan in this plan year | 2024-10-08 | 38808 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-08 | 20712 |
| 2022 : LUPO & KOCZKUR, P.C. 401K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-19 | 115219 |
| Net assets as of the end of the plan year | 2022-09-19 | 2077985 |
| Total assets as of the beginning of the plan year | 2022-09-19 | 1611194 |
| Value of plan covered by a fidelity bond | 2022-09-19 | 175000 |
| Participant contributions to plan in this plan year | 2022-09-19 | 123897 |
| Value of participant loans at end of plan year | 2022-09-19 | 5803 |
| Other contributions to plan in this plan year | 2022-09-19 | 189775 |
| Other income to plan in this plan year | 2022-09-19 | 230099 |
| Plan net income in this plan year | 2022-09-19 | 466791 |
| Net assets as of the end of the plan year | 2022-09-19 | 2077985 |
| Net assets as of the beginning of the plan year | 2022-09-19 | 1611194 |
| Employer contributions to plan in this plan year | 2022-09-19 | 38239 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-19 | 5283 |
| 2014 : LUPO & KOCZKUR, P.C. 401K PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $100,922 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,104,834 |
| Total plan assets at beginning of year | 2014-12-31 | $1,003,912 |
| Value of fidelity bond covering the plan | 2014-12-31 | $135,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $58,519 |
| Other income received | 2014-12-31 | $16,949 |
| Net income (gross income less expenses) | 2014-12-31 | $100,922 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,104,834 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,003,912 |
| Assets. Value of participant loans | 2014-12-31 | $1,001 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $25,454 |
| 2013 : LUPO & KOCZKUR, P.C. 401K PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $125,525 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $1,003,912 |
| Total plan assets at beginning of year | 2013-12-31 | $878,387 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $45,950 |
| Other income received | 2013-12-31 | $57,166 |
| Net income (gross income less expenses) | 2013-12-31 | $125,525 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,003,912 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $878,387 |
| Assets. Value of participant loans | 2013-12-31 | $2,260 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $22,409 |
| 2012 : LUPO & KOCZKUR, P.C. 401K PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $104,038 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $878,387 |
| Total plan assets at beginning of year | 2012-12-31 | $774,349 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $28,996 |
| Other income received | 2012-12-31 | $60,932 |
| Net income (gross income less expenses) | 2012-12-31 | $104,038 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $878,387 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $774,349 |
| Assets. Value of participant loans | 2012-12-31 | $3,467 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $14,110 |
| 2011 : LUPO & KOCZKUR, P.C. 401K PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $43,864 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $99,691 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $99,641 |
| Total plan assets at end of year | 2011-12-31 | $774,349 |
| Total plan assets at beginning of year | 2011-12-31 | $830,176 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $29,887 |
| Other income received | 2011-12-31 | $-33 |
| Net income (gross income less expenses) | 2011-12-31 | $-55,827 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $774,349 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $830,176 |
| Assets. Value of participant loans | 2011-12-31 | $4,624 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $14,010 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $50 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : LUPO & KOCZKUR, P.C. 401K PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $141,970 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $59,000 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $59,000 |
| Total plan assets at end of year | 2010-12-31 | $830,176 |
| Total plan assets at beginning of year | 2010-12-31 | $747,206 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $28,997 |
| Other income received | 2010-12-31 | $100,579 |
| Net income (gross income less expenses) | 2010-12-31 | $82,970 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $830,176 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $747,206 |
| Assets. Value of participant loans | 2010-12-31 | $5,733 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $12,394 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : LUPO & KOCZKUR, P.C. 401K PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2014: LUPO & KOCZKUR, P.C. 401K PROFIT SHARING 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: LUPO & KOCZKUR, P.C. 401K PROFIT SHARING 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: LUPO & KOCZKUR, P.C. 401K PROFIT SHARING 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LUPO & KOCZKUR, P.C. 401K PROFIT SHARING 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 is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LUPO & KOCZKUR, P.C. 401K PROFIT SHARING 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 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045565 |
| Policy instance | 3 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045563 |
| Policy instance | 6 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045562 |
| Policy instance | 5 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045564 |
| Policy instance | 4 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045567 |
| Policy instance | 2 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045566 |
| Policy instance | 1 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045566 |
| Policy instance | 1 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045563 |
| Policy instance | 6 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045562 |
| Policy instance | 5 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045564 |
| Policy instance | 4 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045565 |
| Policy instance | 3 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045567 |
| Policy instance | 2 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045567 |
| Policy instance | 2 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045565 |
| Policy instance | 3 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045564 |
| Policy instance | 4 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045562 |
| Policy instance | 5 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045566 |
| Policy instance | 1 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045563 |
| Policy instance | 6 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045563 |
| Policy instance | 6 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045562 |
| Policy instance | 5 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045564 |
| Policy instance | 4 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045565 |
| Policy instance | 3 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045567 |
| Policy instance | 2 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08045566 |
| Policy instance | 1 |
