401k Plan data: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN plan

LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN
Plan identification number	001

LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Life insurance

401k Sponsoring company profile

LIEBERMAN-NELSON, INC. has sponsored the creation of one or more 401k plans.

Company Name: LIEBERMAN-NELSON, INC.

Employer identification number (EIN): 411676939

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 NANCY NELSON 2019-07-24 NANCY NELSON 2019-07-24
001 2018-01-01 NANCY NELSON 2019-12-27 NANCY NELSON 2019-12-27
001 2017-01-01 NANCY NELSON 2018-08-31 NANCY NELSON 2018-08-31
001 2016-01-01 NANCY NELSON 2017-08-07 NANCY NELSON 2017-08-07
001 2015-01-01 NANCY NELSON
001 2014-01-01 NANCY NELSON
001 2013-01-01 NANCY NELSON
001 2012-01-01 NANCY NELSON
001 2011-01-01 NANCY NELSON
001 2010-01-01 NANCY NELSON
001 2009-01-01 NANCY NELSON
001 2009-01-01 NANCY NELSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	NANCY NELSON	2019-07-24	NANCY NELSON	2019-07-24
001	2018-01-01	NANCY NELSON	2019-12-27	NANCY NELSON	2019-12-27
001	2017-01-01	NANCY NELSON	2018-08-31	NANCY NELSON	2018-08-31
001	2016-01-01	NANCY NELSON	2017-08-07	NANCY NELSON	2017-08-07
001	2015-01-01	NANCY NELSON
001	2014-01-01	NANCY NELSON
001	2013-01-01	NANCY NELSON
001	2012-01-01	NANCY NELSON
001	2011-01-01	NANCY NELSON
001	2010-01-01	NANCY NELSON
001	2009-01-01	NANCY NELSON
001	2009-01-01	NANCY NELSON

Plan Statistics for LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN

Measure Date Value
2015: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
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 2
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
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 2
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
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 2
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
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 2
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
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 1
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: LIEBERMAN-NELSON, INC. PROFIT SHARING 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 1
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2015: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
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	2
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
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	2
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
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	2
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
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	2
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
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	1
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: LIEBERMAN-NELSON, INC. PROFIT SHARING 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	1
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN

Measure	Date	Value
2015 : LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$54,410
Expenses. Total of all expenses incurred	2015-12-31	$1,364
Total plan assets at end of year	2015-12-31	$352,422
Total plan assets at beginning of year	2015-12-31	$299,376
Value of fidelity bond covering the plan	2015-12-31	$30,000
Other income received	2015-12-31	$-1,117
Net income (gross income less expenses)	2015-12-31	$53,046
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$352,422
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$299,376
Total contributions received or receivable from employer(s)	2015-12-31	$55,527
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,364
2014 : LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$60,228
Expenses. Total of all expenses incurred	2014-12-31	$1,504
Total plan assets at end of year	2014-12-31	$299,376
Total plan assets at beginning of year	2014-12-31	$240,652
Value of fidelity bond covering the plan	2014-12-31	$25,000
Other income received	2014-12-31	$4,601
Net income (gross income less expenses)	2014-12-31	$58,724
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$299,376
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$240,652
Total contributions received or receivable from employer(s)	2014-12-31	$55,627
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,504
2013 : LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$56,295
Expenses. Total of all expenses incurred	2013-12-31	$1,388
Total plan assets at end of year	2013-12-31	$240,652
Total plan assets at beginning of year	2013-12-31	$185,745
Value of fidelity bond covering the plan	2013-12-31	$25,000
Other income received	2013-12-31	$2,175
Net income (gross income less expenses)	2013-12-31	$54,907
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$240,652
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$185,745
Total contributions received or receivable from employer(s)	2013-12-31	$54,120
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,388
2012 : LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$50,074
Expenses. Total of all expenses incurred	2012-12-31	$1,353
Total plan assets at end of year	2012-12-31	$185,745
Total plan assets at beginning of year	2012-12-31	$137,024
Value of fidelity bond covering the plan	2012-12-31	$14,000
Other income received	2012-12-31	$-5,246
Net income (gross income less expenses)	2012-12-31	$48,721
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$185,745
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$137,024
Total contributions received or receivable from employer(s)	2012-12-31	$55,320
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,353
2011 : LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$14,293
Expenses. Total of all expenses incurred	2011-12-31	$1,399
Total plan assets at end of year	2011-12-31	$137,024
Total plan assets at beginning of year	2011-12-31	$124,130
Value of fidelity bond covering the plan	2011-12-31	$14,000
Other income received	2011-12-31	$-30,599
Net income (gross income less expenses)	2011-12-31	$12,894
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$137,024
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$124,130
Total contributions received or receivable from employer(s)	2011-12-31	$44,892
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,399
2010 : LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$35,820
Expenses. Total of all expenses incurred	2010-12-31	$13,400
Total plan assets at end of year	2010-12-31	$124,130
Total plan assets at beginning of year	2010-12-31	$101,710
Value of fidelity bond covering the plan	2010-12-31	$13,000
Other income received	2010-12-31	$-18,436
Net income (gross income less expenses)	2010-12-31	$22,420
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$124,130
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$101,710
Total contributions received or receivable from employer(s)	2010-12-31	$54,256
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$13,400

Form 5500 Responses for LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN

2015: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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
2010: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LIEBERMAN-NELSON, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	16-240-913
Policy instance	1
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number	9707796
Policy instance	2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	16-240-913
Policy instance	1
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number	9707796
Policy instance	2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	16-240-913
Policy instance	1
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number	9707796
Policy instance	2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	16-240-913
Policy instance	1
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number	9707796
Policy instance	2

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:	LIEBERMAN-NELSON, INC.
Employer identification number (EIN):	411676939
NAIC Classification:	541800