LORI L. EBNER, LLC has sponsored the creation of one or more 401k plans.
Additional information about LORI L. EBNER, LLC
| Measure | Date | Value |
|---|
| 2022: LORI L EBNER LLC 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
| Total of all active and inactive participants | 2022-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 4 |
| Number of participants with account balances | 2022-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: LORI L EBNER LLC 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 4 |
| Number of participants with account balances | 2021-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: LORI L EBNER LLC 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 4 |
| Number of participants with account balances | 2020-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2018: LORI L EBNER LLC 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 3 |
| Number of participants with account balances | 2018-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : LORI L EBNER LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $167,715 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $591 |
| Total plan assets at end of year | 2022-12-31 | $546,827 |
| Total plan assets at beginning of year | 2022-12-31 | $379,703 |
| Value of fidelity bond covering the plan | 2022-12-31 | $38,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $131,425 |
| Other income received | 2022-12-31 | $24,290 |
| Net income (gross income less expenses) | 2022-12-31 | $167,124 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $546,827 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $379,703 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $12,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $591 |
| 2021 : LORI L EBNER LLC 401(K) PLAN 2021 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2021-12-31 | $49,183 |
| Total income from all sources | 2021-12-31 | $19,582 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $425 |
| Total plan assets at end of year | 2021-12-31 | $379,703 |
| Total plan assets at beginning of year | 2021-12-31 | $409,729 |
| Value of fidelity bond covering the plan | 2021-12-31 | $38,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $5,673 |
| Other income received | 2021-12-31 | $19,445 |
| Net income (gross income less expenses) | 2021-12-31 | $19,157 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $379,703 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $360,546 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $137 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $425 |
| 2020 : LORI L EBNER LLC 401(K) PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $49,183 |
| Total plan liabilities at beginning of year | 2020-12-31 | $9,938 |
| Total income from all sources | 2020-12-31 | $-5,047 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $671 |
| Total plan assets at end of year | 2020-12-31 | $409,729 |
| Total plan assets at beginning of year | 2020-12-31 | $376,202 |
| Total contributions received or receivable from participants | 2020-12-31 | $28,583 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $10,104 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $671 |
| Other income received | 2020-12-31 | $-35,278 |
| Net income (gross income less expenses) | 2020-12-31 | $-5,718 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $360,546 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $366,264 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $1,648 |
| 2019 : LORI L EBNER LLC 401(K) PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $9,938 |
| Total income from all sources | 2019-12-31 | $63,698 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $230 |
| Total plan assets at end of year | 2019-12-31 | $376,202 |
| Total plan assets at beginning of year | 2019-12-31 | $302,796 |
| Total contributions received or receivable from participants | 2019-12-31 | $38,000 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $13,713 |
| Other income received | 2019-12-31 | $15,182 |
| Net income (gross income less expenses) | 2019-12-31 | $63,468 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $366,264 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $302,796 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $10,516 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $230 |
| 2018 : LORI L EBNER LLC 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $124,189 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $80 |
| Total plan assets at end of year | 2018-12-31 | $302,796 |
| Total plan assets at beginning of year | 2018-12-31 | $178,687 |
| Total contributions received or receivable from participants | 2018-12-31 | $44,917 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $17,514 |
| Other income received | 2018-12-31 | $30,486 |
| Net income (gross income less expenses) | 2018-12-31 | $124,109 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $302,796 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $178,687 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $48,786 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $80 |
| 2022: LORI L EBNER LLC 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LORI L EBNER LLC 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LORI L EBNER LLC 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | Yes |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LORI L EBNER LLC 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | First time form 5500 has been submitted | Yes |
| 2018-01-01 | Submission has been amended | Yes |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 71651164 |
| Policy instance | 1 |
| Insurance contract or identification number | 71651164 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 71651164 |
| Policy instance | 1 |
| Insurance contract or identification number | 71651164 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 71651164 |
| Policy instance | 1 |
| Insurance contract or identification number | 71651164 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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