LOBERG & LOBERG has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOBERG & LOBERG MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2023: LOBERG & LOBERG MONEY PURCHASE PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 9 |
| Total of all active and inactive participants | 2023-01-01 | 9 |
| Total participants | 2023-01-01 | 9 |
| Number of participants with account balances | 2023-01-01 | 9 |
| 2022: LOBERG & LOBERG MONEY PURCHASE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 8 |
| Total of all active and inactive participants | 2022-01-01 | 8 |
| Total participants | 2022-01-01 | 8 |
| Number of participants with account balances | 2022-01-01 | 8 |
| 2021: LOBERG & LOBERG MONEY PURCHASE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 8 |
| Total of all active and inactive participants | 2021-01-01 | 8 |
| Total participants | 2021-01-01 | 8 |
| Number of participants with account balances | 2021-01-01 | 8 |
| 2020: LOBERG & LOBERG MONEY PURCHASE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
| Total of all active and inactive participants | 2020-01-01 | 7 |
| Total participants | 2020-01-01 | 7 |
| Number of participants with account balances | 2020-01-01 | 7 |
| 2019: LOBERG & LOBERG MONEY PURCHASE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 8 |
| Total participants | 2019-01-01 | 8 |
| Number of participants with account balances | 2019-01-01 | 8 |
| 2018: LOBERG & LOBERG MONEY PURCHASE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 8 |
| Total participants | 2018-01-01 | 8 |
| 2017: LOBERG & LOBERG MONEY PURCHASE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 9 |
| Total participants | 2017-01-01 | 9 |
| 2016: LOBERG & LOBERG MONEY PURCHASE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 8 |
| Total participants | 2016-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2023 : LOBERG & LOBERG MONEY PURCHASE PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $385,304 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $1,852,472 |
| Total plan assets at beginning of year | 2023-12-31 | $1,467,168 |
| Other income received | 2023-12-31 | $299,404 |
| Net income (gross income less expenses) | 2023-12-31 | $385,304 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,852,472 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,467,168 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $85,900 |
| 2022 : LOBERG & LOBERG MONEY PURCHASE PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $86,740 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $274,972 |
| Total plan assets at end of year | 2022-12-31 | $1,467,168 |
| Total plan assets at beginning of year | 2022-12-31 | $1,655,400 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $274,972 |
| Net income (gross income less expenses) | 2022-12-31 | $-188,232 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,467,168 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,655,400 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $86,740 |
| 2021 : LOBERG & LOBERG MONEY PURCHASE PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $156,652 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $1,655,400 |
| Total plan assets at beginning of year | 2021-12-31 | $1,498,748 |
| Other income received | 2021-12-31 | $78,386 |
| Net income (gross income less expenses) | 2021-12-31 | $156,652 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,655,400 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,498,748 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $78,266 |
| 2020 : LOBERG & LOBERG MONEY PURCHASE PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $123,092 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $121,885 |
| Total plan assets at end of year | 2020-12-31 | $1,498,748 |
| Total plan assets at beginning of year | 2020-12-31 | $1,375,656 |
| Other income received | 2020-12-31 | $46,445 |
| Net income (gross income less expenses) | 2020-12-31 | $123,092 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,498,748 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,375,656 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $76,647 |
| 2019 : LOBERG & LOBERG MONEY PURCHASE PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $235,179 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $1,375,656 |
| Total plan assets at beginning of year | 2019-12-31 | $1,140,477 |
| Other income received | 2019-12-31 | $158,515 |
| Net income (gross income less expenses) | 2019-12-31 | $235,179 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,375,656 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,140,477 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $76,664 |
| 2018 : LOBERG & LOBERG MONEY PURCHASE PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $66,926 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $1,140,477 |
| Total plan assets at beginning of year | 2018-12-31 | $1,073,551 |
| Other income received | 2018-12-31 | $-11,276 |
| Net income (gross income less expenses) | 2018-12-31 | $66,926 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,140,477 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,073,551 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $78,202 |
| 2017 : LOBERG & LOBERG MONEY PURCHASE PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $157,371 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $1,073,551 |
| Total plan assets at beginning of year | 2017-12-31 | $916,180 |
| Other income received | 2017-12-31 | $78,366 |
| Net income (gross income less expenses) | 2017-12-31 | $157,371 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,073,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $916,180 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $79,005 |
| 2016 : LOBERG & LOBERG MONEY PURCHASE PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $81,720 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $916,179 |
| Total plan assets at beginning of year | 2016-12-31 | $834,459 |
| Other income received | 2016-12-31 | $18,022 |
| Net income (gross income less expenses) | 2016-12-31 | $81,720 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $916,179 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $834,459 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $63,698 |
| 2023: LOBERG & LOBERG MONEY PURCHASE PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: LOBERG & LOBERG MONEY PURCHASE 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: LOBERG & LOBERG MONEY PURCHASE 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: LOBERG & LOBERG MONEY PURCHASE 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 |
| 2019: LOBERG & LOBERG MONEY PURCHASE PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | Yes |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LOBERG & LOBERG MONEY PURCHASE PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 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 |
| 2017: LOBERG & LOBERG MONEY PURCHASE PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LOBERG & LOBERG MONEY PURCHASE PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | Yes |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
