401k Plan data: LOBERG & LOBERG PROFIT SHARING PLAN plan

LOBERG & LOBERG PROFIT SHARING PLAN 401k Plan overview

Plan Name	LOBERG & LOBERG PROFIT SHARING PLAN
Plan identification number	002

LOBERG & LOBERG PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Plan covering Self-Employed individuals.
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.

401k Sponsoring company profile

LOBERG & LOBERG has sponsored the creation of one or more 401k plans.

Company Name: LOBERG & LOBERG

Employer identification number (EIN): 475575982

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOBERG & LOBERG PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01 ROBERT LOBERG ROBERT LOBERG 2019-02-13
002 2017-01-01 ROBERT LOBERG ROBERT LOBERG 2018-04-12
002 2016-01-01 ROBERT LOBERG ROBERT LOBERG 2017-03-20

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2019-01-01
002	2018-01-01	ROBERT LOBERG	ROBERT LOBERG	2019-02-13
002	2017-01-01	ROBERT LOBERG	ROBERT LOBERG	2018-04-12
002	2016-01-01	ROBERT LOBERG	ROBERT LOBERG	2017-03-20

Plan Statistics for LOBERG & LOBERG PROFIT SHARING PLAN

401k plan membership statisitcs for LOBERG & LOBERG PROFIT SHARING PLAN

Measure Date Value
2023: LOBERG & LOBERG PROFIT SHARING 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 PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
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 PROFIT SHARING 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 7
Total of all active and inactive participants 2021-01-01 7
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
2020: LOBERG & LOBERG PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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

Measure	Date	Value
2023: LOBERG & LOBERG PROFIT SHARING 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 PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
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 PROFIT SHARING 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	7
Total of all active and inactive participants	2021-01-01	7
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
2020: LOBERG & LOBERG PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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

Financial Data on LOBERG & LOBERG PROFIT SHARING PLAN

Measure	Date	Value
2023 : LOBERG & LOBERG PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$624,047
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$3,133,064
Total plan assets at beginning of year	2023-12-31	$2,509,017
Other income received	2023-12-31	$497,870
Net income (gross income less expenses)	2023-12-31	$624,047
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,133,064
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,509,017
Total contributions received or receivable from employer(s)	2023-12-31	$126,177
2022 : LOBERG & LOBERG PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$130,107
Expenses. Total of all expenses incurred	2022-12-31	$492,803
Total plan assets at end of year	2022-12-31	$2,509,017
Total plan assets at beginning of year	2022-12-31	$2,871,713
Expenses. Other expenses not covered elsewhere	2022-12-31	$492,803
Net income (gross income less expenses)	2022-12-31	$-362,696
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,509,017
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,871,713
Total contributions received or receivable from employer(s)	2022-12-31	$130,107
2021 : LOBERG & LOBERG PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$294,956
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$2,871,713
Total plan assets at beginning of year	2021-12-31	$2,576,757
Other income received	2021-12-31	$177,937
Net income (gross income less expenses)	2021-12-31	$294,956
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,871,713
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,576,757
Total contributions received or receivable from employer(s)	2021-12-31	$117,019
2020 : LOBERG & LOBERG PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$337,817
Expenses. Total of all expenses incurred	2020-12-31	$176,829
Benefits paid (including direct rollovers)	2020-12-31	$176,829
Total plan assets at end of year	2020-12-31	$2,576,757
Total plan assets at beginning of year	2020-12-31	$2,415,769
Other income received	2020-12-31	$222,847
Net income (gross income less expenses)	2020-12-31	$160,988
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,576,757
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,415,769
Total contributions received or receivable from employer(s)	2020-12-31	$114,970
2019 : LOBERG & LOBERG PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$369,309
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$2,415,769
Total plan assets at beginning of year	2019-12-31	$2,046,460
Other income received	2019-12-31	$254,312
Net income (gross income less expenses)	2019-12-31	$369,309
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,415,769
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,046,460
Total contributions received or receivable from employer(s)	2019-12-31	$114,997
2018 : LOBERG & LOBERG PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$150,057
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$2,046,460
Total plan assets at beginning of year	2018-12-31	$1,896,403
Other income received	2018-12-31	$32,754
Net income (gross income less expenses)	2018-12-31	$150,057
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,046,460
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,896,403
Total contributions received or receivable from employer(s)	2018-12-31	$117,303
2017 : LOBERG & LOBERG PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$207,851
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,896,403
Total plan assets at beginning of year	2017-12-31	$1,688,552
Other income received	2017-12-31	$92,344
Net income (gross income less expenses)	2017-12-31	$207,851
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,896,403
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,688,552
Total contributions received or receivable from employer(s)	2017-12-31	$115,507
2016 : LOBERG & LOBERG PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$128,717
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,688,552
Total plan assets at beginning of year	2016-12-31	$1,559,835
Other income received	2016-12-31	$24,369
Net income (gross income less expenses)	2016-12-31	$128,717
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,688,552
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,559,835
Total contributions received or receivable from employer(s)	2016-12-31	$104,348

Form 5500 Responses for LOBERG & LOBERG PROFIT SHARING PLAN

2023: LOBERG & LOBERG PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
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

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Company Name:	LOBERG & LOBERG
Employer identification number (EIN):	475575982
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers