LOBERG & LOBERG has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOBERG & LOBERG PROFIT SHARING PLAN
Measure | Date | Value |
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2023: LOBERG & LOBERG PROFIT SHARING PLAN 2023 401k membership |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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2023 : LOBERG & LOBERG PROFIT SHARING PLAN 2023 401k financial data |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
2023: LOBERG & LOBERG PROFIT SHARING PLAN 2023 form 5500 responses |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |