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NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN 401k Plan overview

Plan NameNORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN
Plan identification number 001

NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

NORMAN J. LORCH, CHARTERED has sponsored the creation of one or more 401k plans.

Company Name:NORMAN J. LORCH, CHARTERED
Employer identification number (EIN):521604977
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01NORMAN J. LORCH
0012014-01-01NORMAN J. LORCH
0012013-01-01NORMAN J. LORCH
0012012-01-01NORMAN J. LORCH
0012011-01-01NORMAN J. LORCH
0012009-01-01NORMAN J. LORCH

Financial Data on NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN

Measure Date Value
2017 : NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$110,756
Expenses. Total of all expenses incurred2017-12-31$1,140,572
Benefits paid (including direct rollovers)2017-12-31$1,140,572
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$1,029,816
Value of fidelity bond covering the plan2017-12-31$150,000
Contributions received from other sources (not participants or employers)2017-12-31$3,688
Other income received2017-12-31$107,068
Net income (gross income less expenses)2017-12-31$-1,029,816
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,029,816
2016 : NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$11,301
Total income from all sources2016-12-31$85,273
Expenses. Total of all expenses incurred2016-12-31$36,877
Benefits paid (including direct rollovers)2016-12-31$36,877
Total plan assets at end of year2016-12-31$1,029,816
Total plan assets at beginning of year2016-12-31$992,721
Value of fidelity bond covering the plan2016-12-31$150,000
Contributions received from other sources (not participants or employers)2016-12-31$14
Other income received2016-12-31$85,259
Net income (gross income less expenses)2016-12-31$48,396
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,029,816
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$981,420
2015 : NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$11,301
Total income from all sources2015-12-31$3,761
Total plan assets at end of year2015-12-31$992,721
Total plan assets at beginning of year2015-12-31$977,659
Value of fidelity bond covering the plan2015-12-31$150,000
Other income received2015-12-31$3,761
Net income (gross income less expenses)2015-12-31$3,761
Net plan assets at end of year (total assets less liabilities)2015-12-31$981,420
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$977,659
2014 : NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$71,896
Total plan assets at end of year2014-12-31$977,659
Total plan assets at beginning of year2014-12-31$905,763
Value of fidelity bond covering the plan2014-12-31$150,000
Other income received2014-12-31$71,896
Net income (gross income less expenses)2014-12-31$71,896
Net plan assets at end of year (total assets less liabilities)2014-12-31$977,659
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$905,763
2013 : NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$159,957
Expenses. Total of all expenses incurred2013-12-31$19,627
Benefits paid (including direct rollovers)2013-12-31$19,511
Total plan assets at end of year2013-12-31$905,763
Total plan assets at beginning of year2013-12-31$765,433
Value of fidelity bond covering the plan2013-12-31$150,000
Expenses. Other expenses not covered elsewhere2013-12-31$116
Other income received2013-12-31$139,745
Net income (gross income less expenses)2013-12-31$140,330
Net plan assets at end of year (total assets less liabilities)2013-12-31$905,763
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$765,433
Total contributions received or receivable from employer(s)2013-12-31$20,212
2012 : NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$99,651
Total plan assets at end of year2012-12-31$765,433
Total plan assets at beginning of year2012-12-31$665,782
Other income received2012-12-31$45,369
Net income (gross income less expenses)2012-12-31$99,651
Net plan assets at end of year (total assets less liabilities)2012-12-31$765,433
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$665,782
Total contributions received or receivable from employer(s)2012-12-31$54,282
2011 : NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$118,556
Total plan assets at end of year2011-12-31$665,782
Total plan assets at beginning of year2011-12-31$547,226
Other income received2011-12-31$68,556
Net income (gross income less expenses)2011-12-31$118,556
Net plan assets at end of year (total assets less liabilities)2011-12-31$665,782
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$547,226
Total contributions received or receivable from employer(s)2011-12-31$50,000

Form 5500 Responses for NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN

2017: NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NORMAN J LORCH CHARTERED PENSION PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRAVELERS CASUALTY AND SURETY CO AMERICA (National Association of Insurance Commissioners NAIC id number: 31194 )
Policy contract number106180862
Policy instance 1

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