LACHER MCDONALD AND CO. CPA'S has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LACHER MCDONALD & CO, CPA 401K PLAN
Measure | Date | Value |
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2014: LACHER MCDONALD & CO, CPA 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 11 |
Number of participants with account balances | 2014-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: LACHER MCDONALD & CO, CPA 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 10 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
Total of all active and inactive participants | 2013-07-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 10 |
Number of participants with account balances | 2013-07-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: LACHER MCDONALD & CO, CPA 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 12 |
Total of all active and inactive participants | 2012-07-01 | 12 |
Total participants | 2012-07-01 | 12 |
Number of participants with account balances | 2012-07-01 | 10 |
2011: LACHER MCDONALD & CO, CPA 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 13 |
Total of all active and inactive participants | 2011-07-01 | 13 |
Total participants | 2011-07-01 | 13 |
Number of participants with account balances | 2011-07-01 | 10 |
2009: LACHER MCDONALD & CO, CPA 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 15 |
Total of all active and inactive participants | 2009-07-01 | 15 |
Total participants | 2009-07-01 | 15 |
Number of participants with account balances | 2009-07-01 | 12 |
Measure | Date | Value |
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2014 : LACHER MCDONALD & CO, CPA 401K PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $152,049 |
Expenses. Total of all expenses incurred | 2014-12-31 | $75,356 |
Benefits paid (including direct rollovers) | 2014-12-31 | $75,331 |
Total plan assets at end of year | 2014-12-31 | $928,262 |
Total plan assets at beginning of year | 2014-12-31 | $851,569 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $74,669 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $25 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $42,622 |
Net income (gross income less expenses) | 2014-12-31 | $76,693 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $928,262 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $851,569 |
Assets. Value of participant loans | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $34,758 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : LACHER MCDONALD & CO, CPA 401K PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $190,669 |
Expenses. Total of all expenses incurred | 2013-12-31 | $124,936 |
Benefits paid (including direct rollovers) | 2013-12-31 | $124,936 |
Total plan assets at end of year | 2013-12-31 | $851,569 |
Total plan assets at beginning of year | 2013-12-31 | $785,836 |
Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
Total contributions received or receivable from participants | 2013-12-31 | $38,575 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $81,826 |
Other income received | 2013-12-31 | $70,268 |
Net income (gross income less expenses) | 2013-12-31 | $65,733 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $851,569 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $785,836 |
Assets. Value of participant loans | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Total income from all sources | 2013-06-30 | $134,910 |
Total plan assets at end of year | 2013-06-30 | $785,836 |
Total plan assets at beginning of year | 2013-06-30 | $650,926 |
Value of fidelity bond covering the plan | 2013-06-30 | $500,000 |
Total contributions received or receivable from participants | 2013-06-30 | $63,582 |
Other income received | 2013-06-30 | $58,723 |
Net income (gross income less expenses) | 2013-06-30 | $134,910 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $785,836 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $650,926 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $12,605 |
2012 : LACHER MCDONALD & CO, CPA 401K PLAN 2012 401k financial data |
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Total income from all sources | 2012-06-30 | $47,963 |
Expenses. Total of all expenses incurred | 2012-06-30 | $24,798 |
Benefits paid (including direct rollovers) | 2012-06-30 | $24,798 |
Total plan assets at end of year | 2012-06-30 | $650,926 |
Total plan assets at beginning of year | 2012-06-30 | $627,761 |
Value of fidelity bond covering the plan | 2012-06-30 | $400,000 |
Total contributions received or receivable from participants | 2012-06-30 | $50,476 |
Other income received | 2012-06-30 | $-11,929 |
Net income (gross income less expenses) | 2012-06-30 | $23,165 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $650,926 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $627,761 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $9,416 |
2011 : LACHER MCDONALD & CO, CPA 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-06-30 | $150,316 |
Expenses. Total of all expenses incurred | 2011-06-30 | $114,363 |
Benefits paid (including direct rollovers) | 2011-06-30 | $114,363 |
Total plan assets at end of year | 2011-06-30 | $627,761 |
Total plan assets at beginning of year | 2011-06-30 | $591,808 |
Value of fidelity bond covering the plan | 2011-06-30 | $400,000 |
Total contributions received or receivable from participants | 2011-06-30 | $54,407 |
Other income received | 2011-06-30 | $85,375 |
Net income (gross income less expenses) | 2011-06-30 | $35,953 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $627,761 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $591,808 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $10,534 |
2014: LACHER MCDONALD & CO, CPA 401K PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: LACHER MCDONALD & CO, CPA 401K PLAN 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Insurance | Yes |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement – Insurance | Yes |
2012: LACHER MCDONALD & CO, CPA 401K PLAN 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: LACHER MCDONALD & CO, CPA 401K PLAN 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2009: LACHER MCDONALD & CO, CPA 401K PLAN 2009 form 5500 responses |
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2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |