Logo

LACHER MCDONALD & CO, CPA 401K PLAN 401k Plan overview

Plan NameLACHER MCDONALD & CO, CPA 401K PLAN
Plan identification number 001

LACHER MCDONALD & CO, CPA 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

LACHER MCDONALD AND CO. CPA'S has sponsored the creation of one or more 401k plans.

Company Name:LACHER MCDONALD AND CO. CPA'S
Employer identification number (EIN):592003104
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LACHER MCDONALD & CO, CPA 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01MICHAEL R LYONS2020-06-30 MICHAEL R LYONS2020-06-30
0012018-01-01MICHAEL R LYONS2019-07-17 MICHAEL R LYONS2019-07-17
0012017-01-01MICHAEL R LYONS2018-06-11 MICHAEL R LYONS2018-06-11
0012016-01-01MICHAEL LYONS2017-06-19 MICHAEL LYONS2017-06-19
0012015-01-01MICHAEL R LYONS2016-06-13 MICHAEL R LYONS2016-06-13
0012014-01-01MICHAEL R LYONS MICHAEL R LYONS2015-07-01
0012013-07-01MICHAEL LYONS
0012012-07-01MICHAEL R LYONS
0012011-07-01MICHAEL R LYONS
0012009-07-01MICHAEL R LYONS

Plan Statistics for LACHER MCDONALD & CO, CPA 401K PLAN

401k plan membership statisitcs for LACHER MCDONALD & CO, CPA 401K PLAN

Measure Date Value
2014: LACHER MCDONALD & CO, CPA 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LACHER MCDONALD & CO, CPA 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0110
Total number of active participants reported on line 7a of the Form 55002013-07-0110
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0110
Number of participants with account balances2013-07-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: LACHER MCDONALD & CO, CPA 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0113
Total number of active participants reported on line 7a of the Form 55002012-07-0112
Total of all active and inactive participants2012-07-0112
Total participants2012-07-0112
Number of participants with account balances2012-07-0110
2011: LACHER MCDONALD & CO, CPA 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0114
Total number of active participants reported on line 7a of the Form 55002011-07-0113
Total of all active and inactive participants2011-07-0113
Total participants2011-07-0113
Number of participants with account balances2011-07-0110
2009: LACHER MCDONALD & CO, CPA 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0116
Total number of active participants reported on line 7a of the Form 55002009-07-0115
Total of all active and inactive participants2009-07-0115
Total participants2009-07-0115
Number of participants with account balances2009-07-0112

Financial Data on LACHER MCDONALD & CO, CPA 401K PLAN

Measure Date Value
2014 : LACHER MCDONALD & CO, CPA 401K PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$152,049
Expenses. Total of all expenses incurred2014-12-31$75,356
Benefits paid (including direct rollovers)2014-12-31$75,331
Total plan assets at end of year2014-12-31$928,262
Total plan assets at beginning of year2014-12-31$851,569
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$74,669
Expenses. Other expenses not covered elsewhere2014-12-31$25
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$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 loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$34,758
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : LACHER MCDONALD & CO, CPA 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$190,669
Expenses. Total of all expenses incurred2013-12-31$124,936
Benefits paid (including direct rollovers)2013-12-31$124,936
Total plan assets at end of year2013-12-31$851,569
Total plan assets at beginning of year2013-12-31$785,836
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$38,575
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$81,826
Other income received2013-12-31$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 loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total income from all sources2013-06-30$134,910
Total plan assets at end of year2013-06-30$785,836
Total plan assets at beginning of year2013-06-30$650,926
Value of fidelity bond covering the plan2013-06-30$500,000
Total contributions received or receivable from participants2013-06-30$63,582
Other income received2013-06-30$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
Total income from all sources2012-06-30$47,963
Expenses. Total of all expenses incurred2012-06-30$24,798
Benefits paid (including direct rollovers)2012-06-30$24,798
Total plan assets at end of year2012-06-30$650,926
Total plan assets at beginning of year2012-06-30$627,761
Value of fidelity bond covering the plan2012-06-30$400,000
Total contributions received or receivable from participants2012-06-30$50,476
Other income received2012-06-30$-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
Total income from all sources2011-06-30$150,316
Expenses. Total of all expenses incurred2011-06-30$114,363
Benefits paid (including direct rollovers)2011-06-30$114,363
Total plan assets at end of year2011-06-30$627,761
Total plan assets at beginning of year2011-06-30$591,808
Value of fidelity bond covering the plan2011-06-30$400,000
Total contributions received or receivable from participants2011-06-30$54,407
Other income received2011-06-30$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

Form 5500 Responses for LACHER MCDONALD & CO, CPA 401K PLAN

2014: LACHER MCDONALD & CO, CPA 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: LACHER MCDONALD & CO, CPA 401K PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: LACHER MCDONALD & CO, CPA 401K PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: LACHER MCDONALD & CO, CPA 401K PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: LACHER MCDONALD & CO, CPA 401K PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-833784
Policy instance 1
Insurance contract or identification numberGA-833784
Number of Individuals Covered9
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,011
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,011
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES INSURANCE GROUP, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-833784
Policy instance 1
Insurance contract or identification numberGA-833784
Number of Individuals Covered8
Insurance policy start date2013-07-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,243
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,243
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1