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ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN
Plan identification number 001

ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ALLEN-LOTTMANN-KIMMEL, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ALLEN-LOTTMANN-KIMMEL, P.C.
Employer identification number (EIN):752407085
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JALINEA R RAMOS2024-07-10 RICHARD H LOTTMANN2024-07-10
0012022-01-01JALINEA RAMOS2023-07-12
0012021-01-01JALINEA RAMOS2022-06-14
0012020-01-01JALINEA R. RAMOS2021-07-07
0012019-01-01JALINEA RAMOS2020-07-17
0012018-01-01JALINEA RAMOS2019-07-15 JALINEA RAMOS2019-07-15
0012017-01-01JALINEA R RAMOS2018-06-14 JALINEA R RAMOS2018-06-14
0012016-01-01RICHARD LOTTMANN2017-06-22 RICHARD LOTTMANN2017-06-22
0012015-01-01RICHARD H. LOTTMANN
0012014-01-01RICHARD H. LOTTMANN
0012013-01-01RICHARD LOTTMANN
0012012-01-01RICHARD LOTTMANN
0012011-01-01RICHARD H. LOTTMANN
0012010-01-01RICHARD H. LOTTMANN
0012009-01-01RICHARD H. LOTTMANN

Plan Statistics for ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN

Measure Date Value
2015: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN

Measure Date Value
2015 : ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$33,246
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,897,186
Total plan assets at beginning of year2015-12-31$1,863,940
Value of fidelity bond covering the plan2015-12-31$190,000
Other income received2015-12-31$-26,754
Net income (gross income less expenses)2015-12-31$33,246
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,897,186
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,863,940
Assets. Value of participant loans2015-12-31$17,000
Total contributions received or receivable from employer(s)2015-12-31$60,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$183,363
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,863,940
Total plan assets at beginning of year2014-12-31$1,680,577
Value of fidelity bond covering the plan2014-12-31$190,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$331
Other income received2014-12-31$118,032
Net income (gross income less expenses)2014-12-31$183,363
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,863,940
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,680,577
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$65,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
2013 : ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$414,640
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,680,577
Total plan assets at beginning of year2013-12-31$1,265,937
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$354,640
Net income (gross income less expenses)2013-12-31$414,640
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,680,577
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,265,937
Assets. Value of participant loans2013-12-31$7,632
Total contributions received or receivable from employer(s)2013-12-31$60,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$155,524
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,265,937
Total plan assets at beginning of year2012-12-31$1,110,414
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$95,524
Net income (gross income less expenses)2012-12-31$155,524
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,265,937
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,110,414
Assets. Value of participant loans2012-12-31$18,208
Total contributions received or receivable from employer(s)2012-12-31$60,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
2011 : ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$3,524
Expenses. Total of all expenses incurred2011-12-31$125,703
Benefits paid (including direct rollovers)2011-12-31$125,703
Total plan assets at end of year2011-12-31$1,110,414
Total plan assets at beginning of year2011-12-31$1,232,593
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-56,476
Net income (gross income less expenses)2011-12-31$-122,179
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,110,414
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,232,593
Assets. Value of participant loans2011-12-31$28,346
Total contributions received or receivable from employer(s)2011-12-31$60,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$251,474
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,232,593
Total plan assets at beginning of year2010-12-31$981,120
Value of fidelity bond covering the plan2010-12-31$1,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$186,474
Net income (gross income less expenses)2010-12-31$251,474
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,232,593
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$981,120
Assets. Value of participant loans2010-12-31$41,361
Total contributions received or receivable from employer(s)2010-12-31$65,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0

Form 5500 Responses for ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN

2015: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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