ALLEN-LOTTMANN-KIMMEL, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN
401k plan membership statisitcs for ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN
Measure | Date | Value |
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2015: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 7 |
Number of participants with account balances | 2015-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 7 |
Number of participants with account balances | 2014-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 7 |
Number of participants with account balances | 2013-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 7 |
Number of participants with account balances | 2012-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 7 |
Number of participants with account balances | 2010-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 7 |
Number of participants with account balances | 2009-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2015 : ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $33,246 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $1,897,186 |
Total plan assets at beginning of year | 2015-12-31 | $1,863,940 |
Value of fidelity bond covering the plan | 2015-12-31 | $190,000 |
Other income received | 2015-12-31 | $-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 loans | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
2014 : ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $183,363 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $1,863,940 |
Total plan assets at beginning of year | 2014-12-31 | $1,680,577 |
Value of fidelity bond covering the plan | 2014-12-31 | $190,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $331 |
Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $65,000 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
2013 : ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $414,640 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $1,680,577 |
Total plan assets at beginning of year | 2013-12-31 | $1,265,937 |
Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $7,632 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $60,000 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
2012 : ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $155,524 |
Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $1,265,937 |
Total plan assets at beginning of year | 2012-12-31 | $1,110,414 |
Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $18,208 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $60,000 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
2011 : ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $3,524 |
Expenses. Total of all expenses incurred | 2011-12-31 | $125,703 |
Benefits paid (including direct rollovers) | 2011-12-31 | $125,703 |
Total plan assets at end of year | 2011-12-31 | $1,110,414 |
Total plan assets at beginning of year | 2011-12-31 | $1,232,593 |
Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $28,346 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $60,000 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $251,474 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $1,232,593 |
Total plan assets at beginning of year | 2010-12-31 | $981,120 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $41,361 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $65,000 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
2015: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ALLEN-LOTTMANN-KIMMEL, P.C. PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |