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LEE N STERNAL PC PROFIT SHARING PENSION PLAN 401k Plan overview

Plan NameLEE N STERNAL PC PROFIT SHARING PENSION PLAN
Plan identification number 002

LEE N STERNAL PC PROFIT SHARING PENSION PLAN Benefits

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

401k Sponsoring company profile

LEE N STERNAL PC has sponsored the creation of one or more 401k plans.

Company Name:LEE N STERNAL PC
Employer identification number (EIN):840817697
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE N STERNAL PC PROFIT SHARING PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LEE STERNAL
0022016-01-01LEE STERNAL LEE STERNAL2017-10-16
0022015-01-01LEE STERNAL LEE STERNAL2016-09-15
0022014-01-01LEE STERNAL LEE STERNAL2015-09-15
0022013-01-01LEE STERNAL LEE STERNAL2014-09-18
0022012-01-01LEE STERNAL
0022011-01-01LEE STERNAL

Plan Statistics for LEE N STERNAL PC PROFIT SHARING PENSION PLAN

401k plan membership statisitcs for LEE N STERNAL PC PROFIT SHARING PENSION PLAN

Measure Date Value
2022: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011

Financial Data on LEE N STERNAL PC PROFIT SHARING PENSION PLAN

Measure Date Value
2022 : LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$4,499
Expenses. Total of all expenses incurred2022-12-31$124,370
Benefits paid (including direct rollovers)2022-12-31$34,724
Total plan assets at end of year2022-12-31$667,484
Total plan assets at beginning of year2022-12-31$787,355
Expenses. Other expenses not covered elsewhere2022-12-31$89,646
Other income received2022-12-31$4,499
Net income (gross income less expenses)2022-12-31$-119,871
Net plan assets at end of year (total assets less liabilities)2022-12-31$667,484
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$787,355
2021 : LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$98,406
Expenses. Total of all expenses incurred2021-12-31$32,807
Benefits paid (including direct rollovers)2021-12-31$32,807
Total plan assets at end of year2021-12-31$787,355
Total plan assets at beginning of year2021-12-31$721,756
Other income received2021-12-31$98,406
Net income (gross income less expenses)2021-12-31$65,599
Net plan assets at end of year (total assets less liabilities)2021-12-31$787,355
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$721,756
2020 : LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$55,476
Expenses. Total of all expenses incurred2020-12-31$14,320
Benefits paid (including direct rollovers)2020-12-31$14,320
Total plan assets at end of year2020-12-31$721,756
Total plan assets at beginning of year2020-12-31$680,600
Other income received2020-12-31$55,476
Net income (gross income less expenses)2020-12-31$41,156
Net plan assets at end of year (total assets less liabilities)2020-12-31$721,756
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$680,600
2019 : LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$120,892
Expenses. Total of all expenses incurred2019-12-31$43,400
Benefits paid (including direct rollovers)2019-12-31$43,360
Total plan assets at end of year2019-12-31$680,600
Total plan assets at beginning of year2019-12-31$603,108
Expenses. Other expenses not covered elsewhere2019-12-31$40
Other income received2019-12-31$120,892
Net income (gross income less expenses)2019-12-31$77,492
Net plan assets at end of year (total assets less liabilities)2019-12-31$680,600
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$603,108
2018 : LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-35,148
Expenses. Total of all expenses incurred2018-12-31$33,402
Benefits paid (including direct rollovers)2018-12-31$33,402
Total plan assets at end of year2018-12-31$603,108
Total plan assets at beginning of year2018-12-31$671,658
Other income received2018-12-31$-35,148
Net income (gross income less expenses)2018-12-31$-68,550
Net plan assets at end of year (total assets less liabilities)2018-12-31$603,108
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$671,658
2017 : LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$78,683
Expenses. Total of all expenses incurred2017-12-31$61,555
Benefits paid (including direct rollovers)2017-12-31$61,515
Total plan assets at end of year2017-12-31$671,658
Total plan assets at beginning of year2017-12-31$654,530
Expenses. Other expenses not covered elsewhere2017-12-31$40
Other income received2017-12-31$78,683
Net income (gross income less expenses)2017-12-31$17,128
Net plan assets at end of year (total assets less liabilities)2017-12-31$671,658
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$654,530
2016 : LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$11,405
Expenses. Total of all expenses incurred2016-12-31$43,000
Benefits paid (including direct rollovers)2016-12-31$43,000
Total plan assets at end of year2016-12-31$654,530
Total plan assets at beginning of year2016-12-31$686,125
Other income received2016-12-31$11,405
Net income (gross income less expenses)2016-12-31$-31,595
Net plan assets at end of year (total assets less liabilities)2016-12-31$654,530
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$686,125
2015 : LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$10,241
Expenses. Total of all expenses incurred2015-12-31$50,000
Benefits paid (including direct rollovers)2015-12-31$50,000
Total plan assets at end of year2015-12-31$686,125
Total plan assets at beginning of year2015-12-31$725,884
Other income received2015-12-31$10,241
Net income (gross income less expenses)2015-12-31$-39,759
Net plan assets at end of year (total assets less liabilities)2015-12-31$686,125
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$725,884
2014 : LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$0
Expenses. Total of all expenses incurred2014-12-31$7,382
Total plan assets at end of year2014-12-31$725,884
Total plan assets at beginning of year2014-12-31$733,266
Expenses. Other expenses not covered elsewhere2014-12-31$7,382
Net income (gross income less expenses)2014-12-31$-7,382
Net plan assets at end of year (total assets less liabilities)2014-12-31$725,884
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$733,266
2013 : LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$49,567
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$733,266
Total plan assets at beginning of year2013-12-31$683,699
Other income received2013-12-31$49,567
Net income (gross income less expenses)2013-12-31$49,567
Net plan assets at end of year (total assets less liabilities)2013-12-31$733,266
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$683,699
2012 : LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$110,148
Total plan assets at end of year2012-12-31$683,699
Total plan assets at beginning of year2012-12-31$573,551
Other income received2012-12-31$110,148
Net income (gross income less expenses)2012-12-31$110,148
Net plan assets at end of year (total assets less liabilities)2012-12-31$683,699
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$573,551
2011 : LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$76,231
Total plan assets at end of year2011-12-31$573,551
Total plan assets at beginning of year2011-12-31$497,320
Other income received2011-12-31$76,231
Net income (gross income less expenses)2011-12-31$76,231
Net plan assets at end of year (total assets less liabilities)2011-12-31$573,551
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$497,320
2010 : LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$13,396
Expenses. Total of all expenses incurred2010-12-31$101,000
Benefits paid (including direct rollovers)2010-12-31$101,000
Total plan assets at end of year2010-12-31$497,329
Total plan assets at beginning of year2010-12-31$557,734
Other income received2010-12-31$13,396
Net income (gross income less expenses)2010-12-31$-87,604
Net plan assets at end of year (total assets less liabilities)2010-12-31$497,329
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$557,734

Form 5500 Responses for LEE N STERNAL PC PROFIT SHARING PENSION PLAN

2022: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01First time form 5500 has been submittedYes
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEE N STERNAL PC PROFIT SHARING PENSION 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: LEE N STERNAL PC PROFIT SHARING PENSION 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: LEE N STERNAL PC PROFIT SHARING PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
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: LEE N STERNAL PC PROFIT SHARING PENSION 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: LEE N STERNAL PC PROFIT SHARING PENSION 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

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