401k Plan data: REGO & NAKOA AAL ALC PROFIT SHARING PLAN plan

REGO & NAKOA AAL ALC PROFIT SHARING PLAN 401k Plan overview

Plan Name	REGO & NAKOA AAL ALC PROFIT SHARING PLAN
Plan identification number	002

REGO & NAKOA AAL ALC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.
Life insurance

401k Sponsoring company profile

REGO & NAKOA AAL ALC has sponsored the creation of one or more 401k plans.

Company Name: REGO & NAKOA AAL ALC

Employer identification number (EIN): 990182797

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REGO & NAKOA AAL ALC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ANSON O REGO 2024-09-03 ANSON O REGO 2024-09-03
002 2022-01-01 ANSON REGO 2023-07-31 ANSON REGO 2023-07-31
002 2021-01-01 ANSON REGO 2022-09-19 ANSON REGO 2022-09-19
002 2020-01-01 ANSON REGO 2021-08-30
002 2019-01-01 ANSON REGO 2020-10-13
002 2018-01-01
002 2017-01-01 ANSON REGO
002 2016-01-01 ANSON REGO
002 2015-01-01 ANSON REGO
002 2014-01-01 ANSON REGO
002 2014-01-01 ANSON REGO
002 2013-01-01 ANSON REGO
002 2012-01-01 ANSON REGO
002 2011-01-01 ANSON REGO
002 2010-01-01 ANSON REGO
002 2009-01-01 ANSON REGO
002 2009-01-01 ANSON REGO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	ANSON O REGO	2024-09-03	ANSON O REGO	2024-09-03
002	2022-01-01	ANSON REGO	2023-07-31	ANSON REGO	2023-07-31
002	2021-01-01	ANSON REGO	2022-09-19	ANSON REGO	2022-09-19
002	2020-01-01	ANSON REGO	2021-08-30
002	2019-01-01	ANSON REGO	2020-10-13
002	2018-01-01
002	2017-01-01	ANSON REGO
002	2016-01-01	ANSON REGO
002	2015-01-01	ANSON REGO
002	2014-01-01	ANSON REGO
002	2014-01-01	ANSON REGO
002	2013-01-01	ANSON REGO
002	2012-01-01	ANSON REGO
002	2011-01-01	ANSON REGO
002	2010-01-01	ANSON REGO
002	2009-01-01	ANSON REGO
002	2009-01-01	ANSON REGO

Plan Statistics for REGO & NAKOA AAL ALC PROFIT SHARING PLAN

401k plan membership statisitcs for REGO & NAKOA AAL ALC PROFIT SHARING PLAN

Measure Date Value
2025: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-26 6
Total number of particpants at end of year 2025-06-26 6
Number of Participants With Account Balances 2025-06-26 6
2024: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-09-03 5
Total number of particpants at end of year 2024-09-03 6
Number of Participants With Account Balances 2024-09-03 6
2018: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 1
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 1
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 2
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: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
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 1
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
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 1
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-26	6
Total number of particpants at end of year	2025-06-26	6
Number of Participants With Account Balances	2025-06-26	6
2024: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-09-03	5
Total number of particpants at end of year	2024-09-03	6
Number of Participants With Account Balances	2024-09-03	6
2018: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	1
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	1
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	2
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: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
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	1
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
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	1
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on REGO & NAKOA AAL ALC PROFIT SHARING PLAN

Measure	Date	Value
2025 : REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-06-26	0
Total expenses incurred by plan in this plan year	2025-06-26	31504
Net assets as of the end of the plan year	2025-06-26	739604
Total assets as of the beginning of the plan year	2025-06-26	690777
Value of plan covered by a fidelity bond	2025-06-26	250000
Other income to plan in this plan year	2025-06-26	20331
Plan net income in this plan year	2025-06-26	48827
Net assets as of the end of the plan year	2025-06-26	739604
Net assets as of the beginning of the plan year	2025-06-26	690777
Value of employer contributions paid	2025-06-26	0
Employer contributions to plan in this plan year	2025-06-26	60000
2024 : REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-09-03	0
Total expenses incurred by plan in this plan year	2024-09-03	28888
Net assets as of the end of the plan year	2024-09-03	690777
Total assets as of the beginning of the plan year	2024-09-03	638536
Value of plan covered by a fidelity bond	2024-09-03	250000
Other income to plan in this plan year	2024-09-03	21129
Plan net income in this plan year	2024-09-03	52241
Net assets as of the end of the plan year	2024-09-03	690777
Net assets as of the beginning of the plan year	2024-09-03	638536
Value of employer contributions paid	2024-09-03	0
Employer contributions to plan in this plan year	2024-09-03	60000
2018 : REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$775
Total plan liabilities at beginning of year	2018-12-31	$775
Total income from all sources	2018-12-31	$3,617
Expenses. Total of all expenses incurred	2018-12-31	$26,980
Benefits paid (including direct rollovers)	2018-12-31	$23,614
Total plan assets at end of year	2018-12-31	$557,270
Total plan assets at beginning of year	2018-12-31	$580,633
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$2,979
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-23,883
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-23,363
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$556,495
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$579,858
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$27,500
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$387
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$775
Total plan liabilities at beginning of year	2017-12-31	$775
Total income from all sources	2017-12-31	$51,229
Expenses. Total of all expenses incurred	2017-12-31	$23,263
Benefits paid (including direct rollovers)	2017-12-31	$21,788
Total plan assets at end of year	2017-12-31	$580,633
Total plan assets at beginning of year	2017-12-31	$552,667
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,064
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$20,729
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$27,966
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$579,858
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$551,892
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$50,042
Total contributions received or receivable from employer(s)	2017-12-31	$30,500
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$411
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$775
Total plan liabilities at beginning of year	2016-12-31	$2,000
Total income from all sources	2016-12-31	$37,457
Expenses. Total of all expenses incurred	2016-12-31	$24,928
Benefits paid (including direct rollovers)	2016-12-31	$20,704
Total plan assets at end of year	2016-12-31	$552,667
Total plan assets at beginning of year	2016-12-31	$541,363
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$3,971
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$16,957
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$12,529
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$551,892
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$539,363
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$50,042
Total contributions received or receivable from employer(s)	2016-12-31	$20,500
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$253
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$2,000
Total plan liabilities at beginning of year	2015-12-31	$2,000
Total income from all sources	2015-12-31	$26,256
Expenses. Total of all expenses incurred	2015-12-31	$36,887
Benefits paid (including direct rollovers)	2015-12-31	$31,213
Total plan assets at end of year	2015-12-31	$541,363
Total plan assets at beginning of year	2015-12-31	$551,994
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$5,674
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$7,256
Net income (gross income less expenses)	2015-12-31	$-10,631
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$539,363
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$549,994
Assets. Value of participant loans	2015-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$50,042
Total contributions received or receivable from employer(s)	2015-12-31	$19,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$2,000
Total plan liabilities at beginning of year	2014-12-31	$2,000
Total income from all sources	2014-12-31	$77,099
Expenses. Total of all expenses incurred	2014-12-31	$23,997
Benefits paid (including direct rollovers)	2014-12-31	$19,664
Total plan assets at end of year	2014-12-31	$581,993
Total plan assets at beginning of year	2014-12-31	$528,891
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$4,298
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$28,199
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$53,102
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$579,993
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$526,891
Assets. Value of participant loans	2014-12-31	$10,000
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$50,000
Total contributions received or receivable from employer(s)	2014-12-31	$48,900
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$35
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$51,743
Expenses. Total of all expenses incurred	2013-12-31	$21,055
Benefits paid (including direct rollovers)	2013-12-31	$16,116
Total plan assets at end of year	2013-12-31	$517,791
Total plan assets at beginning of year	2013-12-31	$487,103
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$4,652
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$28,243
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$30,688
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$517,791
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$487,103
Assets. Value of participant loans	2013-12-31	$10,000
Total contributions received or receivable from employer(s)	2013-12-31	$23,500
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$287
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$2,000
Total plan liabilities at beginning of year	2012-12-31	$1,177
Total income from all sources	2012-12-31	$41,349
Expenses. Total of all expenses incurred	2012-12-31	$10,569
Benefits paid (including direct rollovers)	2012-12-31	$9,747
Total plan assets at end of year	2012-12-31	$489,103
Total plan assets at beginning of year	2012-12-31	$457,500
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$192
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$22,349
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$30,780
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$487,103
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$456,323
Assets. Value of participant loans	2012-12-31	$10,000
Total contributions received or receivable from employer(s)	2012-12-31	$19,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$630
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$1,177
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$17,119
Expenses. Total of all expenses incurred	2011-12-31	$1,677
Benefits paid (including direct rollovers)	2011-12-31	$1,177
Total plan assets at end of year	2011-12-31	$457,500
Total plan assets at beginning of year	2011-12-31	$440,881
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$500
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$13,119
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$15,442
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$456,323
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$440,881
Assets. Value of participant loans	2011-12-31	$12,000
Total contributions received or receivable from employer(s)	2011-12-31	$4,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	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
2010 : REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$21,840
Expenses. Total of all expenses incurred	2010-12-31	$58,413
Benefits paid (including direct rollovers)	2010-12-31	$53,461
Total plan assets at end of year	2010-12-31	$440,881
Total plan assets at beginning of year	2010-12-31	$477,454
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	$21,840
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-36,573
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$440,881
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$477,454
Assets. Value of participant loans	2010-12-31	$2,000
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,952
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for REGO & NAKOA AAL ALC PROFIT SHARING PLAN

2018: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2015 form 5500 responses
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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2012 form 5500 responses
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: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2011 form 5500 responses
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: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2010 form 5500 responses
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: REGO & NAKOA AAL ALC PROFIT SHARING PLAN 2009 form 5500 responses
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

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	40233
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	40233
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	40233
Policy instance	1

Potentially related plans

REGO & SONS, INC. 401(K) PROFIT SHARING PLAN [EIN = 475532138]

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Company Name:	REGO & NAKOA AAL ALC
Employer identification number (EIN):	990182797
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers