SMITH & LALUZERNE, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SMITH AND LALUZERNE LTD 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : SMITH AND LALUZERNE LTD 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-30 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-30 | 6787 |
| Net assets as of the end of the plan year | 2025-10-30 | 2126826 |
| Total assets as of the beginning of the plan year | 2025-10-30 | 1798776 |
| Value of plan covered by a fidelity bond | 2025-10-30 | 2000000 |
| Participant contributions to plan in this plan year | 2025-10-30 | 50583 |
| Other expenses paid from plan in this plan year | 2025-10-30 | 0 |
| Other contributions to plan in this plan year | 2025-10-30 | 0 |
| Other income to plan in this plan year | 2025-10-30 | 272843 |
| Plan net income in this plan year | 2025-10-30 | 328050 |
| Net assets as of the end of the plan year | 2025-10-30 | 2126826 |
| Net assets as of the beginning of the plan year | 2025-10-30 | 1798776 |
| Employer contributions to plan in this plan year | 2025-10-30 | 11411 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-30 | 6787 |
| 2024 : SMITH AND LALUZERNE LTD 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 5551 |
| Net assets as of the end of the plan year | 2024-10-11 | 1798776 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 1493942 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 2000000 |
| Participant contributions to plan in this plan year | 2024-10-11 | 55500 |
| Other expenses paid from plan in this plan year | 2024-10-11 | 0 |
| Other contributions to plan in this plan year | 2024-10-11 | 0 |
| Other income to plan in this plan year | 2024-10-11 | 241688 |
| Plan net income in this plan year | 2024-10-11 | 304834 |
| Net assets as of the end of the plan year | 2024-10-11 | 1798776 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 1493942 |
| Value of contributions failed to transmitted timely | 2024-10-11 | 20458 |
| Employer contributions to plan in this plan year | 2024-10-11 | 13197 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 5551 |
| 2014 : SMITH AND LALUZERNE LTD 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $157,579 |
| 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 | $1,532,827 |
| Total plan assets at beginning of year | 2014-12-31 | $1,375,248 |
| Value of fidelity bond covering the plan | 2014-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $75,856 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $63,376 |
| Net income (gross income less expenses) | 2014-12-31 | $157,579 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,532,827 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,375,248 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $18,347 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| 2013 : SMITH AND LALUZERNE LTD 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $294,296 |
| 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 | $1,375,248 |
| Total plan assets at beginning of year | 2013-12-31 | $1,080,952 |
| Value of fidelity bond covering the plan | 2013-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $74,525 |
| 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 | $202,082 |
| Net income (gross income less expenses) | 2013-12-31 | $294,296 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,375,248 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,080,952 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $17,689 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| 2012 : SMITH AND LALUZERNE LTD 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $221,881 |
| 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 | $1,080,952 |
| Total plan assets at beginning of year | 2012-12-31 | $859,071 |
| Value of fidelity bond covering the plan | 2012-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $77,451 |
| 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 | $111,531 |
| Net income (gross income less expenses) | 2012-12-31 | $221,881 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,080,952 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $859,071 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $32,899 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| 2014: SMITH AND LALUZERNE LTD 401(K) PLAN 2014 form 5500 responses |
|---|
| 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: SMITH AND LALUZERNE LTD 401(K) PLAN 2013 form 5500 responses |
|---|
| 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: SMITH AND LALUZERNE LTD 401(K) 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
