401k Plan data: LYONS GROUP 401K PLAN plan

LYONS GROUP 401K PLAN 401k Plan overview

Plan Name	LYONS GROUP 401K PLAN
Plan identification number	001

LYONS GROUP 401K PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LYONS GROUP LTD has sponsored the creation of one or more 401k plans.

Company Name: LYONS GROUP LTD

Employer identification number (EIN): 042707878

NAIC Classification: 561490

Additional information about LYONS GROUP LTD

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 0793587

More information about LYONS GROUP LTD

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LYONS GROUP 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DAVID P. JOAQUIN 2023-10-16
001 2021-01-01 DAVID P. JOAQUIN 2022-10-12
001 2020-01-01 DAVID P. JOAQUIN 2021-10-15
001 2019-01-01 DAVID P. JOAQUIN 2020-12-01
001 2019-01-01 DAVID P. JOAQUIN 2020-10-14
001 2018-01-01 DAVID P. JOAQUIN 2019-10-08
001 2017-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 DAVID JOAQUIN
001 2011-01-01 DAVID JOAQUIN
001 2010-01-01 DAVID JOAQUIN
001 2009-01-01 DAVID JOAQUIN
001 2009-01-01 DAVID JOAQUIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	DAVID P. JOAQUIN	2023-10-16
001	2021-01-01	DAVID P. JOAQUIN	2022-10-12
001	2020-01-01	DAVID P. JOAQUIN	2021-10-15
001	2019-01-01	DAVID P. JOAQUIN	2020-12-01
001	2019-01-01	DAVID P. JOAQUIN	2020-10-14
001	2018-01-01	DAVID P. JOAQUIN	2019-10-08
001	2017-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	DAVID JOAQUIN
001	2011-01-01	DAVID JOAQUIN
001	2010-01-01	DAVID JOAQUIN
001	2009-01-01	DAVID JOAQUIN
001	2009-01-01	DAVID JOAQUIN

Plan Statistics for LYONS GROUP 401K PLAN

401k plan membership statisitcs for LYONS GROUP 401K PLAN

Measure Date Value
2022: LYONS GROUP 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,295
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,354
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 97
Total of all active and inactive participants 2022-01-01 1,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,452
Number of participants with account balances 2022-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LYONS GROUP 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,320
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,167
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 85
Total of all active and inactive participants 2021-01-01 1,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 1,253
Number of participants with account balances 2021-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LYONS GROUP 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,553
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,183
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 118
Total of all active and inactive participants 2020-01-01 1,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 1,302
Number of participants with account balances 2020-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LYONS GROUP 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,245
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,451
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 102
Total of all active and inactive participants 2019-01-01 1,553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,553
Number of participants with account balances 2019-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LYONS GROUP 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,176
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,100
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 90
Total of all active and inactive participants 2018-01-01 1,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,190
Number of participants with account balances 2018-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LYONS GROUP 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,229
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,079
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 97
Total of all active and inactive participants 2017-01-01 1,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,176
Number of participants with account balances 2017-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LYONS GROUP 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,484
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,117
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 92
Total of all active and inactive participants 2016-01-01 1,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,209
Number of participants with account balances 2016-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LYONS GROUP 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,370
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,344
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 75
Total of all active and inactive participants 2015-01-01 1,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,419
Number of participants with account balances 2015-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LYONS GROUP 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,210
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,251
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 71
Total of all active and inactive participants 2014-01-01 1,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,322
Number of participants with account balances 2014-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LYONS GROUP 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,203
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,071
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 70
Total of all active and inactive participants 2013-01-01 1,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,141
Number of participants with account balances 2013-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LYONS GROUP 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,022
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,103
Number of retired or separated participants receiving benefits 2012-01-01 10
Number of other retired or separated participants entitled to future benefits 2012-01-01 52
Total of all active and inactive participants 2012-01-01 1,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,165
Number of participants with account balances 2012-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LYONS GROUP 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 843
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 908
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 56
Total of all active and inactive participants 2011-01-01 968
Total participants 2011-01-01 968
Number of participants with account balances 2011-01-01 111
2010: LYONS GROUP 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 660
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 703
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 56
Total of all active and inactive participants 2010-01-01 760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 760
Number of participants with account balances 2010-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: LYONS GROUP 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 580
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 550
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 59
Total of all active and inactive participants 2009-01-01 609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 609
Number of participants with account balances 2009-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: LYONS GROUP 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,295
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,354
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	97
Total of all active and inactive participants	2022-01-01	1,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,452
Number of participants with account balances	2022-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LYONS GROUP 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,320
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,167
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	85
Total of all active and inactive participants	2021-01-01	1,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	1,253
Number of participants with account balances	2021-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LYONS GROUP 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,553
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,183
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	118
Total of all active and inactive participants	2020-01-01	1,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	1,302
Number of participants with account balances	2020-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LYONS GROUP 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,245
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,451
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	102
Total of all active and inactive participants	2019-01-01	1,553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,553
Number of participants with account balances	2019-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LYONS GROUP 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,176
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,100
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	90
Total of all active and inactive participants	2018-01-01	1,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,190
Number of participants with account balances	2018-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LYONS GROUP 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,229
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,079
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	97
Total of all active and inactive participants	2017-01-01	1,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,176
Number of participants with account balances	2017-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LYONS GROUP 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,484
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,117
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	92
Total of all active and inactive participants	2016-01-01	1,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,209
Number of participants with account balances	2016-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LYONS GROUP 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,370
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,344
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	75
Total of all active and inactive participants	2015-01-01	1,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,419
Number of participants with account balances	2015-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LYONS GROUP 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,210
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,251
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	71
Total of all active and inactive participants	2014-01-01	1,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,322
Number of participants with account balances	2014-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LYONS GROUP 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,203
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,071
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	70
Total of all active and inactive participants	2013-01-01	1,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,141
Number of participants with account balances	2013-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LYONS GROUP 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,022
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,103
Number of retired or separated participants receiving benefits	2012-01-01	10
Number of other retired or separated participants entitled to future benefits	2012-01-01	52
Total of all active and inactive participants	2012-01-01	1,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,165
Number of participants with account balances	2012-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LYONS GROUP 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	843
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	908
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	56
Total of all active and inactive participants	2011-01-01	968
Total participants	2011-01-01	968
Number of participants with account balances	2011-01-01	111
2010: LYONS GROUP 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	660
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	703
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	56
Total of all active and inactive participants	2010-01-01	760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	760
Number of participants with account balances	2010-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: LYONS GROUP 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	580
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	550
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	59
Total of all active and inactive participants	2009-01-01	609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	609
Number of participants with account balances	2009-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LYONS GROUP 401K PLAN

Measure	Date	Value
2022 : LYONS GROUP 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-786,932
Total of all expenses incurred	2022-12-31	$668,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$659,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$437,401
Value of total assets at end of year	2022-12-31	$5,588,268
Value of total assets at beginning of year	2022-12-31	$7,043,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$8,528
Total interest from all sources	2022-12-31	$7,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$296,980
Participant contributions at end of year	2022-12-31	$61,179
Participant contributions at beginning of year	2022-12-31	$63,038
Other income not declared elsewhere	2022-12-31	$478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,455,024
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,588,268
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,043,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$5,283,274
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$6,566,138
Interest on participant loans	2022-12-31	$2,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$4,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$243,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$414,116
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,232,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$140,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$659,564
Contract administrator fees	2022-12-31	$8,528
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BDO USA, P.C.
Accountancy firm EIN	2022-12-31	135381590
2021 : LYONS GROUP 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,261,441
Total of all expenses incurred	2021-12-31	$999,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$992,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$320,906
Value of total assets at end of year	2021-12-31	$7,043,292
Value of total assets at beginning of year	2021-12-31	$6,780,922
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$6,879
Total interest from all sources	2021-12-31	$7,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$209,321
Participant contributions at end of year	2021-12-31	$63,038
Participant contributions at beginning of year	2021-12-31	$52,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$262,370
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,043,292
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,780,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$6,566,138
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$6,241,526
Interest on participant loans	2021-12-31	$2,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$5,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$414,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$486,768
Net investment gain/loss from pooled separate accounts	2021-12-31	$932,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$111,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$992,192
Contract administrator fees	2021-12-31	$6,879
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDO USA, LLP
Accountancy firm EIN	2021-12-31	135381590
2020 : LYONS GROUP 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,185,846
Total of all expenses incurred	2020-12-31	$502,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$495,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$310,747
Value of total assets at end of year	2020-12-31	$6,780,922
Value of total assets at beginning of year	2020-12-31	$6,097,784
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$7,360
Total interest from all sources	2020-12-31	$11,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$204,821
Participant contributions at end of year	2020-12-31	$52,628
Participant contributions at beginning of year	2020-12-31	$77,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$683,138
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,780,922
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,097,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$6,241,526
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,817,985
Interest on participant loans	2020-12-31	$3,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$8,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$486,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$201,993
Net investment gain/loss from pooled separate accounts	2020-12-31	$863,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$105,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$495,348
Contract administrator fees	2020-12-31	$7,360
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BDO USA, LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : LYONS GROUP 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,648,785
Total income from all sources (including contributions)	2019-12-31	$1,648,785
Total of all expenses incurred	2019-12-31	$532,342
Total of all expenses incurred	2019-12-31	$532,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$523,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$523,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$530,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$530,129
Value of total assets at end of year	2019-12-31	$6,097,784
Value of total assets at end of year	2019-12-31	$6,097,784
Value of total assets at beginning of year	2019-12-31	$4,981,341
Value of total assets at beginning of year	2019-12-31	$4,981,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,471
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,471
Total interest from all sources	2019-12-31	$7,360
Total interest from all sources	2019-12-31	$7,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$345,710
Contributions received from participants	2019-12-31	$345,710
Participant contributions at end of year	2019-12-31	$77,806
Participant contributions at end of year	2019-12-31	$77,806
Participant contributions at beginning of year	2019-12-31	$55,751
Participant contributions at beginning of year	2019-12-31	$55,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,116,443
Value of net income/loss	2019-12-31	$1,116,443
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,097,784
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,097,784
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,981,341
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,981,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,817,985
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,817,985
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,504,493
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,504,493
Interest on participant loans	2019-12-31	$3,395
Interest on participant loans	2019-12-31	$3,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$201,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$201,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$421,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$421,097
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,111,296
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,111,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$184,419
Contributions received in cash from employer	2019-12-31	$184,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$523,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$523,871
Contract administrator fees	2019-12-31	$8,471
Contract administrator fees	2019-12-31	$8,471
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm EIN	2019-12-31	135381590
Accountancy firm EIN	2019-12-31	135381590
2018 : LYONS GROUP 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$114,904
Total of all expenses incurred	2018-12-31	$730,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$721,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$404,693
Value of total assets at end of year	2018-12-31	$4,981,341
Value of total assets at beginning of year	2018-12-31	$5,596,725
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$8,790
Total interest from all sources	2018-12-31	$5,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$252,600
Participant contributions at end of year	2018-12-31	$55,751
Participant contributions at beginning of year	2018-12-31	$44,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-615,384
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,981,341
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,596,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,504,493
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,377,372
Interest on participant loans	2018-12-31	$1,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$4,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$421,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$175,335
Net investment gain/loss from pooled separate accounts	2018-12-31	$-294,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$152,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$721,498
Contract administrator fees	2018-12-31	$8,790
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BDO USA, LLP
Accountancy firm EIN	2018-12-31	135381590
2017 : LYONS GROUP 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,222,806
Total of all expenses incurred	2017-12-31	$78,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$70,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$388,258
Value of total assets at end of year	2017-12-31	$5,596,725
Value of total assets at beginning of year	2017-12-31	$4,452,060
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,481
Total interest from all sources	2017-12-31	$3,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$245,948
Participant contributions at end of year	2017-12-31	$44,018
Participant contributions at beginning of year	2017-12-31	$56,141
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,144,665
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,596,725
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,452,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,377,372
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$4,215,715
Interest on participant loans	2017-12-31	$1,558
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$175,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$180,204
Net investment gain/loss from pooled separate accounts	2017-12-31	$830,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$138,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$70,660
Contract administrator fees	2017-12-31	$7,481
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDO USA, LLP
Accountancy firm EIN	2017-12-31	135381590
2016 : LYONS GROUP 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$691,458
Total of all expenses incurred	2016-12-31	$209,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$198,407
Expenses. Certain deemed distributions of participant loans	2016-12-31	$2,584
Value of total corrective distributions	2016-12-31	$1,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$337,899
Value of total assets at end of year	2016-12-31	$4,452,060
Value of total assets at beginning of year	2016-12-31	$3,969,888
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$7,237
Total interest from all sources	2016-12-31	$5,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$210,971
Participant contributions at end of year	2016-12-31	$56,141
Participant contributions at beginning of year	2016-12-31	$30,187
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$3,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$482,172
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,452,060
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,969,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,215,715
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,499,915
Interest on participant loans	2016-12-31	$967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$4,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$180,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$439,786
Net investment gain/loss from pooled separate accounts	2016-12-31	$348,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$122,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$198,407
Contract administrator fees	2016-12-31	$7,237
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BDO USA, LLP
Accountancy firm EIN	2016-12-31	135381590
2015 : LYONS GROUP 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$357,592
Total of all expenses incurred	2015-12-31	$43,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$28,921
Expenses. Certain deemed distributions of participant loans	2015-12-31	$6,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$348,721
Value of total assets at end of year	2015-12-31	$3,969,888
Value of total assets at beginning of year	2015-12-31	$3,656,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$8,795
Total interest from all sources	2015-12-31	$5,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$213,708
Participant contributions at end of year	2015-12-31	$30,187
Participant contributions at beginning of year	2015-12-31	$22,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$313,656
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,969,888
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,656,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,499,915
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,302,142
Interest on participant loans	2015-12-31	$945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$4,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$439,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$331,859
Net investment gain/loss from pooled separate accounts	2015-12-31	$3,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$135,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$28,921
Contract administrator fees	2015-12-31	$8,795
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BDO USA, LLP
Accountancy firm EIN	2015-12-31	135381590
2014 : LYONS GROUP 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$599,047
Total of all expenses incurred	2014-12-31	$318,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$290,738
Expenses. Certain deemed distributions of participant loans	2014-12-31	$11,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$354,482
Value of total assets at end of year	2014-12-31	$3,656,232
Value of total assets at beginning of year	2014-12-31	$3,375,211
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$15,522
Total interest from all sources	2014-12-31	$5,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$216,091
Participant contributions at end of year	2014-12-31	$22,231
Participant contributions at beginning of year	2014-12-31	$41,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$281,021
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,656,232
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,375,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,302,142
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,007,717
Interest on participant loans	2014-12-31	$1,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$4,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$331,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$325,672
Net investment gain/loss from pooled separate accounts	2014-12-31	$238,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$138,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$290,738
Contract administrator fees	2014-12-31	$15,522
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BDO USA, LLP
Accountancy firm EIN	2014-12-31	135381590
2013 : LYONS GROUP 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$920,683
Total of all expenses incurred	2013-12-31	$68,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$51,493
Expenses. Certain deemed distributions of participant loans	2013-12-31	$336
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$323,178
Value of total assets at end of year	2013-12-31	$3,375,211
Value of total assets at beginning of year	2013-12-31	$2,523,459
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$17,102
Total interest from all sources	2013-12-31	$6,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$250,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$182,085
Participant contributions at end of year	2013-12-31	$41,822
Participant contributions at beginning of year	2013-12-31	$35,702
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$24,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$851,752
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,375,211
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,523,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,007,717
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,195,978
Interest on participant loans	2013-12-31	$1,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$4,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$325,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$291,779
Net investment gain/loss from pooled separate accounts	2013-12-31	$591,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$117,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$51,493
Contract administrator fees	2013-12-31	$17,102
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BDO USA, LLP
Accountancy firm EIN	2013-12-31	135381590
2012 : LYONS GROUP 401K PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$561,185
Total of all expenses incurred	2012-12-31	$283,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$202,478
Expenses. Certain deemed distributions of participant loans	2012-12-31	$66,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$264,301
Value of total assets at end of year	2012-12-31	$2,523,459
Value of total assets at beginning of year	2012-12-31	$2,245,455
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$14,321
Total interest from all sources	2012-12-31	$8,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$250,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$160,567
Participant contributions at end of year	2012-12-31	$35,702
Participant contributions at beginning of year	2012-12-31	$57,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$278,004
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,523,459
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,245,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,195,978
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,945,222
Interest on participant loans	2012-12-31	$3,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$4,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$291,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$242,903
Net investment gain/loss from pooled separate accounts	2012-12-31	$288,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$103,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$202,478
Contract administrator fees	2012-12-31	$14,321
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BDO USA, LLP
Accountancy firm EIN	2012-12-31	135381590
2011 : LYONS GROUP 401K PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$225,494
Total of all expenses incurred	2011-12-31	$198,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$185,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$241,975
Value of total assets at end of year	2011-12-31	$2,245,455
Value of total assets at beginning of year	2011-12-31	$2,218,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$12,750
Total interest from all sources	2011-12-31	$8,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$250,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$148,746
Participant contributions at end of year	2011-12-31	$57,330
Participant contributions at beginning of year	2011-12-31	$51,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$26,981
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,245,455
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,218,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,945,222
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,927,746
Interest on participant loans	2011-12-31	$2,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$6,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$242,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$239,070
Net investment gain/loss from pooled separate accounts	2011-12-31	$-25,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$93,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$185,763
Contract administrator fees	2011-12-31	$12,750
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BDO USA, LLP
Accountancy firm EIN	2011-12-31	135381590
2010 : LYONS GROUP 401K PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$510,594
Total of all expenses incurred	2010-12-31	$46,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$35,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$250,353
Value of total assets at end of year	2010-12-31	$2,218,474
Value of total assets at beginning of year	2010-12-31	$1,754,079
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$10,740
Total interest from all sources	2010-12-31	$9,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$250,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$153,565
Participant contributions at end of year	2010-12-31	$51,658
Participant contributions at beginning of year	2010-12-31	$48,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$464,395
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,218,474
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,754,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,927,746
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,464,824
Interest on participant loans	2010-12-31	$3,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$6,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$239,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$240,524
Net investment gain/loss from pooled separate accounts	2010-12-31	$250,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$96,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$35,459
Contract administrator fees	2010-12-31	$10,740
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BDO USA, LLP
Accountancy firm EIN	2010-12-31	135381590
2009 : LYONS GROUP 401K 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
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for LYONS GROUP 401K PLAN

2022: LYONS GROUP 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LYONS GROUP 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LYONS GROUP 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LYONS GROUP 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LYONS GROUP 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LYONS GROUP 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LYONS GROUP 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LYONS GROUP 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LYONS GROUP 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LYONS GROUP 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LYONS GROUP 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LYONS GROUP 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LYONS GROUP 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LYONS GROUP 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997584-000

Policy instance

Insurance contract or identification number	997584-000
Number of Individuals Covered	154
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $14,830
Total amount of fees paid to insurance company	USD $2,937
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,830
Insurance broker organization code?	3
Amount paid for insurance broker fees	2937

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997584-000

Policy instance

Insurance contract or identification number	997584-000
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $16,377
Total amount of fees paid to insurance company	USD $3,303
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,377
Insurance broker organization code?	3
Amount paid for insurance broker fees	3303

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997584-000

Policy instance

Insurance contract or identification number	997584-000
Number of Individuals Covered	135
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $15,013
Total amount of fees paid to insurance company	USD $3,009
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,013
Insurance broker organization code?	3
Amount paid for insurance broker fees	3009

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997584-000

Policy instance

Insurance contract or identification number	997584-000
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $11,918
Total amount of fees paid to insurance company	USD $2,714
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,918
Insurance broker organization code?	3
Amount paid for insurance broker fees	2714

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997584-000

Policy instance

Insurance contract or identification number	997584-000
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $14,197
Total amount of fees paid to insurance company	USD $2,847
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2847
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $14,197

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997584-000

Policy instance

Insurance contract or identification number	997584-000
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $12,247
Total amount of fees paid to insurance company	USD $2,460
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $12,247
Insurance broker organization code?	3
Amount paid for insurance broker fees	2460
Insurance broker name	AFC PENSIONS, INC.

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Company Name:	LYONS GROUP LTD
Employer identification number (EIN):	042707878
NAIC Classification:	561490

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	0793587