L & S BOULE INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2008: L & S PROFIT SHARING PLAN 2008 401k membership |
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Total participants, beginning-of-year | 2008-11-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-11-01 | 13 |
Number of retired or separated participants receiving benefits | 2008-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-11-01 | 2 |
Total of all active and inactive participants | 2008-11-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-11-01 | 0 |
Total participants | 2008-11-01 | 15 |
Number of participants with account balances | 2008-11-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-11-01 | 0 |
2007: L & S PROFIT SHARING PLAN 2007 401k membership |
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Total participants, beginning-of-year | 2007-11-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-11-01 | 11 |
Number of retired or separated participants receiving benefits | 2007-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-11-01 | 4 |
Total of all active and inactive participants | 2007-11-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-11-01 | 0 |
Total participants | 2007-11-01 | 15 |
Number of participants with account balances | 2007-11-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-11-01 | 1 |
Measure | Date | Value |
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2009 : L & S PROFIT SHARING PLAN 2009 401k financial data |
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Transfers to/from the plan | 2009-10-31 | $0 |
Total plan liabilities at end of year | 2009-10-31 | $0 |
Total plan liabilities at beginning of year | 2009-10-31 | $0 |
Total income from all sources | 2009-10-31 | $325,204 |
Expenses. Total of all expenses incurred | 2009-10-31 | $38,334 |
Benefits paid (including direct rollovers) | 2009-10-31 | $38,334 |
Total plan assets at end of year | 2009-10-31 | $1,478,757 |
Total plan assets at beginning of year | 2009-10-31 | $1,191,887 |
Value of fidelity bond covering the plan | 2009-10-31 | $150,000 |
Assets. Value of tangible personal property | 2009-10-31 | $0 |
Total contributions received or receivable from participants | 2009-10-31 | $80,121 |
Assets. Value of loans (other than to participants) | 2009-10-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2009-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2009-10-31 | $0 |
Other income received | 2009-10-31 | $165,433 |
Noncash contributions received | 2009-10-31 | $0 |
Net income (gross income less expenses) | 2009-10-31 | $286,870 |
Net plan assets at end of year (total assets less liabilities) | 2009-10-31 | $1,478,757 |
Net plan assets at beginning of year (total assets less liabilities) | 2009-10-31 | $1,191,887 |
Assets. Value of participant loans | 2009-10-31 | $0 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2009-10-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2009-10-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2009-10-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2009-10-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2009-10-31 | $0 |
Assets. Value of employer securities | 2009-10-31 | $0 |
Assets. Value of employer real property | 2009-10-31 | $0 |
Total contributions received or receivable from employer(s) | 2009-10-31 | $79,650 |
Value of certain deemed distributions of participant loans | 2009-10-31 | $0 |
Value of corrective distributions | 2009-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2009-10-31 | $0 |
2008 : L & S PROFIT SHARING PLAN 2008 401k financial data |
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Transfers to/from the plan | 2008-10-31 | $0 |
Total plan liabilities at end of year | 2008-10-31 | $0 |
Total plan liabilities at beginning of year | 2008-10-31 | $0 |
Total income from all sources | 2008-10-31 | $-64,886 |
Expenses. Total of all expenses incurred | 2008-10-31 | $32,242 |
Benefits paid (including direct rollovers) | 2008-10-31 | $32,242 |
Total plan assets at end of year | 2008-10-31 | $1,191,887 |
Total plan assets at beginning of year | 2008-10-31 | $1,289,015 |
Value of fidelity bond covering the plan | 2008-10-31 | $50,000 |
Assets. Value of tangible personal property | 2008-10-31 | $0 |
Total contributions received or receivable from participants | 2008-10-31 | $89,243 |
Assets. Value of loans (other than to participants) | 2008-10-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2008-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2008-10-31 | $0 |
Other income received | 2008-10-31 | $-263,704 |
Noncash contributions received | 2008-10-31 | $0 |
Net income (gross income less expenses) | 2008-10-31 | $-97,128 |
Net plan assets at end of year (total assets less liabilities) | 2008-10-31 | $1,191,887 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-10-31 | $1,289,015 |
Assets. Value of participant loans | 2008-10-31 | $0 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2008-10-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2008-10-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2008-10-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2008-10-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2008-10-31 | $0 |
Assets. Value of employer securities | 2008-10-31 | $0 |
Assets. Value of employer real property | 2008-10-31 | $0 |
Total contributions received or receivable from employer(s) | 2008-10-31 | $109,575 |
Value of certain deemed distributions of participant loans | 2008-10-31 | $0 |
Value of corrective distributions | 2008-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2008-10-31 | $0 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2008-10-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-10-31 | $0 |
2008: L & S PROFIT SHARING PLAN 2008 form 5500 responses |
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2008-11-01 | Type of plan entity | Single employer plan |
2008-11-01 | Submission has been amended | Yes |
2008-11-01 | This submission is the final filing | No |
2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-11-01 | Plan is a collectively bargained plan | No |
2008-11-01 | Plan funding arrangement – Insurance | Yes |
2008-11-01 | Plan funding arrangement – Trust | Yes |
2008-11-01 | Plan benefit arrangement – Insurance | Yes |
2008-11-01 | Plan benefit arrangement - Trust | Yes |
2007: L & S PROFIT SHARING PLAN 2007 form 5500 responses |
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2007-11-01 | Type of plan entity | Single employer plan |
2007-11-01 | Submission has been amended | Yes |
2007-11-01 | This submission is the final filing | No |
2007-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-11-01 | Plan is a collectively bargained plan | No |
2007-11-01 | Plan funding arrangement – Insurance | Yes |
2007-11-01 | Plan funding arrangement – Trust | Yes |
2007-11-01 | Plan benefit arrangement – Insurance | Yes |
2007-11-01 | Plan benefit arrangement - Trust | Yes |