| Plan Name | FRANK LILL & SON, INC. PROFIT SHARING AND SAVINGS PLAN |
| Plan identification number | 008 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | FRANK LILL & SON, INC. |
| Employer identification number (EIN): | 160834603 |
| NAIC Classification: | 238900 |
Additional information about FRANK LILL & SON, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1959-02-26 |
| Company Identification Number: | 117543 |
| Legal Registered Office Address: |
80 STATE STREET Monroe ALBANY United States of America (USA) 12207 |
More information about FRANK LILL & SON, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 008 | 2023-03-01 | NICHOLAS HALLIOS | 2024-06-24 | NICHOLAS HALLIOS | 2024-06-24 |
| 008 | 2022-03-01 | NICHOLAS HALLIOS | 2023-09-05 | NICHOLAS HALLIOS | 2023-09-05 |
| 008 | 2021-03-01 | NICHOLAS HALLIOS | 2022-09-12 | NICHOLAS HALLIOS | 2022-09-12 |
| 008 | 2020-02-29 | NICHOLAS HALLIOS | 2021-09-17 | NICHOLAS HALLIOS | 2021-09-17 |
| 008 | 2019-03-01 | NICHOLAS HALLIOS | 2020-09-28 | NICHOLAS HALLIOS | 2020-09-28 |
| 008 | 2018-03-01 | NICHOLAS HALLIOS | 2019-09-23 | NICHOLAS HALLIOS | 2019-09-23 |
| 008 | 2017-03-01 | NICHOLAS HALLIOS | 2018-08-24 | ||
| 008 | 2016-03-01 | TIMOTHY MOON | 2017-10-02 | ||
| 008 | 2015-03-01 | TIMOTHY MOON | 2016-07-22 | ||
| 008 | 2014-03-01 | TIMOTHY MOON | 2015-12-15 | ||
| 008 | 2013-03-01 | TIMOTHY MOON | 2014-08-26 | ||
| 008 | 2012-03-01 | TIMOTHY MOON | 2013-12-03 | ||
| 008 | 2011-03-01 | TIMOTHY MOON | 2012-09-19 | ||
| 008 | 2010-03-01 | TIMOTHY MOON | 2011-09-15 | ||
| 008 | 2008-03-01 | TIMOTHY MOON |
| Measure | Date | Value |
|---|---|---|
| 2025 : FRANK LILL & SON, INC. PROFIT SHARING AND SAVINGS PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-09-10 | 31511 |
| Net assets as of the end of the plan year | 2025-09-10 | 3635476 |
| Total assets as of the beginning of the plan year | 2025-09-10 | 3126123 |
| Value of plan covered by a fidelity bond | 2025-09-10 | 365000 |
| Participant contributions to plan in this plan year | 2025-09-10 | 198463 |
| Value of participant loans at end of plan year | 2025-09-10 | 26566 |
| Other expenses paid from plan in this plan year | 2025-09-10 | 0 |
| Other contributions to plan in this plan year | 2025-09-10 | 0 |
| Other income to plan in this plan year | 2025-09-10 | 301176 |
| Plan net income in this plan year | 2025-09-10 | 509353 |
| Net assets as of the end of the plan year | 2025-09-10 | 3635476 |
| Net assets as of the beginning of the plan year | 2025-09-10 | 3126123 |
| Employer contributions to plan in this plan year | 2025-09-10 | 41225 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-10 | 4206 |
| 2024 : FRANK LILL & SON, INC. PROFIT SHARING AND SAVINGS PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-06-24 | 49540 |
| Net assets as of the end of the plan year | 2024-06-24 | 3126123 |
| Total assets as of the beginning of the plan year | 2024-06-24 | 2435707 |
| Value of plan covered by a fidelity bond | 2024-06-24 | 260000 |
| Participant contributions to plan in this plan year | 2024-06-24 | 205832 |
| Value of participant loans at end of plan year | 2024-06-24 | 1860 |
| Other contributions to plan in this plan year | 2024-06-24 | 0 |
| Other income to plan in this plan year | 2024-06-24 | 493487 |
| Plan net income in this plan year | 2024-06-24 | 690416 |
| Net assets as of the end of the plan year | 2024-06-24 | 3126123 |
| Net assets as of the beginning of the plan year | 2024-06-24 | 2435707 |
| Employer contributions to plan in this plan year | 2024-06-24 | 40637 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-24 | 630 |
| 2022 : FRANK LILL & SON, INC. PROFIT SHARING AND SAVINGS PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-09-12 | 395686 |
| Net assets as of the end of the plan year | 2022-09-12 | 2518732 |
| Total assets as of the beginning of the plan year | 2022-09-12 | 2596863 |
| Value of plan covered by a fidelity bond | 2022-09-12 | 260000 |
| Participant contributions to plan in this plan year | 2022-09-12 | 208740 |
| Value of participant loans at end of plan year | 2022-09-12 | 15615 |
| Other expenses paid from plan in this plan year | 2022-09-12 | 0 |
| Other contributions to plan in this plan year | 2022-09-12 | 0 |
| Other income to plan in this plan year | 2022-09-12 | 69853 |
| Plan net income in this plan year | 2022-09-12 | -78131 |
| Net assets as of the end of the plan year | 2022-09-12 | 2518732 |
| Net assets as of the beginning of the plan year | 2022-09-12 | 2596863 |
| Employer contributions to plan in this plan year | 2022-09-12 | 38962 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-12 | 0 |
| 2009 : FRANK LILL & SON, INC. PROFIT SHARING AND SAVINGS PLAN 2009 401k financial data | ||
| Total income from all sources | 2009-02-28 | $-299,447 |
| Expenses. Total of all expenses incurred | 2009-02-28 | $15,980 |
| Benefits paid (including direct rollovers) | 2009-02-28 | $15,980 |
| Total plan assets at end of year | 2009-02-28 | $583,583 |
| Total plan assets at beginning of year | 2009-02-28 | $899,010 |
| Value of fidelity bond covering the plan | 2009-02-28 | $50,000 |
| Total contributions received or receivable from participants | 2009-02-28 | $43,927 |
| Other income received | 2009-02-28 | $-352,176 |
| Net income (gross income less expenses) | 2009-02-28 | $-315,427 |
| Net plan assets at end of year (total assets less liabilities) | 2009-02-28 | $583,583 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-02-28 | $899,010 |
| Assets. Value of participant loans | 2009-02-28 | $42,484 |
| Total contributions received or receivable from employer(s) | 2009-02-28 | $8,802 |
| 2008: FRANK LILL & SON, INC. PROFIT SHARING AND SAVINGS PLAN 2008 form 5500 responses | ||
|---|---|---|
| 2008-03-01 | Type of plan entity | Single employer plan |
| 2008-03-01 | Submission has been amended | No |
| 2008-03-01 | This submission is the final filing | No |
| 2008-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-03-01 | Plan is a collectively bargained plan | No |
| 2008-03-01 | Plan funding arrangement – Insurance | Yes |
| 2008-03-01 | Plan funding arrangement – Trust | Yes |
| 2008-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-03-01 | Plan benefit arrangement - Trust | Yes |
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) | |
| Policy contract number | GAP-D2-KN61 |
| Policy instance | 1 |