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EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEWIS COUNTY OPPORTUNITIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:LEWIS COUNTY OPPORTUNITIES, INC.
Employer identification number (EIN):166066837
NAIC Classification:812990
NAIC Description:All Other Personal Services

Additional information about LEWIS COUNTY OPPORTUNITIES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1965-10-08
Company Identification Number: 191520
Legal Registered Office Address: 8265 NYS ROUTE 812
Lewis
LOWVILLE
United States of America (USA)
13367

More information about LEWIS COUNTY OPPORTUNITIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SCOTT MATHYS2024-10-11
0012022-01-01SCOTT MATHYS2023-07-28
0012021-01-01SCOTT MATHYS2022-07-15
0012020-01-01SCOTT MATHYS2021-06-23
0012019-01-01SCOTT MATHYS2020-07-24
0012018-01-01SCOTT MATHYS2019-07-22
0012017-01-01SCOTT MATHYS2018-06-28 SCOTT MATHYS2018-06-28
0012016-01-01SCOTT MATHYS2017-07-13 SCOTT MATHYS2017-07-13
0012015-01-01SCOTT MATHYS2016-07-18 SCOTT MATHYS2016-07-18
0012014-01-01SCOTT MATHYS2015-07-14 SCOTT MATHYS2015-07-14
0012013-01-01SCOTT MATHYS2014-07-17 SCOTT MATHYS2014-07-17
0012012-01-01SCOTT MATHYS2013-07-09 SCOTT MATHYS2013-07-09
0012011-01-01SCOTT MATHYS2012-06-14 SCOTT MATHYS2012-06-14
0012010-01-01SCOTT MATHYS2011-06-27 SCOTT MATHYS2011-06-27

Plan Statistics for EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC. 2025 401k membership
Total number of particpants at beginning of year2025-06-1657
Total number of particpants at end of year2025-06-1653
Number of Participants With Account Balances2025-06-1651
2024: EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-1152
Total number of particpants at end of year2024-10-1157
Number of Participants With Account Balances2024-10-1152
2022: EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-1539
Total number of particpants at end of year2022-07-1546
Number of Participants With Account Balances2022-07-1546

Financial Data on EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-160
Total liabilities as of the end of the plan year2025-06-160
Total liabilities as of the beginning of the plan year2025-06-160
Total expenses incurred by plan in this plan year2025-06-16325264
Net assets as of the end of the plan year2025-06-161779191
Total assets as of the beginning of the plan year2025-06-161802719
Value of plan covered by a fidelity bond2025-06-16200000
Participant contributions to plan in this plan year2025-06-1641854
Value of participant loans at end of plan year2025-06-1612173
Other expenses paid from plan in this plan year2025-06-160
Other contributions to plan in this plan year2025-06-160
Other income to plan in this plan year2025-06-16194978
Plan net income in this plan year2025-06-16-23528
Net assets as of the end of the plan year2025-06-161779191
Net assets as of the beginning of the plan year2025-06-161802719
Employer contributions to plan in this plan year2025-06-1664904
Fees paid to broker by Benefit Provider2025-06-16268
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-16604
2024 : EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-11625
Net assets as of the end of the plan year2024-10-111802719
Total assets as of the beginning of the plan year2024-10-111493220
Value of plan covered by a fidelity bond2024-10-11200000
Participant contributions to plan in this plan year2024-10-1148489
Value of participant loans at end of plan year2024-10-1110723
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-11201382
Plan net income in this plan year2024-10-11309499
Net assets as of the end of the plan year2024-10-111802719
Net assets as of the beginning of the plan year2024-10-111493220
Employer contributions to plan in this plan year2024-10-1160253
Fees paid to broker by Benefit Provider2024-10-1147
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-11297
2022 : EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-150
Total liabilities as of the end of the plan year2022-07-150
Total liabilities as of the beginning of the plan year2022-07-150
Total expenses incurred by plan in this plan year2022-07-1562091
Net assets as of the end of the plan year2022-07-151788828
Total assets as of the beginning of the plan year2022-07-151547897
Value of plan covered by a fidelity bond2022-07-15200000
Participant contributions to plan in this plan year2022-07-1548448
Value of participant loans at end of plan year2022-07-1521308
Other expenses paid from plan in this plan year2022-07-15538
Other contributions to plan in this plan year2022-07-1514498
Other income to plan in this plan year2022-07-15179675
Plan net income in this plan year2022-07-15240931
Net assets as of the end of the plan year2022-07-151788828
Net assets as of the beginning of the plan year2022-07-151547897
Employer contributions to plan in this plan year2022-07-1560401
Fees paid to broker by Benefit Provider2022-07-1586

Potentially related plans

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