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| Plan Name | EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | SCOTT MATHYS | 2024-10-11 | ||
| 001 | 2022-01-01 | SCOTT MATHYS | 2023-07-28 | ||
| 001 | 2021-01-01 | SCOTT MATHYS | 2022-07-15 | ||
| 001 | 2020-01-01 | SCOTT MATHYS | 2021-06-23 | ||
| 001 | 2019-01-01 | SCOTT MATHYS | 2020-07-24 | ||
| 001 | 2018-01-01 | SCOTT MATHYS | 2019-07-22 | ||
| 001 | 2017-01-01 | SCOTT MATHYS | 2018-06-28 | SCOTT MATHYS | 2018-06-28 |
| 001 | 2016-01-01 | SCOTT MATHYS | 2017-07-13 | SCOTT MATHYS | 2017-07-13 |
| 001 | 2015-01-01 | SCOTT MATHYS | 2016-07-18 | SCOTT MATHYS | 2016-07-18 |
| 001 | 2014-01-01 | SCOTT MATHYS | 2015-07-14 | SCOTT MATHYS | 2015-07-14 |
| 001 | 2013-01-01 | SCOTT MATHYS | 2014-07-17 | SCOTT MATHYS | 2014-07-17 |
| 001 | 2012-01-01 | SCOTT MATHYS | 2013-07-09 | SCOTT MATHYS | 2013-07-09 |
| 001 | 2011-01-01 | SCOTT MATHYS | 2012-06-14 | SCOTT MATHYS | 2012-06-14 |
| 001 | 2010-01-01 | SCOTT MATHYS | 2011-06-27 | SCOTT MATHYS | 2011-06-27 |
| Measure | Date | Value |
|---|---|---|
| 2025: EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC. 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-06-16 | 57 |
| Total number of particpants at end of year | 2025-06-16 | 53 |
| Number of Participants With Account Balances | 2025-06-16 | 51 |
| 2024: EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC. 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-11 | 52 |
| Total number of particpants at end of year | 2024-10-11 | 57 |
| Number of Participants With Account Balances | 2024-10-11 | 52 |
| 2022: EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC. 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-07-15 | 39 |
| Total number of particpants at end of year | 2022-07-15 | 46 |
| Number of Participants With Account Balances | 2022-07-15 | 46 |
| Measure | Date | Value |
|---|---|---|
| 2025 : EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC. 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-06-16 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-16 | 325264 |
| Net assets as of the end of the plan year | 2025-06-16 | 1779191 |
| Total assets as of the beginning of the plan year | 2025-06-16 | 1802719 |
| Value of plan covered by a fidelity bond | 2025-06-16 | 200000 |
| Participant contributions to plan in this plan year | 2025-06-16 | 41854 |
| Value of participant loans at end of plan year | 2025-06-16 | 12173 |
| Other expenses paid from plan in this plan year | 2025-06-16 | 0 |
| Other contributions to plan in this plan year | 2025-06-16 | 0 |
| Other income to plan in this plan year | 2025-06-16 | 194978 |
| Plan net income in this plan year | 2025-06-16 | -23528 |
| Net assets as of the end of the plan year | 2025-06-16 | 1779191 |
| Net assets as of the beginning of the plan year | 2025-06-16 | 1802719 |
| Employer contributions to plan in this plan year | 2025-06-16 | 64904 |
| Fees paid to broker by Benefit Provider | 2025-06-16 | 268 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-16 | 604 |
| 2024 : EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 625 |
| Net assets as of the end of the plan year | 2024-10-11 | 1802719 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 1493220 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 200000 |
| Participant contributions to plan in this plan year | 2024-10-11 | 48489 |
| Value of participant loans at end of plan year | 2024-10-11 | 10723 |
| Other expenses paid from plan in this plan year | 2024-10-11 | 0 |
| Other contributions to plan in this plan year | 2024-10-11 | 0 |
| Other income to plan in this plan year | 2024-10-11 | 201382 |
| Plan net income in this plan year | 2024-10-11 | 309499 |
| Net assets as of the end of the plan year | 2024-10-11 | 1802719 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 1493220 |
| Employer contributions to plan in this plan year | 2024-10-11 | 60253 |
| Fees paid to broker by Benefit Provider | 2024-10-11 | 47 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 297 |
| 2022 : EMPLOYEE BENEFIT PLAN OF LEWIS COUNTY OPPORTUNITIES, INC. 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-07-15 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-15 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-15 | 62091 |
| Net assets as of the end of the plan year | 2022-07-15 | 1788828 |
| Total assets as of the beginning of the plan year | 2022-07-15 | 1547897 |
| Value of plan covered by a fidelity bond | 2022-07-15 | 200000 |
| Participant contributions to plan in this plan year | 2022-07-15 | 48448 |
| Value of participant loans at end of plan year | 2022-07-15 | 21308 |
| Other expenses paid from plan in this plan year | 2022-07-15 | 538 |
| Other contributions to plan in this plan year | 2022-07-15 | 14498 |
| Other income to plan in this plan year | 2022-07-15 | 179675 |
| Plan net income in this plan year | 2022-07-15 | 240931 |
| Net assets as of the end of the plan year | 2022-07-15 | 1788828 |
| Net assets as of the beginning of the plan year | 2022-07-15 | 1547897 |
| Employer contributions to plan in this plan year | 2022-07-15 | 60401 |
| Fees paid to broker by Benefit Provider | 2022-07-15 | 86 |