L & K DISTRIBUTORS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan L & K DISTRIBUTORS, INC. PENSION PLAN
401k plan membership statisitcs for L & K DISTRIBUTORS, INC. PENSION PLAN
Measure | Date | Value |
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2021: L & K DISTRIBUTORS, INC. PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 2,718,428 |
Acturial value of plan assets | 2021-12-31 | 2,718,428 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 15 |
Fundng target for terminated vested participants | 2021-12-31 | 350,142 |
Active participant vested funding target | 2021-12-31 | 3,292,683 |
Number of active participants | 2021-12-31 | 22 |
Total funding liabilities for active participants | 2021-12-31 | 3,605,440 |
Total participant count | 2021-12-31 | 37 |
Total funding target for all participants | 2021-12-31 | 3,955,582 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 41,688 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 41,688 |
Present value of excess contributions | 2021-12-31 | 37 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 38 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 41,613 |
Total employer contributions | 2021-12-31 | 1,400,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 1,356,947 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 236,574 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 1,278,767 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 442,055 |
Additional cash requirement | 2021-12-31 | 442,055 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 1,356,947 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 17 |
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 | 15 |
Total of all active and inactive participants | 2021-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 7 |
2020: L & K DISTRIBUTORS, INC. PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 2,323,605 |
Acturial value of plan assets | 2020-12-31 | 2,323,605 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 7 |
Fundng target for terminated vested participants | 2020-12-31 | 42,670 |
Active participant vested funding target | 2020-12-31 | 2,896,002 |
Number of active participants | 2020-12-31 | 24 |
Total funding liabilities for active participants | 2020-12-31 | 3,109,578 |
Total participant count | 2020-12-31 | 31 |
Total funding target for all participants | 2020-12-31 | 3,152,248 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 41,893 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 41,893 |
Present value of excess contributions | 2020-12-31 | 36 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 38 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 41,688 |
Total employer contributions | 2020-12-31 | 412,896 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 389,487 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 256,826 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 870,331 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 389,450 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 389,450 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 389,487 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 18 |
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 | 7 |
Total of all active and inactive participants | 2020-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: L & K DISTRIBUTORS, INC. PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 2,139,725 |
Acturial value of plan assets | 2019-12-31 | 2,139,725 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 6 |
Fundng target for terminated vested participants | 2019-12-31 | 21,372 |
Active participant vested funding target | 2019-12-31 | 1,881,491 |
Number of active participants | 2019-12-31 | 14 |
Total funding liabilities for active participants | 2019-12-31 | 1,961,060 |
Total participant count | 2019-12-31 | 20 |
Total funding target for all participants | 2019-12-31 | 1,982,432 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 38,413 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 38,413 |
Present value of excess contributions | 2019-12-31 | 118 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 123 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 41,893 |
Total employer contributions | 2019-12-31 | 184,766 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 161,409 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 276,773 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 161,373 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 161,373 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 161,409 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 12 |
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 | 6 |
Total of all active and inactive participants | 2019-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: L & K DISTRIBUTORS, INC. PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 1,431,423 |
Acturial value of plan assets | 2018-12-31 | 1,431,423 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 4 |
Fundng target for terminated vested participants | 2018-12-31 | 18,619 |
Active participant vested funding target | 2018-12-31 | 1,542,279 |
Number of active participants | 2018-12-31 | 14 |
Total funding liabilities for active participants | 2018-12-31 | 1,655,026 |
Total participant count | 2018-12-31 | 18 |
Total funding target for all participants | 2018-12-31 | 1,673,645 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 36,239 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 36,239 |
Present value of excess contributions | 2018-12-31 | 11,710 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 12,263 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 38,413 |
Total employer contributions | 2018-12-31 | 644,645 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 603,054 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 559,601 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 280,635 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 602,936 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 602,936 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 603,054 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 13 |
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 | 4 |
Total of all active and inactive participants | 2018-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: L & K DISTRIBUTORS, INC. PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 1,177,945 |
Acturial value of plan assets | 2017-12-31 | 1,177,945 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 3 |
Fundng target for terminated vested participants | 2017-12-31 | 7,136 |
Active participant vested funding target | 2017-12-31 | 934,164 |
Number of active participants | 2017-12-31 | 16 |
Total funding liabilities for active participants | 2017-12-31 | 1,013,882 |
Total participant count | 2017-12-31 | 19 |
Total funding target for all participants | 2017-12-31 | 1,021,018 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 36,188 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 36,188 |
Present value of excess contributions | 2017-12-31 | 206,676 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 216,844 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 36,239 |
Total employer contributions | 2017-12-31 | 202,889 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 189,115 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 298,093 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 177,405 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 177,405 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 189,115 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 12 |
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 | 3 |
Total of all active and inactive participants | 2017-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: L & K DISTRIBUTORS, INC. PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 884,792 |
Acturial value of plan assets | 2016-12-31 | 884,792 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 3 |
Fundng target for terminated vested participants | 2016-12-31 | 6,351 |
Active participant vested funding target | 2016-12-31 | 539,064 |
Number of active participants | 2016-12-31 | 14 |
Total funding liabilities for active participants | 2016-12-31 | 723,960 |
Total participant count | 2016-12-31 | 17 |
Total funding target for all participants | 2016-12-31 | 730,311 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 35,979 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 35,979 |
Present value of excess contributions | 2016-12-31 | 138,801 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 145,325 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 36,188 |
Total employer contributions | 2016-12-31 | 292,852 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 271,308 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 182,925 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 64,632 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 64,632 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 271,308 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
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 | 3 |
Total of all active and inactive participants | 2016-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: L & K DISTRIBUTORS, INC. PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
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 | 1 |
Total of all active and inactive participants | 2015-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
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2021 : L & K DISTRIBUTORS, INC. PENSION PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,590,975 |
Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $4,319,219 |
Total plan assets at beginning of year | 2021-12-31 | $2,728,244 |
Value of fidelity bond covering the plan | 2021-12-31 | $946,860 |
Total contributions received or receivable from participants | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $190,975 |
Net income (gross income less expenses) | 2021-12-31 | $1,590,975 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,319,219 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,728,244 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $1,825,000 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $1,400,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : L & K DISTRIBUTORS, INC. PENSION PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $593,709 |
Expenses. Total of all expenses incurred | 2020-12-31 | $13,374 |
Total plan assets at end of year | 2020-12-31 | $2,728,244 |
Total plan assets at beginning of year | 2020-12-31 | $2,147,909 |
Value of fidelity bond covering the plan | 2020-12-31 | $946,860 |
Total contributions received or receivable from participants | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $13,359 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $-3,953 |
Net income (gross income less expenses) | 2020-12-31 | $580,335 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,728,244 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,147,909 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $650,000 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $597,662 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $15 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : L & K DISTRIBUTORS, INC. PENSION PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $-9,104 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $2,147,909 |
Total plan assets at beginning of year | 2019-12-31 | $2,157,013 |
Value of fidelity bond covering the plan | 2019-12-31 | $946,860 |
Total contributions received or receivable from participants | 2019-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $-9,104 |
Net income (gross income less expenses) | 2019-12-31 | $-9,104 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,147,909 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,157,013 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $800,091 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
2018 : L & K DISTRIBUTORS, INC. PENSION PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $764,064 |
Expenses. Total of all expenses incurred | 2018-12-31 | $43,321 |
Total plan assets at end of year | 2018-12-31 | $2,157,013 |
Total plan assets at beginning of year | 2018-12-31 | $1,436,270 |
Value of fidelity bond covering the plan | 2018-12-31 | $550,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $43,321 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $119,419 |
Net income (gross income less expenses) | 2018-12-31 | $720,743 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,157,013 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,436,270 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $811,622 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $644,645 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : L & K DISTRIBUTORS, INC. PENSION PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $261,452 |
Expenses. Total of all expenses incurred | 2017-12-31 | $11,323 |
Benefits paid (including direct rollovers) | 2017-12-31 | $11,323 |
Total plan assets at end of year | 2017-12-31 | $1,436,270 |
Total plan assets at beginning of year | 2017-12-31 | $1,186,141 |
Value of fidelity bond covering the plan | 2017-12-31 | $550,000 |
Other income received | 2017-12-31 | $58,563 |
Net income (gross income less expenses) | 2017-12-31 | $250,129 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,436,270 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,186,141 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $348,351 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $202,889 |
2016 : L & K DISTRIBUTORS, INC. PENSION PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $293,851 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $1,186,141 |
Total plan assets at beginning of year | 2016-12-31 | $892,290 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $999 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $293,851 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,186,141 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $892,290 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $288,648 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $292,852 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : L & K DISTRIBUTORS, INC. PENSION PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $238,999 |
Expenses. Total of all expenses incurred | 2015-12-31 | $2,648 |
Total plan assets at end of year | 2015-12-31 | $892,290 |
Total plan assets at beginning of year | 2015-12-31 | $655,939 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Other income received | 2015-12-31 | $3,655 |
Net income (gross income less expenses) | 2015-12-31 | $236,351 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $892,290 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $655,939 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $279,648 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $235,344 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,648 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |