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STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameSTANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • 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.
  • Life insurance

401k Sponsoring company profile

STANDARD AIR & LITE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:STANDARD AIR & LITE CORPORATION
Employer identification number (EIN):250813795
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01CAROLYN MACDONALD
0022023-01-01
0022023-01-01CAROLYN MACDONALD
0022023-01-01CAROLYN MACDONALD
0022022-01-01
0022022-01-01CAROLYN MACDONALD
0022021-01-01
0022021-01-01CAROLYN MACDONALD
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CAROLYN MACDONALD CAROLYN MACDONALD2018-07-20
0022016-01-01CAROLYN MACDONALD CAROLYN MACDONALD2017-07-26
0022015-01-01CAROLYN MACDONALD CAROLYN MACDONALD2016-05-24
0022014-01-01CAROLYN MACDONALD CAROLYN MACDONALD2015-05-06
0022013-01-01CAROLYN MACDONALD CAROLYN MACDONALD2014-06-06
0022012-01-01CAROLYN MACDONALD CAROLYN MACDONALD2013-04-26
0022011-01-01CAROLYN MACDONALD CAROLYN MACDONALD2012-05-02
0022009-01-01CAROLYN MACDONALD CAROLYN MACDONALD2010-05-17

Financial Data on STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total income from all sources2023-12-31$1,722,165
Expenses. Total of all expenses incurred2023-12-31$1,333,257
Benefits paid (including direct rollovers)2023-12-31$1,333,257
Total plan assets at end of year2023-12-31$17,742,878
Total plan assets at beginning of year2023-12-31$17,353,970
Value of fidelity bond covering the plan2023-12-31$500,000
Other income received2023-12-31$389,608
Net income (gross income less expenses)2023-12-31$388,908
Net plan assets at end of year (total assets less liabilities)2023-12-31$17,742,878
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$17,353,970
Assets. Value of employer securities2023-12-31$17,734,892
Total contributions received or receivable from employer(s)2023-12-31$1,332,557
2022 : STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total income from all sources2022-12-31$3,497,157
Expenses. Total of all expenses incurred2022-12-31$966,383
Benefits paid (including direct rollovers)2022-12-31$966,383
Total plan assets at end of year2022-12-31$17,353,970
Total plan assets at beginning of year2022-12-31$14,823,196
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$2,532,432
Net income (gross income less expenses)2022-12-31$2,530,774
Net plan assets at end of year (total assets less liabilities)2022-12-31$17,353,970
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$14,823,196
Assets. Value of employer securities2022-12-31$17,347,560
Total contributions received or receivable from employer(s)2022-12-31$964,725
2021 : STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$162,735
Total income from all sources2021-12-31$3,191,263
Expenses. Total of all expenses incurred2021-12-31$625,255
Benefits paid (including direct rollovers)2021-12-31$625,255
Total plan assets at end of year2021-12-31$14,823,196
Total plan assets at beginning of year2021-12-31$12,419,923
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$2,327,832
Net income (gross income less expenses)2021-12-31$2,566,008
Net plan assets at end of year (total assets less liabilities)2021-12-31$14,823,196
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$12,257,188
Assets. Value of employer securities2021-12-31$14,815,690
Total contributions received or receivable from employer(s)2021-12-31$863,431
2020 : STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$162,735
Total plan liabilities at beginning of year2020-12-31$484,587
Total income from all sources2020-12-31$1,846,247
Expenses. Total of all expenses incurred2020-12-31$787,012
Benefits paid (including direct rollovers)2020-12-31$787,012
Total plan assets at end of year2020-12-31$12,419,923
Total plan assets at beginning of year2020-12-31$11,682,540
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$660,176
Net income (gross income less expenses)2020-12-31$1,059,235
Net plan assets at end of year (total assets less liabilities)2020-12-31$12,257,188
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$11,197,953
Assets. Value of employer securities2020-12-31$12,410,749
Total contributions received or receivable from employer(s)2020-12-31$1,186,071
2019 : STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$484,587
Total plan liabilities at beginning of year2019-12-31$801,121
Total income from all sources2019-12-31$1,881,351
Expenses. Total of all expenses incurred2019-12-31$729,085
Benefits paid (including direct rollovers)2019-12-31$729,085
Total plan assets at end of year2019-12-31$11,682,540
Total plan assets at beginning of year2019-12-31$10,846,808
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$771,991
Net income (gross income less expenses)2019-12-31$1,152,266
Net plan assets at end of year (total assets less liabilities)2019-12-31$11,197,953
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$10,045,687
Assets. Value of employer securities2019-12-31$11,667,767
Total contributions received or receivable from employer(s)2019-12-31$1,109,360
2018 : STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$801,121
Total plan liabilities at beginning of year2018-12-31$1,248,769
Total income from all sources2018-12-31$2,274,548
Expenses. Total of all expenses incurred2018-12-31$711,688
Benefits paid (including direct rollovers)2018-12-31$711,688
Total plan assets at end of year2018-12-31$10,846,808
Total plan assets at beginning of year2018-12-31$9,731,596
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$1,122,695
Net income (gross income less expenses)2018-12-31$1,562,860
Net plan assets at end of year (total assets less liabilities)2018-12-31$10,045,687
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,482,827
Assets. Value of employer securities2018-12-31$10,830,722
Total contributions received or receivable from employer(s)2018-12-31$1,151,853
2017 : STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$1,248,769
Total plan liabilities at beginning of year2017-12-31$903,937
Total income from all sources2017-12-31$540,183
Expenses. Total of all expenses incurred2017-12-31$778,480
Benefits paid (including direct rollovers)2017-12-31$778,480
Total plan assets at end of year2017-12-31$9,731,596
Total plan assets at beginning of year2017-12-31$9,625,061
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$67,743
Net income (gross income less expenses)2017-12-31$-238,297
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,482,827
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$8,721,124
Assets. Value of employer securities2017-12-31$9,650,984
Total contributions received or receivable from employer(s)2017-12-31$472,440
2016 : STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$903,937
Total plan liabilities at beginning of year2016-12-31$528,195
Total income from all sources2016-12-31$432,289
Expenses. Total of all expenses incurred2016-12-31$1,080,665
Benefits paid (including direct rollovers)2016-12-31$1,080,665
Total plan assets at end of year2016-12-31$9,625,061
Total plan assets at beginning of year2016-12-31$9,897,695
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$-286,200
Net income (gross income less expenses)2016-12-31$-648,376
Net plan assets at end of year (total assets less liabilities)2016-12-31$8,721,124
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$9,369,500
Assets. Value of employer securities2016-12-31$9,501,017
Total contributions received or receivable from employer(s)2016-12-31$718,489
2015 : STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$528,195
Total plan liabilities at beginning of year2015-12-31$778,620
Total income from all sources2015-12-31$625,770
Expenses. Total of all expenses incurred2015-12-31$533,298
Benefits paid (including direct rollovers)2015-12-31$533,298
Total plan assets at end of year2015-12-31$9,897,695
Total plan assets at beginning of year2015-12-31$10,055,648
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$78,521
Net income (gross income less expenses)2015-12-31$92,472
Net plan assets at end of year (total assets less liabilities)2015-12-31$9,369,500
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$9,277,028
Assets. Value of employer securities2015-12-31$9,239,926
Total contributions received or receivable from employer(s)2015-12-31$547,249
2014 : STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$778,620
Total plan liabilities at beginning of year2014-12-31$1,018,836
Total income from all sources2014-12-31$359,576
Expenses. Total of all expenses incurred2014-12-31$246,268
Benefits paid (including direct rollovers)2014-12-31$209,615
Total plan assets at end of year2014-12-31$10,055,648
Total plan assets at beginning of year2014-12-31$10,182,556
Value of fidelity bond covering the plan2014-12-31$500,000
Expenses. Other expenses not covered elsewhere2014-12-31$36,653
Other income received2014-12-31$31,457
Net income (gross income less expenses)2014-12-31$113,308
Net plan assets at end of year (total assets less liabilities)2014-12-31$9,277,028
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$9,163,720
Assets. Value of employer securities2014-12-31$8,819,365
Total contributions received or receivable from employer(s)2014-12-31$328,119
2013 : STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$1,018,836
Total plan liabilities at beginning of year2013-12-31$510,183
Total income from all sources2013-12-31$929,311
Expenses. Total of all expenses incurred2013-12-31$512,853
Benefits paid (including direct rollovers)2013-12-31$476,200
Total plan assets at end of year2013-12-31$10,182,556
Total plan assets at beginning of year2013-12-31$9,257,445
Value of fidelity bond covering the plan2013-12-31$500,000
Expenses. Other expenses not covered elsewhere2013-12-31$36,653
Other income received2013-12-31$392,219
Net income (gross income less expenses)2013-12-31$416,458
Net plan assets at end of year (total assets less liabilities)2013-12-31$9,163,720
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$8,747,262
Assets. Value of employer securities2013-12-31$8,456,424
Total contributions received or receivable from employer(s)2013-12-31$537,092
2012 : STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$510,183
Total plan liabilities at beginning of year2012-12-31$625,000
Total income from all sources2012-12-31$1,285,769
Expenses. Total of all expenses incurred2012-12-31$291,916
Benefits paid (including direct rollovers)2012-12-31$255,263
Total plan assets at end of year2012-12-31$9,257,445
Total plan assets at beginning of year2012-12-31$8,378,409
Value of fidelity bond covering the plan2012-12-31$500,000
Expenses. Other expenses not covered elsewhere2012-12-31$36,653
Other income received2012-12-31$851,311
Net income (gross income less expenses)2012-12-31$993,853
Net plan assets at end of year (total assets less liabilities)2012-12-31$8,747,262
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,753,409
Assets. Value of employer securities2012-12-31$8,515,954
Total contributions received or receivable from employer(s)2012-12-31$434,458
2011 : STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$625,000
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$583,896
Expenses. Total of all expenses incurred2011-12-31$693,889
Benefits paid (including direct rollovers)2011-12-31$657,236
Total plan assets at end of year2011-12-31$8,378,409
Total plan assets at beginning of year2011-12-31$7,863,402
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$119,487
Net income (gross income less expenses)2011-12-31$-109,993
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,753,409
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,863,402
Assets. Value of employer securities2011-12-31$7,498,300
Total contributions received or receivable from employer(s)2011-12-31$464,409
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$36,653
2010 : STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,685,234
Expenses. Total of all expenses incurred2010-12-31$70,462
Benefits paid (including direct rollovers)2010-12-31$33,809
Total plan assets at end of year2010-12-31$7,863,402
Total plan assets at beginning of year2010-12-31$6,248,630
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$1,300,148
Net income (gross income less expenses)2010-12-31$1,614,772
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,863,402
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,248,630
Assets. Value of employer securities2010-12-31$7,550,639
Total contributions received or receivable from employer(s)2010-12-31$385,086
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$36,653
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN

2023: STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STANDARD AIR & LITE EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEPE721
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEPE721
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEPE721
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEPE721
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEPE721
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEPE721
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEPE721
Policy instance 1

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