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LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

LEE INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:LEE INDUSTRIES, INC.
Employer identification number (EIN):251602519
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOSHUA T. MONTLER
0012016-01-01JOSHUA T. MONTLER
0012015-01-01JOSHUA T. MONTLER
0012014-01-01JOSHUA T. MONTLER
0012013-01-01JOSHUA T. MONTLER
0012012-01-01JOSHUA T. MONTLER
0012011-01-01JOSHUA T. MONTLER
0012010-01-01JOSHUA T MONTLER JOSHUA T MONTLER2011-07-22
0012009-01-01JOSHUA T MONTLER JOSHUA T MONTLER2010-07-22

Plan Statistics for LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01103
Total number of active participants reported on line 7a of the Form 55002022-01-0184
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0198
Number of participants with account balances2022-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01110
Total number of active participants reported on line 7a of the Form 55002021-01-0185
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01103
Number of participants with account balances2021-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01113
Total number of active participants reported on line 7a of the Form 55002020-01-0194
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01110
Number of participants with account balances2020-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01115
Total number of active participants reported on line 7a of the Form 55002019-01-0196
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01112
Number of participants with account balances2019-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01116
Total number of active participants reported on line 7a of the Form 55002018-01-0194
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01113
Number of participants with account balances2018-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01111
Total number of active participants reported on line 7a of the Form 55002017-01-0193
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01113
Number of participants with account balances2017-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01114
Total number of active participants reported on line 7a of the Form 55002016-01-0196
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01110
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01120
Total number of active participants reported on line 7a of the Form 55002015-01-01102
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01115
Number of participants with account balances2015-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01115
Total number of active participants reported on line 7a of the Form 55002014-01-01104
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01120
Number of participants with account balances2014-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01152
Total number of active participants reported on line 7a of the Form 55002013-01-0196
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01113
Number of participants with account balances2013-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01123
Total number of active participants reported on line 7a of the Form 55002012-01-01100
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0152
Total of all active and inactive participants2012-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01152
Number of participants with account balances2012-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01147
Total number of active participants reported on line 7a of the Form 55002011-01-01106
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01122
Number of participants with account balances2011-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01175
Total number of active participants reported on line 7a of the Form 55002010-01-01116
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0130
Total of all active and inactive participants2010-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01146
Number of participants with account balances2010-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01187
Total number of active participants reported on line 7a of the Form 55002009-01-01158
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01175
Number of participants with account balances2009-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,843,246
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,226,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,162,394
Value of total corrective distributions2022-12-31$14,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$488,631
Value of total assets at end of year2022-12-31$13,825,276
Value of total assets at beginning of year2022-12-31$16,894,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,376
Total interest from all sources2022-12-31$10,866
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$652,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$652,667
Administrative expenses professional fees incurred2022-12-31$6,800
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$361,229
Participant contributions at end of year2022-12-31$273,593
Participant contributions at beginning of year2022-12-31$212,474
Participant contributions at end of year2022-12-31$1,085
Participant contributions at beginning of year2022-12-31$1,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,069,409
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,825,276
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,894,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$32,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,423,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,555,508
Interest on participant loans2022-12-31$10,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,995,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$127,402
Employer contributions (assets) at end of year2022-12-31$127,402
Employer contributions (assets) at beginning of year2022-12-31$125,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,162,394
Contract administrator fees2022-12-31$10,326
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2022-12-31133891517
2021 : LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,594,752
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,149,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,088,587
Value of total corrective distributions2021-12-31$9,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$432,647
Value of total assets at end of year2021-12-31$16,894,685
Value of total assets at beginning of year2021-12-31$15,449,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,320
Total interest from all sources2021-12-31$11,648
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$948,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$948,324
Administrative expenses professional fees incurred2021-12-31$7,331
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$307,103
Participant contributions at end of year2021-12-31$212,474
Participant contributions at beginning of year2021-12-31$261,778
Participant contributions at end of year2021-12-31$1,159
Participant contributions at beginning of year2021-12-31$44,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,445,493
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,894,685
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,449,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$34,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,555,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,013,336
Interest on participant loans2021-12-31$11,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,202,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$125,544
Employer contributions (assets) at end of year2021-12-31$125,544
Employer contributions (assets) at beginning of year2021-12-31$129,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,088,587
Contract administrator fees2021-12-31$9,748
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2021-12-31133891517
2020 : LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,197,562
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,119,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,062,025
Value of total corrective distributions2020-12-31$11,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$491,278
Value of total assets at end of year2020-12-31$15,449,192
Value of total assets at beginning of year2020-12-31$14,371,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,942
Total interest from all sources2020-12-31$10,805
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$557,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$557,076
Administrative expenses professional fees incurred2020-12-31$6,403
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$361,701
Participant contributions at end of year2020-12-31$261,778
Participant contributions at beginning of year2020-12-31$196,991
Participant contributions at end of year2020-12-31$44,501
Participant contributions at beginning of year2020-12-31$42,792
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$173,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,078,159
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,449,192
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,371,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$27,846
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,013,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,829,257
Interest on participant loans2020-12-31$10,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,138,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$129,577
Employer contributions (assets) at end of year2020-12-31$129,577
Employer contributions (assets) at beginning of year2020-12-31$128,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,062,025
Contract administrator fees2020-12-31$11,693
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2020-12-31133891517
2019 : LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,033,372
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$417,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$401,702
Value of total corrective distributions2019-12-31$10,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$482,662
Value of total assets at end of year2019-12-31$14,371,033
Value of total assets at beginning of year2019-12-31$11,755,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,231
Total interest from all sources2019-12-31$12,075
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$168,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$168,449
Administrative expenses professional fees incurred2019-12-31$1,663
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$353,699
Participant contributions at end of year2019-12-31$196,991
Participant contributions at beginning of year2019-12-31$246,639
Participant contributions at end of year2019-12-31$42,792
Participant contributions at beginning of year2019-12-31$40,912
Administrative expenses (other) incurred2019-12-31$-42,743
Total non interest bearing cash at end of year2019-12-31$173,030
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,615,930
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,371,033
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,755,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,829,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,113,428
Interest on participant loans2019-12-31$12,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$233,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$233,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,370,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$128,963
Employer contributions (assets) at end of year2019-12-31$128,963
Employer contributions (assets) at beginning of year2019-12-31$120,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$401,702
Contract administrator fees2019-12-31$46,311
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2019-12-31133891517
2018 : LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-287,298
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$283,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$245,863
Value of total corrective distributions2018-12-31$3,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$491,234
Value of total assets at end of year2018-12-31$11,755,103
Value of total assets at beginning of year2018-12-31$12,325,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,116
Total interest from all sources2018-12-31$11,094
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$585,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$585,590
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$370,708
Participant contributions at end of year2018-12-31$246,639
Participant contributions at beginning of year2018-12-31$255,458
Participant contributions at end of year2018-12-31$40,912
Participant contributions at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$23,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-570,809
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,755,103
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,325,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$31,138
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,113,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,717,951
Interest on participant loans2018-12-31$11,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$233,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$223,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$223,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,398,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$120,526
Employer contributions (assets) at end of year2018-12-31$120,526
Employer contributions (assets) at beginning of year2018-12-31$128,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$245,863
Contract administrator fees2018-12-31$2,978
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2018-12-31133891517
2017 : LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,297,387
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,071,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,037,250
Value of total corrective distributions2017-12-31$1,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$465,364
Value of total assets at end of year2017-12-31$12,325,912
Value of total assets at beginning of year2017-12-31$11,099,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,388
Total interest from all sources2017-12-31$11,067
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$567,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$567,049
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$333,964
Participant contributions at end of year2017-12-31$255,458
Participant contributions at beginning of year2017-12-31$296,930
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,504
Other income not declared elsewhere2017-12-31$32,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,226,373
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,325,912
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,099,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$29,273
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,717,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,274,530
Interest on participant loans2017-12-31$11,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$223,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$405,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$405,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,221,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$128,896
Employer contributions (assets) at end of year2017-12-31$128,896
Employer contributions (assets) at beginning of year2017-12-31$122,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,037,250
Contract administrator fees2017-12-31$3,115
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2017-12-31133891517
2016 : LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,167,520
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,005,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$974,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$430,232
Value of total assets at end of year2016-12-31$11,099,539
Value of total assets at beginning of year2016-12-31$10,937,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,884
Total interest from all sources2016-12-31$12,155
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$306,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$306,116
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$307,919
Participant contributions at end of year2016-12-31$296,930
Participant contributions at beginning of year2016-12-31$291,686
Other income not declared elsewhere2016-12-31$28,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$162,319
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,099,539
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,937,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$27,244
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,274,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,086,962
Interest on participant loans2016-12-31$12,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$405,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$434,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$434,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$390,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$122,313
Employer contributions (assets) at end of year2016-12-31$122,313
Employer contributions (assets) at beginning of year2016-12-31$124,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$974,317
Contract administrator fees2016-12-31$3,640
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2016-12-31133891517
2015 : LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$429,671
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$633,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$596,796
Expenses. Certain deemed distributions of participant loans2015-12-31$3,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$452,100
Value of total assets at end of year2015-12-31$10,937,220
Value of total assets at beginning of year2015-12-31$11,141,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,491
Total interest from all sources2015-12-31$9,130
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$471,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$471,743
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$327,850
Participant contributions at end of year2015-12-31$291,686
Participant contributions at beginning of year2015-12-31$155,316
Other income not declared elsewhere2015-12-31$28,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-204,269
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,937,220
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,141,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$28,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,086,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,732,273
Interest on participant loans2015-12-31$9,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$434,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$134,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$134,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$56
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-531,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$124,250
Employer contributions (assets) at end of year2015-12-31$124,250
Employer contributions (assets) at beginning of year2015-12-31$119,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$596,796
Contract administrator fees2015-12-31$5,460
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2015-12-31133891517
2014 : LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,055,654
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$279,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$231,266
Expenses. Certain deemed distributions of participant loans2014-12-31$19,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$451,768
Value of total assets at end of year2014-12-31$11,141,489
Value of total assets at beginning of year2014-12-31$10,365,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,282
Total interest from all sources2014-12-31$6,650
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$485,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$485,549
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$328,433
Participant contributions at end of year2014-12-31$155,316
Participant contributions at beginning of year2014-12-31$170,084
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,770
Other income not declared elsewhere2014-12-31$26,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$775,967
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,141,489
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,365,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$26,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,732,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,961,422
Interest on participant loans2014-12-31$6,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$134,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$107,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$107,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$84,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$119,565
Employer contributions (assets) at end of year2014-12-31$119,565
Employer contributions (assets) at beginning of year2014-12-31$126,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$231,266
Contract administrator fees2014-12-31$2,590
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2014-12-31133891517
2013 : LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,180,210
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,151,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,125,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$489,334
Value of total assets at end of year2013-12-31$10,365,522
Value of total assets at beginning of year2013-12-31$9,336,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,906
Total interest from all sources2013-12-31$7,062
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$422,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$422,115
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$351,765
Participant contributions at end of year2013-12-31$170,084
Participant contributions at beginning of year2013-12-31$165,563
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,348
Other income not declared elsewhere2013-12-31$23,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,028,622
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,365,522
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,336,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$23,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,961,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,857,065
Interest on participant loans2013-12-31$7,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$107,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$188,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$188,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,237,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$126,221
Employer contributions (assets) at end of year2013-12-31$126,221
Employer contributions (assets) at beginning of year2013-12-31$125,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,125,682
Contract administrator fees2013-12-31$2,195
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2013-12-31133891517
2012 : LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,724,737
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,606,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,579,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$449,320
Value of total assets at end of year2012-12-31$9,336,900
Value of total assets at beginning of year2012-12-31$9,218,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,730
Total interest from all sources2012-12-31$26,950
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$385,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$385,154
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$323,604
Participant contributions at end of year2012-12-31$165,563
Participant contributions at beginning of year2012-12-31$178,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$118,171
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,336,900
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,218,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$24,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,857,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,753,162
Interest on participant loans2012-12-31$7,895
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$165,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$188,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$19,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$863,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$125,716
Employer contributions (assets) at end of year2012-12-31$125,716
Employer contributions (assets) at beginning of year2012-12-31$120,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,579,836
Contract administrator fees2012-12-31$2,591
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2012-12-31133891517
2011 : LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$507,327
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,605,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,589,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$635,182
Value of total assets at end of year2011-12-31$9,218,729
Value of total assets at beginning of year2011-12-31$10,316,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,904
Total interest from all sources2011-12-31$7,845
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$327,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$327,972
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$315,734
Participant contributions at end of year2011-12-31$178,703
Participant contributions at beginning of year2011-12-31$181,343
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$198,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,098,156
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,218,729
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,316,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$11,884
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,753,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,800,996
Interest on participant loans2011-12-31$7,845
Value of interest in common/collective trusts at end of year2011-12-31$165,902
Value of interest in common/collective trusts at beginning of year2011-12-31$205,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-470,337
Net investment gain or loss from common/collective trusts2011-12-31$6,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$120,962
Employer contributions (assets) at end of year2011-12-31$120,962
Employer contributions (assets) at beginning of year2011-12-31$128,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,589,579
Contract administrator fees2011-12-31$4,020
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2011-12-31133891517
2010 : LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,719,302
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$450,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$447,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$453,230
Value of total assets at end of year2010-12-31$10,316,885
Value of total assets at beginning of year2010-12-31$9,048,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,471
Total interest from all sources2010-12-31$11,215
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$272,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$272,088
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$324,106
Participant contributions at end of year2010-12-31$181,343
Participant contributions at beginning of year2010-12-31$237,549
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$444
Administrative expenses (other) incurred2010-12-31$3,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,268,561
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,316,885
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,048,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,800,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,540,547
Interest on participant loans2010-12-31$11,215
Value of interest in common/collective trusts at end of year2010-12-31$205,866
Value of interest in common/collective trusts at beginning of year2010-12-31$132,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$979,633
Net investment gain or loss from common/collective trusts2010-12-31$3,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$128,680
Employer contributions (assets) at end of year2010-12-31$128,680
Employer contributions (assets) at beginning of year2010-12-31$137,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$447,270
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2010-12-31133891517

Form 5500 Responses for LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

2022: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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