401k Plan data: LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN plan

LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LAWRENCE & SCHILLER, INC. has sponsored the creation of one or more 401k plans.

Company Name: LAWRENCE & SCHILLER, INC.

Employer identification number (EIN): 363970379

NAIC Classification: 541400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-12-01 SCOTT LAWRENCE 2019-06-20
001 2016-12-01 SCOTT LAWRENCE 2018-05-16
001 2015-12-01 SCOTT LAWRENCE 2017-03-15
001 2014-12-01 SCOTT LAWRENCE 2016-05-31
001 2013-12-01 SCOTT LAWRENCE 2015-09-11
001 2012-12-01 SCOTT LAWRENCE
001 2011-12-01 SCOTT LAWRENCE
001 2009-12-01 SCOTT LAWRENCE
001 2008-12-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-12-01	SCOTT LAWRENCE	2019-06-20
001	2016-12-01	SCOTT LAWRENCE	2018-05-16
001	2015-12-01	SCOTT LAWRENCE	2017-03-15
001	2014-12-01	SCOTT LAWRENCE	2016-05-31
001	2013-12-01	SCOTT LAWRENCE	2015-09-11
001	2012-12-01	SCOTT LAWRENCE
001	2011-12-01	SCOTT LAWRENCE
001	2009-12-01	SCOTT LAWRENCE
001	2008-12-01

Plan Statistics for LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-12-01 190
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 48
Number of retired or separated participants receiving benefits 2012-12-01 4
Number of other retired or separated participants entitled to future benefits 2012-12-01 10
Total of all active and inactive participants 2012-12-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-12-01 0
Total participants 2012-12-01 62
Number of participants with account balances 2012-12-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-12-01 4
2011: LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-01 139
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 165
Number of retired or separated participants receiving benefits 2011-12-01 0
Number of other retired or separated participants entitled to future benefits 2011-12-01 24
Total of all active and inactive participants 2011-12-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 189
Number of participants with account balances 2011-12-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 7
2009: LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-12-01 136
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 85
Number of retired or separated participants receiving benefits 2009-12-01 1
Number of other retired or separated participants entitled to future benefits 2009-12-01 22
Total of all active and inactive participants 2009-12-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 0
Total participants 2009-12-01 108
Number of participants with account balances 2009-12-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-12-01 13

Measure	Date	Value
2012: LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-12-01	190
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	48
Number of retired or separated participants receiving benefits	2012-12-01	4
Number of other retired or separated participants entitled to future benefits	2012-12-01	10
Total of all active and inactive participants	2012-12-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-12-01	0
Total participants	2012-12-01	62
Number of participants with account balances	2012-12-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-12-01	4
2011: LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-01	139
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	165
Number of retired or separated participants receiving benefits	2011-12-01	0
Number of other retired or separated participants entitled to future benefits	2011-12-01	24
Total of all active and inactive participants	2011-12-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	189
Number of participants with account balances	2011-12-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	7
2009: LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-12-01	136
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	85
Number of retired or separated participants receiving benefits	2009-12-01	1
Number of other retired or separated participants entitled to future benefits	2009-12-01	22
Total of all active and inactive participants	2009-12-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	0
Total participants	2009-12-01	108
Number of participants with account balances	2009-12-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-12-01	13

Financial Data on LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-11-30	$0
Total transfer of assets from this plan	2013-11-30	$260,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-11-30	$7,345
Total income from all sources (including contributions)	2013-11-30	$1,085,170
Total loss/gain on sale of assets	2013-11-30	$0
Total of all expenses incurred	2013-11-30	$1,285,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-11-30	$1,261,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-11-30	$354,124
Value of total assets at end of year	2013-11-30	$4,753,221
Value of total assets at beginning of year	2013-11-30	$5,220,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-11-30	$23,985
Total interest from all sources	2013-11-30	$1,631
Total dividends received (eg from common stock, registered investment company shares)	2013-11-30	$102,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-11-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-11-30	$102,552
Was this plan covered by a fidelity bond	2013-11-30	Yes
Value of fidelity bond cover	2013-11-30	$500,000
If this is an individual account plan, was there a blackout period	2013-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-11-30	No
Contributions received from participants	2013-11-30	$245,272
Participant contributions at end of year	2013-11-30	$34,844
Participant contributions at beginning of year	2013-11-30	$52,337
Participant contributions at end of year	2013-11-30	$8,344
Participant contributions at beginning of year	2013-11-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-11-30	$7,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-11-30	$7,345
Administrative expenses (other) incurred	2013-11-30	$1,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-11-30	No
Value of net income/loss	2013-11-30	$-199,977
Value of net assets at end of year (total assets less liabilities)	2013-11-30	$4,753,221
Value of net assets at beginning of year (total assets less liabilities)	2013-11-30	$5,213,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-11-30	No
Were any leases to which the plan was party in default or uncollectible	2013-11-30	Yes
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-11-30	$301,646
Investment advisory and management fees	2013-11-30	$22,034
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-11-30	$4,557,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-11-30	$4,996,723
Interest on participant loans	2013-11-30	$1,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-11-30	$58,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-11-30	$83,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-11-30	$83,959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-11-30	$9
Expenses. Payments to insurance carriers foe the provision of benefits	2013-11-30	$3,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-11-30	$626,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-11-30	No
Was there a failure to transmit to the plan any participant contributions	2013-11-30	No
Has the plan failed to provide any benefit when due under the plan	2013-11-30	No
Contributions received in cash from employer	2013-11-30	$101,806
Employer contributions (assets) at end of year	2013-11-30	$94,132
Employer contributions (assets) at beginning of year	2013-11-30	$87,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-11-30	$1,257,923
Contract administrator fees	2013-11-30	$149
Did the plan have assets held for investment	2013-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-11-30	Disclaimer
Accountancy firm name	2013-11-30	EAST VANDER WOUDE GRANT & CO., PC
Accountancy firm EIN	2013-11-30	460418307
2012 : LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-11-30	$7,345
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-11-30	$36,273
Total income from all sources (including contributions)	2012-11-30	$876,095
Total loss/gain on sale of assets	2012-11-30	$0
Total of all expenses incurred	2012-11-30	$44,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-11-30	$5,328
Value of total corrective distributions	2012-11-30	$7,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-11-30	$386,730
Value of total assets at end of year	2012-11-30	$5,220,989
Value of total assets at beginning of year	2012-11-30	$4,418,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-11-30	$31,718
Total interest from all sources	2012-11-30	$2,502
Total dividends received (eg from common stock, registered investment company shares)	2012-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-11-30	No
Was this plan covered by a fidelity bond	2012-11-30	Yes
Value of fidelity bond cover	2012-11-30	$500,000
If this is an individual account plan, was there a blackout period	2012-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-11-30	No
Contributions received from participants	2012-11-30	$275,587
Participant contributions at end of year	2012-11-30	$52,337
Participant contributions at beginning of year	2012-11-30	$43,136
Participant contributions at end of year	2012-11-30	$0
Participant contributions at beginning of year	2012-11-30	$9,429
Income. Received or receivable in cash from other sources (including rollovers)	2012-11-30	$22,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-11-30	$7,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-11-30	$36,273
Administrative expenses (other) incurred	2012-11-30	$434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-11-30	No
Value of net income/loss	2012-11-30	$831,704
Value of net assets at end of year (total assets less liabilities)	2012-11-30	$5,213,644
Value of net assets at beginning of year (total assets less liabilities)	2012-11-30	$4,381,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-11-30	No
Were any leases to which the plan was party in default or uncollectible	2012-11-30	No
Investment advisory and management fees	2012-11-30	$31,284
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-11-30	$4,996,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-11-30	$4,178,622
Interest on participant loans	2012-11-30	$2,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-11-30	$83,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-11-30	$56,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-11-30	$56,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-11-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-11-30	$3,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-11-30	$486,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-11-30	No
Was there a failure to transmit to the plan any participant contributions	2012-11-30	Yes
Has the plan failed to provide any benefit when due under the plan	2012-11-30	No
Contributions received in cash from employer	2012-11-30	$88,339
Employer contributions (assets) at end of year	2012-11-30	$87,970
Employer contributions (assets) at beginning of year	2012-11-30	$130,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-11-30	$2,089
Contract administrator fees	2012-11-30	$0
Did the plan have assets held for investment	2012-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-11-30	Disclaimer
Accountancy firm name	2012-11-30	EAST, VANDER WOUDE, GRANT & CO., PC
Accountancy firm EIN	2012-11-30	460418307
2011 : LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-11-30	$36,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-11-30	$67,736
Total income from all sources (including contributions)	2011-11-30	$542,379
Total loss/gain on sale of assets	2011-11-30	$0
Total of all expenses incurred	2011-11-30	$729,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-11-30	$652,692
Expenses. Certain deemed distributions of participant loans	2011-11-30	$739
Value of total corrective distributions	2011-11-30	$36,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-11-30	$463,908
Value of total assets at end of year	2011-11-30	$4,418,213
Value of total assets at beginning of year	2011-11-30	$4,637,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-11-30	$40,107
Total interest from all sources	2011-11-30	$2,649
Total dividends received (eg from common stock, registered investment company shares)	2011-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-11-30	No
Was this plan covered by a fidelity bond	2011-11-30	Yes
Value of fidelity bond cover	2011-11-30	$500,000
If this is an individual account plan, was there a blackout period	2011-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-11-30	No
Contributions received from participants	2011-11-30	$333,010
Participant contributions at end of year	2011-11-30	$43,136
Participant contributions at beginning of year	2011-11-30	$53,453
Participant contributions at end of year	2011-11-30	$9,429
Participant contributions at beginning of year	2011-11-30	$11,420
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-11-30	$36,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-11-30	$67,736
Administrative expenses (other) incurred	2011-11-30	$731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-11-30	No
Value of net income/loss	2011-11-30	$-187,432
Value of net assets at end of year (total assets less liabilities)	2011-11-30	$4,381,940
Value of net assets at beginning of year (total assets less liabilities)	2011-11-30	$4,569,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-11-30	No
Were any leases to which the plan was party in default or uncollectible	2011-11-30	No
Investment advisory and management fees	2011-11-30	$39,376
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-11-30	$4,178,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-11-30	$4,342,039
Interest on participant loans	2011-11-30	$2,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-11-30	$56,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-11-30	$92,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-11-30	$92,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-11-30	$75,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-11-30	No
Was there a failure to transmit to the plan any participant contributions	2011-11-30	Yes
Has the plan failed to provide any benefit when due under the plan	2011-11-30	No
Contributions received in cash from employer	2011-11-30	$130,898
Employer contributions (assets) at end of year	2011-11-30	$130,898
Employer contributions (assets) at beginning of year	2011-11-30	$137,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-11-30	$652,692
Contract administrator fees	2011-11-30	$0
Did the plan have assets held for investment	2011-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-11-30	Disclaimer
Accountancy firm name	2011-11-30	EAST, VANDER WOUDE, GRANT & CO., PC
Accountancy firm EIN	2011-11-30	460418307
2010 : LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-11-30	$0

Form 5500 Responses for LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN

2012: LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Submission has been amended	Yes
2012-12-01	This submission is the final filing	No
2012-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-12-01	Plan is a collectively bargained plan	No
2012-12-01	Plan funding arrangement – Insurance	Yes
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement – Insurance	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Submission has been amended	No
2011-12-01	This submission is the final filing	No
2011-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-12-01	Plan is a collectively bargained plan	No
2011-12-01	Plan funding arrangement – Insurance	Yes
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement – Insurance	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2009: LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Submission has been amended	No
2009-12-01	This submission is the final filing	No
2009-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-12-01	Plan is a collectively bargained plan	No
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement – Insurance	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes
2008: LAWRENCE & SCHILLER, INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Submission has been amended	No
2008-12-01	This submission is the final filing	No
2008-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	3
Insurance policy start date	2012-12-01
Insurance policy end date	2013-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	3
Insurance policy start date	2011-12-01
Insurance policy end date	2012-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	3
Insurance policy start date	2010-12-01
Insurance policy end date	2011-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	LAWRENCE & SCHILLER, INC.
Employer identification number (EIN):	363970379
NAIC Classification:	541400