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LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 401k Plan overview

Plan NameLAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN
Plan identification number 004

LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OLDENBURG GROUP INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:OLDENBURG GROUP INCORPORATED
Employer identification number (EIN):390943085
NAIC Classification:333100

Additional information about OLDENBURG GROUP INCORPORATED

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 338935

More information about OLDENBURG GROUP INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042021-12-01
0042020-12-01
0042019-12-01
0042018-12-01
0042017-12-01
0042016-12-01WILLIAM LEMKE
0042015-12-01WILLIAM LEMKE
0042014-12-01WILLIAM LEMKE
0042013-12-01WILLIAM LEMKE
0042012-12-01WILLIAM LEMKE
0042011-12-01WILLIAM LEMKE
0042010-12-01WILLIAM LEMKE
0042009-12-01WILLIAM LEMKE
0042008-12-01

Plan Statistics for LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN

401k plan membership statisitcs for LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN

Measure Date Value
2022: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2022 401k membership
Market value of plan assets2022-11-30477,804
Acturial value of plan assets2022-11-30477,804
Funding target for retired participants and beneficiaries receiving payment2022-11-30425,139
Number of terminated vested participants2022-11-301
Fundng target for terminated vested participants2022-11-30147
Active participant vested funding target2022-11-300
Number of active participants2022-11-300
Total funding liabilities for active participants2022-11-300
Total participant count2022-11-3034
Total funding target for all participants2022-11-30425,286
Balance at beginning of prior year after applicable adjustments2022-11-300
Prefunding balance at beginning of prior year after applicable adjustments2022-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-11-300
Prefunding balanced used to offset prior years funding requirement2022-11-300
Amount remaining of carryover balance2022-11-300
Amount remaining of prefunding balance2022-11-300
Present value of excess contributions2022-11-3014
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-11-3015
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-11-300
Reductions in caryover balances due to elections or deemed elections2022-11-300
Reductions in prefunding balances due to elections or deemed elections2022-11-300
Balance of carryovers at beginning of current year2022-11-300
Balance of prefunding at beginning of current year2022-11-300
Total employer contributions2022-11-300
Total employee contributions2022-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-11-300
Contributions made to avoid restrictions adjusted to valuation date2022-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-11-300
Unpaid minimum required contributions for all prior years2022-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-11-300
Remaining amount of unpaid minimum required contributions2022-11-300
Minimum required contributions for current year target normal cost2022-11-3010,029
Net shortfall amortization installment of oustanding balance2022-11-300
Waiver amortization installment2022-11-300
Total funding amount beforereflecting carryover/prefunding balances2022-11-300
Carryover balance elected to use to offset funding requirement2022-11-300
Prefunding balance elected to use to offset funding requirement2022-11-300
Additional cash requirement2022-11-300
Contributions allocatedtoward minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for all years2022-11-300
2021: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-12-0134
Total number of active participants reported on line 7a of the Form 55002021-12-010
Number of retired or separated participants receiving benefits2021-12-0126
Number of other retired or separated participants entitled to future benefits2021-12-011
Total of all active and inactive participants2021-12-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-12-015
Total participants2021-12-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-12-010
Market value of plan assets2021-11-30514,825
Acturial value of plan assets2021-11-30514,825
Funding target for retired participants and beneficiaries receiving payment2021-11-30495,003
Number of terminated vested participants2021-11-301
Fundng target for terminated vested participants2021-11-30143
Active participant vested funding target2021-11-300
Number of active participants2021-11-300
Total funding liabilities for active participants2021-11-300
Total participant count2021-11-3038
Total funding target for all participants2021-11-30495,146
Balance at beginning of prior year after applicable adjustments2021-11-300
Prefunding balance at beginning of prior year after applicable adjustments2021-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-11-300
Prefunding balanced used to offset prior years funding requirement2021-11-300
Amount remaining of carryover balance2021-11-300
Amount remaining of prefunding balance2021-11-300
Present value of excess contributions2021-11-3017
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-3018
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-300
Reductions in caryover balances due to elections or deemed elections2021-11-300
Reductions in prefunding balances due to elections or deemed elections2021-11-300
Balance of carryovers at beginning of current year2021-11-300
Balance of prefunding at beginning of current year2021-11-300
Total employer contributions2021-11-30296
Total employee contributions2021-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-30287
Unpaid minimum required contributions for all prior years2021-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-3019,952
Net shortfall amortization installment of oustanding balance2021-11-300
Waiver amortization installment2021-11-300
Total funding amount beforereflecting carryover/prefunding balances2021-11-30273
Carryover balance elected to use to offset funding requirement2021-11-300
Prefunding balance elected to use to offset funding requirement2021-11-300
Additional cash requirement2021-11-30273
Contributions allocatedtoward minimum required contributions for current year2021-11-30287
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300
2020: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-12-0138
Total number of active participants reported on line 7a of the Form 55002020-12-010
Number of retired or separated participants receiving benefits2020-12-0126
Number of other retired or separated participants entitled to future benefits2020-12-011
Total of all active and inactive participants2020-12-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-017
Total participants2020-12-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-12-010
Market value of plan assets2020-11-30562,991
Acturial value of plan assets2020-11-30562,991
Funding target for retired participants and beneficiaries receiving payment2020-11-30528,140
Number of terminated vested participants2020-11-304
Fundng target for terminated vested participants2020-11-3021,929
Active participant vested funding target2020-11-300
Number of active participants2020-11-300
Total funding liabilities for active participants2020-11-300
Total participant count2020-11-3047
Total funding target for all participants2020-11-30550,069
Balance at beginning of prior year after applicable adjustments2020-11-300
Prefunding balance at beginning of prior year after applicable adjustments2020-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-11-300
Prefunding balanced used to offset prior years funding requirement2020-11-300
Amount remaining of carryover balance2020-11-300
Amount remaining of prefunding balance2020-11-300
Present value of excess contributions2020-11-302
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-11-302
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-11-300
Reductions in caryover balances due to elections or deemed elections2020-11-300
Reductions in prefunding balances due to elections or deemed elections2020-11-300
Balance of carryovers at beginning of current year2020-11-300
Balance of prefunding at beginning of current year2020-11-300
Total employer contributions2020-11-301,300
Total employee contributions2020-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-11-300
Contributions made to avoid restrictions adjusted to valuation date2020-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-11-301,272
Unpaid minimum required contributions for all prior years2020-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-11-300
Remaining amount of unpaid minimum required contributions2020-11-300
Minimum required contributions for current year target normal cost2020-11-3014,177
Net shortfall amortization installment of oustanding balance2020-11-300
Waiver amortization installment2020-11-300
Total funding amount beforereflecting carryover/prefunding balances2020-11-301,255
Carryover balance elected to use to offset funding requirement2020-11-300
Prefunding balance elected to use to offset funding requirement2020-11-300
Additional cash requirement2020-11-301,255
Contributions allocatedtoward minimum required contributions for current year2020-11-301,272
Unpaid minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for all years2020-11-300
2019: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-12-0143
Total number of active participants reported on line 7a of the Form 55002019-12-010
Number of retired or separated participants receiving benefits2019-12-0130
Number of other retired or separated participants entitled to future benefits2019-12-011
Total of all active and inactive participants2019-12-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-017
Total participants2019-12-0138
Market value of plan assets2019-11-30577,044
Acturial value of plan assets2019-11-30577,044
Funding target for retired participants and beneficiaries receiving payment2019-11-30587,101
Number of terminated vested participants2019-11-306
Fundng target for terminated vested participants2019-11-3048,396
Active participant vested funding target2019-11-300
Number of active participants2019-11-300
Total funding liabilities for active participants2019-11-300
Total participant count2019-11-3048
Total funding target for all participants2019-11-30635,497
Balance at beginning of prior year after applicable adjustments2019-11-300
Prefunding balance at beginning of prior year after applicable adjustments2019-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-300
Prefunding balanced used to offset prior years funding requirement2019-11-300
Amount remaining of carryover balance2019-11-300
Amount remaining of prefunding balance2019-11-300
Present value of excess contributions2019-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-11-300
Reductions in caryover balances due to elections or deemed elections2019-11-300
Reductions in prefunding balances due to elections or deemed elections2019-11-300
Balance of carryovers at beginning of current year2019-11-300
Balance of prefunding at beginning of current year2019-11-300
Total employer contributions2019-11-3012,152
Total employee contributions2019-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-3011,749
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-3011,747
Net shortfall amortization installment of oustanding balance2019-11-3058,453
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-3011,747
Carryover balance elected to use to offset funding requirement2019-11-300
Prefunding balance elected to use to offset funding requirement2019-11-300
Additional cash requirement2019-11-3011,747
Contributions allocatedtoward minimum required contributions for current year2019-11-3011,749
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-0148
Total number of active participants reported on line 7a of the Form 55002018-12-010
Number of retired or separated participants receiving benefits2018-12-0129
Number of other retired or separated participants entitled to future benefits2018-12-014
Total of all active and inactive participants2018-12-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-0110
Total participants2018-12-0143
Market value of plan assets2018-11-30655,728
Acturial value of plan assets2018-11-30655,728
Funding target for retired participants and beneficiaries receiving payment2018-11-30649,500
Number of terminated vested participants2018-11-306
Fundng target for terminated vested participants2018-11-3043,624
Active participant vested funding target2018-11-300
Number of active participants2018-11-300
Total funding liabilities for active participants2018-11-300
Total participant count2018-11-3053
Total funding target for all participants2018-11-30693,124
Balance at beginning of prior year after applicable adjustments2018-11-300
Prefunding balance at beginning of prior year after applicable adjustments2018-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-11-300
Prefunding balanced used to offset prior years funding requirement2018-11-300
Amount remaining of carryover balance2018-11-300
Amount remaining of prefunding balance2018-11-300
Present value of excess contributions2018-11-301
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-301
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-11-300
Reductions in caryover balances due to elections or deemed elections2018-11-300
Reductions in prefunding balances due to elections or deemed elections2018-11-300
Balance of carryovers at beginning of current year2018-11-300
Balance of prefunding at beginning of current year2018-11-300
Total employer contributions2018-11-3021,216
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-3020,486
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-3013,994
Net shortfall amortization installment of oustanding balance2018-11-3037,396
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-3020,486
Carryover balance elected to use to offset funding requirement2018-11-300
Prefunding balance elected to use to offset funding requirement2018-11-300
Additional cash requirement2018-11-3020,486
Contributions allocatedtoward minimum required contributions for current year2018-11-3020,486
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-0153
Total number of active participants reported on line 7a of the Form 55002017-12-010
Number of retired or separated participants receiving benefits2017-12-0133
Number of other retired or separated participants entitled to future benefits2017-12-016
Total of all active and inactive participants2017-12-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-019
Total participants2017-12-0148
Market value of plan assets2017-11-30659,421
Acturial value of plan assets2017-11-30659,421
Funding target for retired participants and beneficiaries receiving payment2017-11-30680,539
Number of terminated vested participants2017-11-307
Fundng target for terminated vested participants2017-11-3064,574
Active participant vested funding target2017-11-300
Number of active participants2017-11-300
Total funding liabilities for active participants2017-11-300
Total participant count2017-11-3056
Total funding target for all participants2017-11-30745,113
Balance at beginning of prior year after applicable adjustments2017-11-300
Prefunding balance at beginning of prior year after applicable adjustments2017-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-11-300
Prefunding balanced used to offset prior years funding requirement2017-11-300
Amount remaining of carryover balance2017-11-300
Amount remaining of prefunding balance2017-11-300
Present value of excess contributions2017-11-30512
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-30542
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-11-300
Reductions in caryover balances due to elections or deemed elections2017-11-300
Reductions in prefunding balances due to elections or deemed elections2017-11-300
Balance of carryovers at beginning of current year2017-11-300
Balance of prefunding at beginning of current year2017-11-300
Total employer contributions2017-11-3036,028
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-3034,748
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-3017,560
Net shortfall amortization installment of oustanding balance2017-11-3085,692
Waiver amortization installment2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-3034,747
Carryover balance elected to use to offset funding requirement2017-11-300
Prefunding balance elected to use to offset funding requirement2017-11-300
Additional cash requirement2017-11-3034,747
Contributions allocatedtoward minimum required contributions for current year2017-11-3034,748
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300
2016: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-0156
Total number of active participants reported on line 7a of the Form 55002016-12-010
Number of retired or separated participants receiving benefits2016-12-0137
Number of other retired or separated participants entitled to future benefits2016-12-016
Total of all active and inactive participants2016-12-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-0110
Total participants2016-12-0153
2015: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-0158
Total number of active participants reported on line 7a of the Form 55002015-12-010
Number of retired or separated participants receiving benefits2015-12-0139
Number of other retired or separated participants entitled to future benefits2015-12-017
Total of all active and inactive participants2015-12-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-0110
Total participants2015-12-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-010
2014: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-0130
Total number of active participants reported on line 7a of the Form 55002014-12-010
Number of retired or separated participants receiving benefits2014-12-0140
Number of other retired or separated participants entitled to future benefits2014-12-017
Total of all active and inactive participants2014-12-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-0111
Total participants2014-12-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-010
2013: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-0131
Total number of active participants reported on line 7a of the Form 55002013-12-010
Number of retired or separated participants receiving benefits2013-12-0118
Number of other retired or separated participants entitled to future benefits2013-12-016
Total of all active and inactive participants2013-12-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-016
Total participants2013-12-0130
2012: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-0133
Total number of active participants reported on line 7a of the Form 55002012-12-010
Number of retired or separated participants receiving benefits2012-12-0119
Number of other retired or separated participants entitled to future benefits2012-12-016
Total of all active and inactive participants2012-12-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-016
Total participants2012-12-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-010
2011: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-0134
Total number of active participants reported on line 7a of the Form 55002011-12-010
Number of retired or separated participants receiving benefits2011-12-0118
Number of other retired or separated participants entitled to future benefits2011-12-018
Total of all active and inactive participants2011-12-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-017
Total participants2011-12-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-010
2010: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-0135
Total number of active participants reported on line 7a of the Form 55002010-12-010
Number of retired or separated participants receiving benefits2010-12-0119
Number of other retired or separated participants entitled to future benefits2010-12-018
Total of all active and inactive participants2010-12-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-017
Total participants2010-12-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-010
2009: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-0136
Total number of active participants reported on line 7a of the Form 55002009-12-010
Number of retired or separated participants receiving benefits2009-12-0120
Number of other retired or separated participants entitled to future benefits2009-12-018
Total of all active and inactive participants2009-12-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-017
Total participants2009-12-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-010

Financial Data on LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN

Measure Date Value
2022 : LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year2022-11-30$0
Total plan liabilities at beginning of year2022-11-30$0
Total income from all sources2022-11-30$-46,133
Expenses. Total of all expenses incurred2022-11-30$73,019
Benefits paid (including direct rollovers)2022-11-30$64,213
Total plan assets at end of year2022-11-30$358,652
Total plan assets at beginning of year2022-11-30$477,804
Value of fidelity bond covering the plan2022-11-30$500,000
Total contributions received or receivable from participants2022-11-30$0
Expenses. Other expenses not covered elsewhere2022-11-30$4,120
Contributions received from other sources (not participants or employers)2022-11-30$0
Other income received2022-11-30$-46,133
Net income (gross income less expenses)2022-11-30$-119,152
Net plan assets at end of year (total assets less liabilities)2022-11-30$358,652
Net plan assets at beginning of year (total assets less liabilities)2022-11-30$477,804
Total contributions received or receivable from employer(s)2022-11-30$0
Value of certain deemed distributions of participant loans2022-11-30$0
Value of corrective distributions2022-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-11-30$4,686
2021 : LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year2021-11-30$0
Total plan liabilities at beginning of year2021-11-30$0
Total income from all sources2021-11-30$40,322
Expenses. Total of all expenses incurred2021-11-30$77,343
Benefits paid (including direct rollovers)2021-11-30$67,314
Total plan assets at end of year2021-11-30$477,804
Total plan assets at beginning of year2021-11-30$514,825
Value of fidelity bond covering the plan2021-11-30$500,000
Total contributions received or receivable from participants2021-11-30$0
Expenses. Other expenses not covered elsewhere2021-11-30$6,529
Contributions received from other sources (not participants or employers)2021-11-30$0
Other income received2021-11-30$40,026
Noncash contributions received2021-11-30$0
Net income (gross income less expenses)2021-11-30$-37,021
Net plan assets at end of year (total assets less liabilities)2021-11-30$477,804
Net plan assets at beginning of year (total assets less liabilities)2021-11-30$514,825
Total contributions received or receivable from employer(s)2021-11-30$296
Value of certain deemed distributions of participant loans2021-11-30$0
Value of corrective distributions2021-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-11-30$3,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-11-30$0
2020 : LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year2020-11-30$0
Total plan liabilities at beginning of year2020-11-30$0
Total income from all sources2020-11-30$71,664
Expenses. Total of all expenses incurred2020-11-30$119,830
Benefits paid (including direct rollovers)2020-11-30$99,878
Total plan assets at end of year2020-11-30$514,825
Total plan assets at beginning of year2020-11-30$562,991
Value of fidelity bond covering the plan2020-11-30$500,000
Total contributions received or receivable from participants2020-11-30$0
Expenses. Other expenses not covered elsewhere2020-11-30$6,278
Contributions received from other sources (not participants or employers)2020-11-30$0
Other income received2020-11-30$70,364
Noncash contributions received2020-11-30$0
Net income (gross income less expenses)2020-11-30$-48,166
Net plan assets at end of year (total assets less liabilities)2020-11-30$514,825
Net plan assets at beginning of year (total assets less liabilities)2020-11-30$562,991
Total contributions received or receivable from employer(s)2020-11-30$1,300
Value of certain deemed distributions of participant loans2020-11-30$0
Value of corrective distributions2020-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-11-30$13,674
2019 : LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year2019-11-30$0
Total plan liabilities at beginning of year2019-11-30$0
Total income from all sources2019-11-30$76,126
Expenses. Total of all expenses incurred2019-11-30$90,179
Benefits paid (including direct rollovers)2019-11-30$77,253
Total plan assets at end of year2019-11-30$562,991
Total plan assets at beginning of year2019-11-30$577,044
Value of fidelity bond covering the plan2019-11-30$500,000
Total contributions received or receivable from participants2019-11-30$0
Expenses. Other expenses not covered elsewhere2019-11-30$7,276
Contributions received from other sources (not participants or employers)2019-11-30$0
Other income received2019-11-30$63,974
Net income (gross income less expenses)2019-11-30$-14,053
Net plan assets at end of year (total assets less liabilities)2019-11-30$562,991
Net plan assets at beginning of year (total assets less liabilities)2019-11-30$577,044
Total contributions received or receivable from employer(s)2019-11-30$12,152
Value of certain deemed distributions of participant loans2019-11-30$0
Value of corrective distributions2019-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-11-30$5,650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
2018 : LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
2017 : LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-11-30$0
Total plan liabilities at beginning of year2017-11-30$0
Total income from all sources2017-11-30$109,031
Expenses. Total of all expenses incurred2017-11-30$112,724
Benefits paid (including direct rollovers)2017-11-30$98,730
Total plan assets at end of year2017-11-30$655,728
Total plan assets at beginning of year2017-11-30$659,421
Value of fidelity bond covering the plan2017-11-30$500,000
Total contributions received or receivable from participants2017-11-30$0
Expenses. Other expenses not covered elsewhere2017-11-30$9,374
Contributions received from other sources (not participants or employers)2017-11-30$0
Other income received2017-11-30$73,003
Noncash contributions received2017-11-30$0
Net income (gross income less expenses)2017-11-30$-3,693
Net plan assets at end of year (total assets less liabilities)2017-11-30$655,728
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$659,421
Total contributions received or receivable from employer(s)2017-11-30$36,028
Value of certain deemed distributions of participant loans2017-11-30$0
Value of corrective distributions2017-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-11-30$4,620
2016 : LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year2016-11-30$0
Total plan liabilities at beginning of year2016-11-30$0
Total income from all sources2016-11-30$29,603
Expenses. Total of all expenses incurred2016-11-30$119,967
Benefits paid (including direct rollovers)2016-11-30$102,407
Total plan assets at end of year2016-11-30$659,421
Total plan assets at beginning of year2016-11-30$749,785
Value of fidelity bond covering the plan2016-11-30$500,000
Total contributions received or receivable from participants2016-11-30$0
Expenses. Other expenses not covered elsewhere2016-11-30$6,474
Contributions received from other sources (not participants or employers)2016-11-30$0
Other income received2016-11-30$15,755
Noncash contributions received2016-11-30$0
Net income (gross income less expenses)2016-11-30$-90,364
Net plan assets at end of year (total assets less liabilities)2016-11-30$659,421
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$749,785
Total contributions received or receivable from employer(s)2016-11-30$13,848
Value of certain deemed distributions of participant loans2016-11-30$0
Value of corrective distributions2016-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-30$11,086
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
2015 : LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-11-30$539,582
Total plan liabilities at end of year2015-11-30$0
Total plan liabilities at beginning of year2015-11-30$0
Total income from all sources2015-11-30$16,375
Expenses. Total of all expenses incurred2015-11-30$46,017
Benefits paid (including direct rollovers)2015-11-30$33,191
Total plan assets at end of year2015-11-30$749,785
Total plan assets at beginning of year2015-11-30$239,845
Value of fidelity bond covering the plan2015-11-30$500,000
Total contributions received or receivable from participants2015-11-30$0
Expenses. Other expenses not covered elsewhere2015-11-30$0
Contributions received from other sources (not participants or employers)2015-11-30$0
Other income received2015-11-30$3,207
Noncash contributions received2015-11-30$0
Net income (gross income less expenses)2015-11-30$-29,642
Net plan assets at end of year (total assets less liabilities)2015-11-30$749,785
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$239,845
Total contributions received or receivable from employer(s)2015-11-30$13,168
Value of certain deemed distributions of participant loans2015-11-30$0
Value of corrective distributions2015-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$12,826
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
2014 : LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year2014-11-30$0
Total plan liabilities at beginning of year2014-11-30$0
Total income from all sources2014-11-30$27,091
Expenses. Total of all expenses incurred2014-11-30$41,143
Benefits paid (including direct rollovers)2014-11-30$34,631
Total plan assets at end of year2014-11-30$239,845
Total plan assets at beginning of year2014-11-30$253,897
Value of fidelity bond covering the plan2014-11-30$500,000
Total contributions received or receivable from participants2014-11-30$0
Expenses. Other expenses not covered elsewhere2014-11-30$2,391
Contributions received from other sources (not participants or employers)2014-11-30$0
Other income received2014-11-30$14,287
Noncash contributions received2014-11-30$0
Net income (gross income less expenses)2014-11-30$-14,052
Net plan assets at end of year (total assets less liabilities)2014-11-30$239,845
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$253,897
Total contributions received or receivable from employer(s)2014-11-30$12,804
Value of certain deemed distributions of participant loans2014-11-30$0
Value of corrective distributions2014-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-11-30$4,121
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
2013 : LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year2013-11-30$0
Total plan liabilities at beginning of year2013-11-30$0
Total income from all sources2013-11-30$40,735
Expenses. Total of all expenses incurred2013-11-30$47,884
Benefits paid (including direct rollovers)2013-11-30$41,243
Total plan assets at end of year2013-11-30$253,897
Total plan assets at beginning of year2013-11-30$261,046
Value of fidelity bond covering the plan2013-11-30$10,000,000
Total contributions received or receivable from participants2013-11-30$0
Expenses. Other expenses not covered elsewhere2013-11-30$2,694
Contributions received from other sources (not participants or employers)2013-11-30$0
Other income received2013-11-30$27,159
Noncash contributions received2013-11-30$0
Net income (gross income less expenses)2013-11-30$-7,149
Net plan assets at end of year (total assets less liabilities)2013-11-30$253,897
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$261,046
Total contributions received or receivable from employer(s)2013-11-30$13,576
Value of certain deemed distributions of participant loans2013-11-30$0
Value of corrective distributions2013-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-11-30$3,947
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-11-30$0
2012 : LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-11-30$0
Total plan liabilities at beginning of year2012-11-30$0
Total income from all sources2012-11-30$64,482
Expenses. Total of all expenses incurred2012-11-30$44,216
Benefits paid (including direct rollovers)2012-11-30$36,982
Total plan assets at end of year2012-11-30$261,046
Total plan assets at beginning of year2012-11-30$240,780
Value of fidelity bond covering the plan2012-11-30$1,000,000
Total contributions received or receivable from participants2012-11-30$0
Expenses. Other expenses not covered elsewhere2012-11-30$2,747
Contributions received from other sources (not participants or employers)2012-11-30$0
Other income received2012-11-30$26,785
Noncash contributions received2012-11-30$0
Net income (gross income less expenses)2012-11-30$20,266
Net plan assets at end of year (total assets less liabilities)2012-11-30$261,046
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$240,780
Total contributions received or receivable from employer(s)2012-11-30$37,697
Value of certain deemed distributions of participant loans2012-11-30$0
Value of corrective distributions2012-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-11-30$4,487
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
2011 : LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-11-30$0
Total plan liabilities at beginning of year2011-11-30$0
Total income from all sources2011-11-30$24,694
Expenses. Total of all expenses incurred2011-11-30$58,189
Benefits paid (including direct rollovers)2011-11-30$37,665
Total plan assets at end of year2011-11-30$240,780
Total plan assets at beginning of year2011-11-30$274,275
Value of fidelity bond covering the plan2011-11-30$10,000,000
Total contributions received or receivable from participants2011-11-30$0
Expenses. Other expenses not covered elsewhere2011-11-30$3,971
Contributions received from other sources (not participants or employers)2011-11-30$0
Other income received2011-11-30$7,041
Noncash contributions received2011-11-30$0
Net income (gross income less expenses)2011-11-30$-33,495
Net plan assets at end of year (total assets less liabilities)2011-11-30$240,780
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$274,275
Total contributions received or receivable from employer(s)2011-11-30$17,653
Value of certain deemed distributions of participant loans2011-11-30$0
Value of corrective distributions2011-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-11-30$16,553
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0
2010 : LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-11-30$0

Form 5500 Responses for LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN

2021: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Submission has been amendedNo
2021-12-01This submission is the final filingNo
2021-12-01This return/report is a short plan year return/report (less than 12 months)No
2021-12-01Plan is a collectively bargained planYes
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement - TrustYes
2020: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Submission has been amendedNo
2020-12-01This submission is the final filingNo
2020-12-01This return/report is a short plan year return/report (less than 12 months)No
2020-12-01Plan is a collectively bargained planYes
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement - TrustYes
2019: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Submission has been amendedNo
2019-12-01This submission is the final filingNo
2019-12-01This return/report is a short plan year return/report (less than 12 months)No
2019-12-01Plan is a collectively bargained planYes
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement - TrustYes
2018: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingNo
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planYes
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement - TrustYes
2017: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planYes
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement - TrustYes
2016: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planYes
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement - TrustYes
2015: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement - TrustYes
2014: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement - TrustYes
2013: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2010: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2010 form 5500 responses
2010-12-01Type of plan entitySingle employer plan
2010-12-01Submission has been amendedNo
2010-12-01This submission is the final filingNo
2010-12-01This return/report is a short plan year return/report (less than 12 months)No
2010-12-01Plan is a collectively bargained planYes
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement - TrustYes
2009: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes
2008: LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

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