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PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC.
Plan identification number 004

PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:LEE ENTERPRISES, INC.
Employer identification number (EIN):420823980
NAIC Classification:511110
NAIC Description:Newspaper Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01ASTRID GARCIA2023-10-13
0042021-01-01ASTRID GARCIA2022-10-13
0042020-01-01ASTRID GARCIA2021-10-08
0042019-01-01ASTRID GARCIA2020-10-12
0042018-01-01ASTRID GARCIA2019-08-02
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01ASTRID GARCIA
0042013-01-01ASTRID GARCIA
0042012-01-01VYTENIS KURAITIS
0042011-01-01VYTENIS KURAITIS
0042010-01-01VYTENIS KURAITIS
0042009-01-01VYTENIS KURAITIS
0042009-01-01VYTENIS KURAITIS

Financial Data on PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC.

Measure Date Value
2022 : PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 2022 401k financial data
Transfers to/from the plan2022-12-31$-1,842,874
Total plan liabilities at end of year2022-12-31$1,659,110
Total income from all sources2022-12-31$-559,976
Expenses. Total of all expenses incurred2022-12-31$132,735
Benefits paid (including direct rollovers)2022-12-31$111,821
Total plan assets at end of year2022-12-31$1,659,110
Total plan assets at beginning of year2022-12-31$2,535,585
Value of fidelity bond covering the plan2022-12-31$500,000
Expenses. Other expenses not covered elsewhere2022-12-31$3,290
Other income received2022-12-31$-559,976
Net income (gross income less expenses)2022-12-31$-692,711
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,535,585
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$17,624
2021 : PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 2021 401k financial data
Transfers to/from the plan2021-12-31$370
Total income from all sources2021-12-31$254,618
Expenses. Total of all expenses incurred2021-12-31$133,522
Benefits paid (including direct rollovers)2021-12-31$113,416
Total plan assets at end of year2021-12-31$2,535,585
Total plan assets at beginning of year2021-12-31$2,414,119
Value of fidelity bond covering the plan2021-12-31$500,000
Expenses. Other expenses not covered elsewhere2021-12-31$14,677
Other income received2021-12-31$254,618
Net income (gross income less expenses)2021-12-31$121,096
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,535,585
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,414,119
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$5,429
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 2020 401k financial data
Total income from all sources2020-12-31$401,751
Expenses. Total of all expenses incurred2020-12-31$124,680
Benefits paid (including direct rollovers)2020-12-31$106,489
Total plan assets at end of year2020-12-31$2,414,119
Total plan assets at beginning of year2020-12-31$2,137,048
Value of fidelity bond covering the plan2020-12-31$500,000
Expenses. Other expenses not covered elsewhere2020-12-31$14,968
Other income received2020-12-31$317,751
Net income (gross income less expenses)2020-12-31$277,071
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,414,119
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,137,048
Total contributions received or receivable from employer(s)2020-12-31$84,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,223
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 2019 401k financial data
Total income from all sources2019-12-31$395,841
Expenses. Total of all expenses incurred2019-12-31$148,578
Benefits paid (including direct rollovers)2019-12-31$110,353
Total plan assets at end of year2019-12-31$2,137,048
Total plan assets at beginning of year2019-12-31$1,889,785
Value of fidelity bond covering the plan2019-12-31$500,000
Expenses. Other expenses not covered elsewhere2019-12-31$34,743
Other income received2019-12-31$395,841
Net income (gross income less expenses)2019-12-31$247,263
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,137,048
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,889,785
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,482
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 2018 401k financial data
Total income from all sources2018-12-31$-59,908
Expenses. Total of all expenses incurred2018-12-31$130,982
Benefits paid (including direct rollovers)2018-12-31$85,732
Total plan assets at end of year2018-12-31$1,889,785
Total plan assets at beginning of year2018-12-31$2,080,675
Value of fidelity bond covering the plan2018-12-31$500,000
Expenses. Other expenses not covered elsewhere2018-12-31$42,078
Other income received2018-12-31$-99,908
Net income (gross income less expenses)2018-12-31$-190,890
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,889,785
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,080,675
Total contributions received or receivable from employer(s)2018-12-31$40,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,172
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 2017 401k financial data
Total income from all sources2017-12-31$368,087
Expenses. Total of all expenses incurred2017-12-31$104,435
Benefits paid (including direct rollovers)2017-12-31$97,750
Total plan assets at end of year2017-12-31$2,080,675
Total plan assets at beginning of year2017-12-31$1,817,023
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$3,164
Other income received2017-12-31$262,087
Net income (gross income less expenses)2017-12-31$263,652
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,080,675
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,817,023
Total contributions received or receivable from employer(s)2017-12-31$106,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,521
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 2016 401k financial data
Total income from all sources2016-12-31$128,840
Expenses. Total of all expenses incurred2016-12-31$115,133
Benefits paid (including direct rollovers)2016-12-31$88,453
Total plan assets at end of year2016-12-31$1,817,023
Total plan assets at beginning of year2016-12-31$1,803,316
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$19,987
Other income received2016-12-31$128,840
Net income (gross income less expenses)2016-12-31$13,707
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,817,023
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,803,316
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,693
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 2015 401k financial data
Total income from all sources2015-12-31$16,113
Expenses. Total of all expenses incurred2015-12-31$103,113
Benefits paid (including direct rollovers)2015-12-31$83,064
Total plan assets at end of year2015-12-31$1,803,316
Total plan assets at beginning of year2015-12-31$1,890,316
Value of fidelity bond covering the plan2015-12-31$500,000
Expenses. Other expenses not covered elsewhere2015-12-31$12,389
Other income received2015-12-31$16,113
Net income (gross income less expenses)2015-12-31$-87,000
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,803,316
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,890,316
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,660
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 2014 401k financial data
Total income from all sources2014-12-31$178,650
Expenses. Total of all expenses incurred2014-12-31$94,693
Benefits paid (including direct rollovers)2014-12-31$69,664
Total plan assets at end of year2014-12-31$1,890,316
Total plan assets at beginning of year2014-12-31$1,806,359
Value of fidelity bond covering the plan2014-12-31$500,000
Expenses. Other expenses not covered elsewhere2014-12-31$20,303
Other income received2014-12-31$144,066
Net income (gross income less expenses)2014-12-31$83,957
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,890,316
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,806,359
Total contributions received or receivable from employer(s)2014-12-31$34,584
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,726
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 2013 401k financial data
Total income from all sources2013-12-31$352,035
Expenses. Total of all expenses incurred2013-12-31$95,054
Benefits paid (including direct rollovers)2013-12-31$62,571
Total plan assets at end of year2013-12-31$1,806,359
Total plan assets at beginning of year2013-12-31$1,549,378
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$299,435
Net income (gross income less expenses)2013-12-31$256,981
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,806,359
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,549,378
Total contributions received or receivable from employer(s)2013-12-31$52,600
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$32,483
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 2012 401k financial data
Total income from all sources2012-12-31$220,174
Expenses. Total of all expenses incurred2012-12-31$124,631
Benefits paid (including direct rollovers)2012-12-31$85,435
Total plan assets at end of year2012-12-31$1,549,378
Total plan assets at beginning of year2012-12-31$1,453,835
Value of fidelity bond covering the plan2012-12-31$500,000
Expenses. Other expenses not covered elsewhere2012-12-31$39,196
Other income received2012-12-31$220,174
Net income (gross income less expenses)2012-12-31$95,543
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,549,378
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,453,835
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 2011 401k financial data
Total income from all sources2011-12-31$5,641
Expenses. Total of all expenses incurred2011-12-31$107,003
Benefits paid (including direct rollovers)2011-12-31$57,645
Total plan assets at end of year2011-12-31$1,453,835
Total plan assets at beginning of year2011-12-31$1,555,197
Value of fidelity bond covering the plan2011-12-31$500,000
Expenses. Other expenses not covered elsewhere2011-12-31$49,358
Other income received2011-12-31$5,641
Net income (gross income less expenses)2011-12-31$-101,362
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,453,835
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,555,197
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 2010 401k financial data
Total income from all sources2010-12-31$173,861
Expenses. Total of all expenses incurred2010-12-31$130,354
Benefits paid (including direct rollovers)2010-12-31$130,354
Total plan assets at end of year2010-12-31$1,555,197
Total plan assets at beginning of year2010-12-31$1,511,690
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$173,861
Net income (gross income less expenses)2010-12-31$43,507
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,555,197
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,511,690
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC.

2022: PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 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 filingYes
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: PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 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: PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 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: PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 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: PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 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: PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 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: PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 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: PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 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: PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 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: PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 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: PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 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: PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 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: PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF SIOUX CITY NEWSPAPERS, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF501
Policy instance 1

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