L & R INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.
Additional information about L & R INDUSTRIES, INC.
Submission information for form 5500 for 401k plan L & R INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for L & R INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : L & R INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,633,948 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $340,533 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $307,270 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,604,393 |
| Value of total assets at end of year | 2023-12-31 | $8,480,400 |
| Value of total assets at beginning of year | 2023-12-31 | $6,186,985 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $33,263 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $249,563 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $249,563 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $528,115 |
| Participant contributions at end of year | 2023-12-31 | $31 |
| Participant contributions at beginning of year | 2023-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $203,975 |
| Total non interest bearing cash at end of year | 2023-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $2,293,415 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $8,480,400 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,186,985 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $33,263 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $7,949,583 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $5,682,814 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $779,992 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $872,303 |
| Employer contributions (assets) at end of year | 2023-12-31 | $530,786 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $504,171 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $307,270 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | LEE CPA AUDIT GROUP |
| Accountancy firm EIN | 2023-12-31 | 814637885 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,633,948 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $340,533 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $307,270 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,604,393 |
| Value of total assets at end of year | 2023-01-01 | $8,480,400 |
| Value of total assets at beginning of year | 2023-01-01 | $6,186,985 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $33,263 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $249,563 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $249,563 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $528,115 |
| Participant contributions at end of year | 2023-01-01 | $31 |
| Participant contributions at beginning of year | 2023-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $203,975 |
| Total non interest bearing cash at end of year | 2023-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $2,293,415 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $8,480,400 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $6,186,985 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $33,263 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $7,949,583 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $5,682,814 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $779,992 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $872,303 |
| Employer contributions (assets) at end of year | 2023-01-01 | $530,786 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $504,171 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $307,270 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | LEE CPA AUDIT GROUP |
| Accountancy firm EIN | 2023-01-01 | 814637885 |
| 2022 : L & R INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $296,103 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $312,937 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $280,856 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,260,108 |
| Value of total assets at end of year | 2022-12-31 | $6,186,985 |
| Value of total assets at beginning of year | 2022-12-31 | $6,203,819 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $32,081 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $196,064 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $196,064 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $455,272 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $18,930 |
| Total non interest bearing cash at end of year | 2022-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Income. Non cash contributions | 2022-12-31 | $0 |
| Value of net income/loss | 2022-12-31 | $-16,834 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,186,985 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,203,819 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $32,081 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,682,814 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,666,410 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,160,069 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $785,906 |
| Employer contributions (assets) at end of year | 2022-12-31 | $504,171 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $537,409 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $280,856 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | ROBERTS MCKENZIE MANGAN & CUMMINGS |
| Accountancy firm EIN | 2022-12-31 | 431244312 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $296,103 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $312,937 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $280,856 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,260,108 |
| Value of total assets at end of year | 2022-01-01 | $6,186,985 |
| Value of total assets at beginning of year | 2022-01-01 | $6,203,819 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $32,081 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $196,064 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $196,064 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $455,272 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $18,930 |
| Total non interest bearing cash at end of year | 2022-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Income. Non cash contributions | 2022-01-01 | $0 |
| Value of net income/loss | 2022-01-01 | $-16,834 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $6,186,985 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $6,203,819 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $32,081 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $5,682,814 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $5,666,410 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,160,069 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $785,906 |
| Employer contributions (assets) at end of year | 2022-01-01 | $504,171 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $537,409 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $280,856 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | ROBERTS MCKENZIE MANGAN & CUMMINGS |
| Accountancy firm EIN | 2022-01-01 | 431244312 |
| 2021 : L & R INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,805,696 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $193,397 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $162,839 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,232,917 |
| Value of total assets at end of year | 2021-12-31 | $6,203,819 |
| Value of total assets at beginning of year | 2021-12-31 | $4,591,520 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $30,558 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $686,472 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $686,472 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $440,215 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
| Total non interest bearing cash at end of year | 2021-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Income. Non cash contributions | 2021-12-31 | $0 |
| Value of net income/loss | 2021-12-31 | $1,612,299 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,203,819 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,591,520 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $30,558 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,666,410 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,110,182 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-113,693 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $792,702 |
| Employer contributions (assets) at end of year | 2021-12-31 | $537,409 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $481,338 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $162,839 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | ROBERTS MCKENZIE MANGAN & CUMMINGS |
| Accountancy firm EIN | 2021-12-31 | 431244312 |
