LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2021: LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 0 |
| Number of participants with account balances | 2021-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 6 |
| Number of participants with account balances | 2020-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 6 |
| Number of participants with account balances | 2019-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 6 |
| Number of participants with account balances | 2018-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 5 |
| Number of participants with account balances | 2017-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,070 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $222,270 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $221,580 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $221,200 |
| Value of fidelity bond covering the plan | 2021-12-31 | $21,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $1,070 |
| Net income (gross income less expenses) | 2021-12-31 | $-221,200 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $221,200 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $690 |
| 2020 : LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $19,595 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $110 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $221,200 |
| Total plan assets at beginning of year | 2020-12-31 | $201,715 |
| Value of fidelity bond covering the plan | 2020-12-31 | $21,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $950 |
| Other income received | 2020-12-31 | $17,961 |
| Net income (gross income less expenses) | 2020-12-31 | $19,485 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $221,200 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $201,715 |
| Assets. Value of participant loans | 2020-12-31 | $1,453 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $684 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $110 |
| 2019 : LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $26,916 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $115 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $201,715 |
| Total plan assets at beginning of year | 2019-12-31 | $174,914 |
| Value of fidelity bond covering the plan | 2019-12-31 | $21,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $1,450 |
| Other income received | 2019-12-31 | $24,198 |
| Net income (gross income less expenses) | 2019-12-31 | $26,801 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $201,715 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $174,914 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $1,268 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $115 |
| 2018 : LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-5,040 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $174,914 |
| Total plan assets at beginning of year | 2018-12-31 | $179,954 |
| Value of fidelity bond covering the plan | 2018-12-31 | $18,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $960 |
| Other income received | 2018-12-31 | $-6,960 |
| Net income (gross income less expenses) | 2018-12-31 | $-5,040 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $174,914 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $179,954 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $960 |
| 2017 : LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $11,735 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $10 |
| Total plan assets at end of year | 2017-12-31 | $179,954 |
| Total plan assets at beginning of year | 2017-12-31 | $168,229 |
| Value of fidelity bond covering the plan | 2017-12-31 | $18,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $40 |
| Other income received | 2017-12-31 | $11,655 |
| Net income (gross income less expenses) | 2017-12-31 | $11,725 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $179,954 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $168,229 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $40 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $10 |
| 2021: LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | Yes |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | Yes |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LEWIS & BROOKS LLC 401K PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
