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| Plan Name | LONE STAR PEO, INC. RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | LONE STAR PEO, INC. |
| Employer identification number (EIN): | 473726066 |
| NAIC Classification: | 812990 |
| NAIC Description: | All Other Personal Services |
Additional information about LONE STAR PEO, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2015-04-01 |
| Company Identification Number: | 0802186659 |
| Legal Registered Office Address: |
14802 JONES MALTSBERGER RD STE 2202 BUILDING 2 SAN ANTONIO United States of America (USA) 78247 |
More information about LONE STAR PEO, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | TODD NEWTON | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | TODD NEWTON | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | TODD NEWTON | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | TODD NEWTON | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | BECKY NEWTON | |||
| 001 | 2016-01-01 | BECKY NEWTON | |||
| 001 | 2015-11-12 | JAMES TODD NEWTON |
| Measure | Date | Value |
|---|---|---|
| 2023: LONE STAR PEO, INC. RETIREMENT PLAN 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 8 |
| Number of participants with account balances | 2023-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: LONE STAR PEO, INC. RETIREMENT PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 8 |
| Number of participants with account balances | 2022-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: LONE STAR PEO, INC. RETIREMENT PLAN 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
| 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 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 6 |
| Number of participants with account balances | 2021-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: LONE STAR PEO, INC. RETIREMENT PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
| 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 | 0 |
| 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 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: LONE STAR PEO, INC. RETIREMENT PLAN 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 | 6 |
| 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 | 0 |
| 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 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: LONE STAR PEO, INC. RETIREMENT PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
| 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 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 4 |
| 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: LONE STAR PEO, INC. RETIREMENT PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| 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 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 2 |
| 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 |
| 2016: LONE STAR PEO, INC. RETIREMENT PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: LONE STAR PEO, INC. RETIREMENT PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-11-12 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-12 | 2 |
| Number of retired or separated participants receiving benefits | 2015-11-12 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-12 | 0 |
| Total of all active and inactive participants | 2015-11-12 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-11-12 | 0 |
| Total participants | 2015-11-12 | 2 |
| Number of participants with account balances | 2015-11-12 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-11-12 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2023 : LONE STAR PEO, INC. RETIREMENT PLAN 2023 401k financial data | ||
| Total income from all sources | 2023-12-31 | $233,976 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $1,013,896 |
| Total plan assets at beginning of year | 2023-12-31 | $779,920 |
| Value of fidelity bond covering the plan | 2023-12-31 | $100,000 |
| Other income received | 2023-12-31 | $233,976 |
| Net income (gross income less expenses) | 2023-12-31 | $233,976 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,013,896 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $779,920 |
| Assets. Value of employer securities | 2023-12-31 | $1,013,896 |
| 2022 : LONE STAR PEO, INC. RETIREMENT PLAN 2022 401k financial data | ||
| Total income from all sources | 2022-12-31 | $156,978 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $779,920 |
| Total plan assets at beginning of year | 2022-12-31 | $622,942 |
| Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
| Other income received | 2022-12-31 | $156,978 |
| Net income (gross income less expenses) | 2022-12-31 | $156,978 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $779,920 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $622,942 |
| Assets. Value of employer securities | 2022-12-31 | $779,920 |
| 2021 : LONE STAR PEO, INC. RETIREMENT PLAN 2021 401k financial data | ||
| Total income from all sources | 2021-12-31 | $-122,204 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $622,942 |
| Total plan assets at beginning of year | 2021-12-31 | $745,146 |
| Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
| Other income received | 2021-12-31 | $-122,204 |
| Net income (gross income less expenses) | 2021-12-31 | $-122,204 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $622,942 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $745,146 |
| Assets. Value of employer securities | 2021-12-31 | $622,942 |
| 2020 : LONE STAR PEO, INC. RETIREMENT PLAN 2020 401k financial data | ||
| Total income from all sources | 2020-12-31 | $149,029 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $745,146 |
| Total plan assets at beginning of year | 2020-12-31 | $596,117 |
| Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
| Other income received | 2020-12-31 | $149,029 |
| Net income (gross income less expenses) | 2020-12-31 | $149,029 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $745,146 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $596,117 |
| Assets. Value of employer securities | 2020-12-31 | $745,146 |
| 2019 : LONE STAR PEO, INC. RETIREMENT PLAN 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $44,709 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $596,117 |
| Total plan assets at beginning of year | 2019-12-31 | $551,408 |
| Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
| Other income received | 2019-12-31 | $44,709 |
| Net income (gross income less expenses) | 2019-12-31 | $44,709 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $596,117 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $551,408 |
| Assets. Value of employer securities | 2019-12-31 | $596,117 |
| 2018 : LONE STAR PEO, INC. RETIREMENT PLAN 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $99,353 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $551,408 |
| Total plan assets at beginning of year | 2018-12-31 | $452,055 |
| Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $99,353 |
| Net income (gross income less expenses) | 2018-12-31 | $99,353 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $551,408 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $452,055 |
| Assets. Value of employer securities | 2018-12-31 | $551,408 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : LONE STAR PEO, INC. RETIREMENT PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $262,085 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $30 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $452,055 |
| Total plan assets at beginning of year | 2017-12-31 | $190,000 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $101,715 |
| Other income received | 2017-12-31 | $160,370 |
| Net income (gross income less expenses) | 2017-12-31 | $262,055 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $452,055 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $190,000 |
| Assets. Value of employer securities | 2017-12-31 | $452,055 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $30 |
| 2016 : LONE STAR PEO, INC. RETIREMENT PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $-162,980 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $190,000 |
| Total plan assets at beginning of year | 2016-12-31 | $352,980 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $-162,980 |
| Net income (gross income less expenses) | 2016-12-31 | $-162,980 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $190,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $352,980 |
| Assets. Value of employer securities | 2016-12-31 | $190,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| 2015 : LONE STAR PEO, INC. RETIREMENT PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $353,010 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $30 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $352,980 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $353,010 |
| Other income received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $352,980 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $352,980 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Assets. Value of employer securities | 2015-12-31 | $352,980 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $30 |
| 2023: LONE STAR PEO, INC. RETIREMENT PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: LONE STAR PEO, INC. RETIREMENT PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LONE STAR PEO, INC. RETIREMENT PLAN 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 | No |
| 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: LONE STAR PEO, INC. RETIREMENT PLAN 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: LONE STAR PEO, INC. RETIREMENT PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 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: LONE STAR PEO, INC. RETIREMENT PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LONE STAR PEO, INC. RETIREMENT PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LONE STAR PEO, INC. RETIREMENT PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: LONE STAR PEO, INC. RETIREMENT PLAN 2015 form 5500 responses | ||
| 2015-11-12 | Type of plan entity | Single employer plan |
| 2015-11-12 | First time form 5500 has been submitted | Yes |
| 2015-11-12 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-11-12 | Plan funding arrangement – Trust | Yes |
| 2015-11-12 | Plan benefit arrangement - Trust | Yes |