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Plan Name | LONE STAR PEO, INC. MULTIPLE EMPLOYER RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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 |
---|---|---|---|---|---|
002 | 2022-01-01 | TODD NEWTON | 2023-10-12 | ||
002 | 2021-01-01 | TODD NEWTON | 2022-10-17 | ||
002 | 2020-01-01 | TODD NEWTON | 2021-10-14 | ||
002 | 2019-01-01 | TODD NEWTON | 2020-10-15 | ||
002 | 2018-01-01 | TODD NEWTON | 2019-09-26 | TODD NEWTON | 2019-09-26 |
Measure | Date | Value |
---|---|---|
2022: LONE STAR PEO, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 390 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 379 |
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 | 16 |
Total of all active and inactive participants | 2022-01-01 | 395 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 395 |
Number of participants with account balances | 2022-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 7 |
2021: LONE STAR PEO, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 402 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 332 |
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 | 15 |
Total of all active and inactive participants | 2021-01-01 | 347 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 347 |
Number of participants with account balances | 2021-01-01 | 119 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: LONE STAR PEO, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 342 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 375 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 11 |
Total of all active and inactive participants | 2020-01-01 | 388 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 388 |
Number of participants with account balances | 2020-01-01 | 115 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: LONE STAR PEO, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 247 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 312 |
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 | 4 |
Total of all active and inactive participants | 2019-01-01 | 316 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 316 |
Number of participants with account balances | 2019-01-01 | 59 |
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. MULTIPLE EMPLOYER RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 120 |
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 | 10 |
Total of all active and inactive participants | 2018-01-01 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 130 |
Number of participants with account balances | 2018-01-01 | 24 |
Measure | Date | Value |
---|---|---|
2022 : LONE STAR PEO, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $625,176 |
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 | $56,491 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $233,724 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $208,811 |
Value of total corrective distributions | 2022-12-31 | $1,754 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $402,239 |
Value of total assets at end of year | 2022-12-31 | $1,516,089 |
Value of total assets at beginning of year | 2022-12-31 | $2,318,498 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $23,159 |
Total interest from all sources | 2022-12-31 | $3,984 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $36,096 |
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 | $36,096 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $253,060 |
Participant contributions at end of year | 2022-12-31 | $35,434 |
Participant contributions at beginning of year | 2022-12-31 | $64,153 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $63,815 |
Other income not declared elsewhere | 2022-12-31 | $1 |
Total non interest bearing cash at end of year | 2022-12-31 | $5,385 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $2,274 |
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 |
Value of net income/loss | 2022-12-31 | $-177,233 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,516,089 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,318,498 |
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 | $4,909 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,219,897 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,252,071 |
Interest on participant loans | 2022-12-31 | $2,701 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $255,373 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,283 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-385,829 |
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 | Yes |
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 | $85,364 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $208,811 |
Contract administrator fees | 2022-12-31 | $18,250 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
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 | Disclaimer |
Accountancy firm name | 2022-12-31 | JASON F. CLAUSEN, P.C. |
Accountancy firm EIN | 2022-12-31 | 274097479 |
2021 : LONE STAR PEO, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $809,527 |
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 | $866,628 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $167,581 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $140,464 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $553,502 |
Value of total assets at end of year | 2021-12-31 | $2,318,498 |
Value of total assets at beginning of year | 2021-12-31 | $2,428,978 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $27,117 |
Total interest from all sources | 2021-12-31 | $3,706 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $318,227 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $318,227 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
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 | $407,552 |
Participant contributions at end of year | 2021-12-31 | $64,153 |
Participant contributions at beginning of year | 2021-12-31 | $68,247 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,133 |
Other income not declared elsewhere | 2021-12-31 | $27 |
Total non interest bearing cash at end of year | 2021-12-31 | $2,274 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $303 |
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 |
Value of net income/loss | 2021-12-31 | $699,047 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,318,498 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,428,978 |
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 | $4,410 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,252,071 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,347,948 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $3,685 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $12,480 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $12,480 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $21 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-8,834 |
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 | Yes |
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 | $143,817 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $140,464 |
Contract administrator fees | 2021-12-31 | $22,707 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
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 | JASON F. CLAUSEN, P.C. |
Accountancy firm EIN | 2021-12-31 | 274097479 |
2020 : LONE STAR PEO, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $1,259,641 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $821,436 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $146,375 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $133,878 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $449,607 |
Value of total assets at end of year | 2020-12-31 | $2,428,978 |
Value of total assets at beginning of year | 2020-12-31 | $494,276 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $12,497 |
Total interest from all sources | 2020-12-31 | $1,866 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $70,935 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $70,935 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $306,822 |
Participant contributions at end of year | 2020-12-31 | $68,247 |
Participant contributions at beginning of year | 2020-12-31 | $6,354 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $25,929 |
Other income not declared elsewhere | 2020-12-31 | $11 |
Total non interest bearing cash at end of year | 2020-12-31 | $303 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $22 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $675,061 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,428,978 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $494,276 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $6,882 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,347,948 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $482,460 |
Interest on participant loans | 2020-12-31 | $1,843 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $12,480 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $5,440 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $5,440 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $23 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $299,017 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $116,856 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $133,878 |
Contract administrator fees | 2020-12-31 | $5,615 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | JASON F. CLAUSEN, P.C. |
Accountancy firm EIN | 2020-12-31 | 274097479 |
2019 : LONE STAR PEO, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $387,738 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $433,052 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $427,513 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $289,688 |
Value of total assets at end of year | 2019-12-31 | $494,276 |
Value of total assets at beginning of year | 2019-12-31 | $539,590 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,539 |
Total interest from all sources | 2019-12-31 | $474 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $13,870 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $13,870 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $125,570 |
Participant contributions at end of year | 2019-12-31 | $6,354 |
Participant contributions at beginning of year | 2019-12-31 | $12,659 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $88,599 |
Total non interest bearing cash at end of year | 2019-12-31 | $22 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $4,441 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $-45,314 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $494,276 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $539,590 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $482,460 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $522,486 |
Interest on participant loans | 2019-12-31 | $458 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $5,440 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $4 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $4 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $16 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $83,706 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $75,519 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $427,513 |
Contract administrator fees | 2019-12-31 | $5,539 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | JASON F. CLAUSEN, P.C. |
Accountancy firm EIN | 2019-12-31 | 274097479 |
2018 : LONE STAR PEO, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $461,190 |
Total income from all sources | 2018-12-31 | $83,537 |
Expenses. Total of all expenses incurred | 2018-12-31 | $5,137 |
Benefits paid (including direct rollovers) | 2018-12-31 | $2,941 |
Total plan assets at end of year | 2018-12-31 | $539,590 |
Total plan assets at beginning of year | 2018-12-31 | $0 |
Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
Total contributions received or receivable from participants | 2018-12-31 | $70,115 |
Other income received | 2018-12-31 | $-30,339 |
Net income (gross income less expenses) | 2018-12-31 | $78,400 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $539,590 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
Assets. Value of participant loans | 2018-12-31 | $12,659 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $43,761 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,196 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2022: LONE STAR PEO, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Mulitple 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. MULTIPLE EMPLOYER RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Mulitple 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. MULTIPLE EMPLOYER RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Mulitple 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. MULTIPLE EMPLOYER RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Mulitple 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. MULTIPLE EMPLOYER RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Mulitple employer plan |
2018-01-01 | First time form 5500 has been submitted | Yes |
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 |