L.E. PEABODY & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC
| Measure | Date | Value |
|---|
| 2024 : PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2024 401k financial data |
|---|
| Total income from all sources | 2024-07-31 | $844,542 |
| Expenses. Total of all expenses incurred | 2024-07-31 | $1,424,506 |
| Benefits paid (including direct rollovers) | 2024-07-31 | $1,366,206 |
| Total plan assets at end of year | 2024-07-31 | $7,764,887 |
| Total plan assets at beginning of year | 2024-07-31 | $8,344,851 |
| Value of fidelity bond covering the plan | 2024-07-31 | $1,000,000 |
| Other income received | 2024-07-31 | $844,542 |
| Net income (gross income less expenses) | 2024-07-31 | $-579,964 |
| Net plan assets at end of year (total assets less liabilities) | 2024-07-31 | $7,764,887 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-07-31 | $8,344,851 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-07-31 | $58,300 |
| 2023 : PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2023 401k financial data |
|---|
| Total income from all sources | 2023-07-31 | $503,552 |
| Expenses. Total of all expenses incurred | 2023-07-31 | $160,922 |
| Benefits paid (including direct rollovers) | 2023-07-31 | $95,997 |
| Total plan assets at end of year | 2023-07-31 | $8,344,851 |
| Total plan assets at beginning of year | 2023-07-31 | $8,002,221 |
| Value of fidelity bond covering the plan | 2023-07-31 | $1,000,000 |
| Other income received | 2023-07-31 | $503,552 |
| Net income (gross income less expenses) | 2023-07-31 | $342,630 |
| Net plan assets at end of year (total assets less liabilities) | 2023-07-31 | $8,344,851 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-07-31 | $8,002,221 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-07-31 | $64,925 |
| 2022 : PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2022 401k financial data |
|---|
| Total income from all sources | 2022-07-31 | $-427,531 |
| Expenses. Total of all expenses incurred | 2022-07-31 | $306,664 |
| Benefits paid (including direct rollovers) | 2022-07-31 | $236,844 |
| Total plan assets at end of year | 2022-07-31 | $8,002,221 |
| Total plan assets at beginning of year | 2022-07-31 | $8,736,416 |
| Value of fidelity bond covering the plan | 2022-07-31 | $1,000,000 |
| Other income received | 2022-07-31 | $-849,088 |
| Net income (gross income less expenses) | 2022-07-31 | $-734,195 |
| Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $8,002,221 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $8,736,416 |
| Total contributions received or receivable from employer(s) | 2022-07-31 | $421,557 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-07-31 | $69,820 |
| 2021 : PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2021 401k financial data |
|---|
| Total income from all sources | 2021-07-31 | $1,777,673 |
| Expenses. Total of all expenses incurred | 2021-07-31 | $81,404 |
| Benefits paid (including direct rollovers) | 2021-07-31 | $18,661 |
| Total plan assets at end of year | 2021-07-31 | $8,736,416 |
| Total plan assets at beginning of year | 2021-07-31 | $7,040,147 |
| Value of fidelity bond covering the plan | 2021-07-31 | $1,000,000 |
| Other income received | 2021-07-31 | $1,378,683 |
| Net income (gross income less expenses) | 2021-07-31 | $1,696,269 |
| Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $8,736,416 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $7,040,147 |
| Total contributions received or receivable from employer(s) | 2021-07-31 | $398,990 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-07-31 | $62,743 |
| 2020 : PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2020 401k financial data |
|---|
| Total income from all sources | 2020-07-31 | $617,452 |
| Expenses. Total of all expenses incurred | 2020-07-31 | $151,806 |
| Benefits paid (including direct rollovers) | 2020-07-31 | $99,144 |
| Total plan assets at end of year | 2020-07-31 | $7,040,147 |
| Total plan assets at beginning of year | 2020-07-31 | $6,574,501 |
| Value of fidelity bond covering the plan | 2020-07-31 | $1,000,000 |
| Other income received | 2020-07-31 | $269,340 |
| Net income (gross income less expenses) | 2020-07-31 | $465,646 |
| Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $7,040,147 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-07-31 | $6,574,501 |
| Total contributions received or receivable from employer(s) | 2020-07-31 | $348,112 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-07-31 | $52,662 |
| 2019 : PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2019 401k financial data |
|---|
| Total income from all sources | 2019-07-31 | $372,704 |
| Expenses. Total of all expenses incurred | 2019-07-31 | $129,473 |
| Benefits paid (including direct rollovers) | 2019-07-31 | $78,230 |
| Total plan assets at end of year | 2019-07-31 | $6,574,501 |
| Total plan assets at beginning of year | 2019-07-31 | $6,331,270 |
| Value of fidelity bond covering the plan | 2019-07-31 | $1,000,000 |
| Other income received | 2019-07-31 | $250,197 |
| Net income (gross income less expenses) | 2019-07-31 | $243,231 |
| Net plan assets at end of year (total assets less liabilities) | 2019-07-31 | $6,574,501 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-07-31 | $6,331,270 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-07-31 | $9,646 |
| Total contributions received or receivable from employer(s) | 2019-07-31 | $122,507 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-07-31 | $51,243 |
| 2018 : PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2018 401k financial data |
|---|
| Total income from all sources | 2018-07-31 | $766,810 |
| Expenses. Total of all expenses incurred | 2018-07-31 | $885,153 |
| Benefits paid (including direct rollovers) | 2018-07-31 | $838,309 |
| Total plan assets at end of year | 2018-07-31 | $6,331,270 |
| Total plan assets at beginning of year | 2018-07-31 | $6,449,613 |
| Value of fidelity bond covering the plan | 2018-07-31 | $1,000,000 |
| Other income received | 2018-07-31 | $359,115 |
| Net income (gross income less expenses) | 2018-07-31 | $-118,343 |
| Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $6,331,270 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $6,449,613 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-07-31 | $16,242 |
| Total contributions received or receivable from employer(s) | 2018-07-31 | $407,695 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-07-31 | $46,844 |
| 2017 : PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2017 401k financial data |
|---|
| Total income from all sources | 2017-07-31 | $725,191 |
| Expenses. Total of all expenses incurred | 2017-07-31 | $3,277,503 |
| Benefits paid (including direct rollovers) | 2017-07-31 | $3,230,397 |
| Total plan assets at end of year | 2017-07-31 | $6,449,613 |
| Total plan assets at beginning of year | 2017-07-31 | $9,001,925 |
| Value of fidelity bond covering the plan | 2017-07-31 | $1,000,000 |
| Other income received | 2017-07-31 | $698,251 |
| Net income (gross income less expenses) | 2017-07-31 | $-2,552,312 |
| Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $6,449,613 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $9,001,925 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-07-31 | $16,084 |
| Total contributions received or receivable from employer(s) | 2017-07-31 | $26,940 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-07-31 | $47,106 |
| 2016 : PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2016 401k financial data |
|---|
| Total income from all sources | 2016-07-31 | $-67,429 |
| Expenses. Total of all expenses incurred | 2016-07-31 | $1,961,493 |
| Benefits paid (including direct rollovers) | 2016-07-31 | $1,915,891 |
| Total plan assets at end of year | 2016-07-31 | $9,001,925 |
| Total plan assets at beginning of year | 2016-07-31 | $11,030,847 |
| Value of fidelity bond covering the plan | 2016-07-31 | $1,000,000 |
| Other income received | 2016-07-31 | $-218,507 |
| Net income (gross income less expenses) | 2016-07-31 | $-2,028,922 |
| Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $9,001,925 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $11,030,847 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-07-31 | $11,820 |
| Total contributions received or receivable from employer(s) | 2016-07-31 | $151,078 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-07-31 | $45,602 |
| 2015 : PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2015 401k financial data |
|---|
| Total income from all sources | 2015-07-31 | $423,533 |
| Expenses. Total of all expenses incurred | 2015-07-31 | $80,954 |
| Total plan assets at end of year | 2015-07-31 | $11,030,847 |
| Total plan assets at beginning of year | 2015-07-31 | $10,688,268 |
| Value of fidelity bond covering the plan | 2015-07-31 | $1,000,000 |
| Other income received | 2015-07-31 | $229,205 |
| Net income (gross income less expenses) | 2015-07-31 | $342,579 |
| Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $11,030,847 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $10,688,268 |
| Total contributions received or receivable from employer(s) | 2015-07-31 | $194,328 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-07-31 | $80,954 |
| 2014 : PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2014 401k financial data |
|---|
| Total income from all sources | 2014-07-31 | $1,416,245 |
| Expenses. Total of all expenses incurred | 2014-07-31 | $0 |
| Total plan assets at end of year | 2014-07-31 | $10,688,268 |
| Total plan assets at beginning of year | 2014-07-31 | $9,272,023 |
| Other income received | 2014-07-31 | $899,654 |
| Net income (gross income less expenses) | 2014-07-31 | $1,416,245 |
| Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $10,688,268 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $9,272,023 |
| Total contributions received or receivable from employer(s) | 2014-07-31 | $516,591 |
| 2013 : PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2013 401k financial data |
|---|
| Total income from all sources | 2013-07-31 | $1,427,958 |
| Total plan assets at end of year | 2013-07-31 | $9,272,023 |
| Total plan assets at beginning of year | 2013-07-31 | $7,844,065 |
| Other income received | 2013-07-31 | $918,551 |
| Net income (gross income less expenses) | 2013-07-31 | $1,427,958 |
| Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $9,272,023 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $7,844,065 |
| Total contributions received or receivable from employer(s) | 2013-07-31 | $509,407 |
| 2012 : PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2012 401k financial data |
|---|
| Total income from all sources | 2012-07-31 | $48,177 |
| Total plan assets at end of year | 2012-07-31 | $7,844,065 |
| Total plan assets at beginning of year | 2012-07-31 | $7,795,888 |
| Other income received | 2012-07-31 | $-474,418 |
| Net income (gross income less expenses) | 2012-07-31 | $48,177 |
| Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $7,844,065 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $7,795,888 |
| Total contributions received or receivable from employer(s) | 2012-07-31 | $522,595 |
| 2011 : PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2011 401k financial data |
|---|
| Total income from all sources | 2011-07-31 | $1,316,062 |
| Expenses. Total of all expenses incurred | 2011-07-31 | $430,632 |
| Benefits paid (including direct rollovers) | 2011-07-31 | $430,632 |
| Total plan assets at end of year | 2011-07-31 | $7,795,888 |
| Total plan assets at beginning of year | 2011-07-31 | $6,910,458 |
| Other income received | 2011-07-31 | $851,408 |
| Net income (gross income less expenses) | 2011-07-31 | $885,430 |
| Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $7,795,888 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $6,910,458 |
| Total contributions received or receivable from employer(s) | 2011-07-31 | $464,654 |
| 2023: PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2023 form 5500 responses |
|---|
| 2023-08-01 | Type of plan entity | Single employer plan |
| 2023-08-01 | Plan funding arrangement – Trust | Yes |
| 2023-08-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2022 form 5500 responses |
|---|
| 2022-08-01 | Type of plan entity | Single employer plan |
| 2022-08-01 | Plan funding arrangement – Trust | Yes |
| 2022-08-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Plan funding arrangement – Trust | Yes |
| 2021-08-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | Plan funding arrangement – Trust | Yes |
| 2020-08-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | Plan funding arrangement – Trust | Yes |
| 2019-08-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | Plan funding arrangement – Trust | Yes |
| 2018-08-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | Plan funding arrangement – Trust | Yes |
| 2017-08-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Plan funding arrangement – Trust | Yes |
| 2016-08-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Single employer plan |
| 2015-08-01 | Plan funding arrangement – Trust | Yes |
| 2015-08-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Single employer plan |
| 2014-08-01 | Plan funding arrangement – Trust | Yes |
| 2014-08-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2013 form 5500 responses |
|---|
| 2013-08-01 | Type of plan entity | Single employer plan |
| 2013-08-01 | Submission has been amended | No |
| 2013-08-01 | This submission is the final filing | No |
| 2013-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-08-01 | Plan is a collectively bargained plan | No |
| 2013-08-01 | Plan funding arrangement – Trust | Yes |
| 2013-08-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2012 form 5500 responses |
|---|
| 2012-08-01 | Type of plan entity | Single employer plan |
| 2012-08-01 | Submission has been amended | No |
| 2012-08-01 | This submission is the final filing | No |
| 2012-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-08-01 | Plan is a collectively bargained plan | No |
| 2012-08-01 | Plan funding arrangement – Trust | Yes |
| 2012-08-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2011 form 5500 responses |
|---|
| 2011-08-01 | Type of plan entity | Single employer plan |
| 2011-08-01 | Submission has been amended | No |
| 2011-08-01 | This submission is the final filing | No |
| 2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-08-01 | Plan is a collectively bargained plan | No |
| 2011-08-01 | Plan funding arrangement – Trust | Yes |
| 2011-08-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2010 form 5500 responses |
|---|
| 2010-08-01 | Type of plan entity | Single employer plan |
| 2010-08-01 | Submission has been amended | Yes |
| 2010-08-01 | This submission is the final filing | No |
| 2010-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-08-01 | Plan is a collectively bargained plan | No |
| 2010-08-01 | Plan funding arrangement – Trust | Yes |
| 2010-08-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PROFIT SHARING PLAN L. E. PEABODY & ASSOCIATES,INC 2009 form 5500 responses |
|---|
| 2009-08-01 | Type of plan entity | Single employer plan |
| 2009-08-01 | Submission has been amended | No |
| 2009-08-01 | This submission is the final filing | No |
| 2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-08-01 | Plan is a collectively bargained plan | No |
| 2009-08-01 | Plan funding arrangement – Trust | Yes |
| 2009-08-01 | Plan benefit arrangement - Trust | Yes |