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Plan Name | THE LAKELAND GROUP RETIREMENT SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LAKELAND HOLDINGS, LLC |
Employer identification number (EIN): | 541902612 |
NAIC Classification: | 561500 |
Additional information about LAKELAND HOLDINGS, LLC
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 2006-02-16 |
Company Identification Number: | 1601951 |
Legal Registered Office Address: |
1900 E. NINTH ST, 3200 NATIONAL CITY CENTER SUITE 3200 CLEVELAND United States of America (USA) 44114 |
More information about LAKELAND HOLDINGS, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | MAUREEN BOISVERT | |||
001 | 2016-01-01 | MAUREEN BOISVERT | |||
001 | 2015-01-01 | MAUREEN BOISVERT | |||
001 | 2014-01-01 | JAMES C. GERBER | |||
001 | 2013-01-01 | JAMES C. GERBER | |||
001 | 2012-01-01 | JAMES C. GERBER | |||
001 | 2011-01-01 | JAMES C. GERBER | |||
001 | 2009-01-01 | JAMES GERBER | JAMES GERBER | 2010-10-13 |
Measure | Date | Value |
---|---|---|
2022: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 2,011 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,361 |
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 | 663 |
Total of all active and inactive participants | 2022-01-01 | 2,024 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 4 |
Total participants | 2022-01-01 | 2,028 |
Number of participants with account balances | 2022-01-01 | 1,426 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 2,114 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,318 |
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 | 689 |
Total of all active and inactive participants | 2021-01-01 | 2,007 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 2,011 |
Number of participants with account balances | 2021-01-01 | 1,296 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 41 |
2020: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,731 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,399 |
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 | 711 |
Total of all active and inactive participants | 2020-01-01 | 2,110 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 4 |
Total participants | 2020-01-01 | 2,114 |
Number of participants with account balances | 2020-01-01 | 1,323 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 68 |
2019: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,474 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,252 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 463 |
Total of all active and inactive participants | 2019-01-01 | 1,731 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1,731 |
Number of participants with account balances | 2019-01-01 | 1,373 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 68 |
2018: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,413 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,107 |
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 | 342 |
Total of all active and inactive participants | 2018-01-01 | 1,449 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 1,449 |
Number of participants with account balances | 2018-01-01 | 1,028 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 62 |
2017: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,326 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,069 |
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 | 303 |
Total of all active and inactive participants | 2017-01-01 | 1,372 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 1,372 |
Number of participants with account balances | 2017-01-01 | 959 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 75 |
2016: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,032 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,003 |
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 | 323 |
Total of all active and inactive participants | 2016-01-01 | 1,326 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 1,326 |
Number of participants with account balances | 2016-01-01 | 960 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 79 |
2015: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 843 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 686 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 161 |
Total of all active and inactive participants | 2015-01-01 | 847 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 847 |
Number of participants with account balances | 2015-01-01 | 598 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 48 |
2014: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 760 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 643 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 136 |
Total of all active and inactive participants | 2014-01-01 | 779 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 779 |
Number of participants with account balances | 2014-01-01 | 573 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 33 |
2013: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 597 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 581 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 137 |
Total of all active and inactive participants | 2013-01-01 | 718 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 718 |
Number of participants with account balances | 2013-01-01 | 548 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 30 |
2012: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 569 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 470 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 88 |
Total of all active and inactive participants | 2012-01-01 | 558 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 558 |
Number of participants with account balances | 2012-01-01 | 422 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 31 |
2011: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 545 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 458 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 78 |
Total of all active and inactive participants | 2011-01-01 | 536 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 536 |
Number of participants with account balances | 2011-01-01 | 388 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 43 |
2009: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 999 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 405 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 62 |
Total of all active and inactive participants | 2009-01-01 | 467 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 467 |
Number of participants with account balances | 2009-01-01 | 345 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 23 |
Measure | Date | Value |
---|---|---|
2022 : THE LAKELAND GROUP RETIREMENT SAVINGS 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 | $-9,142,057 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $7,991,502 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,827,305 |
Value of total corrective distributions | 2022-12-31 | $583 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $6,301,473 |
Value of total assets at end of year | 2022-12-31 | $74,540,250 |
Value of total assets at beginning of year | 2022-12-31 | $91,673,809 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $163,614 |
Total interest from all sources | 2022-12-31 | $28,132 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,331,924 |
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 | $1,331,924 |
Administrative expenses professional fees incurred | 2022-12-31 | $9,000 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 | $4,647,809 |
Participant contributions at end of year | 2022-12-31 | $515,571 |
Participant contributions at beginning of year | 2022-12-31 | $674,262 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $116,902 |
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 | $-17,133,559 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $74,540,250 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $91,673,809 |
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 | $39,338 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $68,872,484 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $85,325,468 |
Interest on participant loans | 2022-12-31 | $28,132 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $5,152,195 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $5,674,079 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-16,889,200 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $85,614 |
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 | $1,536,762 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,827,305 |
Contract administrator fees | 2022-12-31 | $115,276 |
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 | HANTZMON WIEBEL LLP |
Accountancy firm EIN | 2022-12-31 | 540618213 |
2021 : THE LAKELAND GROUP RETIREMENT SAVINGS 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 | $17,073,990 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $6,275,035 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,022,173 |
Value of total corrective distributions | 2021-12-31 | $112,972 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,181,839 |
Value of total assets at end of year | 2021-12-31 | $91,673,809 |
Value of total assets at beginning of year | 2021-12-31 | $80,874,854 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $139,890 |
Total interest from all sources | 2021-12-31 | $38,107 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,567,510 |
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 | $1,567,510 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
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 | $3,415,568 |
Participant contributions at end of year | 2021-12-31 | $674,262 |
Participant contributions at beginning of year | 2021-12-31 | $722,980 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $243,686 |
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 | $10,798,955 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $91,673,809 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $80,874,854 |
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 | $39,692 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $85,325,468 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $75,245,907 |
Interest on participant loans | 2021-12-31 | $38,107 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $5,674,079 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $4,905,967 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $11,201,280 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $85,254 |
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 | $522,585 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,022,173 |
Contract administrator fees | 2021-12-31 | $100,198 |
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 | Unqualified |
Accountancy firm name | 2021-12-31 | HANTZMON WIEBEL LLP |
Accountancy firm EIN | 2021-12-31 | 540618213 |
2020 : THE LAKELAND GROUP RETIREMENT SAVINGS 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 | $0 |
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 | $18,846,687 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $17,786,011 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $17,587,280 |
Value of total corrective distributions | 2020-12-31 | $62 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $7,084,927 |
Value of total assets at end of year | 2020-12-31 | $80,874,854 |
Value of total assets at beginning of year | 2020-12-31 | $79,814,178 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $198,669 |
Total interest from all sources | 2020-12-31 | $35,009 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,105,576 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,105,576 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
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 | $3,856,442 |
Participant contributions at end of year | 2020-12-31 | $722,980 |
Participant contributions at beginning of year | 2020-12-31 | $737,386 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $2,780,012 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $6,122 |
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 | $1,060,676 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $80,874,854 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $79,814,178 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $75,245,907 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $74,420,177 |
Interest on participant loans | 2020-12-31 | $35,009 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $4,905,967 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $4,650,493 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $10,536,662 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $84,513 |
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 | $448,473 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $17,587,280 |
Contract administrator fees | 2020-12-31 | $198,669 |
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 | HANTZMON WIEBEL LLP |
Accountancy firm EIN | 2020-12-31 | 540618213 |
2019 : THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $4,720,969 |
Total transfer of assets to this plan | 2019-12-31 | $4,720,969 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 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 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 | $20,977,700 |
Total income from all sources (including contributions) | 2019-12-31 | $20,977,700 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $9,306,844 |
Total of all expenses incurred | 2019-12-31 | $9,306,844 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,131,403 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,131,403 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,186,481 |
Value of total assets at end of year | 2019-12-31 | $79,814,178 |
Value of total assets at end of year | 2019-12-31 | $79,814,178 |
Value of total assets at beginning of year | 2019-12-31 | $63,422,353 |
Value of total assets at beginning of year | 2019-12-31 | $63,422,353 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $175,441 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $175,441 |
Total interest from all sources | 2019-12-31 | $39,120 |
Total interest from all sources | 2019-12-31 | $39,120 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,851,833 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,851,833 |
Administrative expenses professional fees incurred | 2019-12-31 | $22,290 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 | $4,587,677 |
Contributions received from participants | 2019-12-31 | $4,587,677 |
Participant contributions at end of year | 2019-12-31 | $737,386 |
Participant contributions at end of year | 2019-12-31 | $737,386 |
Participant contributions at beginning of year | 2019-12-31 | $640,235 |
Participant contributions at beginning of year | 2019-12-31 | $640,235 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $2,039,590 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $2,039,590 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $158,750 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $158,750 |
Other income not declared elsewhere | 2019-12-31 | $692 |
Other income not declared elsewhere | 2019-12-31 | $692 |
Total non interest bearing cash at end of year | 2019-12-31 | $6,122 |
Total non interest bearing cash at end of year | 2019-12-31 | $6,122 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $54,296 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $54,296 |
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 |
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 | $11,670,856 |
Value of net income/loss | 2019-12-31 | $11,670,856 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $79,814,178 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $79,814,178 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $63,422,353 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $63,422,353 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
Investment advisory and management fees | 2019-12-31 | $41,499 |
Investment advisory and management fees | 2019-12-31 | $41,499 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $74,420,177 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $55,987,065 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $55,987,065 |
Interest on participant loans | 2019-12-31 | $38,783 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $4,650,493 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $4,650,493 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $4,701,167 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $4,701,167 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $337 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $10,795,128 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $104,446 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $104,446 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $1,440,054 |
Contributions received in cash from employer | 2019-12-31 | $1,440,054 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,131,403 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,131,403 |
Contract administrator fees | 2019-12-31 | $111,652 |
Contract administrator fees | 2019-12-31 | $111,652 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HANTZMON WIEBEL LLP |
Accountancy firm name | 2019-12-31 | HANTZMON WIEBEL LLP |
Accountancy firm EIN | 2019-12-31 | 540618213 |
Accountancy firm EIN | 2019-12-31 | 540618213 |
2018 : THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $3,065,276 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,646,510 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,566,491 |
Value of total corrective distributions | 2018-12-31 | $19,183 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,265,412 |
Value of total assets at end of year | 2018-12-31 | $63,422,353 |
Value of total assets at beginning of year | 2018-12-31 | $65,003,587 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $60,836 |
Total interest from all sources | 2018-12-31 | $27,570 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $3,964,818 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $3,964,818 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,847,887 |
Participant contributions at end of year | 2018-12-31 | $640,235 |
Participant contributions at beginning of year | 2018-12-31 | $564,628 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $2,039,590 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $2,474,189 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,125,640 |
Other income not declared elsewhere | 2018-12-31 | $-55,441 |
Total non interest bearing cash at end of year | 2018-12-31 | $54,296 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,581,234 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $63,422,353 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $65,003,587 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $30,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $55,987,065 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $57,168,635 |
Interest on participant loans | 2018-12-31 | $27,570 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $4,701,167 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $4,796,135 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-7,228,455 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $91,372 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,291,885 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,566,491 |
Contract administrator fees | 2018-12-31 | $30,836 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HANTZMON WIEBEL LLP |
Accountancy firm EIN | 2018-12-31 | 540618213 |
2017 : THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $14,570,944 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,201,613 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,057,647 |
Value of total corrective distributions | 2017-12-31 | $18,579 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $5,092,015 |
Value of total assets at end of year | 2017-12-31 | $65,003,587 |
Value of total assets at beginning of year | 2017-12-31 | $53,634,256 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $125,387 |
Total interest from all sources | 2017-12-31 | $23,907 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $3,211,102 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $3,211,102 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,555,006 |
Participant contributions at end of year | 2017-12-31 | $564,628 |
Participant contributions at beginning of year | 2017-12-31 | $386,872 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $2,474,189 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $1,870,566 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $299,951 |
Other income not declared elsewhere | 2017-12-31 | $639,683 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $11,369,331 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $65,003,587 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $53,634,256 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $30,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $57,168,635 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $46,857,564 |
Interest on participant loans | 2017-12-31 | $23,907 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $4,796,135 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $4,519,254 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,531,245 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $72,992 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,237,058 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,057,647 |
Contract administrator fees | 2017-12-31 | $95,387 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HANTZMON WIEBEL LLP |
Accountancy firm EIN | 2017-12-31 | 540618213 |
2016 : THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $8,651,964 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $8,196,869 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,274,216 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,158,997 |
Value of total corrective distributions | 2016-12-31 | $26,181 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,684,942 |
Value of total assets at end of year | 2016-12-31 | $53,634,256 |
Value of total assets at beginning of year | 2016-12-31 | $39,059,639 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $89,038 |
Total interest from all sources | 2016-12-31 | $16,346 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,438,836 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,438,836 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,100,233 |
Participant contributions at end of year | 2016-12-31 | $386,872 |
Participant contributions at beginning of year | 2016-12-31 | $357,509 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $1,870,566 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $554,104 |
Other income not declared elsewhere | 2016-12-31 | $125,941 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $5,922,653 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $53,634,256 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $39,059,639 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $30,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $46,857,564 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $34,441,588 |
Interest on participant loans | 2016-12-31 | $16,346 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $4,519,254 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $4,260,542 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $866,354 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $64,450 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,030,605 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,158,997 |
Contract administrator fees | 2016-12-31 | $59,038 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HANTZMON WIEBEL LLP |
Accountancy firm EIN | 2016-12-31 | 540618213 |
2015 : THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $3,595,978 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,332,610 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,216,473 |
Value of total corrective distributions | 2015-12-31 | $25,359 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,183,495 |
Value of total assets at end of year | 2015-12-31 | $39,059,639 |
Value of total assets at beginning of year | 2015-12-31 | $37,796,271 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $90,778 |
Total interest from all sources | 2015-12-31 | $14,107 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,396,628 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,396,628 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,335,784 |
Participant contributions at end of year | 2015-12-31 | $357,509 |
Participant contributions at beginning of year | 2015-12-31 | $377,642 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $106,733 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,263,368 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $39,059,639 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $37,796,271 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $30,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $34,441,588 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $33,314,969 |
Interest on participant loans | 2015-12-31 | $14,107 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $4,260,542 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $4,103,660 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,050,696 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $52,444 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $740,978 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,216,473 |
Contract administrator fees | 2015-12-31 | $60,778 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HANTZMON WIEBEL LLP |
Accountancy firm EIN | 2015-12-31 | 540618213 |
2014 : THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $5,765,760 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,411,135 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,321,533 |
Value of total corrective distributions | 2014-12-31 | $1,222 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,297,419 |
Value of total assets at end of year | 2014-12-31 | $37,796,271 |
Value of total assets at beginning of year | 2014-12-31 | $33,441,646 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $88,380 |
Total interest from all sources | 2014-12-31 | $11,592 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,616,047 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,616,047 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,120,350 |
Participant contributions at end of year | 2014-12-31 | $377,642 |
Participant contributions at beginning of year | 2014-12-31 | $272,916 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $519,289 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $4,354,625 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $37,796,271 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $33,441,646 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $30,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $33,314,969 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $29,450,210 |
Interest on participant loans | 2014-12-31 | $11,592 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $4,103,660 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,718,520 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-198,212 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $38,914 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $657,780 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,321,533 |
Contract administrator fees | 2014-12-31 | $58,380 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HANTZMON WIEBEL LLP |
Accountancy firm EIN | 2014-12-31 | 540618213 |
2013 : THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $1,833,503 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $7,792,424 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,240,244 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,147,256 |
Value of total corrective distributions | 2013-12-31 | $6,024 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,822,354 |
Value of total assets at end of year | 2013-12-31 | $33,441,646 |
Value of total assets at beginning of year | 2013-12-31 | $25,055,963 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $86,964 |
Total interest from all sources | 2013-12-31 | $10,257 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,185,814 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,185,814 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,829,832 |
Participant contributions at end of year | 2013-12-31 | $272,916 |
Participant contributions at beginning of year | 2013-12-31 | $247,455 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $411,923 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $6,552,180 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $33,441,646 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $25,055,963 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $30,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $29,450,210 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $21,496,571 |
Interest on participant loans | 2013-12-31 | $10,257 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,718,520 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $3,311,937 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,738,859 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $35,140 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $580,599 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,147,256 |
Contract administrator fees | 2013-12-31 | $56,964 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | HANTZMON WIEBEL LLP |
Accountancy firm EIN | 2013-12-31 | 540618213 |
2012 : THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $4,623,484 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $494,826 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $437,839 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,827,493 |
Value of total assets at end of year | 2012-12-31 | $25,055,963 |
Value of total assets at beginning of year | 2012-12-31 | $20,927,305 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $56,987 |
Total interest from all sources | 2012-12-31 | $8,820 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $640,601 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $640,601 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,376,352 |
Participant contributions at end of year | 2012-12-31 | $247,455 |
Participant contributions at beginning of year | 2012-12-31 | $238,233 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $9,612 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $31,674 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,128,658 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $25,055,963 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $20,927,305 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $33,401 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $21,496,571 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $17,809,787 |
Interest on participant loans | 2012-12-31 | $8,820 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,311,937 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,847,611 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,092,392 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $54,178 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $441,529 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $437,839 |
Contract administrator fees | 2012-12-31 | $23,586 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | HANTZMON WIEBEL LLP |
Accountancy firm EIN | 2012-12-31 | 540618213 |
2011 : THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $192,025 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,737,475 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,862,726 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,811,107 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,760,653 |
Value of total assets at end of year | 2011-12-31 | $20,927,305 |
Value of total assets at beginning of year | 2011-12-31 | $21,860,531 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $51,619 |
Total interest from all sources | 2011-12-31 | $11,748 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $499,423 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $499,423 |
Administrative expenses professional fees incurred | 2011-12-31 | $33,430 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,312,082 |
Participant contributions at end of year | 2011-12-31 | $238,233 |
Participant contributions at beginning of year | 2011-12-31 | $251,012 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $21,706 |
Total non interest bearing cash at end of year | 2011-12-31 | $31,674 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $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 | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,125,251 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $20,927,305 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $21,860,531 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $17,809,787 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $18,765,210 |
Interest on participant loans | 2011-12-31 | $11,748 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,847,611 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,844,309 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-623,221 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $88,872 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $426,865 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,811,107 |
Contract administrator fees | 2011-12-31 | $18,189 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | HANTZMON WIEBEL LLP |
Accountancy firm EIN | 2011-12-31 | 540618213 |
2010 : THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $3,890,045 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $802,762 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $768,312 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,698,138 |
Value of total assets at end of year | 2010-12-31 | $21,860,531 |
Value of total assets at beginning of year | 2010-12-31 | $18,773,248 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $34,450 |
Total interest from all sources | 2010-12-31 | $13,872 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $403,518 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $403,518 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,240,881 |
Participant contributions at end of year | 2010-12-31 | $251,012 |
Participant contributions at beginning of year | 2010-12-31 | $274,418 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $90,348 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,087,283 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $21,860,531 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $18,773,248 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $29,749 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $18,765,210 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $16,432,613 |
Interest on participant loans | 2010-12-31 | $13,872 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,844,309 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,066,217 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,686,822 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $87,695 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $366,909 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $768,312 |
Contract administrator fees | 2010-12-31 | $4,701 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | HANTZMON WIEBEL LLP |
Accountancy firm EIN | 2010-12-31 | 540618213 |
2009 : THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: THE LAKELAND GROUP RETIREMENT SAVINGS 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: THE LAKELAND GROUP RETIREMENT SAVINGS 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: THE LAKELAND GROUP RETIREMENT SAVINGS 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: THE LAKELAND GROUP RETIREMENT SAVINGS 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: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 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: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 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 |
2016: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE LAKELAND GROUP RETIREMENT SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |