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EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST FOR THE EMPLOYEES OF LAINHART & POTTER 401k Plan overview

Plan NameEMPLOYEE STOCK OWNERSHIP PLAN AND TRUST FOR THE EMPLOYEES OF LAINHART & POTTER
Plan identification number 003

EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST FOR THE EMPLOYEES OF LAINHART & POTTER Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

LAINHART AND POTTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:LAINHART AND POTTER, INC.
Employer identification number (EIN):590323763
NAIC Classification:444190
NAIC Description:Other Building Material Dealers

Additional information about LAINHART AND POTTER, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1919-01-01
Company Identification Number: 009133
Legal Registered Office Address: C/O JOSEPH C. KEMPE, PROFESSIONAL ASSOC.

JUPITER

33477

More information about LAINHART AND POTTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST FOR THE EMPLOYEES OF LAINHART & POTTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032011-01-01JERE B. LEFFLER JERE B. LEFFLER2013-01-15
0032009-01-01JERE B. LEFFLER JERE B. LEFFLER2010-09-10

Plan Statistics for EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST FOR THE EMPLOYEES OF LAINHART & POTTER

401k plan membership statisitcs for EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST FOR THE EMPLOYEES OF LAINHART & POTTER

Measure Date Value
2011: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST FOR THE EMPLOYEES OF LAINHART & POTTER 2011 401k membership
Total participants, beginning-of-year2011-01-0132
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST FOR THE EMPLOYEES OF LAINHART & POTTER 2009 401k membership
Total participants, beginning-of-year2009-01-0132
Total number of active participants reported on line 7a of the Form 55002009-01-0128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0133
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST FOR THE EMPLOYEES OF LAINHART & POTTER

Measure Date Value
2011 : EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST FOR THE EMPLOYEES OF LAINHART & POTTER 2011 401k financial data
Total plan liabilities at end of year2011-12-31$1,479,829
Total plan liabilities at beginning of year2011-12-31$1,482,932
Total income from all sources2011-12-31$-374,659
Expenses. Total of all expenses incurred2011-12-31$51,898
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$429,660
Value of fidelity bond covering the plan2011-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2011-12-31$51,898
Other income received2011-12-31$-429,659
Net income (gross income less expenses)2011-12-31$-426,557
Net plan assets at end of year (total assets less liabilities)2011-12-31$-1,479,829
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$-1,053,272
Assets. Value of employer securities2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$55,000
2010 : EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST FOR THE EMPLOYEES OF LAINHART & POTTER 2010 401k financial data
Total plan liabilities at end of year2010-12-31$1,482,932
Total plan liabilities at beginning of year2010-12-31$1,500,549
Total income from all sources2010-12-31$203,319
Expenses. Total of all expenses incurred2010-12-31$96,382
Total plan assets at end of year2010-12-31$429,660
Total plan assets at beginning of year2010-12-31$340,340
Value of fidelity bond covering the plan2010-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$96,382
Other income received2010-12-31$89,319
Net income (gross income less expenses)2010-12-31$106,937
Net plan assets at end of year (total assets less liabilities)2010-12-31$-1,053,272
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$-1,160,209
Assets. Value of employer securities2010-12-31$429,660
Total contributions received or receivable from employer(s)2010-12-31$114,000

Form 5500 Responses for EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST FOR THE EMPLOYEES OF LAINHART & POTTER

2011: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST FOR THE EMPLOYEES OF LAINHART & POTTER 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST FOR THE EMPLOYEES OF LAINHART & POTTER 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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