401k Plan data: LEWIS MARINE SUPPLY, INC. DEFINED BENEFIT PENSION PLAN plan

LEWIS MARINE SUPPLY, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	LEWIS MARINE SUPPLY, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	003

LEWIS MARINE SUPPLY, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEWIS MARINE SUPPLY, INC. has sponsored the creation of one or more 401k plans.

Company Name: LEWIS MARINE SUPPLY, INC.

Employer identification number (EIN): 590777799

NAIC Classification: 423800

Additional information about LEWIS MARINE SUPPLY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1956-08-07

Company Identification Number: 195135

Legal Registered Office Address: C/O TRIPP SCOTT, P.A.

FORT LAUDERDALE

33301

More information about LEWIS MARINE SUPPLY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEWIS MARINE SUPPLY, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-10-01
003 2017-10-01
003 2016-10-01
003 2015-10-01
003 2014-10-01
003 2013-10-01
003 2012-10-01 SANDRA L. LEWIS 2014-07-11 SANDRA L. LEWIS 2014-07-11
003 2011-10-01 SANDRA L. LEWIS 2013-07-15 SANDRA L. LEWIS 2013-07-15
003 2010-10-01 SANDRA L. LEWIS 2012-07-11 SANDRA L. LEWIS 2012-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2018-10-01
003	2017-10-01
003	2016-10-01
003	2015-10-01
003	2014-10-01
003	2013-10-01
003	2012-10-01	SANDRA L. LEWIS	2014-07-11	SANDRA L. LEWIS	2014-07-11
003	2011-10-01	SANDRA L. LEWIS	2013-07-15	SANDRA L. LEWIS	2013-07-15
003	2010-10-01	SANDRA L. LEWIS	2012-07-11	SANDRA L. LEWIS	2012-07-11

Plan Statistics for LEWIS MARINE SUPPLY, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for LEWIS MARINE SUPPLY, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2019: LEWIS MARINE SUPPLY, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-09-30 2,733,634
Acturial value of plan assets 2019-09-30 2,733,634
Funding target for retired participants and beneficiaries receiving payment 2019-09-30 708,272
Number of terminated vested participants 2019-09-30 31
Fundng target for terminated vested participants 2019-09-30 1,417,742
Active participant vested funding target 2019-09-30 5,264,162
Number of active participants 2019-09-30 57
Total funding liabilities for active participants 2019-09-30 5,346,146
Total participant count 2019-09-30 92
Total funding target for all participants 2019-09-30 7,472,160
Balance at beginning of prior year after applicable adjustments 2019-09-30 6,699,296
Prefunding balance at beginning of prior year after applicable adjustments 2019-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-09-30 0
Prefunding balanced used to offset prior years funding requirement 2019-09-30 0
Amount remaining of carryover balance 2019-09-30 6,699,296
Amount remaining of prefunding balance 2019-09-30 0
Present value of excess contributions 2019-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-09-30 0
Reductions in caryover balances due to elections or deemed elections 2019-09-30 6,708,005
Reductions in prefunding balances due to elections or deemed elections 2019-09-30 0
Balance of carryovers at beginning of current year 2019-09-30 0
Balance of prefunding at beginning of current year 2019-09-30 0
Total employer contributions 2019-09-30 0
Total employee contributions 2019-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-09-30 0
Liquidity shortfalls end of Q1 2019-09-30 0
Liquidity shortfalls end of Q2 2019-09-30 0
Liquidity shortfalls end of Q3 2019-09-30 0
Liquidity shortfalls end of Q4 2019-09-30 0
Unpaid minimum required contributions for all prior years 2019-09-30 1,217,002
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-09-30 0
Remaining amount of unpaid minimum required contributions 2019-09-30 1,217,002
Minimum required contributions for current year target normal cost 2019-09-30 0
Net shortfall amortization installment of oustanding balance 2019-09-30 4,738,525
Waiver amortization installment 2019-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-09-30 491,103
Additional cash requirement 2019-09-30 491,103
Contributions allocatedtoward minimum required contributions for current year 2019-09-30 0
Unpaid minimum required contributions for current year 2019-09-30 491,103
Unpaid minimum required contributions for all years 2019-09-30 1,708,105
2018: LEWIS MARINE SUPPLY, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-09-30 2,745,163
Acturial value of plan assets 2018-09-30 2,745,163
Funding target for retired participants and beneficiaries receiving payment 2018-09-30 0
Number of terminated vested participants 2018-09-30 29
Fundng target for terminated vested participants 2018-09-30 156,097
Active participant vested funding target 2018-09-30 6,769,548
Number of active participants 2018-09-30 56
Total funding liabilities for active participants 2018-09-30 6,877,462
Total participant count 2018-09-30 85
Total funding target for all participants 2018-09-30 7,033,559
Balance at beginning of prior year after applicable adjustments 2018-09-30 6,240,611
Prefunding balance at beginning of prior year after applicable adjustments 2018-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-09-30 0
Prefunding balanced used to offset prior years funding requirement 2018-09-30 0
Amount remaining of carryover balance 2018-09-30 6,240,611
Amount remaining of prefunding balance 2018-09-30 0
Present value of excess contributions 2018-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-09-30 0
Reductions in caryover balances due to elections or deemed elections 2018-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-09-30 0
Balance of carryovers at beginning of current year 2018-09-30 6,699,296
Balance of prefunding at beginning of current year 2018-09-30 0
Total employer contributions 2018-09-30 0
Total employee contributions 2018-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-09-30 0
Liquidity shortfalls end of Q1 2018-09-30 0
Liquidity shortfalls end of Q2 2018-09-30 0
Liquidity shortfalls end of Q3 2018-09-30 0
Liquidity shortfalls end of Q4 2018-09-30 0
Unpaid minimum required contributions for all prior years 2018-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-09-30 0
Remaining amount of unpaid minimum required contributions 2018-09-30 0
Minimum required contributions for current year target normal cost 2018-09-30 0
Net shortfall amortization installment of oustanding balance 2018-09-30 7,033,559
Waiver amortization installment 2018-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-09-30 1,217,002
Additional cash requirement 2018-09-30 1,217,002
Contributions allocatedtoward minimum required contributions for current year 2018-09-30 0
Unpaid minimum required contributions for current year 2018-09-30 1,217,002
Unpaid minimum required contributions for all years 2018-09-30 1,217,002
2017: LEWIS MARINE SUPPLY, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-09-30 3,243,147
Acturial value of plan assets 2017-09-30 3,243,147
Funding target for retired participants and beneficiaries receiving payment 2017-09-30 1,097,167
Number of terminated vested participants 2017-09-30 26
Fundng target for terminated vested participants 2017-09-30 82,848
Active participant vested funding target 2017-09-30 3,898,527
Number of active participants 2017-09-30 60
Total funding liabilities for active participants 2017-09-30 3,934,726
Total participant count 2017-09-30 87
Total funding target for all participants 2017-09-30 5,114,741
Balance at beginning of prior year after applicable adjustments 2017-09-30 5,702,604
Prefunding balance at beginning of prior year after applicable adjustments 2017-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-09-30 324,621
Prefunding balanced used to offset prior years funding requirement 2017-09-30 0
Amount remaining of carryover balance 2017-09-30 5,377,983
Amount remaining of prefunding balance 2017-09-30 0
Present value of excess contributions 2017-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-09-30 0
Reductions in caryover balances due to elections or deemed elections 2017-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-09-30 0
Balance of carryovers at beginning of current year 2017-09-30 6,240,611
Balance of prefunding at beginning of current year 2017-09-30 0
Total employer contributions 2017-09-30 543,957
Total employee contributions 2017-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-09-30 478,733
Liquidity shortfalls end of Q1 2017-09-30 0
Liquidity shortfalls end of Q2 2017-09-30 0
Liquidity shortfalls end of Q3 2017-09-30 0
Liquidity shortfalls end of Q4 2017-09-30 0
Unpaid minimum required contributions for all prior years 2017-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-09-30 0
Remaining amount of unpaid minimum required contributions 2017-09-30 0
Minimum required contributions for current year target normal cost 2017-09-30 165,393
Net shortfall amortization installment of oustanding balance 2017-09-30 1,871,594
Waiver amortization installment 2017-09-30 0
Waived amount of outstanding balance 2017-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-09-30 478,733
Additional cash requirement 2017-09-30 478,733
Contributions allocatedtoward minimum required contributions for current year 2017-09-30 478,733
Unpaid minimum required contributions for current year 2017-09-30 0
Unpaid minimum required contributions for all years 2017-09-30 0

Measure	Date	Value
2019: LEWIS MARINE SUPPLY, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-09-30	2,733,634
Acturial value of plan assets	2019-09-30	2,733,634
Funding target for retired participants and beneficiaries receiving payment	2019-09-30	708,272
Number of terminated vested participants	2019-09-30	31
Fundng target for terminated vested participants	2019-09-30	1,417,742
Active participant vested funding target	2019-09-30	5,264,162
Number of active participants	2019-09-30	57
Total funding liabilities for active participants	2019-09-30	5,346,146
Total participant count	2019-09-30	92
Total funding target for all participants	2019-09-30	7,472,160
Balance at beginning of prior year after applicable adjustments	2019-09-30	6,699,296
Prefunding balance at beginning of prior year after applicable adjustments	2019-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-09-30	0
Prefunding balanced used to offset prior years funding requirement	2019-09-30	0
Amount remaining of carryover balance	2019-09-30	6,699,296
Amount remaining of prefunding balance	2019-09-30	0
Present value of excess contributions	2019-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-09-30	0
Reductions in caryover balances due to elections or deemed elections	2019-09-30	6,708,005
Reductions in prefunding balances due to elections or deemed elections	2019-09-30	0
Balance of carryovers at beginning of current year	2019-09-30	0
Balance of prefunding at beginning of current year	2019-09-30	0
Total employer contributions	2019-09-30	0
Total employee contributions	2019-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-09-30	0
Liquidity shortfalls end of Q1	2019-09-30	0
Liquidity shortfalls end of Q2	2019-09-30	0
Liquidity shortfalls end of Q3	2019-09-30	0
Liquidity shortfalls end of Q4	2019-09-30	0
Unpaid minimum required contributions for all prior years	2019-09-30	1,217,002
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-09-30	0
Remaining amount of unpaid minimum required contributions	2019-09-30	1,217,002
Minimum required contributions for current year target normal cost	2019-09-30	0
Net shortfall amortization installment of oustanding balance	2019-09-30	4,738,525
Waiver amortization installment	2019-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-09-30	491,103
Additional cash requirement	2019-09-30	491,103
Contributions allocatedtoward minimum required contributions for current year	2019-09-30	0
Unpaid minimum required contributions for current year	2019-09-30	491,103
Unpaid minimum required contributions for all years	2019-09-30	1,708,105
2018: LEWIS MARINE SUPPLY, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-09-30	2,745,163
Acturial value of plan assets	2018-09-30	2,745,163
Funding target for retired participants and beneficiaries receiving payment	2018-09-30	0
Number of terminated vested participants	2018-09-30	29
Fundng target for terminated vested participants	2018-09-30	156,097
Active participant vested funding target	2018-09-30	6,769,548
Number of active participants	2018-09-30	56
Total funding liabilities for active participants	2018-09-30	6,877,462
Total participant count	2018-09-30	85
Total funding target for all participants	2018-09-30	7,033,559
Balance at beginning of prior year after applicable adjustments	2018-09-30	6,240,611
Prefunding balance at beginning of prior year after applicable adjustments	2018-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-09-30	0
Prefunding balanced used to offset prior years funding requirement	2018-09-30	0
Amount remaining of carryover balance	2018-09-30	6,240,611
Amount remaining of prefunding balance	2018-09-30	0
Present value of excess contributions	2018-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-09-30	0
Reductions in caryover balances due to elections or deemed elections	2018-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-09-30	0
Balance of carryovers at beginning of current year	2018-09-30	6,699,296
Balance of prefunding at beginning of current year	2018-09-30	0
Total employer contributions	2018-09-30	0
Total employee contributions	2018-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-09-30	0
Liquidity shortfalls end of Q1	2018-09-30	0
Liquidity shortfalls end of Q2	2018-09-30	0
Liquidity shortfalls end of Q3	2018-09-30	0
Liquidity shortfalls end of Q4	2018-09-30	0
Unpaid minimum required contributions for all prior years	2018-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-09-30	0
Remaining amount of unpaid minimum required contributions	2018-09-30	0
Minimum required contributions for current year target normal cost	2018-09-30	0
Net shortfall amortization installment of oustanding balance	2018-09-30	7,033,559
Waiver amortization installment	2018-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-09-30	1,217,002
Additional cash requirement	2018-09-30	1,217,002
Contributions allocatedtoward minimum required contributions for current year	2018-09-30	0
Unpaid minimum required contributions for current year	2018-09-30	1,217,002
Unpaid minimum required contributions for all years	2018-09-30	1,217,002
2017: LEWIS MARINE SUPPLY, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-09-30	3,243,147
Acturial value of plan assets	2017-09-30	3,243,147
Funding target for retired participants and beneficiaries receiving payment	2017-09-30	1,097,167
Number of terminated vested participants	2017-09-30	26
Fundng target for terminated vested participants	2017-09-30	82,848
Active participant vested funding target	2017-09-30	3,898,527
Number of active participants	2017-09-30	60
Total funding liabilities for active participants	2017-09-30	3,934,726
Total participant count	2017-09-30	87
Total funding target for all participants	2017-09-30	5,114,741
Balance at beginning of prior year after applicable adjustments	2017-09-30	5,702,604
Prefunding balance at beginning of prior year after applicable adjustments	2017-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-09-30	324,621
Prefunding balanced used to offset prior years funding requirement	2017-09-30	0
Amount remaining of carryover balance	2017-09-30	5,377,983
Amount remaining of prefunding balance	2017-09-30	0
Present value of excess contributions	2017-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-09-30	0
Reductions in caryover balances due to elections or deemed elections	2017-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-09-30	0
Balance of carryovers at beginning of current year	2017-09-30	6,240,611
Balance of prefunding at beginning of current year	2017-09-30	0
Total employer contributions	2017-09-30	543,957
Total employee contributions	2017-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-09-30	478,733
Liquidity shortfalls end of Q1	2017-09-30	0
Liquidity shortfalls end of Q2	2017-09-30	0
Liquidity shortfalls end of Q3	2017-09-30	0
Liquidity shortfalls end of Q4	2017-09-30	0
Unpaid minimum required contributions for all prior years	2017-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-09-30	0
Remaining amount of unpaid minimum required contributions	2017-09-30	0
Minimum required contributions for current year target normal cost	2017-09-30	165,393
Net shortfall amortization installment of oustanding balance	2017-09-30	1,871,594
Waiver amortization installment	2017-09-30	0
Waived amount of outstanding balance	2017-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-09-30	478,733
Additional cash requirement	2017-09-30	478,733
Contributions allocatedtoward minimum required contributions for current year	2017-09-30	478,733
Unpaid minimum required contributions for current year	2017-09-30	0
Unpaid minimum required contributions for all years	2017-09-30	0

Potentially related plans

LEWIS MARINE SUPPLY 401(K) PLAN [EIN = 833169627]

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Company Name:	LEWIS MARINE SUPPLY, INC.
Employer identification number (EIN):	590777799
NAIC Classification:	423800

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1956-08-07
Company Identification Number:	195135
Legal Registered Office Address:	C/O TRIPP SCOTT, P.A. FORT LAUDERDALE 33301