401k Plan data: LORD & SON CONSTRUCTION, INC. 401K PLAN plan

LORD & SON CONSTRUCTION, INC. 401K PLAN 401k Plan overview

Plan Name	LORD & SON CONSTRUCTION, INC. 401K PLAN
Plan identification number	001

LORD & SON CONSTRUCTION, INC. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.

401k Sponsoring company profile

LORD & SON CONSTRUCTION, INC. has sponsored the creation of one or more 401k plans.

Company Name: LORD & SON CONSTRUCTION, INC.

Employer identification number (EIN): 591582659

NAIC Classification: 236200

Additional information about LORD & SON CONSTRUCTION, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1975-03-07

Company Identification Number: 471507

Legal Registered Office Address: 317 YACHT CLUB DR.

FORT WALTON BEACH

32548

More information about LORD & SON CONSTRUCTION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LORD & SON CONSTRUCTION, INC. 401K PLAN

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 2017-01-01 PAULA ANDREWS 2018-06-13
001 2016-01-01 PAULA ANDREWS 2017-06-14
001 2015-01-01 PAULA ANDREWS 2016-07-07
001 2014-01-01 PAULA ANDREWS 2015-06-10
001 2013-01-01 PAULA ANDREWS 2014-07-09
001 2012-01-01 ROBYN WILSON 2013-06-05
001 2011-01-01 ROBYN WILSON 2013-06-05
001 2010-01-01 ROBYN WILSON 2011-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	PAULA ANDREWS	2018-06-13
001	2016-01-01	PAULA ANDREWS	2017-06-14
001	2015-01-01	PAULA ANDREWS	2016-07-07
001	2014-01-01	PAULA ANDREWS	2015-06-10
001	2013-01-01	PAULA ANDREWS	2014-07-09
001	2012-01-01	ROBYN WILSON	2013-06-05
001	2011-01-01	ROBYN WILSON	2013-06-05
001	2010-01-01	ROBYN WILSON	2011-07-12

Plan Statistics for LORD & SON CONSTRUCTION, INC. 401K PLAN

401k plan membership statisitcs for LORD & SON CONSTRUCTION, INC. 401K PLAN

Measure Date Value
2022: LORD & SON CONSTRUCTION, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 38
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 11
Total of all active and inactive participants 2022-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 51
Number of participants with account balances 2022-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LORD & SON CONSTRUCTION, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 38
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 13
Total of all active and inactive participants 2021-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 51
Number of participants with account balances 2021-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LORD & SON CONSTRUCTION, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 42
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 8
Total of all active and inactive participants 2020-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 50
Number of participants with account balances 2020-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LORD & SON CONSTRUCTION, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 40
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 46
Number of participants with account balances 2019-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LORD & SON CONSTRUCTION, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 45
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 7
Total of all active and inactive participants 2018-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 52
Number of participants with account balances 2018-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: LORD & SON CONSTRUCTION, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	38
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	11
Total of all active and inactive participants	2022-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	51
Number of participants with account balances	2022-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LORD & SON CONSTRUCTION, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	38
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	13
Total of all active and inactive participants	2021-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	51
Number of participants with account balances	2021-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LORD & SON CONSTRUCTION, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	42
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	8
Total of all active and inactive participants	2020-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	50
Number of participants with account balances	2020-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LORD & SON CONSTRUCTION, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	40
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	46
Number of participants with account balances	2019-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LORD & SON CONSTRUCTION, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	45
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	7
Total of all active and inactive participants	2018-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	52
Number of participants with account balances	2018-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on LORD & SON CONSTRUCTION, INC. 401K PLAN

Measure	Date	Value
2022 : LORD & SON CONSTRUCTION, INC. 401K PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-592,098
Expenses. Total of all expenses incurred	2022-12-31	$66,032
Benefits paid (including direct rollovers)	2022-12-31	$60,141
Total plan assets at end of year	2022-12-31	$4,457,612
Total plan assets at beginning of year	2022-12-31	$5,115,742
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$179,166
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-839,038
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-658,130
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,457,612
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,115,742
Assets. Value of participant loans	2022-12-31	$30,243
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$67,774
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$5,891
2021 : LORD & SON CONSTRUCTION, INC. 401K PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$750,791
Expenses. Total of all expenses incurred	2021-12-31	$70,518
Benefits paid (including direct rollovers)	2021-12-31	$64,065
Total plan assets at end of year	2021-12-31	$5,115,742
Total plan assets at beginning of year	2021-12-31	$4,435,469
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$190,352
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$495,002
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$680,273
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,115,742
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,435,469
Assets. Value of participant loans	2021-12-31	$36,856
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$65,437
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$6,453
2020 : LORD & SON CONSTRUCTION, INC. 401K PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$810,776
Expenses. Total of all expenses incurred	2020-12-31	$371,884
Benefits paid (including direct rollovers)	2020-12-31	$359,225
Total plan assets at end of year	2020-12-31	$4,435,469
Total plan assets at beginning of year	2020-12-31	$3,996,577
Value of fidelity bond covering the plan	2020-12-31	$400,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$170,685
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$598,196
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$438,892
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,435,469
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,996,577
Assets. Value of participant loans	2020-12-31	$25,368
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$41,895
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$4,800
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$7,859
2019 : LORD & SON CONSTRUCTION, INC. 401K PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$943,358
Expenses. Total of all expenses incurred	2019-12-31	$86,112
Benefits paid (including direct rollovers)	2019-12-31	$81,447
Total plan assets at end of year	2019-12-31	$3,996,577
Total plan assets at beginning of year	2019-12-31	$3,139,331
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$211,339
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$652,128
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$857,246
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,996,577
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,139,331
Assets. Value of participant loans	2019-12-31	$28,369
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$79,891
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$4,665
2018 : LORD & SON CONSTRUCTION, INC. 401K PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$10,121
Expenses. Total of all expenses incurred	2018-12-31	$71,611
Benefits paid (including direct rollovers)	2018-12-31	$70,399
Total plan assets at end of year	2018-12-31	$3,139,331
Total plan assets at beginning of year	2018-12-31	$3,200,821
Value of fidelity bond covering the plan	2018-12-31	$282,000
Total contributions received or receivable from participants	2018-12-31	$177,341
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-241,531
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-61,490
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,139,331
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,200,821
Assets. Value of participant loans	2018-12-31	$32,889
Total contributions received or receivable from employer(s)	2018-12-31	$74,311
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,212

Form 5500 Responses for LORD & SON CONSTRUCTION, INC. 401K PLAN

2022: LORD & SON CONSTRUCTION, INC. 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: LORD & SON CONSTRUCTION, INC. 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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: LORD & SON CONSTRUCTION, INC. 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: LORD & SON CONSTRUCTION, INC. 401K 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: LORD & SON CONSTRUCTION, INC. 401K 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

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Company Name:	LORD & SON CONSTRUCTION, INC.
Employer identification number (EIN):	591582659
NAIC Classification:	236200

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1975-03-07
Company Identification Number:	471507
Legal Registered Office Address:	317 YACHT CLUB DR. FORT WALTON BEACH 32548