LANZO CONSTRUCTION CO., FL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LANZO CONSTRUCTION COMPANY EMPLOYEE RETIREMENT PLAN & TRUST
401k plan membership statisitcs for LANZO CONSTRUCTION COMPANY EMPLOYEE RETIREMENT PLAN & TRUST
Measure | Date | Value |
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2012 : LANZO CONSTRUCTION COMPANY EMPLOYEE RETIREMENT PLAN & TRUST 2012 401k financial data |
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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 | $6,851 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,755 |
Total income from all sources (including contributions) | 2012-12-31 | $1,023,627 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $407,270 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $392,521 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $630,257 |
Value of total assets at end of year | 2012-12-31 | $4,864,979 |
Value of total assets at beginning of year | 2012-12-31 | $4,244,526 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $14,749 |
Total interest from all sources | 2012-12-31 | $10,801 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $250,000 |
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 | $331,725 |
Participant contributions at end of year | 2012-12-31 | $257,399 |
Participant contributions at beginning of year | 2012-12-31 | $67,543 |
Participant contributions at end of year | 2012-12-31 | $4,988 |
Participant contributions at beginning of year | 2012-12-31 | $4,172 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $225,625 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $6,851 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $2,755 |
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 | $616,357 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,858,128 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,241,771 |
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 | $14,749 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $3,545,925 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $3,157,263 |
Interest on participant loans | 2012-12-31 | $10,801 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,055,278 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,014,630 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $382,569 |
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 | $72,907 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,389 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $918 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $392,521 |
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 | JEFFREY M. MOORFOOT, CPA P.C. |
Accountancy firm EIN | 2012-12-31 | 383516602 |
2011 : LANZO CONSTRUCTION COMPANY EMPLOYEE RETIREMENT PLAN & TRUST 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $2,755 |
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 | $388,460 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $419,278 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $390,008 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $5,986 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $385,724 |
Value of total assets at end of year | 2011-12-31 | $4,244,526 |
Value of total assets at beginning of year | 2011-12-31 | $4,272,589 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $23,284 |
Total interest from all sources | 2011-12-31 | $2,194 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2011-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $250,000 |
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 | $304,154 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Participant contributions at end of year | 2011-12-31 | $4,172 |
Participant contributions at beginning of year | 2011-12-31 | $2,152 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2011-12-31 | $67,543 |
Assets. Loans (other than to participants) at beginning of year | 2011-12-31 | $78,954 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $2,755 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
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 | $-30,818 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,241,771 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,272,589 |
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 |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $0 |
Investment advisory and management fees | 2011-12-31 | $23,284 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $3,157,263 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $3,370,242 |
Interest on participant loans | 2011-12-31 | $2,194 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2011-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,014,630 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $820,978 |
Asset value of US Government securities at end of year | 2011-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $542 |
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 | $81,570 |
Employer contributions (assets) at end of year | 2011-12-31 | $918 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $263 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $390,008 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
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 | JEFFREY M. MOORFOOT, CPA P.C. |
Accountancy firm EIN | 2011-12-31 | 383516602 |
2010 : LANZO CONSTRUCTION COMPANY EMPLOYEE RETIREMENT PLAN & TRUST 2010 401k financial data |
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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 | $3,426 |
Total income from all sources (including contributions) | 2010-12-31 | $1,037,888 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $69,790 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $47,397 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $587,978 |
Value of total assets at end of year | 2010-12-31 | $4,272,589 |
Value of total assets at beginning of year | 2010-12-31 | $3,307,917 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $22,393 |
Total interest from all sources | 2010-12-31 | $2,518 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
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 | $275,366 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Participant contributions at end of year | 2010-12-31 | $2,152 |
Participant contributions at beginning of year | 2010-12-31 | $8,642 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $233,290 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2010-12-31 | $78,954 |
Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $62,804 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $3,426 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $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 | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $968,098 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,272,589 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,304,491 |
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 |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $3,370,242 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,490,692 |
Interest on participant loans | 2010-12-31 | $2,518 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $820,978 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $743,233 |
Asset value of US Government securities at end of year | 2010-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $447,392 |
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 | $79,322 |
Employer contributions (assets) at end of year | 2010-12-31 | $263 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,546 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $47,397 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Contract administrator fees | 2010-12-31 | $22,393 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
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 | JEFFREY M. MOORFOOT, CPA P.C. |
Accountancy firm EIN | 2010-12-31 | 383516602 |
2009 : LANZO CONSTRUCTION COMPANY EMPLOYEE RETIREMENT PLAN & TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |