?>
Logo

RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC.
Plan identification number 001

RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).

401k Sponsoring company profile

LIONS VOLUNTEER BLIND INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:LIONS VOLUNTEER BLIND INDUSTRIES, INC.
Employer identification number (EIN):620526643
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TREVOR SOUTHERLAND2023-09-18 TREVOR SOUTHERLAND2023-09-18
0012021-01-01TREVOR SOUTHERLAND2022-10-12 TREVOR SOUTHERLAND2022-10-12
0012020-01-01TREVOR SOUTHERLAND2021-10-01 TREVOR SOUTHERLAND2021-10-01
0012019-01-01
0012018-01-01
0012017-01-01TREVOR SOUTHERLAND TREVOR SOUTHERLAND2018-10-15
0012017-01-01TREVOR SOUTHERLAND TREVOR SOUTHERLAND2018-12-19
0012017-01-01TREVOR SOUTHERLAND TREVOR SOUTHERLAND2018-12-18
0012016-01-01MICHELE LOVE MICHELE LOVE2017-11-06
0012016-01-01 MICHELE LOVE2017-10-12
0012015-01-01GARY JOHNSON GARY JOHNSON2016-10-17
0012014-01-01TREVOR SOUTHERLAND TREVOR SOUTHERLAND2015-10-15
0012013-01-01DON BRITTON DON BRITTON2014-10-15
0012012-01-01DON BRITTON DON BRITTON2013-10-09
0012011-01-01DON BRITTON DON BRITTON2012-10-09
0012009-01-01TERESA FRANSE TERESA FRANSE2010-10-14

Plan Statistics for RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC.

Measure Date Value
2022: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2022 401k membership
Market value of plan assets2022-12-312,434,905
Acturial value of plan assets2022-12-312,335,158
Funding target for retired participants and beneficiaries receiving payment2022-12-311,841,585
Number of terminated vested participants2022-12-3117
Fundng target for terminated vested participants2022-12-31330,705
Active participant vested funding target2022-12-31478,741
Number of active participants2022-12-3121
Total funding liabilities for active participants2022-12-31478,741
Total participant count2022-12-3182
Total funding target for all participants2022-12-312,651,031
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-311
Present value of excess contributions2022-12-3188,289
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3193,154
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-311
Total employer contributions2022-12-3152,858
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3150,984
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3116,238
Net shortfall amortization installment of oustanding balance2022-12-31315,874
Total funding amount beforereflecting carryover/prefunding balances2022-12-3148,352
Additional cash requirement2022-12-3148,352
Contributions allocatedtoward minimum required contributions for current year2022-12-3150,984
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2021 401k membership
Market value of plan assets2021-12-312,231,855
Acturial value of plan assets2021-12-312,040,685
Funding target for retired participants and beneficiaries receiving payment2021-12-311,906,769
Number of terminated vested participants2021-12-3117
Fundng target for terminated vested participants2021-12-31210,339
Active participant vested funding target2021-12-31611,637
Number of active participants2021-12-3127
Total funding liabilities for active participants2021-12-31611,637
Total participant count2021-12-3188
Total funding target for all participants2021-12-312,728,745
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-311
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311
Total employer contributions2021-12-31238,747
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31231,488
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3179,043
Net shortfall amortization installment of oustanding balance2021-12-31688,061
Total funding amount beforereflecting carryover/prefunding balances2021-12-31143,199
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31143,199
Contributions allocatedtoward minimum required contributions for current year2021-12-31231,488
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2020 401k membership
Market value of plan assets2020-12-311,854,820
Acturial value of plan assets2020-12-311,837,907
Funding target for retired participants and beneficiaries receiving payment2020-12-311,852,332
Number of terminated vested participants2020-12-3117
Fundng target for terminated vested participants2020-12-31197,260
Active participant vested funding target2020-12-31761,618
Number of active participants2020-12-3130
Total funding liabilities for active participants2020-12-31761,618
Total participant count2020-12-3191
Total funding target for all participants2020-12-312,811,210
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-311
Present value of excess contributions2020-12-31195,727
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31206,335
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-311
Total employer contributions2020-12-31355,906
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31342,787
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3184,325
Net shortfall amortization installment of oustanding balance2020-12-31973,304
Total funding amount beforereflecting carryover/prefunding balances2020-12-31342,787
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31342,787
Contributions allocatedtoward minimum required contributions for current year2020-12-31342,787
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2019 401k membership
Market value of plan assets2019-12-314,748,739
Acturial value of plan assets2019-12-315,003,340
Funding target for retired participants and beneficiaries receiving payment2019-12-314,541,269
Number of terminated vested participants2019-12-3147
Fundng target for terminated vested participants2019-12-31533,761
Active participant vested funding target2019-12-31762,298
Number of active participants2019-12-3133
Total funding liabilities for active participants2019-12-31762,298
Total participant count2019-12-31191
Total funding target for all participants2019-12-315,837,328
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-311
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-311
Total employer contributions2019-12-31558,320
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31519,359
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3192,948
Net shortfall amortization installment of oustanding balance2019-12-31820,988
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31323,632
Additional cash requirement2019-12-31323,632
Contributions allocatedtoward minimum required contributions for current year2019-12-31519,359
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01191
Total number of active participants reported on line 7a of the Form 55002019-01-0130
Number of retired or separated participants receiving benefits2019-01-0137
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2018 401k membership
Market value of plan assets2018-12-315,238,855
Acturial value of plan assets2018-12-315,086,520
Funding target for retired participants and beneficiaries receiving payment2018-12-314,453,926
Number of terminated vested participants2018-12-3151
Fundng target for terminated vested participants2018-12-31558,456
Active participant vested funding target2018-12-31680,392
Number of active participants2018-12-3133
Total funding liabilities for active participants2018-12-31680,392
Total participant count2018-12-31196
Total funding target for all participants2018-12-315,692,774
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3165,804
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3165,803
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-311
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-311
Total employer contributions2018-12-31197,040
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31189,358
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31122,189
Net shortfall amortization installment of oustanding balance2018-12-31606,255
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31189,358
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31189,358
Contributions allocatedtoward minimum required contributions for current year2018-12-31189,358
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01196
Total number of active participants reported on line 7a of the Form 55002018-01-0133
Number of retired or separated participants receiving benefits2018-01-01100
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2017 401k membership
Market value of plan assets2017-12-315,117,796
Acturial value of plan assets2017-12-315,186,065
Funding target for retired participants and beneficiaries receiving payment2017-12-314,459,340
Number of terminated vested participants2017-12-3163
Fundng target for terminated vested participants2017-12-31744,752
Active participant vested funding target2017-12-31535,834
Number of active participants2017-12-3130
Total funding liabilities for active participants2017-12-31535,834
Total participant count2017-12-31204
Total funding target for all participants2017-12-315,739,926
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3162,085
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3165,804
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3165,804
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3165,804
Total employer contributions2017-12-31141,219
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31134,798
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31104,790
Net shortfall amortization installment of oustanding balance2017-12-31619,665
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31200,601
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3165,803
Additional cash requirement2017-12-31134,798
Contributions allocatedtoward minimum required contributions for current year2017-12-31134,798
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01204
Total number of active participants reported on line 7a of the Form 55002017-01-0133
Number of retired or separated participants receiving benefits2017-01-01101
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0113
Total participants2017-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2016 401k membership
Market value of plan assets2016-12-315,082,524
Acturial value of plan assets2016-12-315,367,494
Funding target for retired participants and beneficiaries receiving payment2016-12-314,259,710
Number of terminated vested participants2016-12-3165
Fundng target for terminated vested participants2016-12-31761,752
Active participant vested funding target2016-12-31774,781
Number of active participants2016-12-3142
Total funding liabilities for active participants2016-12-31774,781
Total participant count2016-12-31212
Total funding target for all participants2016-12-315,796,243
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31277,042
Total employee contributions2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31259,633
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-319,259
Net shortfall amortization installment of oustanding balance2016-12-31428,749
Total funding amount beforereflecting carryover/prefunding balances2016-12-31197,548
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31197,548
Contributions allocatedtoward minimum required contributions for current year2016-12-31259,633
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01212
Total number of active participants reported on line 7a of the Form 55002016-01-0130
Number of retired or separated participants receiving benefits2016-01-01101
Number of other retired or separated participants entitled to future benefits2016-01-0160
Total of all active and inactive participants2016-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0113
Total participants2016-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01220
Total number of active participants reported on line 7a of the Form 55002015-01-0142
Number of retired or separated participants receiving benefits2015-01-0193
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0114
Total participants2015-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01225
Total number of active participants reported on line 7a of the Form 55002014-01-0147
Number of retired or separated participants receiving benefits2014-01-0190
Number of other retired or separated participants entitled to future benefits2014-01-0171
Total of all active and inactive participants2014-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01229
Total number of active participants reported on line 7a of the Form 55002013-01-0151
Number of retired or separated participants receiving benefits2013-01-0189
Number of other retired or separated participants entitled to future benefits2013-01-0174
Total of all active and inactive participants2013-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0111
Total participants2013-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01231
Total number of active participants reported on line 7a of the Form 55002012-01-0187
Number of retired or separated participants receiving benefits2012-01-0165
Number of other retired or separated participants entitled to future benefits2012-01-0165
Total of all active and inactive participants2012-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0112
Total participants2012-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01237
Total number of active participants reported on line 7a of the Form 55002011-01-0190
Number of retired or separated participants receiving benefits2011-01-0162
Number of other retired or separated participants entitled to future benefits2011-01-0167
Total of all active and inactive participants2011-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01274
Total number of active participants reported on line 7a of the Form 55002009-01-01104
Number of retired or separated participants receiving benefits2009-01-0155
Number of other retired or separated participants entitled to future benefits2009-01-0195
Total of all active and inactive participants2009-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0112
Total participants2009-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC.

Measure Date Value
2019 : RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$1,029,098
Total transfer of assets from this plan2019-12-31$1,029,098
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$1,045,894
Total income from all sources (including contributions)2019-12-31$1,045,894
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,933,220
Total of all expenses incurred2019-12-31$2,933,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,819,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,819,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$558,320
Value of total assets at end of year2019-12-31$1,833,039
Value of total assets at beginning of year2019-12-31$4,749,463
Value of total assets at beginning of year2019-12-31$4,749,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$113,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$113,824
Total interest from all sources2019-12-31$23,982
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$96,692
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$96,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$96,692
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$89,084
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$89,084
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$155
Other income not declared elsewhere2019-12-31$12,520
Other income not declared elsewhere2019-12-31$12,520
Administrative expenses (other) incurred2019-12-31$88,294
Administrative expenses (other) incurred2019-12-31$88,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-1,887,326
Value of net income/loss2019-12-31$-1,887,326
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,833,039
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,833,039
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,749,463
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,749,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$7,826
Investment advisory and management fees2019-12-31$7,826
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,048,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,009,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,009,916
Interest earned on other investments2019-12-31$23,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$48,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$48,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$170,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$170,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$170,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$170,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$230,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$506,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$506,943
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,072,399
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,072,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$354,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$354,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$558,320
Employer contributions (assets) at end of year2019-12-31$416,255
Employer contributions (assets) at end of year2019-12-31$416,255
Employer contributions (assets) at beginning of year2019-12-31$61,674
Employer contributions (assets) at beginning of year2019-12-31$61,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$746,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$746,997
Contract administrator fees2019-12-31$17,704
Contract administrator fees2019-12-31$17,704
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CRAINE, THOMPSON & JONES, P.C.
Accountancy firm name2019-12-31CRAINE, THOMPSON & JONES, P.C.
Accountancy firm EIN2019-12-31621099059
Accountancy firm EIN2019-12-31621099059
2018 : RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$-524,545
Total unrealized appreciation/depreciation of assets2018-12-31$-524,545
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$68,055
Total loss/gain on sale of assets2018-12-31$72,672
Total of all expenses incurred2018-12-31$558,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$458,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$197,085
Value of total assets at end of year2018-12-31$4,749,508
Value of total assets at beginning of year2018-12-31$5,240,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$99,909
Total interest from all sources2018-12-31$24,375
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$279,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$279,203
Administrative expenses professional fees incurred2018-12-31$27,063
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$155
Other income not declared elsewhere2018-12-31$19,265
Administrative expenses (other) incurred2018-12-31$38,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-490,567
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,749,508
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,240,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$34,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,009,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,482,037
Interest earned on other investments2018-12-31$24,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$170,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$153,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$153,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$506,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$530,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31Yes
Contributions received in cash from employer2018-12-31$197,085
Employer contributions (assets) at end of year2018-12-31$61,719
Employer contributions (assets) at beginning of year2018-12-31$73,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$458,713
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$72,672
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CRAINE, THOMPSON & JONES, P.C.
Accountancy firm EIN2018-12-31621099059
2017 : RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$220,451
Total unrealized appreciation/depreciation of assets2017-12-31$220,451
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$679,437
Total loss/gain on sale of assets2017-12-31$70,318
Total of all expenses incurred2017-12-31$558,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$465,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$141,219
Value of total assets at end of year2017-12-31$5,240,075
Value of total assets at beginning of year2017-12-31$5,119,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$93,388
Total interest from all sources2017-12-31$24,587
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$204,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$204,143
Administrative expenses professional fees incurred2017-12-31$32,396
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$18,719
Administrative expenses (other) incurred2017-12-31$34,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$120,822
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,240,075
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,119,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$26,482
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,482,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,112,845
Interest earned on other investments2017-12-31$24,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$153,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$174,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$174,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$530,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$560,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$141,219
Employer contributions (assets) at end of year2017-12-31$73,919
Employer contributions (assets) at beginning of year2017-12-31$271,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$465,227
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$70,318
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PURKEY CARTER COMPTON SWANN CARTER
Accountancy firm EIN2017-12-31620882329
2016 : RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$273,340
Total unrealized appreciation/depreciation of assets2016-12-31$273,340
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$669,332
Total loss/gain on sale of assets2016-12-31$-61,957
Total of all expenses incurred2016-12-31$632,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$453,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$277,042
Value of total assets at end of year2016-12-31$5,119,253
Value of total assets at beginning of year2016-12-31$5,082,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$179,422
Total interest from all sources2016-12-31$27,190
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$146,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$146,456
Administrative expenses professional fees incurred2016-12-31$94,458
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$7,261
Administrative expenses (other) incurred2016-12-31$67,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$36,588
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,119,253
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,082,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$17,876
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,112,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,364,995
Interest earned on other investments2016-12-31$27,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$174,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$112,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$112,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$560,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$588,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$277,042
Employer contributions (assets) at end of year2016-12-31$271,600
Employer contributions (assets) at beginning of year2016-12-31$17,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$453,322
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$-61,957
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PURKEY CARTER COMPTON SWANN CARTER
Accountancy firm EIN2016-12-31620882329
2015 : RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-229,300
Total unrealized appreciation/depreciation of assets2015-12-31$-229,300
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$24,129
Total loss/gain on sale of assets2015-12-31$-40,284
Total of all expenses incurred2015-12-31$475,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$448,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$49,257
Value of total assets at end of year2015-12-31$5,082,665
Value of total assets at beginning of year2015-12-31$5,534,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,405
Total interest from all sources2015-12-31$28,503
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$215,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$215,953
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$18,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-451,828
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,082,665
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,534,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,364,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,729,063
Interest earned on other investments2015-12-31$28,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$112,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$143,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$143,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$588,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$615,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$49,257
Employer contributions (assets) at end of year2015-12-31$17,073
Employer contributions (assets) at beginning of year2015-12-31$46,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$448,552
Contract administrator fees2015-12-31$9,259
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$-40,284
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PURKEY CARTER COMPTON SWANN CARTER
Accountancy firm EIN2015-12-31620882329
2014 : RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-128,355
Total unrealized appreciation/depreciation of assets2014-12-31$-128,355
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$313,277
Total loss/gain on sale of assets2014-12-31$29,670
Total of all expenses incurred2014-12-31$452,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$431,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$76,610
Value of total assets at end of year2014-12-31$5,534,493
Value of total assets at beginning of year2014-12-31$5,673,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,606
Total interest from all sources2014-12-31$31,881
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$303,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$303,471
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$18,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-138,730
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,534,493
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,673,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,729,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,894,055
Interest earned on other investments2014-12-31$31,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$143,436
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$57,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$57,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$615,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$645,736
Asset value of US Government securities at beginning of year2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$76,610
Employer contributions (assets) at end of year2014-12-31$46,610
Employer contributions (assets) at beginning of year2014-12-31$76,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$431,401
Contract administrator fees2014-12-31$1,788
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$29,670
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PURKEY CARTER COMPTON SWANN CARTER
Accountancy firm EIN2014-12-31620882329
2013 : RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$305,904
Total unrealized appreciation/depreciation of assets2013-12-31$305,904
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$781,305
Total loss/gain on sale of assets2013-12-31$91,329
Total of all expenses incurred2013-12-31$311,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$290,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$86,000
Value of total assets at end of year2013-12-31$5,673,223
Value of total assets at beginning of year2013-12-31$5,203,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,181
Total interest from all sources2013-12-31$33,442
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$262,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$262,182
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$64,050
Other income not declared elsewhere2013-12-31$2,448
Administrative expenses (other) incurred2013-12-31$19,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$469,493
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,673,223
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,203,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,894,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,191,480
Interest earned on other investments2013-12-31$33,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$57,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$47,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$47,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$645,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$683,699
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$216,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$86,000
Employer contributions (assets) at end of year2013-12-31$76,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$290,631
Contract administrator fees2013-12-31$2,074
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$91,329
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PURKEY CARTER COMPTON SWANN CARTER
Accountancy firm EIN2013-12-31620882329
2012 : RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$310,344
Total unrealized appreciation/depreciation of assets2012-12-31$310,344
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$698,486
Total loss/gain on sale of assets2012-12-31$56,500
Total of all expenses incurred2012-12-31$283,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$262,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$140,000
Value of total assets at end of year2012-12-31$5,203,730
Value of total assets at beginning of year2012-12-31$4,789,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,039
Total interest from all sources2012-12-31$36,940
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$90,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$90,652
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$64,050
Other income not declared elsewhere2012-12-31$64,050
Administrative expenses (other) incurred2012-12-31$19,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$414,514
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,203,730
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,789,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,191,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,701,753
Interest earned on other investments2012-12-31$36,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$47,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$156,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$156,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$683,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$721,266
Asset value of US Government securities at end of year2012-12-31$216,888
Asset value of US Government securities at beginning of year2012-12-31$209,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$140,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$262,933
Contract administrator fees2012-12-31$1,730
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$56,500
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PURKEY CARTER COMPTON SWANN CARTER
Accountancy firm EIN2012-12-31620882329
2011 : RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-156,185
Total unrealized appreciation/depreciation of assets2011-12-31$-156,185
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$350,016
Total loss/gain on sale of assets2011-12-31$68,307
Total of all expenses incurred2011-12-31$284,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$262,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$300,000
Value of total assets at end of year2011-12-31$4,789,216
Value of total assets at beginning of year2011-12-31$4,723,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,561
Total interest from all sources2011-12-31$40,894
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$97,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$97,000
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$19,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$65,659
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,789,216
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,723,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,701,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,581,880
Interest earned on other investments2011-12-31$40,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$156,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$193,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$193,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$721,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$757,849
Asset value of US Government securities at end of year2011-12-31$209,455
Asset value of US Government securities at beginning of year2011-12-31$190,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$262,796
Contract administrator fees2011-12-31$1,795
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$68,307
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PURKEY CARTER COMPTON SWANN CARTER
Accountancy firm EIN2011-12-31620882329
2010 : RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$330,648
Total unrealized appreciation/depreciation of assets2010-12-31$330,648
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$806,710
Total loss/gain on sale of assets2010-12-31$29,706
Total of all expenses incurred2010-12-31$309,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$291,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$325,000
Value of total assets at end of year2010-12-31$4,723,557
Value of total assets at beginning of year2010-12-31$4,226,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,991
Total interest from all sources2010-12-31$43,531
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$77,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$77,825
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$16,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$497,530
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,723,557
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,226,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,581,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,108,153
Interest earned on other investments2010-12-31$41,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$193,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$143,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$143,796
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$757,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$795,853
Asset value of US Government securities at end of year2010-12-31$190,246
Asset value of US Government securities at beginning of year2010-12-31$178,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$325,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$291,189
Contract administrator fees2010-12-31$1,694
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$29,706
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PURKEY CARTER COMPTON SWANN CARTER
Accountancy firm EIN2010-12-31620882329
2009 : RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC.

2019: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EES OF LIONS VOLUNTEER BLIND INDUSTRIES, INC. 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-4372
Policy instance 1
Insurance contract or identification numberGA-4372
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN-SOUTHERN LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92622 )
Policy contract numberGLIONSVOL0119E
Policy instance 2
Insurance contract or identification numberGLIONSVOL0119E
Number of Individuals Covered60
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $63,939
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $63,939
Amount paid for insurance broker fees0
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-4372
Policy instance 1
Insurance contract or identification numberGA-4372
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-4372
Policy instance 1
Insurance contract or identification numberGA-4372
Number of Individuals Covered8
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3