LEE & TRAVERS, PLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2024 : LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-02 | 32 |
| Net assets as of the end of the plan year | 2024-10-02 | 7923 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 6635 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 1000 |
| Other income to plan in this plan year | 2024-10-02 | 1320 |
| Plan net income in this plan year | 2024-10-02 | 1288 |
| Net assets as of the end of the plan year | 2024-10-02 | 7923 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 6635 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 32 |
| 2019 : LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $23,800 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,124 |
| Total plan assets at end of year | 2019-12-31 | $106,643 |
| Total plan assets at beginning of year | 2019-12-31 | $83,967 |
| Total contributions received or receivable from participants | 2019-12-31 | $3,600 |
| Other income received | 2019-12-31 | $20,200 |
| Net income (gross income less expenses) | 2019-12-31 | $22,676 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $106,643 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $83,967 |
| Assets. Value of participant loans | 2019-12-31 | $492 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,124 |
| 2018 : LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-1,873 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $948 |
| Total plan assets at end of year | 2018-12-31 | $83,967 |
| Total plan assets at beginning of year | 2018-12-31 | $86,788 |
| Total contributions received or receivable from participants | 2018-12-31 | $5,520 |
| Other income received | 2018-12-31 | $-7,393 |
| Net income (gross income less expenses) | 2018-12-31 | $-2,821 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $83,967 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $86,788 |
| Assets. Value of participant loans | 2018-12-31 | $1,049 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $948 |
| 2017 : LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $20,324 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $10,468 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $9,600 |
| Total plan assets at end of year | 2017-12-31 | $86,788 |
| Total plan assets at beginning of year | 2017-12-31 | $76,932 |
| Total contributions received or receivable from participants | 2017-12-31 | $6,720 |
| Other income received | 2017-12-31 | $13,604 |
| Net income (gross income less expenses) | 2017-12-31 | $9,856 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $86,788 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $76,932 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $868 |
| 2016 : LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $8,965 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $8,503 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $7,000 |
| Total plan assets at end of year | 2016-12-31 | $76,932 |
| Total plan assets at beginning of year | 2016-12-31 | $76,470 |
| Total contributions received or receivable from participants | 2016-12-31 | $5,840 |
| Other income received | 2016-12-31 | $3,125 |
| Net income (gross income less expenses) | 2016-12-31 | $462 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $76,932 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $76,470 |
| Assets. Value of participant loans | 2016-12-31 | $3,523 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,503 |
| 2015 : LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $4,518 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $20,255 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $20,000 |
| Total plan assets at end of year | 2015-12-31 | $76,470 |
| Total plan assets at beginning of year | 2015-12-31 | $92,207 |
| Total contributions received or receivable from participants | 2015-12-31 | $5,100 |
| Other income received | 2015-12-31 | $-582 |
| Net income (gross income less expenses) | 2015-12-31 | $-15,737 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $76,470 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $92,207 |
| Assets. Value of participant loans | 2015-12-31 | $11,951 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $255 |
| 2014 : LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $8,979 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $10,252 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $10,000 |
| Total plan assets at end of year | 2014-12-31 | $92,207 |
| Total plan assets at beginning of year | 2014-12-31 | $93,480 |
| Total contributions received or receivable from participants | 2014-12-31 | $4,847 |
| Other income received | 2014-12-31 | $4,132 |
| Net income (gross income less expenses) | 2014-12-31 | $-1,273 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $92,207 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $93,480 |
| Assets. Value of participant loans | 2014-12-31 | $19,416 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $252 |
| 2013 : LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $14,092 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,595 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $3,315 |
| Total plan assets at end of year | 2013-12-31 | $93,480 |
| Total plan assets at beginning of year | 2013-12-31 | $82,983 |
| Total contributions received or receivable from participants | 2013-12-31 | $4,625 |
| Other income received | 2013-12-31 | $9,467 |
| Net income (gross income less expenses) | 2013-12-31 | $10,497 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $93,480 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $82,983 |
| Assets. Value of participant loans | 2013-12-31 | $26,595 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $280 |
| 2012 : LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $10,967 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $53,274 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $53,000 |
| Total plan assets at end of year | 2012-12-31 | $82,983 |
| Total plan assets at beginning of year | 2012-12-31 | $125,290 |
| Total contributions received or receivable from participants | 2012-12-31 | $2,370 |
| Other income received | 2012-12-31 | $8,597 |
| Net income (gross income less expenses) | 2012-12-31 | $-42,307 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $82,983 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $125,290 |
| Assets. Value of participant loans | 2012-12-31 | $34,925 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $274 |
| 2011 : LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $269 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $15,233 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $15,000 |
| Total plan assets at end of year | 2011-12-31 | $125,290 |
| Total plan assets at beginning of year | 2011-12-31 | $140,254 |
| Total contributions received or receivable from participants | 2011-12-31 | $1,215 |
| Other income received | 2011-12-31 | $-946 |
| Net income (gross income less expenses) | 2011-12-31 | $-14,964 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $125,290 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $140,254 |
| Assets. Value of participant loans | 2011-12-31 | $41,502 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $233 |
| 2010 : LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $228,921 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $88,667 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $88,000 |
| Total plan assets at end of year | 2010-12-31 | $140,254 |
| Total plan assets at beginning of year | 2010-12-31 | $0 |
| Total contributions received or receivable from participants | 2010-12-31 | $1,959 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $209,365 |
| Other income received | 2010-12-31 | $17,597 |
| Net income (gross income less expenses) | 2010-12-31 | $140,254 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $140,254 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
| Assets. Value of participant loans | 2010-12-31 | $46,099 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $667 |
| 2019: LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: LEE & TRAVERS, PLC RETIREMENT PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | First time form 5500 has been submitted | Yes |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
