401k Plan data: R W LYNCH CO INC 401(K) PLAN plan

R W LYNCH CO INC 401(K) PLAN 401k Plan overview

Plan Name	R W LYNCH CO INC 401(K) PLAN
Plan identification number	001

R W LYNCH CO INC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

R W LYNCH CO INC has sponsored the creation of one or more 401k plans.

Company Name: R W LYNCH CO INC

Employer identification number (EIN): 680053389

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R W LYNCH CO INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 ANNETTE PEDRAZA 2018-07-23
001 2016-01-01 ANNETTE PEDRAZA 2017-07-20
001 2015-01-01 ANNETTE PEDRAZA
001 2015-01-01 ANNETTE PEDRAZA
001 2015-01-01 ANNETTE PEDRAZA
001 2014-01-01 ANNETTE PEDRAZA
001 2013-01-01 ANNETTE PEDRAZA
001 2012-01-01 ANNETTE PEDRAZA
001 2011-01-01 ANNETTE PEDRAZA
001 2010-01-01 ANNETTE PEDRAZA
001 2009-01-01 ANNETTE PEDRAZA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01	ANNETTE PEDRAZA	2018-07-23
001	2016-01-01	ANNETTE PEDRAZA	2017-07-20
001	2015-01-01	ANNETTE PEDRAZA
001	2015-01-01	ANNETTE PEDRAZA
001	2015-01-01	ANNETTE PEDRAZA
001	2014-01-01	ANNETTE PEDRAZA
001	2013-01-01	ANNETTE PEDRAZA
001	2012-01-01	ANNETTE PEDRAZA
001	2011-01-01	ANNETTE PEDRAZA
001	2010-01-01	ANNETTE PEDRAZA
001	2009-01-01	ANNETTE PEDRAZA

Plan Statistics for R W LYNCH CO INC 401(K) PLAN

401k plan membership statisitcs for R W LYNCH CO INC 401(K) PLAN

Measure Date Value
2015: R W LYNCH CO INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 55
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 43
Total of all active and inactive participants 2015-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 98
Number of participants with account balances 2015-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: R W LYNCH CO INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 67
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 59
Total of all active and inactive participants 2014-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 126
Number of participants with account balances 2014-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: R W LYNCH CO INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 59
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 54
Total of all active and inactive participants 2013-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 113
Number of participants with account balances 2013-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: R W LYNCH CO INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 54
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 57
Total of all active and inactive participants 2012-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 111
Number of participants with account balances 2012-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: R W LYNCH CO INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 60
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 58
Total of all active and inactive participants 2011-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 118
Number of participants with account balances 2011-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: R W LYNCH CO INC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 66
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 54
Total of all active and inactive participants 2010-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 120
Number of participants with account balances 2010-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: R W LYNCH CO INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 70
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 54
Total of all active and inactive participants 2009-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 124
Number of participants with account balances 2009-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: R W LYNCH CO INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	55
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	43
Total of all active and inactive participants	2015-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	98
Number of participants with account balances	2015-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: R W LYNCH CO INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	67
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	59
Total of all active and inactive participants	2014-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	126
Number of participants with account balances	2014-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: R W LYNCH CO INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	59
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	54
Total of all active and inactive participants	2013-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	113
Number of participants with account balances	2013-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: R W LYNCH CO INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	54
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	57
Total of all active and inactive participants	2012-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	111
Number of participants with account balances	2012-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: R W LYNCH CO INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	60
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	58
Total of all active and inactive participants	2011-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	118
Number of participants with account balances	2011-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: R W LYNCH CO INC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	66
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	54
Total of all active and inactive participants	2010-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	120
Number of participants with account balances	2010-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: R W LYNCH CO INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	70
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	54
Total of all active and inactive participants	2009-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	124
Number of participants with account balances	2009-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on R W LYNCH CO INC 401(K) PLAN

Measure	Date	Value
2015 : R W LYNCH CO INC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
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	$269,969
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$240,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$238,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$171,868
Value of total assets at end of year	2015-12-31	$2,527,919
Value of total assets at beginning of year	2015-12-31	$2,498,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,950
Total interest from all sources	2015-12-31	$4,380
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$148,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$148,916
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$145,671
Participant contributions at end of year	2015-12-31	$125,042
Participant contributions at beginning of year	2015-12-31	$144,073
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$212
Administrative expenses (other) incurred	2015-12-31	$1,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$29,503
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,527,919
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,498,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,839,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,634,871
Interest on participant loans	2015-12-31	$4,380
Value of interest in common/collective trusts at end of year	2015-12-31	$562,996
Value of interest in common/collective trusts at beginning of year	2015-12-31	$719,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-64,544
Net investment gain or loss from common/collective trusts	2015-12-31	$9,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$26,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$238,516
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BURR PILGER MAYER, INC.
Accountancy firm EIN	2015-12-31	263839190
2014 : R W LYNCH CO INC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
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	$260,635
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$138,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$110,981
Value of total corrective distributions	2014-12-31	$23,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$196,306
Value of total assets at end of year	2014-12-31	$2,498,416
Value of total assets at beginning of year	2014-12-31	$2,376,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,948
Total interest from all sources	2014-12-31	$5,451
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$113,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$113,308
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$169,073
Participant contributions at end of year	2014-12-31	$144,073
Participant contributions at beginning of year	2014-12-31	$118,017
Administrative expenses (other) incurred	2014-12-31	$3,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$122,162
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,498,416
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,376,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,634,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,623,117
Interest on participant loans	2014-12-31	$5,451
Value of interest in common/collective trusts at end of year	2014-12-31	$719,472
Value of interest in common/collective trusts at beginning of year	2014-12-31	$635,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-66,573
Net investment gain or loss from common/collective trusts	2014-12-31	$12,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$27,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$110,981
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BURR PILGER MAYER, INC.
Accountancy firm EIN	2014-12-31	263839190
2013 : R W LYNCH CO INC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
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	$553,693
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$238,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$231,254
Value of total corrective distributions	2013-12-31	$5,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$223,545
Value of total assets at end of year	2013-12-31	$2,376,254
Value of total assets at beginning of year	2013-12-31	$2,060,867
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,600
Total interest from all sources	2013-12-31	$4,699
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$59,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$59,541
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$250,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$192,499
Participant contributions at end of year	2013-12-31	$118,017
Participant contributions at beginning of year	2013-12-31	$84,216
Administrative expenses (other) incurred	2013-12-31	$1,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$315,387
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,376,254
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,060,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,623,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,338,995
Interest on participant loans	2013-12-31	$4,699
Value of interest in common/collective trusts at end of year	2013-12-31	$635,120
Value of interest in common/collective trusts at beginning of year	2013-12-31	$637,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$254,127
Net investment gain or loss from common/collective trusts	2013-12-31	$11,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$31,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$231,254
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BURR PILGER MAYER, INC.
Accountancy firm EIN	2013-12-31	263839190
2012 : R W LYNCH CO INC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$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	$427,906
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$335,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$306,225
Expenses. Certain deemed distributions of participant loans	2012-12-31	$2,110
Value of total corrective distributions	2012-12-31	$19,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$199,681
Value of total assets at end of year	2012-12-31	$2,060,867
Value of total assets at beginning of year	2012-12-31	$1,968,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,585
Total interest from all sources	2012-12-31	$3,578
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$35,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$35,187
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$250,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$168,703
Participant contributions at end of year	2012-12-31	$84,216
Participant contributions at beginning of year	2012-12-31	$66,794
Administrative expenses (other) incurred	2012-12-31	$7,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$92,304
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,060,867
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,968,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,338,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,155,702
Interest on participant loans	2012-12-31	$3,578
Value of interest in common/collective trusts at end of year	2012-12-31	$637,656
Value of interest in common/collective trusts at beginning of year	2012-12-31	$746,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$174,938
Net investment gain or loss from common/collective trusts	2012-12-31	$14,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$30,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$306,225
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BURR PILGER MAYER, INC.
Accountancy firm EIN	2012-12-31	263839190
2011 : R W LYNCH CO INC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$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	$138,993
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$164,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$149,975
Value of total corrective distributions	2011-12-31	$12,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$203,617
Value of total assets at end of year	2011-12-31	$1,968,563
Value of total assets at beginning of year	2011-12-31	$1,993,650
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,550
Total interest from all sources	2011-12-31	$24,797
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$28,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$28,662
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$250,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$172,086
Participant contributions at end of year	2011-12-31	$66,794
Participant contributions at beginning of year	2011-12-31	$55,492
Administrative expenses (other) incurred	2011-12-31	$1,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-25,087
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,968,563
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,993,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,155,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,262,116
Interest on participant loans	2011-12-31	$2,629
Value of interest in common/collective trusts at end of year	2011-12-31	$746,067
Value of interest in common/collective trusts at beginning of year	2011-12-31	$676,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$22,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-118,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$31,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$149,975
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BURR PILGER MAYER, INC.
Accountancy firm EIN	2011-12-31	263839190
2010 : R W LYNCH CO INC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$494,964
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$30,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$19,999
Value of total corrective distributions	2010-12-31	$9,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$269,444
Value of total assets at end of year	2010-12-31	$1,993,650
Value of total assets at beginning of year	2010-12-31	$1,529,084
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,250
Total interest from all sources	2010-12-31	$3,187
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$18,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$18,645
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$250,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$183,206
Participant contributions at end of year	2010-12-31	$55,492
Participant contributions at beginning of year	2010-12-31	$60,155
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$52,447
Administrative expenses (other) incurred	2010-12-31	$1,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$464,566
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,993,650
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,529,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,262,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$890,015
Interest on participant loans	2010-12-31	$3,187
Value of interest in common/collective trusts at end of year	2010-12-31	$676,042
Value of interest in common/collective trusts at beginning of year	2010-12-31	$578,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$179,082
Net investment gain or loss from common/collective trusts	2010-12-31	$24,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$33,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$19,999
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BURR PILGER MAYER, INC.
Accountancy firm EIN	2010-12-31	263839190

Form 5500 Responses for R W LYNCH CO INC 401(K) PLAN

2015: R W LYNCH CO INC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
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: R W LYNCH CO INC 401(K) PLAN 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: R W LYNCH CO INC 401(K) PLAN 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: R W LYNCH CO INC 401(K) PLAN 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: R W LYNCH CO INC 401(K) PLAN 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: R W LYNCH CO INC 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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
2009: R W LYNCH CO INC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	R W LYNCH CO INC
Employer identification number (EIN):	680053389
NAIC Classification:	541800