401k Plan data: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN plan

LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number	001

LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

LINDSEY & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: LINDSEY & ASSOCIATES, INC.

Employer identification number (EIN): 710440350

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JAMES EARL LYNDY LINDSEY 2023-10-15
001 2021-01-01 JAMES E. LYNDY LINDSEY 2022-10-11
001 2020-01-01 D SCOTT ROGERSON 2021-10-15
001 2019-01-01 JAMES E. LYNDY LINDSEY 2020-10-12
001 2018-01-01 JAMES E. LYNDY LINDSEY 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 ROBIN GUADAGNINI
001 2011-01-01 ROBIN GUADAGNINI
001 2010-01-01 ROBIN GUADAGNINI
001 2009-01-01 ROBIN GUADAGNINI

Plan Statistics for LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2022: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 68
Number of retired or separated participants receiving benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 68
Number of participants with account balances 2022-01-01 68
2021: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 68
Total of all active and inactive participants 2021-01-01 68
Total participants 2021-01-01 68
Number of participants with account balances 2021-01-01 68
2020: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 63
Total of all active and inactive participants 2020-01-01 63
Total participants 2020-01-01 63
Number of participants with account balances 2020-01-01 63
2019: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 57
Total of all active and inactive participants 2019-01-01 57
Total participants 2019-01-01 57
Number of participants with account balances 2019-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 57
Total of all active and inactive participants 2018-01-01 57
Total participants 2018-01-01 57
Number of participants with account balances 2018-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 50
Total of all active and inactive participants 2017-01-01 50
Total participants 2017-01-01 50
Number of participants with account balances 2017-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 43
Total of all active and inactive participants 2016-01-01 43
Total participants 2016-01-01 43
Number of participants with account balances 2016-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 38
Total of all active and inactive participants 2015-01-01 38
Total participants 2015-01-01 38
Number of participants with account balances 2015-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 36
Total of all active and inactive participants 2014-01-01 36
Total participants 2014-01-01 36
Number of participants with account balances 2014-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 29
Total of all active and inactive participants 2013-01-01 29
Total participants 2013-01-01 29
Number of participants with account balances 2013-01-01 29
2012: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 24
Total of all active and inactive participants 2012-01-01 24
Total participants 2012-01-01 24
Number of participants with account balances 2012-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
Total of all active and inactive participants 2011-01-01 18
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 24
Total of all active and inactive participants 2010-01-01 24
Total participants 2010-01-01 24
Number of participants with account balances 2010-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
Total of all active and inactive participants 2009-01-01 25
Total participants 2009-01-01 25
Number of participants with account balances 2009-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	68
Number of retired or separated participants receiving benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	68
Number of participants with account balances	2022-01-01	68
2021: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	68
Total of all active and inactive participants	2021-01-01	68
Total participants	2021-01-01	68
Number of participants with account balances	2021-01-01	68
2020: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	63
Total of all active and inactive participants	2020-01-01	63
Total participants	2020-01-01	63
Number of participants with account balances	2020-01-01	63
2019: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	57
Total of all active and inactive participants	2019-01-01	57
Total participants	2019-01-01	57
Number of participants with account balances	2019-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	57
Total of all active and inactive participants	2018-01-01	57
Total participants	2018-01-01	57
Number of participants with account balances	2018-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	50
Total of all active and inactive participants	2017-01-01	50
Total participants	2017-01-01	50
Number of participants with account balances	2017-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	43
Total of all active and inactive participants	2016-01-01	43
Total participants	2016-01-01	43
Number of participants with account balances	2016-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	38
Total of all active and inactive participants	2015-01-01	38
Total participants	2015-01-01	38
Number of participants with account balances	2015-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	36
Total of all active and inactive participants	2014-01-01	36
Total participants	2014-01-01	36
Number of participants with account balances	2014-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	29
Total of all active and inactive participants	2013-01-01	29
Total participants	2013-01-01	29
Number of participants with account balances	2013-01-01	29
2012: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	24
Total of all active and inactive participants	2012-01-01	24
Total participants	2012-01-01	24
Number of participants with account balances	2012-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
Total of all active and inactive participants	2011-01-01	18
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	24
Total of all active and inactive participants	2010-01-01	24
Total participants	2010-01-01	24
Number of participants with account balances	2010-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
Total of all active and inactive participants	2009-01-01	25
Total participants	2009-01-01	25
Number of participants with account balances	2009-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$36,633
Expenses. Total of all expenses incurred	2022-12-31	$21,512
Benefits paid (including direct rollovers)	2022-12-31	$21,512
Total plan assets at end of year	2022-12-31	$620,411
Total plan assets at beginning of year	2022-12-31	$605,290
Value of fidelity bond covering the plan	2022-12-31	$50,000
Other income received	2022-12-31	$16,633
Net income (gross income less expenses)	2022-12-31	$15,121
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$620,411
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$605,290
Total contributions received or receivable from employer(s)	2022-12-31	$20,000
2021 : LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$36,412
Expenses. Total of all expenses incurred	2021-12-31	$4,246
Benefits paid (including direct rollovers)	2021-12-31	$4,246
Total plan assets at end of year	2021-12-31	$605,290
Total plan assets at beginning of year	2021-12-31	$573,124
Value of fidelity bond covering the plan	2021-12-31	$50,000
Other income received	2021-12-31	$16,412
Net income (gross income less expenses)	2021-12-31	$32,166
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$605,290
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$573,124
Total contributions received or receivable from employer(s)	2021-12-31	$20,000
2020 : LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$32,234
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$573,124
Total plan assets at beginning of year	2020-12-31	$540,890
Value of fidelity bond covering the plan	2020-12-31	$50,000
Noncash contributions received	2020-12-31	$12,234
Net income (gross income less expenses)	2020-12-31	$32,234
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$573,124
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$540,890
Total contributions received or receivable from employer(s)	2020-12-31	$20,000
2019 : LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$34,023
Expenses. Total of all expenses incurred	2019-12-31	$13,724
Benefits paid (including direct rollovers)	2019-12-31	$13,724
Total plan assets at end of year	2019-12-31	$540,890
Total plan assets at beginning of year	2019-12-31	$520,591
Value of fidelity bond covering the plan	2019-12-31	$50,000
Other income received	2019-12-31	$14,023
Net income (gross income less expenses)	2019-12-31	$20,299
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$540,890
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$520,591
Total contributions received or receivable from employer(s)	2019-12-31	$20,000
2018 : LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$34,661
Expenses. Total of all expenses incurred	2018-12-31	$25,694
Benefits paid (including direct rollovers)	2018-12-31	$9,694
Total plan assets at end of year	2018-12-31	$520,591
Total plan assets at beginning of year	2018-12-31	$511,624
Value of fidelity bond covering the plan	2018-12-31	$50,000
Other income received	2018-12-31	$14,661
Net income (gross income less expenses)	2018-12-31	$8,967
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$520,591
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$511,624
Total contributions received or receivable from employer(s)	2018-12-31	$20,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$16,000
2017 : LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$53,426
Expenses. Total of all expenses incurred	2017-12-31	$96,224
Benefits paid (including direct rollovers)	2017-12-31	$96,224
Total plan assets at end of year	2017-12-31	$511,624
Total plan assets at beginning of year	2017-12-31	$554,422
Value of fidelity bond covering the plan	2017-12-31	$50,000
Other income received	2017-12-31	$13,426
Net income (gross income less expenses)	2017-12-31	$-42,798
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$511,624
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$554,422
Total contributions received or receivable from employer(s)	2017-12-31	$40,000
2016 : LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$26,496
Expenses. Total of all expenses incurred	2016-12-31	$24,120
Benefits paid (including direct rollovers)	2016-12-31	$24,120
Total plan assets at end of year	2016-12-31	$554,422
Total plan assets at beginning of year	2016-12-31	$552,046
Value of fidelity bond covering the plan	2016-12-31	$50,000
Other income received	2016-12-31	$6,496
Net income (gross income less expenses)	2016-12-31	$2,376
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$554,422
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$552,046
Total contributions received or receivable from employer(s)	2016-12-31	$20,000
2015 : LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$32,919
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$552,046
Total plan assets at beginning of year	2015-12-31	$519,127
Value of fidelity bond covering the plan	2015-12-31	$50,000
Other income received	2015-12-31	$12,919
Net income (gross income less expenses)	2015-12-31	$32,919
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$552,046
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$519,127
Total contributions received or receivable from employer(s)	2015-12-31	$20,000
2014 : LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$20,002
Expenses. Total of all expenses incurred	2014-12-31	$10,458
Benefits paid (including direct rollovers)	2014-12-31	$10,458
Total plan assets at end of year	2014-12-31	$503,252
Total plan assets at beginning of year	2014-12-31	$493,708
Value of fidelity bond covering the plan	2014-12-31	$50,000
Other income received	2014-12-31	$15,875
Net income (gross income less expenses)	2014-12-31	$9,544
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$503,252
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$493,708
Total contributions received or receivable from employer(s)	2014-12-31	$20,002
2013 : LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$37,691
Expenses. Total of all expenses incurred	2013-12-31	$7,530
Benefits paid (including direct rollovers)	2013-12-31	$7,530
Total plan assets at end of year	2013-12-31	$493,708
Total plan assets at beginning of year	2013-12-31	$463,547
Value of fidelity bond covering the plan	2013-12-31	$50,000
Other income received	2013-12-31	$17,689
Net income (gross income less expenses)	2013-12-31	$30,161
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$493,708
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$463,547
Total contributions received or receivable from employer(s)	2013-12-31	$20,002
2012 : LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$33,016
Expenses. Total of all expenses incurred	2012-12-31	$53,597
Benefits paid (including direct rollovers)	2012-12-31	$53,597
Total plan assets at end of year	2012-12-31	$463,547
Total plan assets at beginning of year	2012-12-31	$524,128
Value of fidelity bond covering the plan	2012-12-31	$50,000
Other income received	2012-12-31	$11,625
Net income (gross income less expenses)	2012-12-31	$-20,581
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$463,547
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$524,128
Total contributions received or receivable from employer(s)	2012-12-31	$21,391
2011 : LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$35,613
Expenses. Total of all expenses incurred	2011-12-31	$52,677
Benefits paid (including direct rollovers)	2011-12-31	$52,677
Total plan assets at end of year	2011-12-31	$524,128
Total plan assets at beginning of year	2011-12-31	$541,192
Value of fidelity bond covering the plan	2011-12-31	$50,000
Other income received	2011-12-31	$15,724
Net income (gross income less expenses)	2011-12-31	$-17,064
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$524,128
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$541,192
Total contributions received or receivable from employer(s)	2011-12-31	$19,889
2010 : LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$34,237
Expenses. Total of all expenses incurred	2010-12-31	$34,391
Benefits paid (including direct rollovers)	2010-12-31	$13,210
Total plan assets at end of year	2010-12-31	$517,564
Total plan assets at beginning of year	2010-12-31	$517,718
Value of fidelity bond covering the plan	2010-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$21,181
Other income received	2010-12-31	$9,956
Net income (gross income less expenses)	2010-12-31	$-154
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$517,564
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$517,718
Total contributions received or receivable from employer(s)	2010-12-31	$24,281

Form 5500 Responses for LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN

2022: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LINDSEY & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LINDSEY & ASSOCIATES, INC. PROFIT SHARING 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LINDSEY & ASSOCIATES, INC. PROFIT SHARING 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LINDSEY & ASSOCIATES, INC. PROFIT SHARING 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LINDSEY & ASSOCIATES, INC. PROFIT SHARING 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LINDSEY & ASSOCIATES, INC. PROFIT SHARING 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JACKSON NATIONAL LIFE (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

4519,4093,1839

Policy instance

Insurance contract or identification number	4519,4093,1839
Number of Individuals Covered	63
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Insurance broker organization code?	3

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Company Name:	LINDSEY & ASSOCIATES, INC.
Employer identification number (EIN):	710440350
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	JAMES EARL LYNDY LINDSEY	2023-10-15
001	2021-01-01	JAMES E. LYNDY LINDSEY	2022-10-11
001	2020-01-01	D SCOTT ROGERSON	2021-10-15
001	2019-01-01	JAMES E. LYNDY LINDSEY	2020-10-12
001	2018-01-01	JAMES E. LYNDY LINDSEY	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ROBIN GUADAGNINI
001	2011-01-01	ROBIN GUADAGNINI
001	2010-01-01	ROBIN GUADAGNINI
001	2009-01-01	ROBIN GUADAGNINI