DALE & LEE'S SERVICE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DALE & LEE'S SERVICE, INC. 401(K) PLAN
401k plan membership statisitcs for DALE & LEE'S SERVICE, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2015: DALE & LEE'S SERVICE, INC. 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 27 |
| Number of retired or separated participants receiving benefits | 2015-06-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-06-01 | 2 |
| Total of all active and inactive participants | 2015-06-01 | 30 |
| Total participants | 2015-06-01 | 30 |
| Number of participants with account balances | 2015-06-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-06-01 | 0 |
| 2014: DALE & LEE'S SERVICE, INC. 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 20 |
| Number of retired or separated participants receiving benefits | 2014-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 7 |
| Total of all active and inactive participants | 2014-06-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-01 | 0 |
| Total participants | 2014-06-01 | 27 |
| Number of participants with account balances | 2014-06-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-06-01 | 0 |
| 2013: DALE & LEE'S SERVICE, INC. 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 21 |
| Number of retired or separated participants receiving benefits | 2013-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 0 |
| Total of all active and inactive participants | 2013-06-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-06-01 | 0 |
| Total participants | 2013-06-01 | 21 |
| Number of participants with account balances | 2013-06-01 | 13 |
| 2012: DALE & LEE'S SERVICE, INC. 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 14 |
| Number of retired or separated participants receiving benefits | 2012-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 1 |
| Total of all active and inactive participants | 2012-06-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-06-01 | 0 |
| Total participants | 2012-06-01 | 15 |
| Number of participants with account balances | 2012-06-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-06-01 | 1 |
| 2011: DALE & LEE'S SERVICE, INC. 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 14 |
| Number of retired or separated participants receiving benefits | 2011-06-01 | 3 |
| Total of all active and inactive participants | 2011-06-01 | 17 |
| Total participants | 2011-06-01 | 17 |
| Number of participants with account balances | 2011-06-01 | 14 |
| Measure | Date | Value |
|---|
| 2016 : DALE & LEE'S SERVICE, INC. 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-05-31 | $54,669 |
| Expenses. Total of all expenses incurred | 2016-05-31 | $66,902 |
| Benefits paid (including direct rollovers) | 2016-05-31 | $66,902 |
| Total plan assets at end of year | 2016-05-31 | $399,416 |
| Total plan assets at beginning of year | 2016-05-31 | $411,649 |
| Total contributions received or receivable from participants | 2016-05-31 | $51,358 |
| Other income received | 2016-05-31 | $-3,864 |
| Net income (gross income less expenses) | 2016-05-31 | $-12,233 |
| Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $399,416 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $411,649 |
| Assets. Value of participant loans | 2016-05-31 | $14,299 |
| Total contributions received or receivable from employer(s) | 2016-05-31 | $7,175 |
| 2015 : DALE & LEE'S SERVICE, INC. 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-05-31 | $65,678 |
| Expenses. Total of all expenses incurred | 2015-05-31 | $16,567 |
| Benefits paid (including direct rollovers) | 2015-05-31 | $16,317 |
| Total plan assets at end of year | 2015-05-31 | $411,649 |
| Total plan assets at beginning of year | 2015-05-31 | $362,538 |
| Total contributions received or receivable from participants | 2015-05-31 | $47,553 |
| Other income received | 2015-05-31 | $10,896 |
| Net income (gross income less expenses) | 2015-05-31 | $49,111 |
| Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $411,649 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $362,538 |
| Assets. Value of participant loans | 2015-05-31 | $14,494 |
| Total contributions received or receivable from employer(s) | 2015-05-31 | $7,229 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-05-31 | $250 |
| 2014 : DALE & LEE'S SERVICE, INC. 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-05-31 | $85,483 |
| Expenses. Total of all expenses incurred | 2014-05-31 | $3,013 |
| Benefits paid (including direct rollovers) | 2014-05-31 | $2,751 |
| Total plan assets at end of year | 2014-05-31 | $362,538 |
| Total plan assets at beginning of year | 2014-05-31 | $280,068 |
| Total contributions received or receivable from participants | 2014-05-31 | $47,753 |
| Other income received | 2014-05-31 | $30,190 |
| Net income (gross income less expenses) | 2014-05-31 | $82,470 |
| Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $362,538 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $280,068 |
| Assets. Value of participant loans | 2014-05-31 | $5,597 |
| Total contributions received or receivable from employer(s) | 2014-05-31 | $7,540 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-31 | $262 |
| 2013 : DALE & LEE'S SERVICE, INC. 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-05-31 | $66,787 |
| Expenses. Total of all expenses incurred | 2013-05-31 | $29,375 |
| Benefits paid (including direct rollovers) | 2013-05-31 | $29,210 |
| Total plan assets at end of year | 2013-05-31 | $280,068 |
| Total plan assets at beginning of year | 2013-05-31 | $242,656 |
| Total contributions received or receivable from participants | 2013-05-31 | $34,132 |
| Expenses. Other expenses not covered elsewhere | 2013-05-31 | $165 |
| Other income received | 2013-05-31 | $26,056 |
| Net income (gross income less expenses) | 2013-05-31 | $37,412 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $280,068 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $242,656 |
| Assets. Value of participant loans | 2013-05-31 | $8,009 |
| Total contributions received or receivable from employer(s) | 2013-05-31 | $6,599 |
| 2012 : DALE & LEE'S SERVICE, INC. 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-05-31 | $15,840 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $49,363 |
| Benefits paid (including direct rollovers) | 2012-05-31 | $49,350 |
| Total plan assets at end of year | 2012-05-31 | $242,656 |
| Total plan assets at beginning of year | 2012-05-31 | $276,179 |
| Value of fidelity bond covering the plan | 2012-05-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-05-31 | $19,938 |
| Other income received | 2012-05-31 | $-7,358 |
| Net income (gross income less expenses) | 2012-05-31 | $-33,523 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $242,656 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $276,179 |
| Assets. Value of participant loans | 2012-05-31 | $14,567 |
| Total contributions received or receivable from employer(s) | 2012-05-31 | $3,260 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $13 |
| 2015: DALE & LEE'S SERVICE, INC. 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Plan funding arrangement – Insurance | Yes |
| 2015-06-01 | Plan funding arrangement – Trust | Yes |
| 2015-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-06-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DALE & LEE'S SERVICE, INC. 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Plan funding arrangement – Insurance | Yes |
| 2014-06-01 | Plan funding arrangement – Trust | Yes |
| 2014-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-06-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DALE & LEE'S SERVICE, INC. 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Plan funding arrangement – Insurance | Yes |
| 2013-06-01 | Plan funding arrangement – Trust | Yes |
| 2013-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-06-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DALE & LEE'S SERVICE, INC. 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Plan funding arrangement – Insurance | Yes |
| 2012-06-01 | Plan funding arrangement – Trust | Yes |
| 2012-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-06-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DALE & LEE'S SERVICE, INC. 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Plan funding arrangement – Insurance | Yes |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 94457501 |
| Policy instance | 1 |
| Insurance contract or identification number | 94457501 | | Number of Individuals Covered | 16 | | Total amount of commissions paid to insurance broker | USD $1,928 | | Commission paid to Insurance Broker | USD $1,172 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHELLE COBLE |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 94457501 |
| Policy instance | 1 |
| Insurance contract or identification number | 94457501 | | Number of Individuals Covered | 16 | | Total amount of commissions paid to insurance broker | USD $1,912 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $1,912 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHELLE COBLE |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 94457501 |
| Policy instance | 1 |
| Insurance contract or identification number | 94457501 | | Number of Individuals Covered | 13 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 94457501 |
| Policy instance | 1 |
| Insurance contract or identification number | 94457501 | | Number of Individuals Covered | 15 | | Total amount of commissions paid to insurance broker | USD $1,232 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $616 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHELLE COBLE |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 94457501 |
| Policy instance | 1 |
| Insurance contract or identification number | 94457501 | | Number of Individuals Covered | 17 | | Total amount of commissions paid to insurance broker | USD $1,104 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Other information about contract | GROUP ANNUITY CONTRACT |
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