LOCAL & WESTERN OF TEXAS, INC. has sponsored the creation of one or more 401k plans.
Additional information about LOCAL & WESTERN OF TEXAS, INC.
Submission information for form 5500 for 401k plan L & W 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : L & W 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-31 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-31 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-31 | 578809 |
| Net assets as of the end of the plan year | 2024-10-31 | 12787734 |
| Total assets as of the beginning of the plan year | 2024-10-31 | 10982816 |
| Value of plan covered by a fidelity bond | 2024-10-31 | 600000 |
| Participant contributions to plan in this plan year | 2024-10-31 | 194874 |
| Value of participant loans at end of plan year | 2024-10-31 | 7977 |
| Other expenses paid from plan in this plan year | 2024-10-31 | 51957 |
| Other contributions to plan in this plan year | 2024-10-31 | 12106 |
| Other income to plan in this plan year | 2024-10-31 | 2027051 |
| Plan net income in this plan year | 2024-10-31 | 1804918 |
| Net assets as of the end of the plan year | 2024-10-31 | 12787734 |
| Net assets as of the beginning of the plan year | 2024-10-31 | 10982816 |
| Employer contributions to plan in this plan year | 2024-10-31 | 149696 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-31 | 0 |
| 2011 : L & W 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-03-31 | $0 |
| Total plan liabilities at end of year | 2011-03-31 | $0 |
| Total plan liabilities at beginning of year | 2011-03-31 | $0 |
| Total income from all sources | 2011-03-31 | $672,747 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $163,859 |
| Benefits paid (including direct rollovers) | 2011-03-31 | $142,551 |
| Total plan assets at end of year | 2011-03-31 | $4,727,066 |
| Total plan assets at beginning of year | 2011-03-31 | $4,218,178 |
| Value of fidelity bond covering the plan | 2011-03-31 | $400,000 |
| Total contributions received or receivable from participants | 2011-03-31 | $71,683 |
| Expenses. Other expenses not covered elsewhere | 2011-03-31 | $21,308 |
| Contributions received from other sources (not participants or employers) | 2011-03-31 | $0 |
| Other income received | 2011-03-31 | $516,167 |
| Noncash contributions received | 2011-03-31 | $0 |
| Net income (gross income less expenses) | 2011-03-31 | $508,888 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $4,727,066 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $4,218,178 |
| Assets. Value of participant loans | 2011-03-31 | $5,169 |
| Total contributions received or receivable from employer(s) | 2011-03-31 | $84,897 |
| Value of certain deemed distributions of participant loans | 2011-03-31 | $0 |
| Value of corrective distributions | 2011-03-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-03-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
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