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| Plan Name | L & W, INC. CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | LOCAL & WESTERN OF TEXAS, INC. |
| Employer identification number (EIN): | 751008008 |
| NAIC Classification: | 423990 |
| NAIC Description: | Other Miscellaneous Durable Goods Merchant Wholesalers |
Additional information about LOCAL & WESTERN OF TEXAS, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1958-11-17 |
| Company Identification Number: | 0015054200 |
| Legal Registered Office Address: |
5445 LA SIERRA DR STE 100 DALLAS United States of America (USA) 75231 |
More information about LOCAL & WESTERN OF TEXAS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-04-01 | GERALD DARVER | 2024-04-12 | ||
| 002 | 2022-04-01 | GERALD DARVER | 2023-11-20 | ||
| 002 | 2021-04-01 | GERALD DARVER | 2022-12-22 | ||
| 002 | 2020-04-01 | GERALD DARVER | 2021-10-08 | ||
| 002 | 2019-04-01 | GERALD DARVER | 2020-10-29 | ||
| 002 | 2018-04-01 | GERALD DARVER | 2019-11-14 | ||
| 002 | 2017-04-01 | GERALD DARVER | 2019-01-11 | ||
| 002 | 2016-04-01 | GERALD DARVER | 2018-01-09 | ||
| 002 | 2015-04-01 | GERALD DARVER | 2016-10-25 | ||
| 002 | 2014-04-01 | GERALD DARVER | 2015-12-10 | ||
| 002 | 2013-04-01 | GERALD DARVER | 2015-01-15 |
| Measure | Date | Value |
|---|---|---|
| 2024: L & W, INC. CASH BALANCE PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-04-12 | 15 |
| Total number of particpants at end of year | 2024-04-12 | 0 |
| 2023: L & W, INC. CASH BALANCE PLAN 2023 401k membership | ||
| Market value of plan assets | 2023-03-31 | 2,077,302 |
| Acturial value of plan assets | 2023-03-31 | 2,077,302 |
| Funding target for retired participants and beneficiaries receiving payment | 2023-03-31 | 0 |
| Number of terminated vested participants | 2023-03-31 | 3 |
| Fundng target for terminated vested participants | 2023-03-31 | 7,721 |
| Active participant vested funding target | 2023-03-31 | 1,882,092 |
| Number of active participants | 2023-03-31 | 12 |
| Total funding liabilities for active participants | 2023-03-31 | 1,882,092 |
| Total participant count | 2023-03-31 | 15 |
| Total funding target for all participants | 2023-03-31 | 1,889,813 |
| Balance at beginning of prior year after applicable adjustments | 2023-03-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2023-03-31 | 0 |
| Amount remaining of carryover balance | 2023-03-31 | 0 |
| Amount remaining of prefunding balance | 2023-03-31 | 0 |
| Present value of excess contributions | 2023-03-31 | 75,994 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-03-31 | 79,125 |
| Reductions in caryover balances due to elections or deemed elections | 2023-03-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2023-03-31 | 0 |
| Balance of carryovers at beginning of current year | 2023-03-31 | 0 |
| Balance of prefunding at beginning of current year | 2023-03-31 | 0 |
| Total employer contributions | 2023-03-31 | 0 |
| Total employee contributions | 2023-03-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2023-03-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2023-03-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-03-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2023-03-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-03-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2023-03-31 | 0 |
| Minimum required contributions for current year target normal cost | 2023-03-31 | 82,267 |
| Net shortfall amortization installment of oustanding balance | 2023-03-31 | 0 |
| Waiver amortization installment | 2023-03-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2023-03-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2023-03-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2023-03-31 | 0 |
| Additional cash requirement | 2023-03-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2023-03-31 | 0 |
| Unpaid minimum required contributions for current year | 2023-03-31 | 0 |
| Unpaid minimum required contributions for all years | 2023-03-31 | 0 |
| 2022: L & W, INC. CASH BALANCE PLAN 2022 401k membership | ||
| Market value of plan assets | 2022-03-31 | 1,790,325 |
| Acturial value of plan assets | 2022-03-31 | 1,790,325 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-03-31 | 0 |
| Number of terminated vested participants | 2022-03-31 | 3 |
| Fundng target for terminated vested participants | 2022-03-31 | 8,196 |
| Active participant vested funding target | 2022-03-31 | 1,694,629 |
| Number of active participants | 2022-03-31 | 12 |
| Total funding liabilities for active participants | 2022-03-31 | 1,694,629 |
| Total participant count | 2022-03-31 | 15 |
| Total funding target for all participants | 2022-03-31 | 1,702,825 |
| Balance at beginning of prior year after applicable adjustments | 2022-03-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-03-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-03-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-03-31 | 0 |
| Amount remaining of carryover balance | 2022-03-31 | 0 |
| Amount remaining of prefunding balance | 2022-03-31 | 0 |
| Present value of excess contributions | 2022-03-31 | 20,880 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-03-31 | 21,822 |
| Reductions in caryover balances due to elections or deemed elections | 2022-03-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-03-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-03-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-03-31 | 0 |
| Total employer contributions | 2022-03-31 | 212,255 |
| Total employee contributions | 2022-03-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-03-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-03-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-03-31 | 207,725 |
| Unpaid minimum required contributions for all prior years | 2022-03-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-03-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-03-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-03-31 | 219,231 |
| Net shortfall amortization installment of oustanding balance | 2022-03-31 | 0 |
| Waiver amortization installment | 2022-03-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-03-31 | 131,731 |
| Additional cash requirement | 2022-03-31 | 131,731 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-03-31 | 207,725 |
| Unpaid minimum required contributions for current year | 2022-03-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-03-31 | 0 |
| 2021: L & W, INC. CASH BALANCE PLAN 2021 401k membership | ||
| Market value of plan assets | 2021-03-31 | 1,317,986 |
| Acturial value of plan assets | 2021-03-31 | 1,317,986 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-03-31 | 0 |
| Number of terminated vested participants | 2021-03-31 | 3 |
| Fundng target for terminated vested participants | 2021-03-31 | 6,682 |
| Active participant vested funding target | 2021-03-31 | 1,479,053 |
| Number of active participants | 2021-03-31 | 13 |
| Total funding liabilities for active participants | 2021-03-31 | 1,479,387 |
| Total participant count | 2021-03-31 | 16 |
| Total funding target for all participants | 2021-03-31 | 1,486,069 |
| Balance at beginning of prior year after applicable adjustments | 2021-03-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-03-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-03-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-03-31 | 0 |
| Amount remaining of carryover balance | 2021-03-31 | 0 |
| Amount remaining of prefunding balance | 2021-03-31 | 0 |
| Present value of excess contributions | 2021-03-31 | 8,272 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-03-31 | 8,656 |
| Reductions in caryover balances due to elections or deemed elections | 2021-03-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-03-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-03-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-03-31 | 0 |
| Total employer contributions | 2021-03-31 | 281,000 |
| Total employee contributions | 2021-03-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-03-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-03-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-03-31 | 268,191 |
| Unpaid minimum required contributions for all prior years | 2021-03-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-03-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-03-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-03-31 | 219,221 |
| Net shortfall amortization installment of oustanding balance | 2021-03-31 | 168,083 |
| Waiver amortization installment | 2021-03-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-03-31 | 247,311 |
| Carryover balance elected to use to offset funding requirement | 2021-03-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-03-31 | 0 |
| Additional cash requirement | 2021-03-31 | 247,311 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-03-31 | 268,191 |
| Unpaid minimum required contributions for current year | 2021-03-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-03-31 | 0 |
| 2020: L & W, INC. CASH BALANCE PLAN 2020 401k membership | ||
| Market value of plan assets | 2020-03-31 | 1,260,674 |
| Acturial value of plan assets | 2020-03-31 | 1,260,674 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-03-31 | 0 |
| Number of terminated vested participants | 2020-03-31 | 2 |
| Fundng target for terminated vested participants | 2020-03-31 | 4,904 |
| Active participant vested funding target | 2020-03-31 | 1,272,399 |
| Number of active participants | 2020-03-31 | 14 |
| Total funding liabilities for active participants | 2020-03-31 | 1,272,399 |
| Total participant count | 2020-03-31 | 16 |
| Total funding target for all participants | 2020-03-31 | 1,277,303 |
| Balance at beginning of prior year after applicable adjustments | 2020-03-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-03-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-03-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-03-31 | 0 |
| Amount remaining of carryover balance | 2020-03-31 | 0 |
| Amount remaining of prefunding balance | 2020-03-31 | 0 |
| Present value of excess contributions | 2020-03-31 | 7,611 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-03-31 | 7,985 |
| Reductions in caryover balances due to elections or deemed elections | 2020-03-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-03-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-03-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-03-31 | 0 |
| Total employer contributions | 2020-03-31 | 236,070 |
| Total employee contributions | 2020-03-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-03-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-03-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-03-31 | 225,182 |
| Unpaid minimum required contributions for all prior years | 2020-03-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-03-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-03-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-03-31 | 213,747 |
| Net shortfall amortization installment of oustanding balance | 2020-03-31 | 16,629 |
| Waiver amortization installment | 2020-03-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-03-31 | 216,910 |
| Carryover balance elected to use to offset funding requirement | 2020-03-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-03-31 | 0 |
| Additional cash requirement | 2020-03-31 | 216,910 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-03-31 | 225,182 |
| Unpaid minimum required contributions for current year | 2020-03-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-03-31 | 0 |
| 2019: L & W, INC. CASH BALANCE PLAN 2019 401k membership | ||
| Market value of plan assets | 2019-03-31 | 1,035,274 |
| Acturial value of plan assets | 2019-03-31 | 1,035,274 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-03-31 | 0 |
| Number of terminated vested participants | 2019-03-31 | 2 |
| Fundng target for terminated vested participants | 2019-03-31 | 4,372 |
| Active participant vested funding target | 2019-03-31 | 1,054,280 |
| Number of active participants | 2019-03-31 | 13 |
| Total funding liabilities for active participants | 2019-03-31 | 1,054,681 |
| Total participant count | 2019-03-31 | 15 |
| Total funding target for all participants | 2019-03-31 | 1,059,053 |
| Balance at beginning of prior year after applicable adjustments | 2019-03-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-03-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-03-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-03-31 | 0 |
| Amount remaining of carryover balance | 2019-03-31 | 0 |
| Amount remaining of prefunding balance | 2019-03-31 | 0 |
| Present value of excess contributions | 2019-03-31 | 13,352 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-03-31 | 14,025 |
| Balance of carryovers at beginning of current year | 2019-03-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-03-31 | 0 |
| Total employer contributions | 2019-03-31 | 232,000 |
| Total employee contributions | 2019-03-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-03-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-03-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-03-31 | 222,592 |
| Unpaid minimum required contributions for all prior years | 2019-03-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-03-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-03-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-03-31 | 211,099 |
| Net shortfall amortization installment of oustanding balance | 2019-03-31 | 23,779 |
| Waiver amortization installment | 2019-03-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-03-31 | 214,981 |
| Carryover balance elected to use to offset funding requirement | 2019-03-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-03-31 | 0 |
| Additional cash requirement | 2019-03-31 | 214,981 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-03-31 | 222,592 |
| Unpaid minimum required contributions for current year | 2019-03-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-03-31 | 0 |
| 2018: L & W, INC. CASH BALANCE PLAN 2018 401k membership | ||
| Market value of plan assets | 2018-03-31 | 842,970 |
| Acturial value of plan assets | 2018-03-31 | 842,970 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-03-31 | 0 |
| Number of terminated vested participants | 2018-03-31 | 2 |
| Fundng target for terminated vested participants | 2018-03-31 | 3,872 |
| Active participant vested funding target | 2018-03-31 | 832,626 |
| Number of active participants | 2018-03-31 | 12 |
| Total funding liabilities for active participants | 2018-03-31 | 832,626 |
| Total participant count | 2018-03-31 | 14 |
| Total funding target for all participants | 2018-03-31 | 836,498 |
| Balance at beginning of prior year after applicable adjustments | 2018-03-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-03-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-03-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-03-31 | 0 |
| Amount remaining of carryover balance | 2018-03-31 | 0 |
| Amount remaining of prefunding balance | 2018-03-31 | 0 |
| Present value of excess contributions | 2018-03-31 | 7,716 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-03-31 | 8,103 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-03-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-03-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-03-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-03-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-03-31 | 0 |
| Total employer contributions | 2018-03-31 | 226,000 |
| Total employee contributions | 2018-03-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-03-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-03-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-03-31 | 211,692 |
| Unpaid minimum required contributions for all prior years | 2018-03-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-03-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-03-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-03-31 | 204,812 |
| Net shortfall amortization installment of oustanding balance | 2018-03-31 | 0 |
| Waiver amortization installment | 2018-03-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-03-31 | 198,340 |
| Carryover balance elected to use to offset funding requirement | 2018-03-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-03-31 | 0 |
| Additional cash requirement | 2018-03-31 | 198,340 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-03-31 | 211,692 |
| Unpaid minimum required contributions for current year | 2018-03-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-03-31 | 0 |
| 2017: L & W, INC. CASH BALANCE PLAN 2017 401k membership | ||
| Market value of plan assets | 2017-03-31 | 621,045 |
| Acturial value of plan assets | 2017-03-31 | 621,045 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-03-31 | 0 |
| Number of terminated vested participants | 2017-03-31 | 2 |
| Fundng target for terminated vested participants | 2017-03-31 | 3,441 |
| Active participant vested funding target | 2017-03-31 | 617,955 |
| Number of active participants | 2017-03-31 | 9 |
| Total funding liabilities for active participants | 2017-03-31 | 621,049 |
| Total participant count | 2017-03-31 | 11 |
| Total funding target for all participants | 2017-03-31 | 624,490 |
| Balance at beginning of prior year after applicable adjustments | 2017-03-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-03-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-03-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-03-31 | 0 |
| Amount remaining of carryover balance | 2017-03-31 | 0 |
| Amount remaining of prefunding balance | 2017-03-31 | 0 |
| Present value of excess contributions | 2017-03-31 | 14,747 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-03-31 | 15,493 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-03-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-03-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-03-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-03-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-03-31 | 0 |
| Total employer contributions | 2017-03-31 | 220,500 |
| Total employee contributions | 2017-03-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-03-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-03-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-03-31 | 211,052 |
| Unpaid minimum required contributions for all prior years | 2017-03-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-03-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-03-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-03-31 | 200,852 |
| Net shortfall amortization installment of oustanding balance | 2017-03-31 | 3,445 |
| Waiver amortization installment | 2017-03-31 | 0 |
| Waived amount of outstanding balance | 2017-03-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-03-31 | 203,336 |
| Carryover balance elected to use to offset funding requirement | 2017-03-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-03-31 | 0 |
| Additional cash requirement | 2017-03-31 | 203,336 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-03-31 | 211,052 |
| Unpaid minimum required contributions for current year | 2017-03-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-03-31 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2024 : L & W, INC. CASH BALANCE PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-04-12 | -2635 |
| Total liabilities as of the end of the plan year | 2024-04-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-12 | 2176018 |
| Net assets as of the end of the plan year | 2024-04-12 | 0 |
| Total assets as of the beginning of the plan year | 2024-04-12 | 1948815 |
| Value of plan covered by a fidelity bond | 2024-04-12 | 500000 |
| Participant contributions to plan in this plan year | 2024-04-12 | 0 |
| Other expenses paid from plan in this plan year | 2024-04-12 | 795 |
| Other contributions to plan in this plan year | 2024-04-12 | 0 |
| Other income to plan in this plan year | 2024-04-12 | 69150 |
| Plan net income in this plan year | 2024-04-12 | -1946180 |
| Net assets as of the end of the plan year | 2024-04-12 | 0 |
| Net assets as of the beginning of the plan year | 2024-04-12 | 1948815 |
| Employer contributions to plan in this plan year | 2024-04-12 | 160688 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-12 | 0 |