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LEWIS & ELLIS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameLEWIS & ELLIS, INC. PROFIT SHARING PLAN
Plan identification number 001

LEWIS & ELLIS, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

LEWIS & ELLIS, INC. has sponsored the creation of one or more 401k plans.

Company Name:LEWIS & ELLIS, INC.
Employer identification number (EIN):751281520
NAIC Classification:524290

Additional information about LEWIS & ELLIS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1968-05-10
Company Identification Number: 0024697500
Legal Registered Office Address: 6600 CHASE OAKS BLVD STE 150

PLANO
United States of America (USA)
75023

More information about LEWIS & ELLIS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEWIS & ELLIS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DENISE HONG
0012017-01-01DENISE HONG
0012016-01-01DENISE HONG
0012015-01-01DENISE HONG
0012014-01-01DENISE HONG
0012014-01-01DENISE HONG
0012013-01-01ADRIAN CLINTON
0012012-01-01ADRIAN CLINTON
0012011-01-01ADRIAN CLINTON
0012009-01-01ADRIAN CLINTON
0012009-01-01ADRIAN CLINTON

Plan Statistics for LEWIS & ELLIS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for LEWIS & ELLIS, INC. PROFIT SHARING PLAN

Measure Date Value
2022: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01124
Total number of active participants reported on line 7a of the Form 55002022-01-0192
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0135
Total of all active and inactive participants2022-01-01128
Total participants2022-01-01128
Number of participants with account balances2022-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01121
Total number of active participants reported on line 7a of the Form 55002021-01-0192
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01124
Total participants2021-01-01124
Number of participants with account balances2021-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01116
Total number of active participants reported on line 7a of the Form 55002020-01-0193
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01124
Number of participants with account balances2020-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01111
Total number of active participants reported on line 7a of the Form 55002019-01-0190
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01120
Number of participants with account balances2019-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01107
Total number of active participants reported on line 7a of the Form 55002018-01-0187
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01115
Total participants2018-01-01115
Number of participants with account balances2018-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01105
Total number of active participants reported on line 7a of the Form 55002017-01-0173
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01109
Total participants2017-01-01109
Number of participants with account balances2017-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0197
Total number of active participants reported on line 7a of the Form 55002016-01-0172
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01105
Number of participants with account balances2016-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0183
Total number of active participants reported on line 7a of the Form 55002015-01-0176
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01101
Number of participants with account balances2015-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0180
Total number of active participants reported on line 7a of the Form 55002014-01-0166
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0184
Number of participants with account balances2014-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0178
Total number of active participants reported on line 7a of the Form 55002013-01-0159
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0172
Total number of active participants reported on line 7a of the Form 55002012-01-0161
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0178
Number of participants with account balances2012-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0170
Total number of active participants reported on line 7a of the Form 55002011-01-0154
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0172
Number of participants with account balances2011-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0167
Total number of active participants reported on line 7a of the Form 55002009-01-0155
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0171
Number of participants with account balances2009-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on LEWIS & ELLIS, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,693,434
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,293,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,293,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,113,554
Value of total assets at end of year2022-12-31$60,456,315
Value of total assets at beginning of year2022-12-31$69,443,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,885,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,885,267
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,006,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,987,125
Value of net assets at end of year (total assets less liabilities)2022-12-31$60,456,315
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$69,443,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$58,348,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$67,427,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,692,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,107,426
Employer contributions (assets) at end of year2022-12-31$2,107,426
Employer contributions (assets) at beginning of year2022-12-31$2,015,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,293,691
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARR, RIGGS, AND INGRAM, LLC
Accountancy firm EIN2022-12-31721396621
2021 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,198,929
Total loss/gain on sale of assets2021-12-31$2,055,768
Total of all expenses incurred2021-12-31$5,000,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,000,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,989,250
Value of total assets at end of year2021-12-31$69,443,440
Value of total assets at beginning of year2021-12-31$62,245,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,996,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,996,546
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$992,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,198,416
Value of net assets at end of year (total assets less liabilities)2021-12-31$69,443,440
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$62,245,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$67,427,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$60,292,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,157,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,996,960
Employer contributions (assets) at end of year2021-12-31$2,015,473
Employer contributions (assets) at beginning of year2021-12-31$1,952,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,000,513
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$22,996,933
Aggregate carrying amount (costs) on sale of assets2021-12-31$20,941,165
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARR, RIGGS, AND INGRAM, LLC
Accountancy firm EIN2021-12-31721396621
2020 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,840,125
Total loss/gain on sale of assets2020-12-31$2,765,821
Total of all expenses incurred2020-12-31$528,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$528,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,887,239
Value of total assets at end of year2020-12-31$62,245,024
Value of total assets at beginning of year2020-12-31$51,933,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,979,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,979,534
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$934,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,311,624
Value of net assets at end of year (total assets less liabilities)2020-12-31$62,245,024
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$51,933,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$60,292,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$50,112,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,207,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,952,921
Employer contributions (assets) at end of year2020-12-31$1,952,921
Employer contributions (assets) at beginning of year2020-12-31$1,821,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$528,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$12,535,844
Aggregate carrying amount (costs) on sale of assets2020-12-31$9,770,023
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARR, RIGGS, AND INGRAM, LLC
Accountancy firm EIN2020-12-31721396621
2019 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$12,420,780
Expenses. Total of all expenses incurred2019-12-31$2,542,163
Benefits paid (including direct rollovers)2019-12-31$2,542,163
Total plan assets at end of year2019-12-31$51,933,377
Total plan assets at beginning of year2019-12-31$42,054,760
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$836,295
Other income received2019-12-31$9,763,459
Net income (gross income less expenses)2019-12-31$9,878,617
Net plan assets at end of year (total assets less liabilities)2019-12-31$51,933,377
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$42,054,760
Total contributions received or receivable from employer(s)2019-12-31$1,821,026
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$721,793
Expenses. Total of all expenses incurred2018-12-31$602,402
Benefits paid (including direct rollovers)2018-12-31$602,402
Total plan assets at end of year2018-12-31$42,054,760
Total plan assets at beginning of year2018-12-31$41,935,369
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$1,113,284
Other income received2018-12-31$-2,153,624
Net income (gross income less expenses)2018-12-31$119,391
Net plan assets at end of year (total assets less liabilities)2018-12-31$42,054,760
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$41,935,369
Total contributions received or receivable from employer(s)2018-12-31$1,762,133
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$8,620,134
Expenses. Total of all expenses incurred2017-12-31$585,242
Benefits paid (including direct rollovers)2017-12-31$585,242
Total plan assets at end of year2017-12-31$41,935,369
Total plan assets at beginning of year2017-12-31$33,900,477
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$880,587
Other income received2017-12-31$6,146,329
Net income (gross income less expenses)2017-12-31$8,034,892
Net plan assets at end of year (total assets less liabilities)2017-12-31$41,935,369
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$33,900,477
Total contributions received or receivable from employer(s)2017-12-31$1,593,218
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$4,744,563
Expenses. Total of all expenses incurred2016-12-31$442,683
Benefits paid (including direct rollovers)2016-12-31$442,683
Total plan assets at end of year2016-12-31$33,900,477
Total plan assets at beginning of year2016-12-31$29,598,597
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$684,061
Other income received2016-12-31$2,554,828
Net income (gross income less expenses)2016-12-31$4,301,880
Net plan assets at end of year (total assets less liabilities)2016-12-31$33,900,477
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$29,598,597
Total contributions received or receivable from employer(s)2016-12-31$1,505,674
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,892,506
Expenses. Total of all expenses incurred2015-12-31$1,781,647
Benefits paid (including direct rollovers)2015-12-31$1,781,647
Total plan assets at end of year2015-12-31$29,598,597
Total plan assets at beginning of year2015-12-31$29,487,738
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$485,724
Other income received2015-12-31$15,305
Net income (gross income less expenses)2015-12-31$110,859
Net plan assets at end of year (total assets less liabilities)2015-12-31$29,598,597
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$29,487,738
Total contributions received or receivable from employer(s)2015-12-31$1,391,477
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$4,252,624
Expenses. Total of all expenses incurred2014-12-31$2,286,649
Benefits paid (including direct rollovers)2014-12-31$2,286,649
Total plan assets at end of year2014-12-31$29,432,897
Total plan assets at beginning of year2014-12-31$27,466,922
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$589,225
Other income received2014-12-31$2,477,910
Net income (gross income less expenses)2014-12-31$1,965,975
Net plan assets at end of year (total assets less liabilities)2014-12-31$29,432,897
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$27,466,922
Total contributions received or receivable from employer(s)2014-12-31$1,185,489
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$6,435,646
Expenses. Total of all expenses incurred2013-12-31$1,829,007
Benefits paid (including direct rollovers)2013-12-31$1,829,007
Total plan assets at end of year2013-12-31$27,466,922
Total plan assets at beginning of year2013-12-31$22,860,283
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$585,388
Other income received2013-12-31$4,677,160
Net income (gross income less expenses)2013-12-31$4,606,639
Net plan assets at end of year (total assets less liabilities)2013-12-31$27,466,922
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$22,860,283
Total contributions received or receivable from employer(s)2013-12-31$1,173,098
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$3,999,048
Expenses. Total of all expenses incurred2012-12-31$1,030,910
Benefits paid (including direct rollovers)2012-12-31$1,030,910
Total plan assets at end of year2012-12-31$22,860,283
Total plan assets at beginning of year2012-12-31$19,842,146
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$551,471
Other income received2012-12-31$2,325,213
Net income (gross income less expenses)2012-12-31$2,968,138
Net plan assets at end of year (total assets less liabilities)2012-12-31$22,860,283
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$19,842,146
Total contributions received or receivable from employer(s)2012-12-31$1,122,364
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$1,520,271
Expenses. Total of all expenses incurred2011-12-31$2,627,632
Benefits paid (including direct rollovers)2011-12-31$2,627,632
Total plan assets at end of year2011-12-31$19,892,146
Total plan assets at beginning of year2011-12-31$20,999,507
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$441,583
Other income received2011-12-31$25,531
Net income (gross income less expenses)2011-12-31$-1,107,361
Net plan assets at end of year (total assets less liabilities)2011-12-31$19,892,146
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$20,999,507
Total contributions received or receivable from employer(s)2011-12-31$1,053,157
2010 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$3,392,612
Expenses. Total of all expenses incurred2010-12-31$882,669
Benefits paid (including direct rollovers)2010-12-31$882,669
Total plan assets at end of year2010-12-31$20,999,507
Total plan assets at beginning of year2010-12-31$18,489,564
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$467,556
Other income received2010-12-31$2,266,877
Net income (gross income less expenses)2010-12-31$2,509,943
Net plan assets at end of year (total assets less liabilities)2010-12-31$20,999,507
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$18,489,564
Total contributions received or receivable from employer(s)2010-12-31$658,179

Form 5500 Responses for LEWIS & ELLIS, INC. PROFIT SHARING PLAN

2022: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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