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Plan Name | LEWIS & ELLIS, INC. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | DENISE HONG | |||
001 | 2017-01-01 | DENISE HONG | |||
001 | 2016-01-01 | DENISE HONG | |||
001 | 2015-01-01 | DENISE HONG | |||
001 | 2014-01-01 | DENISE HONG | |||
001 | 2014-01-01 | DENISE HONG | |||
001 | 2013-01-01 | ADRIAN CLINTON | |||
001 | 2012-01-01 | ADRIAN CLINTON | |||
001 | 2011-01-01 | ADRIAN CLINTON | |||
001 | 2009-01-01 | ADRIAN CLINTON | |||
001 | 2009-01-01 | ADRIAN CLINTON |
Measure | Date | Value |
---|---|---|
2022: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 35 |
Total of all active and inactive participants | 2022-01-01 | 128 |
Total participants | 2022-01-01 | 128 |
Number of participants with account balances | 2022-01-01 | 128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
2021: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 31 |
Total of all active and inactive participants | 2021-01-01 | 124 |
Total participants | 2021-01-01 | 124 |
Number of participants with account balances | 2021-01-01 | 124 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 31 |
Total of all active and inactive participants | 2020-01-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 124 |
Number of participants with account balances | 2020-01-01 | 121 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 90 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 30 |
Total of all active and inactive participants | 2019-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 120 |
Number of participants with account balances | 2019-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
2018: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 28 |
Total of all active and inactive participants | 2018-01-01 | 115 |
Total participants | 2018-01-01 | 115 |
Number of participants with account balances | 2018-01-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 73 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 36 |
Total of all active and inactive participants | 2017-01-01 | 109 |
Total participants | 2017-01-01 | 109 |
Number of participants with account balances | 2017-01-01 | 107 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
2016: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 33 |
Total of all active and inactive participants | 2016-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 105 |
Number of participants with account balances | 2016-01-01 | 105 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2015: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 76 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 25 |
Total of all active and inactive participants | 2015-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 101 |
Number of participants with account balances | 2015-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 4 |
2014: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 18 |
Total of all active and inactive participants | 2014-01-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 84 |
Number of participants with account balances | 2014-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 59 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 20 |
Total of all active and inactive participants | 2013-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 61 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 16 |
Total of all active and inactive participants | 2012-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 78 |
Number of participants with account balances | 2012-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 54 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 17 |
Total of all active and inactive participants | 2011-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 72 |
Number of participants with account balances | 2011-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2009: LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 55 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 15 |
Total of all active and inactive participants | 2009-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 71 |
Number of participants with account balances | 2009-01-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,293,691 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $60,456,315 |
Value of total assets at beginning of year | 2022-12-31 | $69,443,440 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,885,267 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $58,348,889 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $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 assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,107,426 |
Employer contributions (assets) at end of year | 2022-12-31 | $2,107,426 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $2,015,473 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $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 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CARR, RIGGS, AND INGRAM, LLC |
Accountancy firm EIN | 2022-12-31 | 721396621 |
2021 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $2,055,768 |
Total of all expenses incurred | 2021-12-31 | $5,000,513 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $69,443,440 |
Value of total assets at beginning of year | 2021-12-31 | $62,245,024 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,996,546 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $67,427,967 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $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 assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,996,960 |
Employer contributions (assets) at end of year | 2021-12-31 | $2,015,473 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,952,921 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $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 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $22,996,933 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $20,941,165 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CARR, RIGGS, AND INGRAM, LLC |
Accountancy firm EIN | 2021-12-31 | 721396621 |
2020 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $2,765,821 |
Total of all expenses incurred | 2020-12-31 | $528,501 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $62,245,024 |
Value of total assets at beginning of year | 2020-12-31 | $51,933,400 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,979,534 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $60,292,103 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,952,921 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,952,921 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,821,026 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $528,501 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $12,535,844 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $9,770,023 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | CARR, RIGGS, AND INGRAM, LLC |
Accountancy firm EIN | 2020-12-31 | 721396621 |
2019 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $12,420,780 |
Expenses. Total of all expenses incurred | 2019-12-31 | $2,542,163 |
Benefits paid (including direct rollovers) | 2019-12-31 | $2,542,163 |
Total plan assets at end of year | 2019-12-31 | $51,933,377 |
Total plan assets at beginning of year | 2019-12-31 | $42,054,760 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $836,295 |
Other income received | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
2018 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $721,793 |
Expenses. Total of all expenses incurred | 2018-12-31 | $602,402 |
Benefits paid (including direct rollovers) | 2018-12-31 | $602,402 |
Total plan assets at end of year | 2018-12-31 | $42,054,760 |
Total plan assets at beginning of year | 2018-12-31 | $41,935,369 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $1,113,284 |
Other income received | 2018-12-31 | $-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 securities | 2018-12-31 | $0 |
2017 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $8,620,134 |
Expenses. Total of all expenses incurred | 2017-12-31 | $585,242 |
Benefits paid (including direct rollovers) | 2017-12-31 | $585,242 |
Total plan assets at end of year | 2017-12-31 | $41,935,369 |
Total plan assets at beginning of year | 2017-12-31 | $33,900,477 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $880,587 |
Other income received | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
2016 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $4,744,563 |
Expenses. Total of all expenses incurred | 2016-12-31 | $442,683 |
Benefits paid (including direct rollovers) | 2016-12-31 | $442,683 |
Total plan assets at end of year | 2016-12-31 | $33,900,477 |
Total plan assets at beginning of year | 2016-12-31 | $29,598,597 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $684,061 |
Other income received | 2016-12-31 | $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 securities | 2016-12-31 | $0 |
2015 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $1,892,506 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,781,647 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,781,647 |
Total plan assets at end of year | 2015-12-31 | $29,598,597 |
Total plan assets at beginning of year | 2015-12-31 | $29,487,738 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $485,724 |
Other income received | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
2014 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $4,252,624 |
Expenses. Total of all expenses incurred | 2014-12-31 | $2,286,649 |
Benefits paid (including direct rollovers) | 2014-12-31 | $2,286,649 |
Total plan assets at end of year | 2014-12-31 | $29,432,897 |
Total plan assets at beginning of year | 2014-12-31 | $27,466,922 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $589,225 |
Other income received | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
2013 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $6,435,646 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,829,007 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,829,007 |
Total plan assets at end of year | 2013-12-31 | $27,466,922 |
Total plan assets at beginning of year | 2013-12-31 | $22,860,283 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $585,388 |
Other income received | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $3,999,048 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,030,910 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,030,910 |
Total plan assets at end of year | 2012-12-31 | $22,860,283 |
Total plan assets at beginning of year | 2012-12-31 | $19,842,146 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $551,471 |
Other income received | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : LEWIS & ELLIS, INC. PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $1,520,271 |
Expenses. Total of all expenses incurred | 2011-12-31 | $2,627,632 |
Benefits paid (including direct rollovers) | 2011-12-31 | $2,627,632 |
Total plan assets at end of year | 2011-12-31 | $19,892,146 |
Total plan assets at beginning of year | 2011-12-31 | $20,999,507 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $441,583 |
Other income received | 2011-12-31 | $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 sources | 2010-12-31 | $3,392,612 |
Expenses. Total of all expenses incurred | 2010-12-31 | $882,669 |
Benefits paid (including direct rollovers) | 2010-12-31 | $882,669 |
Total plan assets at end of year | 2010-12-31 | $20,999,507 |
Total plan assets at beginning of year | 2010-12-31 | $18,489,564 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $467,556 |
Other income received | 2010-12-31 | $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 |
2022: LEWIS & ELLIS, 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 | Yes |
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 – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: LEWIS & ELLIS, 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 – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: LEWIS & ELLIS, 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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LEWIS & ELLIS, 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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LEWIS & ELLIS, 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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LEWIS & ELLIS, 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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LEWIS & ELLIS, 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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: LEWIS & ELLIS, 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: LEWIS & ELLIS, 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: LEWIS & ELLIS, 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LEWIS & ELLIS, 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LEWIS & ELLIS, 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LEWIS & ELLIS, 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 | Yes |
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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |