| Plan Name | JAMES LANE EMPLOYEE RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JAMES LANE EMPLOYEE RETIREMENT PLAN |
| Employer identification number (EIN): | 751998111 |
| NAIC Classification: | 238220 |
| NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | LEO LANE | 2023-03-01 | ||
| 001 | 2021-01-01 | LEO LANE | 2022-06-28 | ||
| 001 | 2020-01-01 | LEO LANE | 2021-07-26 | ||
| 001 | 2019-01-01 | LEO LANE | 2020-06-18 | ||
| 001 | 2018-01-01 | LEO LANE | 2019-06-19 | ||
| 001 | 2017-01-01 | ROXANA RUSHING | 2018-06-04 | DELORIS LANE | 2018-06-04 |
| 001 | 2016-01-01 | ROXANA RUSHING | 2017-05-26 | DELORIS LANE | 2017-05-26 |
| 001 | 2015-01-01 | ROXANA RUSHING | 2016-04-18 | DELORIS LANE | 2016-04-20 |
| 001 | 2014-01-01 | ROXANA RUSHING | 2015-04-10 | DELORIS LANE | 2015-04-13 |
| 001 | 2013-01-01 | ROXANA RUSHING | 2014-05-30 | DELORIS LANE | 2014-06-02 |
| 001 | 2012-01-01 | ROXANA RUSHING | 2013-05-17 | DELORIS LANE | 2013-05-20 |
| 001 | 2011-01-01 | ROXANA RUSHING | 2012-05-18 | ||
| 001 | 2010-01-01 | ROXANA RUSHING | 2011-08-15 | DELORIS LANE | 2011-08-15 |
| Measure | Date | Value |
|---|---|---|
| 2022 : JAMES LANE EMPLOYEE RETIREMENT PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-06-28 | 27204 |
| Net assets as of the end of the plan year | 2022-06-28 | 3467264 |
| Total assets as of the beginning of the plan year | 2022-06-28 | 2953086 |
| Value of plan covered by a fidelity bond | 2022-06-28 | 270000 |
| Participant contributions to plan in this plan year | 2022-06-28 | 143121 |
| Other contributions to plan in this plan year | 2022-06-28 | 0 |
| Other income to plan in this plan year | 2022-06-28 | 366452 |
| Plan net income in this plan year | 2022-06-28 | 514178 |
| Net assets as of the end of the plan year | 2022-06-28 | 3467264 |
| Net assets as of the beginning of the plan year | 2022-06-28 | 2953086 |
| Employer contributions to plan in this plan year | 2022-06-28 | 31809 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-28 | 815 |