JAMES M. LEFTWICH, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN
| Measure | Date | Value |
|---|
| 2020 : JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-06-30 | $0 |
| Total plan liabilities at beginning of year | 2020-06-30 | $0 |
| Total income from all sources | 2020-06-30 | $-13,801 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $219,351 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $209,760 |
| Total plan assets at end of year | 2020-06-30 | $341,943 |
| Total plan assets at beginning of year | 2020-06-30 | $575,095 |
| Assets. Value of tangible personal property | 2020-06-30 | $108,575 |
| Total contributions received or receivable from participants | 2020-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $9,591 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $0 |
| Other income received | 2020-06-30 | $-13,801 |
| Noncash contributions received | 2020-06-30 | $0 |
| Net income (gross income less expenses) | 2020-06-30 | $-233,152 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $341,943 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $575,095 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-06-30 | $71,573 |
| Assets. Value of real-estate (other than employer real property) | 2020-06-30 | $107,342 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2020-06-30 | $0 |
| Value of corrective distributions | 2020-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $0 |
| 2019 : JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-06-30 | $0 |
| Total plan liabilities at beginning of year | 2019-06-30 | $0 |
| Total income from all sources | 2019-06-30 | $-5,595 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $62,334 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $45,170 |
| Total plan assets at end of year | 2019-06-30 | $575,095 |
| Total plan assets at beginning of year | 2019-06-30 | $643,024 |
| Value of fidelity bond covering the plan | 2019-06-30 | $300,000 |
| Assets. Value of tangible personal property | 2019-06-30 | $108,575 |
| Total contributions received or receivable from participants | 2019-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-06-30 | $13,314 |
| Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
| Other income received | 2019-06-30 | $-29,812 |
| Noncash contributions received | 2019-06-30 | $0 |
| Net income (gross income less expenses) | 2019-06-30 | $-67,929 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $575,095 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $643,024 |
| Assets. Value of participant loans | 2019-06-30 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2019-06-30 | $45,170 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-06-30 | $71,573 |
| Assets. Value of real-estate (other than employer real property) | 2019-06-30 | $107,342 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $24,217 |
| Value of certain deemed distributions of participant loans | 2019-06-30 | $0 |
| Value of corrective distributions | 2019-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $3,850 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2017 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2017-06-30 | $0 |
| Total income from all sources | 2017-06-30 | $-10,586 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $0 |
| Total plan assets at end of year | 2017-06-30 | $526,151 |
| Total plan assets at beginning of year | 2017-06-30 | $536,737 |
| Value of fidelity bond covering the plan | 2017-06-30 | $250,000 |
| Assets. Value of tangible personal property | 2017-06-30 | $110,203 |
| Total contributions received or receivable from participants | 2017-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
| Other income received | 2017-06-30 | $-10,586 |
| Noncash contributions received | 2017-06-30 | $0 |
| Net income (gross income less expenses) | 2017-06-30 | $-10,586 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $526,151 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $536,737 |
| Assets. Value of participant loans | 2017-06-30 | $36,514 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-06-30 | $82,340 |
| Assets. Value of real-estate (other than employer real property) | 2017-06-30 | $107,342 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
| Value of corrective distributions | 2017-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $0 |
| 2016 : JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-06-30 | $0 |
| Total plan liabilities at beginning of year | 2016-06-30 | $0 |
| Total income from all sources | 2016-06-30 | $-47,671 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $0 |
| Total plan assets at end of year | 2016-06-30 | $536,737 |
| Total plan assets at beginning of year | 2016-06-30 | $584,408 |
| Assets. Value of tangible personal property | 2016-06-30 | $111,501 |
| Total contributions received or receivable from participants | 2016-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $0 |
| Other income received | 2016-06-30 | $-83,671 |
| Noncash contributions received | 2016-06-30 | $0 |
| Net income (gross income less expenses) | 2016-06-30 | $-47,671 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $536,737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $584,408 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-06-30 | $82,587 |
| Assets. Value of real-estate (other than employer real property) | 2016-06-30 | $107,342 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $36,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2015 : JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-06-30 | $0 |
| Total income from all sources | 2015-06-30 | $-124,988 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $0 |
| Total plan assets at end of year | 2015-06-30 | $584,408 |
| Total plan assets at beginning of year | 2015-06-30 | $709,396 |
| Value of fidelity bond covering the plan | 2015-06-30 | $250,000 |
| Assets. Value of tangible personal property | 2015-06-30 | $103,824 |
| Other income received | 2015-06-30 | $-169,988 |
| Net income (gross income less expenses) | 2015-06-30 | $-124,988 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $584,408 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $709,396 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-06-30 | $109,427 |
| Assets. Value of real-estate (other than employer real property) | 2015-06-30 | $107,342 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $45,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2014 : JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-06-30 | $0 |
| Total plan liabilities at end of year | 2014-06-30 | $0 |
| Total plan liabilities at beginning of year | 2014-06-30 | $0 |
| Total income from all sources | 2014-06-30 | $-9,254 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $2 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $0 |
| Total plan assets at end of year | 2014-06-30 | $709,396 |
| Total plan assets at beginning of year | 2014-06-30 | $718,652 |
| Value of fidelity bond covering the plan | 2014-06-30 | $250,000 |
| Assets. Value of tangible personal property | 2014-06-30 | $135,596 |
| Total contributions received or receivable from participants | 2014-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $2 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
| Other income received | 2014-06-30 | $-47,254 |
| Noncash contributions received | 2014-06-30 | $0 |
| Net income (gross income less expenses) | 2014-06-30 | $-9,256 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $709,396 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $718,652 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-06-30 | $111,433 |
| Assets. Value of real-estate (other than employer real property) | 2014-06-30 | $107,342 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $38,000 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| 2013 : JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-06-30 | $0 |
| Total plan liabilities at end of year | 2013-06-30 | $0 |
| Total plan liabilities at beginning of year | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $-85,617 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $2,537 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $2,412 |
| Total plan assets at end of year | 2013-06-30 | $718,652 |
| Total plan assets at beginning of year | 2013-06-30 | $806,806 |
| Value of fidelity bond covering the plan | 2013-06-30 | $350,000 |
| Assets. Value of tangible personal property | 2013-06-30 | $125,824 |
| Total contributions received or receivable from participants | 2013-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $125 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
| Other income received | 2013-06-30 | $-117,617 |
| Noncash contributions received | 2013-06-30 | $0 |
| Net income (gross income less expenses) | 2013-06-30 | $-88,154 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $718,652 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $806,806 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-06-30 | $114,241 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $32,000 |
| Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Value of corrective distributions | 2013-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2012 : JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-06-30 | $0 |
| Total plan liabilities at end of year | 2012-06-30 | $0 |
| Total plan liabilities at beginning of year | 2012-06-30 | $0 |
| Total income from all sources | 2012-06-30 | $53,788 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $75 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $0 |
| Total plan assets at end of year | 2012-06-30 | $806,806 |
| Total plan assets at beginning of year | 2012-06-30 | $753,093 |
| Value of fidelity bond covering the plan | 2012-06-30 | $350,000 |
| Assets. Value of tangible personal property | 2012-06-30 | $162,191 |
| Total contributions received or receivable from participants | 2012-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
| Other income received | 2012-06-30 | $20,788 |
| Noncash contributions received | 2012-06-30 | $0 |
| Net income (gross income less expenses) | 2012-06-30 | $53,713 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $806,806 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $753,093 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-06-30 | $123,984 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $33,000 |
| Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
| Value of corrective distributions | 2012-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $75 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011 : JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-06-30 | $0 |
| Total plan liabilities at end of year | 2011-06-30 | $0 |
| Total plan liabilities at beginning of year | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $177,314 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $75 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $0 |
| Total plan assets at end of year | 2011-06-30 | $753,093 |
| Total plan assets at beginning of year | 2011-06-30 | $575,854 |
| Value of fidelity bond covering the plan | 2011-06-30 | $350,000 |
| Assets. Value of tangible personal property | 2011-06-30 | $135,595 |
| Total contributions received or receivable from participants | 2011-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $75 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $0 |
| Other income received | 2011-06-30 | $132,314 |
| Noncash contributions received | 2011-06-30 | $0 |
| Net income (gross income less expenses) | 2011-06-30 | $177,239 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $753,093 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $575,854 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $45,000 |
| Value of certain deemed distributions of participant loans | 2011-06-30 | $0 |
| Value of corrective distributions | 2011-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| 2010 : JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| 2019: JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES M. LEFTWICH, INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
