401k Plan data: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	003

R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. Plan covering Self-Employed individuals.

401k Sponsoring company profile

R.C. LURIE COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: R.C. LURIE COMPANY, INC.

Employer identification number (EIN): 860278523

NAIC Classification: 423600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 JEREMY ANSHELL
003 2017-01-01 JEREMY ANSHELL
003 2016-01-01 JEREMY ANSHELL
003 2015-01-01 JEREMY ANSHELL
003 2014-01-01 JEREMY ANSHELL JEREMY ANSHELL 2015-06-19
003 2013-01-01 JEREMY ANSHELL JEREMY ANSHELL 2014-07-11
003 2012-08-01 JEREMY ANSHELL JEREMY ANSHELL 2013-07-19
003 2011-08-01 JEREMY ANSHELL JEREMY ANSHELL 2012-10-05
003 2009-08-01 JEREMY ANSHELL JEREMY ANSHELL 2011-01-20

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01	JEREMY ANSHELL
003	2017-01-01	JEREMY ANSHELL
003	2016-01-01	JEREMY ANSHELL
003	2015-01-01	JEREMY ANSHELL
003	2014-01-01	JEREMY ANSHELL	JEREMY ANSHELL	2015-06-19
003	2013-01-01	JEREMY ANSHELL	JEREMY ANSHELL	2014-07-11
003	2012-08-01	JEREMY ANSHELL	JEREMY ANSHELL	2013-07-19
003	2011-08-01	JEREMY ANSHELL	JEREMY ANSHELL	2012-10-05
003	2009-08-01	JEREMY ANSHELL	JEREMY ANSHELL	2011-01-20

Plan Statistics for R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 71
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 76
Number of participants with account balances 2022-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 65
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 70
Number of participants with account balances 2021-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 67
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 3
Total of all active and inactive participants 2020-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 70
Number of participants with account balances 2020-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 63
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 3
Total of all active and inactive participants 2019-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 66
Number of participants with account balances 2019-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 60
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 4
Total of all active and inactive participants 2018-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 64
Number of participants with account balances 2018-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 58
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 4
Total of all active and inactive participants 2017-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 62
Number of participants with account balances 2017-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 53
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 55
Number of participants with account balances 2016-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 50
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 1
Total of all active and inactive participants 2015-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 51
Number of participants with account balances 2015-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 46
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 16
Total of all active and inactive participants 2014-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 62
Number of participants with account balances 2014-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 45
Number of retired or separated participants receiving benefits 2013-01-01 24
Total of all active and inactive participants 2013-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 69
Number of participants with account balances 2013-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 68
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 45
Number of retired or separated participants receiving benefits 2012-08-01 22
Total of all active and inactive participants 2012-08-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-08-01 1
Total participants 2012-08-01 68
Number of participants with account balances 2012-08-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-08-01 0
2011: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 67
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 45
Number of retired or separated participants receiving benefits 2011-08-01 0
Number of other retired or separated participants entitled to future benefits 2011-08-01 21
Total of all active and inactive participants 2011-08-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-08-01 1
Total participants 2011-08-01 67
Number of participants with account balances 2011-08-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-08-01 0
2009: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 61
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 38
Number of retired or separated participants receiving benefits 2009-08-01 2
Number of other retired or separated participants entitled to future benefits 2009-08-01 17
Total of all active and inactive participants 2009-08-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 57
Number of participants with account balances 2009-08-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 0

Measure	Date	Value
2022: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	71
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	76
Number of participants with account balances	2022-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	65
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	70
Number of participants with account balances	2021-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	67
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	3
Total of all active and inactive participants	2020-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	70
Number of participants with account balances	2020-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	63
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	3
Total of all active and inactive participants	2019-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	66
Number of participants with account balances	2019-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	60
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	4
Total of all active and inactive participants	2018-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	64
Number of participants with account balances	2018-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	58
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	4
Total of all active and inactive participants	2017-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	62
Number of participants with account balances	2017-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	53
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	55
Number of participants with account balances	2016-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	50
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	1
Total of all active and inactive participants	2015-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	51
Number of participants with account balances	2015-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	46
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	16
Total of all active and inactive participants	2014-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	62
Number of participants with account balances	2014-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	45
Number of retired or separated participants receiving benefits	2013-01-01	24
Total of all active and inactive participants	2013-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	69
Number of participants with account balances	2013-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	68
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	45
Number of retired or separated participants receiving benefits	2012-08-01	22
Total of all active and inactive participants	2012-08-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-08-01	1
Total participants	2012-08-01	68
Number of participants with account balances	2012-08-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-08-01	0
2011: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	67
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	45
Number of retired or separated participants receiving benefits	2011-08-01	0
Number of other retired or separated participants entitled to future benefits	2011-08-01	21
Total of all active and inactive participants	2011-08-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-08-01	1
Total participants	2011-08-01	67
Number of participants with account balances	2011-08-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-08-01	0
2009: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	61
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	38
Number of retired or separated participants receiving benefits	2009-08-01	2
Number of other retired or separated participants entitled to future benefits	2009-08-01	17
Total of all active and inactive participants	2009-08-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	57
Number of participants with account balances	2009-08-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	0

Financial Data on R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$6,334,299
Total plan liabilities at beginning of year	2022-12-31	$6,802,340
Total income from all sources	2022-12-31	$17,966,045
Expenses. Total of all expenses incurred	2022-12-31	$2,405,556
Benefits paid (including direct rollovers)	2022-12-31	$2,242,300
Total plan assets at end of year	2022-12-31	$74,926,858
Total plan assets at beginning of year	2022-12-31	$59,834,410
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$163,256
Other income received	2022-12-31	$17,334,748
Net income (gross income less expenses)	2022-12-31	$15,560,489
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$68,592,559
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$53,032,070
Assets. Value of employer securities	2022-12-31	$74,915,508
Total contributions received or receivable from employer(s)	2022-12-31	$631,297
2021 : R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$6,802,340
Total plan liabilities at beginning of year	2021-12-31	$7,270,381
Total income from all sources	2021-12-31	$10,762,616
Expenses. Total of all expenses incurred	2021-12-31	$3,364,267
Benefits paid (including direct rollovers)	2021-12-31	$3,189,778
Total plan assets at end of year	2021-12-31	$59,834,410
Total plan assets at beginning of year	2021-12-31	$52,904,102
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$174,489
Other income received	2021-12-31	$10,120,086
Net income (gross income less expenses)	2021-12-31	$7,398,349
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$53,032,070
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$45,633,721
Assets. Value of employer securities	2021-12-31	$59,822,288
Total contributions received or receivable from employer(s)	2021-12-31	$642,530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$3,189,542
2020 : R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$7,270,381
Total plan liabilities at beginning of year	2020-12-31	$7,738,422
Total income from all sources	2020-12-31	$9,766,437
Expenses. Total of all expenses incurred	2020-12-31	$1,601,378
Benefits paid (including direct rollovers)	2020-12-31	$1,415,656
Total plan assets at end of year	2020-12-31	$52,904,102
Total plan assets at beginning of year	2020-12-31	$45,207,084
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$185,722
Other income received	2020-12-31	$9,112,674
Net income (gross income less expenses)	2020-12-31	$8,165,059
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$45,633,721
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$37,468,662
Assets. Value of employer securities	2020-12-31	$52,891,742
Total contributions received or receivable from employer(s)	2020-12-31	$653,763
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$1,415,143
2019 : R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$7,738,422
Total plan liabilities at beginning of year	2019-12-31	$8,206,463
Total income from all sources	2019-12-31	$9,118,893
Expenses. Total of all expenses incurred	2019-12-31	$1,804,078
Benefits paid (including direct rollovers)	2019-12-31	$1,606,583
Total plan assets at end of year	2019-12-31	$45,207,084
Total plan assets at beginning of year	2019-12-31	$38,360,310
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$197,495
Other income received	2019-12-31	$8,453,357
Net income (gross income less expenses)	2019-12-31	$7,314,815
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$37,468,662
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$30,153,847
Assets. Value of employer securities	2019-12-31	$45,194,212
Total contributions received or receivable from employer(s)	2019-12-31	$665,536
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$1,605,696
2018 : R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$8,206,463
Total plan liabilities at beginning of year	2018-12-31	$8,674,504
Total income from all sources	2018-12-31	$6,769,795
Expenses. Total of all expenses incurred	2018-12-31	$1,476,866
Benefits paid (including direct rollovers)	2018-12-31	$1,268,678
Total plan assets at end of year	2018-12-31	$38,360,310
Total plan assets at beginning of year	2018-12-31	$33,535,422
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$208,188
Other income received	2018-12-31	$6,093,566
Net income (gross income less expenses)	2018-12-31	$5,292,929
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$30,153,847
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$24,860,918
Assets. Value of employer securities	2018-12-31	$38,346,551
Total contributions received or receivable from employer(s)	2018-12-31	$676,229
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$1,265,376
2017 : R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$8,674,504
Total plan liabilities at beginning of year	2017-12-31	$9,142,545
Total income from all sources	2017-12-31	$7,549,947
Expenses. Total of all expenses incurred	2017-12-31	$1,008,899
Benefits paid (including direct rollovers)	2017-12-31	$789,478
Total plan assets at end of year	2017-12-31	$33,535,422
Total plan assets at beginning of year	2017-12-31	$27,462,415
Value of fidelity bond covering the plan	2017-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$219,421
Other income received	2017-12-31	$6,849,947
Net income (gross income less expenses)	2017-12-31	$6,541,048
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$24,860,918
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$18,319,870
Assets. Value of employer securities	2017-12-31	$33,518,362
Total contributions received or receivable from employer(s)	2017-12-31	$700,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$789,146
2016 : R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$9,142,545
Total plan liabilities at beginning of year	2016-12-31	$9,610,586
Total income from all sources	2016-12-31	$5,805,820
Expenses. Total of all expenses incurred	2016-12-31	$421,182
Benefits paid (including direct rollovers)	2016-12-31	$190,528
Total plan assets at end of year	2016-12-31	$27,462,415
Total plan assets at beginning of year	2016-12-31	$22,545,818
Value of fidelity bond covering the plan	2016-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$230,654
Other income received	2016-12-31	$5,105,820
Net income (gross income less expenses)	2016-12-31	$5,384,638
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$18,319,870
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$12,935,232
Assets. Value of employer securities	2016-12-31	$27,457,560
Total contributions received or receivable from employer(s)	2016-12-31	$700,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$185,502
2015 : R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$9,610,586
Total plan liabilities at beginning of year	2015-12-31	$10,209,877
Total income from all sources	2015-12-31	$6,155,603
Expenses. Total of all expenses incurred	2015-12-31	$1,624,297
Benefits paid (including direct rollovers)	2015-12-31	$1,378,589
Total plan assets at end of year	2015-12-31	$22,545,818
Total plan assets at beginning of year	2015-12-31	$18,613,803
Value of fidelity bond covering the plan	2015-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$245,708
Other income received	2015-12-31	$5,305,603
Net income (gross income less expenses)	2015-12-31	$4,531,306
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$12,935,232
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,403,926
Assets. Value of employer securities	2015-12-31	$22,537,241
Total contributions received or receivable from employer(s)	2015-12-31	$850,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$1,378,589
2014 : R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$10,209,877
Total plan liabilities at beginning of year	2014-12-31	$10,912,966
Total income from all sources	2014-12-31	$6,835,009
Expenses. Total of all expenses incurred	2014-12-31	$378,190
Benefits paid (including direct rollovers)	2014-12-31	$116,269
Total plan assets at end of year	2014-12-31	$18,613,803
Total plan assets at beginning of year	2014-12-31	$12,860,073
Value of fidelity bond covering the plan	2014-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$261,921
Other income received	2014-12-31	$5,870,009
Net income (gross income less expenses)	2014-12-31	$6,456,819
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,403,926
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,947,107
Assets. Value of employer securities	2014-12-31	$18,610,000
Total contributions received or receivable from employer(s)	2014-12-31	$965,000
2013 : R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$10,912,966
Total plan liabilities at beginning of year	2013-12-31	$11,381,007
Total income from all sources	2013-12-31	$2,473,060
Expenses. Total of all expenses incurred	2013-12-31	$384,831
Benefits paid (including direct rollovers)	2013-12-31	$111,687
Total plan assets at end of year	2013-12-31	$12,860,073
Total plan assets at beginning of year	2013-12-31	$11,239,885
Value of fidelity bond covering the plan	2013-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$273,144
Other income received	2013-12-31	$1,633,060
Net income (gross income less expenses)	2013-12-31	$2,088,229
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,947,107
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$-141,122
Assets. Value of employer securities	2013-12-31	$12,740,000
Total contributions received or receivable from employer(s)	2013-12-31	$840,000
2012 : R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$11,381,007
Total plan liabilities at beginning of year	2012-12-31	$3,135,000
Total income from all sources	2012-12-31	$-5,842,906
Expenses. Total of all expenses incurred	2012-12-31	$105,405
Total plan assets at end of year	2012-12-31	$11,239,885
Total plan assets at beginning of year	2012-12-31	$8,942,189
Value of fidelity bond covering the plan	2012-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$105,405
Other income received	2012-12-31	$-6,388,930
Net income (gross income less expenses)	2012-12-31	$-5,948,311
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$-141,122
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,807,189
Assets. Value of employer securities	2012-12-31	$11,106,951
Total contributions received or receivable from employer(s)	2012-12-31	$546,024
Total plan liabilities at end of year	2012-07-31	$3,135,000
Total plan liabilities at beginning of year	2012-07-31	$0
Total income from all sources	2012-07-31	$966,918
Expenses. Total of all expenses incurred	2012-07-31	$14,516
Benefits paid (including direct rollovers)	2012-07-31	$14,516
Total plan assets at end of year	2012-07-31	$8,942,189
Total plan assets at beginning of year	2012-07-31	$4,854,787
Value of fidelity bond covering the plan	2012-07-31	$500,000
Other income received	2012-07-31	$367,444
Net income (gross income less expenses)	2012-07-31	$952,402
Net plan assets at end of year (total assets less liabilities)	2012-07-31	$5,807,189
Net plan assets at beginning of year (total assets less liabilities)	2012-07-31	$4,854,787
Assets. Value of employer securities	2012-07-31	$8,344,857
Total contributions received or receivable from employer(s)	2012-07-31	$599,474
2011 : R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-07-31	$0
Total plan liabilities at beginning of year	2011-07-31	$961,612
Total income from all sources	2011-07-31	$474,665
Expenses. Total of all expenses incurred	2011-07-31	$46,734
Benefits paid (including direct rollovers)	2011-07-31	$13,012
Total plan assets at end of year	2011-07-31	$4,854,787
Total plan assets at beginning of year	2011-07-31	$5,388,468
Value of fidelity bond covering the plan	2011-07-31	$500,000
Expenses. Other expenses not covered elsewhere	2011-07-31	$33,722
Other income received	2011-07-31	$389,339
Noncash contributions received	2011-07-31	$0
Net income (gross income less expenses)	2011-07-31	$427,931
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$4,854,787
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$4,426,856
Assets. Value of employer securities	2011-07-31	$4,842,412
Total contributions received or receivable from employer(s)	2011-07-31	$85,326

Form 5500 Responses for R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
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: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
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: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Submission has been amended	No
2012-08-01	This submission is the final filing	No
2012-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-08-01	Plan is a collectively bargained plan	No
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Submission has been amended	No
2011-08-01	This submission is the final filing	No
2011-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-08-01	Plan is a collectively bargained plan	No
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2009: R. C. LURIE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	R.C. LURIE COMPANY, INC.
Employer identification number (EIN):	860278523
NAIC Classification:	423600