401k Plan data: LTS 401(K) PLAN plan

LTS 401(K) PLAN 401k Plan overview

Plan Name	LTS 401(K) PLAN
Plan identification number	001

LTS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEANING TECHNICAL SERVICES, LLC (D/B/A LTS, LLC) has sponsored the creation of one or more 401k plans.

Company Name: LEANING TECHNICAL SERVICES, LLC (D/B/A LTS, LLC)

Employer identification number (EIN): 900525251

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 MICHELE ASH
001 2023-01-01
001 2023-01-01 MICHELE ASH
001 2022-01-01
001 2022-01-01 MICHELE ASH
001 2021-01-01
001 2021-01-01 MICHELE ASH
001 2020-01-01
001 2019-01-01
001 2017-01-01 MICHELE ASH
001 2016-01-01 MICHELE ASH
001 2015-01-01 MICHELE ASH
001 2014-01-01 MICHELE ASH
001 2013-01-01 MICHELE ASH
001 2012-01-01 MICHELE ASH MICHELE ASH 2013-09-17
001 2011-01-01 MICHELE ASH

Plan Statistics for LTS 401(K) PLAN

401k plan membership statisitcs for LTS 401(K) PLAN

Measure Date Value
2023: LTS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 25
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 27
Number of participants with account balances 2023-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: LTS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 26
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 3
Total of all active and inactive participants 2022-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 29
Number of participants with account balances 2022-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LTS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 27
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 2
Total of all active and inactive participants 2021-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 29
Number of participants with account balances 2021-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LTS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 26
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 2
Total of all active and inactive participants 2020-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 28
Number of participants with account balances 2020-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LTS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 25
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 2
Total of all active and inactive participants 2019-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 27
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: LTS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 32
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 2
Total of all active and inactive participants 2017-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 34
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LTS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 30
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 2
Total of all active and inactive participants 2016-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 32
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LTS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 31
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 4
Total of all active and inactive participants 2015-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 35
Number of participants with account balances 2015-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LTS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 38
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 2
Total of all active and inactive participants 2014-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 40
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LTS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 41
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 45
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LTS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 38
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 43
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LTS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 34
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 37
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2023: LTS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	25
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	27
Number of participants with account balances	2023-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: LTS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	26
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	3
Total of all active and inactive participants	2022-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	29
Number of participants with account balances	2022-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LTS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	27
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	2
Total of all active and inactive participants	2021-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	29
Number of participants with account balances	2021-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LTS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	26
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	2
Total of all active and inactive participants	2020-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	28
Number of participants with account balances	2020-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LTS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	25
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	2
Total of all active and inactive participants	2019-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	27
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: LTS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	32
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	2
Total of all active and inactive participants	2017-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	34
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LTS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	30
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	2
Total of all active and inactive participants	2016-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	32
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LTS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	31
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	4
Total of all active and inactive participants	2015-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	35
Number of participants with account balances	2015-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LTS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	38
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	2
Total of all active and inactive participants	2014-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	40
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LTS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	41
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	45
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LTS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	38
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	43
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LTS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	34
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	37
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on LTS 401(K) PLAN

Measure	Date	Value
2024 : LTS 401(K) PLAN 2024 401k financial data
Transfers to/from the plan	2024-01-01	$0
Total plan liabilities at end of year	2024-01-01	$0
Total plan liabilities at beginning of year	2024-01-01	$0
Total income from all sources	2024-01-01	$161,693
Expenses. Total of all expenses incurred	2024-01-01	$152,370
Benefits paid (including direct rollovers)	2024-01-01	$151,880
Total plan assets at end of year	2024-01-01	$684,904
Total plan assets at beginning of year	2024-01-01	$675,581
Value of fidelity bond covering the plan	2024-01-01	$100,000
Assets. Value of tangible personal property	2024-01-01	$0
Total contributions received or receivable from participants	2024-01-01	$71,647
Assets. Value of loans (other than to participants)	2024-01-01	$0
Expenses. Other expenses not covered elsewhere	2024-01-01	$0
Contributions received from other sources (not participants or employers)	2024-01-01	$0
Other income received	2024-01-01	$90,046
Noncash contributions received	2024-01-01	$0
Net income (gross income less expenses)	2024-01-01	$9,323
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$684,904
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$675,581
Assets. Value of participant loans	2024-01-01	$0
Assets. Value of assets in partnership/joint-venture interests	2024-01-01	$0
Assets. Value of real-estate (other than employer real property)	2024-01-01	$0
Assets. Value of employer securities	2024-01-01	$0
Assets. Value of employer real property	2024-01-01	$0
Total contributions received or receivable from employer(s)	2024-01-01	$0
Value of certain deemed distributions of participant loans	2024-01-01	$0
Value of corrective distributions	2024-01-01	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2024-01-01	$490
2023 : LTS 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$165,601
Expenses. Total of all expenses incurred	2023-12-31	$71,947
Benefits paid (including direct rollovers)	2023-12-31	$71,468
Total plan assets at end of year	2023-12-31	$675,581
Total plan assets at beginning of year	2023-12-31	$581,927
Value of fidelity bond covering the plan	2023-12-31	$100,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$64,345
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$101,256
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$93,654
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$675,581
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$581,927
Assets. Value of participant loans	2023-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$0
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$479
2022 : LTS 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-62,703
Expenses. Total of all expenses incurred	2022-12-31	$236,365
Benefits paid (including direct rollovers)	2022-12-31	$235,663
Total plan assets at end of year	2022-12-31	$581,927
Total plan assets at beginning of year	2022-12-31	$880,995
Value of fidelity bond covering the plan	2022-12-31	$100,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$59,509
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-122,212
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-299,068
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$581,927
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$880,995
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$702
2021 : LTS 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$146,962
Expenses. Total of all expenses incurred	2021-12-31	$9,862
Benefits paid (including direct rollovers)	2021-12-31	$8,000
Total plan assets at end of year	2021-12-31	$880,995
Total plan assets at beginning of year	2021-12-31	$743,895
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$52,267
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$94,661
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$137,100
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$880,995
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$743,895
Assets. Value of participant loans	2021-12-31	$1,058
Total contributions received or receivable from employer(s)	2021-12-31	$34
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$454
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,408
2020 : LTS 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$110,652
Expenses. Total of all expenses incurred	2020-12-31	$208,912
Benefits paid (including direct rollovers)	2020-12-31	$201,438
Total plan assets at end of year	2020-12-31	$743,895
Total plan assets at beginning of year	2020-12-31	$842,155
Value of fidelity bond covering the plan	2020-12-31	$90,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$51,744
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$58,908
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-98,260
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$743,895
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$842,155
Assets. Value of participant loans	2020-12-31	$32,696
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$6,317
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,157
2019 : LTS 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
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	$190,505
Expenses. Total of all expenses incurred	2019-12-31	$57,195
Benefits paid (including direct rollovers)	2019-12-31	$41,307
Total plan assets at end of year	2019-12-31	$842,155
Total plan assets at beginning of year	2019-12-31	$708,845
Value of fidelity bond covering the plan	2019-12-31	$90,000
Total contributions received or receivable from participants	2019-12-31	$49,008
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$141,497
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$133,310
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$842,155
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$708,845
Assets. Value of participant loans	2019-12-31	$51,676
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$14,779
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,109
2018 : LTS 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
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	$21,890
Expenses. Total of all expenses incurred	2018-12-31	$132,186
Benefits paid (including direct rollovers)	2018-12-31	$131,736
Total plan assets at end of year	2018-12-31	$708,845
Total plan assets at beginning of year	2018-12-31	$819,141
Value of fidelity bond covering the plan	2018-12-31	$90,000
Total contributions received or receivable from participants	2018-12-31	$59,277
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-37,387
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-110,296
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$708,845
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$819,141
Assets. Value of participant loans	2018-12-31	$69,481
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$450
2017 : LTS 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
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	$274,275
Expenses. Total of all expenses incurred	2017-12-31	$30,374
Benefits paid (including direct rollovers)	2017-12-31	$29,824
Total plan assets at end of year	2017-12-31	$819,141
Total plan assets at beginning of year	2017-12-31	$575,240
Value of fidelity bond covering the plan	2017-12-31	$55,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$25,264
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$141,202
Other income received	2017-12-31	$107,809
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$243,901
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$819,141
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$575,240
Assets. Value of participant loans	2017-12-31	$42,314
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$550
2016 : LTS 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
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	$76,198
Expenses. Total of all expenses incurred	2016-12-31	$10,941
Benefits paid (including direct rollovers)	2016-12-31	$10,398
Total plan assets at end of year	2016-12-31	$575,240
Total plan assets at beginning of year	2016-12-31	$509,983
Value of fidelity bond covering the plan	2016-12-31	$55,000
Total contributions received or receivable from participants	2016-12-31	$33,672
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$42,526
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$65,257
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$575,240
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$509,983
Assets. Value of participant loans	2016-12-31	$3,443
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$543
2015 : LTS 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
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	$37,685
Expenses. Total of all expenses incurred	2015-12-31	$13,004
Benefits paid (including direct rollovers)	2015-12-31	$12,546
Total plan assets at end of year	2015-12-31	$509,983
Total plan assets at beginning of year	2015-12-31	$485,302
Value of fidelity bond covering the plan	2015-12-31	$55,000
Total contributions received or receivable from participants	2015-12-31	$39,953
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-2,268
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$24,681
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$509,983
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$485,302
Assets. Value of participant loans	2015-12-31	$7,063
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$458
2014 : LTS 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$60,643
Expenses. Total of all expenses incurred	2014-12-31	$86,597
Benefits paid (including direct rollovers)	2014-12-31	$86,072
Total plan assets at end of year	2014-12-31	$485,302
Total plan assets at beginning of year	2014-12-31	$511,256
Value of fidelity bond covering the plan	2014-12-31	$55,000
Total contributions received or receivable from participants	2014-12-31	$32,183
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$28,460
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-25,954
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$485,302
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$511,256
Assets. Value of participant loans	2014-12-31	$10,870
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$525
2013 : LTS 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$135,836
Expenses. Total of all expenses incurred	2013-12-31	$40,740
Benefits paid (including direct rollovers)	2013-12-31	$40,349
Total plan assets at end of year	2013-12-31	$511,256
Total plan assets at beginning of year	2013-12-31	$416,160
Value of fidelity bond covering the plan	2013-12-31	$55,000
Total contributions received or receivable from participants	2013-12-31	$39,284
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$96,552
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$95,096
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$511,256
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$416,160
Assets. Value of participant loans	2013-12-31	$1,397
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$391
2012 : LTS 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$92,469
Expenses. Total of all expenses incurred	2012-12-31	$34,174
Benefits paid (including direct rollovers)	2012-12-31	$33,639
Total plan assets at end of year	2012-12-31	$416,160
Total plan assets at beginning of year	2012-12-31	$357,865
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$34,051
Other income received	2012-12-31	$58,418
Net income (gross income less expenses)	2012-12-31	$58,295
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$416,160
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$357,865
Assets. Value of participant loans	2012-12-31	$5,775
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$535
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LTS 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$18,577
Expenses. Total of all expenses incurred	2011-12-31	$495
Total plan assets at end of year	2011-12-31	$357,865
Total plan assets at beginning of year	2011-12-31	$339,783
Value of fidelity bond covering the plan	2011-12-31	$40,000
Total contributions received or receivable from participants	2011-12-31	$33,439
Other income received	2011-12-31	$-14,862
Net income (gross income less expenses)	2011-12-31	$18,082
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$357,865
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$339,783
Assets. Value of participant loans	2011-12-31	$1,084
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$495
2010 : LTS 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$81,917
Expenses. Total of all expenses incurred	2010-12-31	$1,952
Benefits paid (including direct rollovers)	2010-12-31	$1,363
Total plan assets at end of year	2010-12-31	$339,783
Total plan assets at beginning of year	2010-12-31	$259,818
Value of fidelity bond covering the plan	2010-12-31	$25,000
Total contributions received or receivable from participants	2010-12-31	$38,977
Other income received	2010-12-31	$42,940
Net income (gross income less expenses)	2010-12-31	$79,965
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$339,783
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$259,818
Assets. Value of participant loans	2010-12-31	$6,032
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$589
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for LTS 401(K) PLAN

2023: LTS 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LTS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: LTS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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: LTS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: LTS 401(K) 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
2017: LTS 401(K) 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LTS 401(K) 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: LTS 401(K) 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: LTS 401(K) 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: LTS 401(K) 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: LTS 401(K) 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LTS 401(K) 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEANING TECHNICAL SERVICES, LLC (D/B/A LTS, LLC)
Employer identification number (EIN):	900525251
NAIC Classification:	332900

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	MICHELE ASH
001	2023-01-01
001	2023-01-01	MICHELE ASH
001	2022-01-01
001	2022-01-01	MICHELE ASH
001	2021-01-01
001	2021-01-01	MICHELE ASH
001	2020-01-01
001	2019-01-01
001	2017-01-01	MICHELE ASH
001	2016-01-01	MICHELE ASH
001	2015-01-01	MICHELE ASH
001	2014-01-01	MICHELE ASH
001	2013-01-01	MICHELE ASH
001	2012-01-01	MICHELE ASH	MICHELE ASH	2013-09-17
001	2011-01-01	MICHELE ASH