LEWIS & TIBBITTS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2022: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-02-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-02-01 | 25 |
| Number of retired or separated participants receiving benefits | 2022-02-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2022-02-01 | 3 |
| Total of all active and inactive participants | 2022-02-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-02-01 | 0 |
| Total participants | 2022-02-01 | 34 |
| Number of participants with account balances | 2022-02-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-02-01 | 1 |
| 2021: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-02-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-02-01 | 23 |
| Number of retired or separated participants receiving benefits | 2021-02-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2021-02-01 | 5 |
| Total of all active and inactive participants | 2021-02-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-02-01 | 1 |
| Total participants | 2021-02-01 | 33 |
| Number of participants with account balances | 2021-02-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-02-01 | 1 |
| 2020: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-02-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-02-01 | 22 |
| Number of retired or separated participants receiving benefits | 2020-02-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2020-02-01 | 7 |
| Total of all active and inactive participants | 2020-02-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-02-01 | 1 |
| Total participants | 2020-02-01 | 34 |
| Number of participants with account balances | 2020-02-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-02-01 | 0 |
| 2019: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-02-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-02-01 | 17 |
| Number of retired or separated participants receiving benefits | 2019-02-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2019-02-01 | 9 |
| Total of all active and inactive participants | 2019-02-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-02-01 | 1 |
| Total participants | 2019-02-01 | 30 |
| Number of participants with account balances | 2019-02-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-02-01 | 2 |
| 2018: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-02-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-02-01 | 18 |
| Number of retired or separated participants receiving benefits | 2018-02-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2018-02-01 | 5 |
| Total of all active and inactive participants | 2018-02-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-02-01 | 1 |
| Total participants | 2018-02-01 | 27 |
| Number of participants with account balances | 2018-02-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-02-01 | 1 |
| 2017: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-02-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-02-01 | 16 |
| Number of retired or separated participants receiving benefits | 2017-02-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2017-02-01 | 4 |
| Total of all active and inactive participants | 2017-02-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-02-01 | 1 |
| Total participants | 2017-02-01 | 26 |
| Number of participants with account balances | 2017-02-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-02-01 | 1 |
| 2016: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-02-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-02-01 | 17 |
| Number of retired or separated participants receiving benefits | 2016-02-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2016-02-01 | 3 |
| Total of all active and inactive participants | 2016-02-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-02-01 | 1 |
| Total participants | 2016-02-01 | 27 |
| Number of participants with account balances | 2016-02-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-02-01 | 0 |
| 2015: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-02-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-02-01 | 16 |
| Number of retired or separated participants receiving benefits | 2015-02-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2015-02-01 | 2 |
| Total of all active and inactive participants | 2015-02-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-02-01 | 1 |
| Total participants | 2015-02-01 | 25 |
| Number of participants with account balances | 2015-02-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-02-01 | 0 |
| 2014: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-02-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 14 |
| Number of retired or separated participants receiving benefits | 2014-02-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2014-02-01 | 3 |
| Total of all active and inactive participants | 2014-02-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-02-01 | 1 |
| Total participants | 2014-02-01 | 23 |
| Number of participants with account balances | 2014-02-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-02-01 | 0 |
| 2013: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-02-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 13 |
| Number of retired or separated participants receiving benefits | 2013-02-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2013-02-01 | 4 |
| Total of all active and inactive participants | 2013-02-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-02-01 | 1 |
| Total participants | 2013-02-01 | 21 |
| Number of participants with account balances | 2013-02-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-02-01 | 0 |
| 2012: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-02-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 10 |
| Number of retired or separated participants receiving benefits | 2012-02-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-02-01 | 6 |
| Total of all active and inactive participants | 2012-02-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-02-01 | 1 |
| Total participants | 2012-02-01 | 18 |
| Number of participants with account balances | 2012-02-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-02-01 | 0 |
| 2011: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-02-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 10 |
| Number of retired or separated participants receiving benefits | 2011-02-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-02-01 | 6 |
| Total of all active and inactive participants | 2011-02-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-02-01 | 1 |
| Total participants | 2011-02-01 | 18 |
| Number of participants with account balances | 2011-02-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-02-01 | 2 |
| 2009: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-02-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 11 |
| Number of retired or separated participants receiving benefits | 2009-02-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-02-01 | 6 |
| Total of all active and inactive participants | 2009-02-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-02-01 | 0 |
| Total participants | 2009-02-01 | 18 |
| Number of participants with account balances | 2009-02-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-02-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-01-31 | $1,599,759 |
| Total plan liabilities at beginning of year | 2023-01-31 | $1,854,076 |
| Total income from all sources | 2023-01-31 | $373,998 |
| Expenses. Total of all expenses incurred | 2023-01-31 | $522,096 |
| Benefits paid (including direct rollovers) | 2023-01-31 | $460,464 |
| Total plan assets at end of year | 2023-01-31 | $6,205,182 |
| Total plan assets at beginning of year | 2023-01-31 | $6,607,597 |
| Value of fidelity bond covering the plan | 2023-01-31 | $660,760 |
| Expenses. Other expenses not covered elsewhere | 2023-01-31 | $47,782 |
| Other income received | 2023-01-31 | $245,725 |
| Net income (gross income less expenses) | 2023-01-31 | $-148,098 |
| Net plan assets at end of year (total assets less liabilities) | 2023-01-31 | $4,605,423 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-01-31 | $4,753,521 |
| Assets. Value of employer securities | 2023-01-31 | $5,050,078 |
| Total contributions received or receivable from employer(s) | 2023-01-31 | $128,273 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-01-31 | $13,850 |
| 2022 : LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-01-31 | $1,854,076 |
| Total plan liabilities at beginning of year | 2022-01-31 | $1,000,404 |
| Total income from all sources | 2022-01-31 | $59,141 |
| Expenses. Total of all expenses incurred | 2022-01-31 | $343,889 |
| Benefits paid (including direct rollovers) | 2022-01-31 | $298,634 |
| Total plan assets at end of year | 2022-01-31 | $6,607,597 |
| Total plan assets at beginning of year | 2022-01-31 | $6,038,673 |
| Value of fidelity bond covering the plan | 2022-01-31 | $660,760 |
| Expenses. Other expenses not covered elsewhere | 2022-01-31 | $31,605 |
| Other income received | 2022-01-31 | $-72,289 |
| Net income (gross income less expenses) | 2022-01-31 | $-284,748 |
| Net plan assets at end of year (total assets less liabilities) | 2022-01-31 | $4,753,521 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-01-31 | $5,038,269 |
| Assets. Value of employer securities | 2022-01-31 | $4,811,235 |
| Total contributions received or receivable from employer(s) | 2022-01-31 | $131,430 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-01-31 | $13,650 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-01-31 | $0 |
| 2021 : LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-01-31 | $1,000,404 |
| Total plan liabilities at beginning of year | 2021-01-31 | $1,096,779 |
| Total income from all sources | 2021-01-31 | $-161,347 |
| Expenses. Total of all expenses incurred | 2021-01-31 | $285,715 |
| Benefits paid (including direct rollovers) | 2021-01-31 | $241,389 |
| Total plan assets at end of year | 2021-01-31 | $6,038,673 |
| Total plan assets at beginning of year | 2021-01-31 | $6,582,110 |
| Value of fidelity bond covering the plan | 2021-01-31 | $658,211 |
| Expenses. Other expenses not covered elsewhere | 2021-01-31 | $34,889 |
| Other income received | 2021-01-31 | $-312,822 |
| Net income (gross income less expenses) | 2021-01-31 | $-447,062 |
| Net plan assets at end of year (total assets less liabilities) | 2021-01-31 | $5,038,269 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-01-31 | $5,485,331 |
| Assets. Value of employer securities | 2021-01-31 | $5,073,595 |
| Total contributions received or receivable from employer(s) | 2021-01-31 | $151,475 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-01-31 | $9,437 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-01-31 | $0 |
| 2020 : LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-01-31 | $1,096,779 |
| Total plan liabilities at beginning of year | 2020-01-31 | $1,270,394 |
| Total income from all sources | 2020-01-31 | $658,187 |
| Expenses. Total of all expenses incurred | 2020-01-31 | $347,529 |
| Benefits paid (including direct rollovers) | 2020-01-31 | $299,617 |
| Total plan assets at end of year | 2020-01-31 | $6,582,110 |
| Total plan assets at beginning of year | 2020-01-31 | $6,445,067 |
| Value of fidelity bond covering the plan | 2020-01-31 | $658,211 |
| Expenses. Other expenses not covered elsewhere | 2020-01-31 | $40,360 |
| Other income received | 2020-01-31 | $473,977 |
| Net income (gross income less expenses) | 2020-01-31 | $310,658 |
| Net plan assets at end of year (total assets less liabilities) | 2020-01-31 | $5,485,331 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-01-31 | $5,174,673 |
| Assets. Value of employer securities | 2020-01-31 | $5,538,745 |
| Total contributions received or receivable from employer(s) | 2020-01-31 | $184,210 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-01-31 | $7,552 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-01-31 | $0 |
| 2019 : LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-01-31 | $1,270,394 |
| Total plan liabilities at beginning of year | 2019-01-31 | $148,781 |
| Total income from all sources | 2019-01-31 | $593,387 |
| Expenses. Total of all expenses incurred | 2019-01-31 | $787,905 |
| Benefits paid (including direct rollovers) | 2019-01-31 | $759,985 |
| Total plan assets at end of year | 2019-01-31 | $6,445,067 |
| Total plan assets at beginning of year | 2019-01-31 | $5,517,972 |
| Value of fidelity bond covering the plan | 2019-01-31 | $600,000 |
| Expenses. Other expenses not covered elsewhere | 2019-01-31 | $21,607 |
| Other income received | 2019-01-31 | $509,093 |
| Net income (gross income less expenses) | 2019-01-31 | $-194,518 |
| Net plan assets at end of year (total assets less liabilities) | 2019-01-31 | $5,174,673 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-01-31 | $5,369,191 |
| Assets. Value of employer securities | 2019-01-31 | $5,280,409 |
| Total contributions received or receivable from employer(s) | 2019-01-31 | $84,294 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-01-31 | $6,313 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-01-31 | $0 |
| 2018 : LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-01-31 | $148,781 |
| Total plan liabilities at beginning of year | 2018-01-31 | $873,541 |
| Total income from all sources | 2018-01-31 | $1,580,623 |
| Expenses. Total of all expenses incurred | 2018-01-31 | $874,154 |
| Benefits paid (including direct rollovers) | 2018-01-31 | $841,033 |
| Total plan assets at end of year | 2018-01-31 | $5,517,972 |
| Total plan assets at beginning of year | 2018-01-31 | $5,536,263 |
| Value of fidelity bond covering the plan | 2018-01-31 | $600,000 |
| Expenses. Other expenses not covered elsewhere | 2018-01-31 | $27,512 |
| Other income received | 2018-01-31 | $691,140 |
| Net income (gross income less expenses) | 2018-01-31 | $706,469 |
| Net plan assets at end of year (total assets less liabilities) | 2018-01-31 | $5,369,191 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-01-31 | $4,662,722 |
| Assets. Value of employer securities | 2018-01-31 | $4,909,104 |
| Total contributions received or receivable from employer(s) | 2018-01-31 | $889,483 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-01-31 | $5,609 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-01-31 | $0 |
| 2017 : LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-01-31 | $873,541 |
| Total plan liabilities at beginning of year | 2017-01-31 | $960,626 |
| Total income from all sources | 2017-01-31 | $580,345 |
| Expenses. Total of all expenses incurred | 2017-01-31 | $837,365 |
| Benefits paid (including direct rollovers) | 2017-01-31 | $796,569 |
| Total plan assets at end of year | 2017-01-31 | $5,536,263 |
| Total plan assets at beginning of year | 2017-01-31 | $5,880,368 |
| Value of fidelity bond covering the plan | 2017-01-31 | $600,000 |
| Expenses. Other expenses not covered elsewhere | 2017-01-31 | $31,874 |
| Other income received | 2017-01-31 | $271,431 |
| Net income (gross income less expenses) | 2017-01-31 | $-257,020 |
| Net plan assets at end of year (total assets less liabilities) | 2017-01-31 | $4,662,722 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-01-31 | $4,919,742 |
| Assets. Value of employer securities | 2017-01-31 | $4,372,242 |
| Total contributions received or receivable from employer(s) | 2017-01-31 | $308,914 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-01-31 | $8,922 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-01-31 | $0 |
| 2016 : LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-01-31 | $960,626 |
| Total plan liabilities at beginning of year | 2016-01-31 | $1,124,340 |
| Total income from all sources | 2016-01-31 | $386,966 |
| Expenses. Total of all expenses incurred | 2016-01-31 | $828,408 |
| Benefits paid (including direct rollovers) | 2016-01-31 | $777,979 |
| Total plan assets at end of year | 2016-01-31 | $5,880,368 |
| Total plan assets at beginning of year | 2016-01-31 | $6,485,524 |
| Value of fidelity bond covering the plan | 2016-01-31 | $600,000 |
| Expenses. Other expenses not covered elsewhere | 2016-01-31 | $37,670 |
| Other income received | 2016-01-31 | $18,296 |
| Net income (gross income less expenses) | 2016-01-31 | $-441,442 |
| Net plan assets at end of year (total assets less liabilities) | 2016-01-31 | $4,919,742 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-01-31 | $5,361,184 |
| Assets. Value of employer securities | 2016-01-31 | $4,281,757 |
| Total contributions received or receivable from employer(s) | 2016-01-31 | $368,670 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-01-31 | $12,759 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-01-31 | $0 |
| 2015 : LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-01-31 | $1,124,340 |
| Total plan liabilities at beginning of year | 2015-01-31 | $1,286,292 |
| Total income from all sources | 2015-01-31 | $463,970 |
| Expenses. Total of all expenses incurred | 2015-01-31 | $746,805 |
| Benefits paid (including direct rollovers) | 2015-01-31 | $704,881 |
| Total plan assets at end of year | 2015-01-31 | $6,485,524 |
| Total plan assets at beginning of year | 2015-01-31 | $6,930,311 |
| Value of fidelity bond covering the plan | 2015-01-31 | $600,000 |
| Expenses. Other expenses not covered elsewhere | 2015-01-31 | $41,924 |
| Other income received | 2015-01-31 | $256,287 |
| Net income (gross income less expenses) | 2015-01-31 | $-282,835 |
| Net plan assets at end of year (total assets less liabilities) | 2015-01-31 | $5,361,184 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-01-31 | $5,644,019 |
| Assets. Value of employer securities | 2015-01-31 | $4,254,961 |
| Total contributions received or receivable from employer(s) | 2015-01-31 | $207,683 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-01-31 | $0 |
| 2014 : LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-01-31 | $1,286,292 |
| Total plan liabilities at beginning of year | 2014-01-31 | $0 |
| Total income from all sources | 2014-01-31 | $378,802 |
| Expenses. Total of all expenses incurred | 2014-01-31 | $467,893 |
| Benefits paid (including direct rollovers) | 2014-01-31 | $467,893 |
| Total plan assets at end of year | 2014-01-31 | $6,930,311 |
| Total plan assets at beginning of year | 2014-01-31 | $5,733,110 |
| Value of fidelity bond covering the plan | 2014-01-31 | $600,000 |
| Other income received | 2014-01-31 | $252,728 |
| Net income (gross income less expenses) | 2014-01-31 | $-89,091 |
| Net plan assets at end of year (total assets less liabilities) | 2014-01-31 | $5,644,019 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-01-31 | $5,733,110 |
| Assets. Value of employer securities | 2014-01-31 | $4,171,405 |
| Total contributions received or receivable from employer(s) | 2014-01-31 | $126,074 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-01-31 | $0 |
| 2013 : LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-01-31 | $0 |
| Total income from all sources | 2013-01-31 | $741,723 |
| Expenses. Total of all expenses incurred | 2013-01-31 | $256,350 |
| Benefits paid (including direct rollovers) | 2013-01-31 | $256,350 |
| Total plan assets at end of year | 2013-01-31 | $5,733,110 |
| Total plan assets at beginning of year | 2013-01-31 | $5,247,737 |
| Value of fidelity bond covering the plan | 2013-01-31 | $600,000 |
| Other income received | 2013-01-31 | $468,074 |
| Net income (gross income less expenses) | 2013-01-31 | $485,373 |
| Net plan assets at end of year (total assets less liabilities) | 2013-01-31 | $5,733,110 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-01-31 | $5,247,737 |
| Assets. Value of employer securities | 2013-01-31 | $4,073,676 |
| Total contributions received or receivable from employer(s) | 2013-01-31 | $273,649 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-01-31 | $0 |
| 2012 : LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-01-31 | $1,018,154 |
| Expenses. Total of all expenses incurred | 2012-01-31 | $351,082 |
| Benefits paid (including direct rollovers) | 2012-01-31 | $351,082 |
| Total plan assets at end of year | 2012-01-31 | $5,247,737 |
| Total plan assets at beginning of year | 2012-01-31 | $4,580,665 |
| Value of fidelity bond covering the plan | 2012-01-31 | $500,000 |
| Other income received | 2012-01-31 | $757,693 |
| Net income (gross income less expenses) | 2012-01-31 | $667,072 |
| Net plan assets at end of year (total assets less liabilities) | 2012-01-31 | $5,247,737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-01-31 | $4,580,665 |
| Assets. Value of employer securities | 2012-01-31 | $3,691,410 |
| Total contributions received or receivable from employer(s) | 2012-01-31 | $260,461 |
| 2011 : LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-01-31 | $600,489 |
| Expenses. Total of all expenses incurred | 2011-01-31 | $82,422 |
| Benefits paid (including direct rollovers) | 2011-01-31 | $82,422 |
| Total plan assets at end of year | 2011-01-31 | $4,580,665 |
| Total plan assets at beginning of year | 2011-01-31 | $4,062,598 |
| Value of fidelity bond covering the plan | 2011-01-31 | $500,000 |
| Other income received | 2011-01-31 | $379,864 |
| Net income (gross income less expenses) | 2011-01-31 | $518,067 |
| Net plan assets at end of year (total assets less liabilities) | 2011-01-31 | $4,580,665 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-01-31 | $4,062,598 |
| Assets. Value of employer securities | 2011-01-31 | $2,953,128 |
| Total contributions received or receivable from employer(s) | 2011-01-31 | $220,625 |
| 2022: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
|---|
| 2022-02-01 | Type of plan entity | Single employer plan |
| 2022-02-01 | Submission has been amended | No |
| 2022-02-01 | This submission is the final filing | No |
| 2022-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-02-01 | Plan is a collectively bargained plan | No |
| 2022-02-01 | Plan funding arrangement – Trust | Yes |
| 2022-02-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
|---|
| 2021-02-01 | Type of plan entity | Single employer plan |
| 2021-02-01 | Submission has been amended | No |
| 2021-02-01 | This submission is the final filing | No |
| 2021-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-02-01 | Plan is a collectively bargained plan | No |
| 2021-02-01 | Plan funding arrangement – Trust | Yes |
| 2021-02-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-02-01 | Type of plan entity | Single employer plan |
| 2020-02-01 | Submission has been amended | No |
| 2020-02-01 | This submission is the final filing | No |
| 2020-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-02-01 | Plan is a collectively bargained plan | No |
| 2020-02-01 | Plan funding arrangement – Trust | Yes |
| 2020-02-01 | Plan benefit arrangement - Trust | Yes |
| 2019: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
|---|
| 2019-02-01 | Type of plan entity | Single employer plan |
| 2019-02-01 | Submission has been amended | No |
| 2019-02-01 | This submission is the final filing | No |
| 2019-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-02-01 | Plan is a collectively bargained plan | No |
| 2019-02-01 | Plan funding arrangement – Trust | Yes |
| 2019-02-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
|---|
| 2018-02-01 | Type of plan entity | Single employer plan |
| 2018-02-01 | Submission has been amended | No |
| 2018-02-01 | This submission is the final filing | No |
| 2018-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-02-01 | Plan is a collectively bargained plan | No |
| 2018-02-01 | Plan funding arrangement – Trust | Yes |
| 2018-02-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses |
|---|
| 2017-02-01 | Type of plan entity | Single employer plan |
| 2017-02-01 | Submission has been amended | No |
| 2017-02-01 | This submission is the final filing | No |
| 2017-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-02-01 | Plan is a collectively bargained plan | No |
| 2017-02-01 | Plan funding arrangement – Trust | Yes |
| 2017-02-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses |
|---|
| 2016-02-01 | Type of plan entity | Single employer plan |
| 2016-02-01 | Submission has been amended | No |
| 2016-02-01 | This submission is the final filing | No |
| 2016-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-02-01 | Plan is a collectively bargained plan | No |
| 2016-02-01 | Plan funding arrangement – Trust | Yes |
| 2016-02-01 | Plan benefit arrangement - Trust | Yes |
| 2015: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses |
|---|
| 2015-02-01 | Type of plan entity | Single employer plan |
| 2015-02-01 | Submission has been amended | No |
| 2015-02-01 | This submission is the final filing | No |
| 2015-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-02-01 | Plan is a collectively bargained plan | No |
| 2015-02-01 | Plan funding arrangement – Trust | Yes |
| 2015-02-01 | Plan benefit arrangement - Trust | Yes |
| 2014: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses |
|---|
| 2014-02-01 | Type of plan entity | Single employer plan |
| 2014-02-01 | Submission has been amended | No |
| 2014-02-01 | This submission is the final filing | No |
| 2014-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-02-01 | Plan is a collectively bargained plan | No |
| 2014-02-01 | Plan funding arrangement – Trust | Yes |
| 2014-02-01 | Plan benefit arrangement - Trust | Yes |
| 2013: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses |
|---|
| 2013-02-01 | Type of plan entity | Single employer plan |
| 2013-02-01 | Submission has been amended | No |
| 2013-02-01 | This submission is the final filing | No |
| 2013-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-02-01 | Plan is a collectively bargained plan | No |
| 2013-02-01 | Plan funding arrangement – Trust | Yes |
| 2013-02-01 | Plan benefit arrangement - Trust | Yes |
| 2012: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses |
|---|
| 2012-02-01 | Type of plan entity | Single employer plan |
| 2012-02-01 | Submission has been amended | No |
| 2012-02-01 | This submission is the final filing | No |
| 2012-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-02-01 | Plan is a collectively bargained plan | No |
| 2012-02-01 | Plan funding arrangement – Trust | Yes |
| 2012-02-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses |
|---|
| 2011-02-01 | Type of plan entity | Single employer plan |
| 2011-02-01 | Submission has been amended | No |
| 2011-02-01 | This submission is the final filing | No |
| 2011-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-02-01 | Plan is a collectively bargained plan | No |
| 2011-02-01 | Plan funding arrangement – Trust | Yes |
| 2011-02-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LEWIS & TIBBITTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses |
|---|
| 2009-02-01 | Type of plan entity | Single employer plan |
| 2009-02-01 | Submission has been amended | No |
| 2009-02-01 | This submission is the final filing | No |
| 2009-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-02-01 | Plan is a collectively bargained plan | No |
| 2009-02-01 | Plan funding arrangement – Trust | Yes |
| 2009-02-01 | Plan benefit arrangement - Trust | Yes |
