401k Plan data: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST plan

JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	003

JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.

401k Sponsoring company profile

JAMES LUMSDEN, INC. has sponsored the creation of one or more 401k plans.

Company Name: JAMES LUMSDEN, INC.

Employer identification number (EIN): 953545436

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2015-01-01
003 2014-01-01 JAMES LUMSDEN
003 2013-01-01 JAMES LUMSDEN
003 2012-01-01 JAMES LUMSDEN
003 2011-01-01 JAMES LUMSDEN
003 2010-01-01 JAMES LUMSDEN
003 2009-01-01 JAMES LUMSDEN

Plan Statistics for JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2015 : JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$19,069
Expenses. Total of all expenses incurred	2015-12-31	$1,084,286
Benefits paid (including direct rollovers)	2015-12-31	$1,084,286
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$1,065,217
Value of fidelity bond covering the plan	2015-12-31	$450,000
Other income received	2015-12-31	$19,069
Net income (gross income less expenses)	2015-12-31	$-1,065,217
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,065,217
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$67,469
Expenses. Total of all expenses incurred	2014-12-31	$47,046
Benefits paid (including direct rollovers)	2014-12-31	$47,046
Total plan assets at end of year	2014-12-31	$1,065,217
Total plan assets at beginning of year	2014-12-31	$1,044,794
Value of fidelity bond covering the plan	2014-12-31	$450,000
Other income received	2014-12-31	$57,469
Net income (gross income less expenses)	2014-12-31	$20,423
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,065,217
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,044,794
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$144,118
Total contributions received or receivable from employer(s)	2014-12-31	$10,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$98,439
Expenses. Total of all expenses incurred	2013-12-31	$53,983
Benefits paid (including direct rollovers)	2013-12-31	$43,940
Total plan assets at end of year	2013-12-31	$1,044,794
Total plan assets at beginning of year	2013-12-31	$1,000,338
Value of fidelity bond covering the plan	2013-12-31	$450,000
Other income received	2013-12-31	$88,439
Net income (gross income less expenses)	2013-12-31	$44,456
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,044,794
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,000,338
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$141,050
Total contributions received or receivable from employer(s)	2013-12-31	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$10,043
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$89,899
Expenses. Total of all expenses incurred	2012-12-31	$52,290
Benefits paid (including direct rollovers)	2012-12-31	$41,299
Total plan assets at end of year	2012-12-31	$1,000,338
Total plan assets at beginning of year	2012-12-31	$962,729
Value of fidelity bond covering the plan	2012-12-31	$450,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$10,991
Other income received	2012-12-31	$79,899
Net income (gross income less expenses)	2012-12-31	$37,609
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,000,338
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$962,729
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$200,870
Total contributions received or receivable from employer(s)	2012-12-31	$10,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-20,181
Expenses. Total of all expenses incurred	2011-12-31	$53,587
Benefits paid (including direct rollovers)	2011-12-31	$43,505
Total plan assets at end of year	2011-12-31	$962,729
Total plan assets at beginning of year	2011-12-31	$1,036,497
Value of fidelity bond covering the plan	2011-12-31	$450,000
Other income received	2011-12-31	$-30,181
Net income (gross income less expenses)	2011-12-31	$-73,768
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$962,729
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,036,497
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$205,120
Total contributions received or receivable from employer(s)	2011-12-31	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$10,082
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$58,583
Expenses. Total of all expenses incurred	2010-12-31	$52,295
Benefits paid (including direct rollovers)	2010-12-31	$42,076
Total plan assets at end of year	2010-12-31	$1,036,497
Total plan assets at beginning of year	2010-12-31	$1,030,209
Value of fidelity bond covering the plan	2010-12-31	$350,000
Assets. Value of loans (other than to participants)	2010-12-31	$200,000
Other income received	2010-12-31	$48,583
Net income (gross income less expenses)	2010-12-31	$6,288
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,036,497
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,030,209
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$210,814
Total contributions received or receivable from employer(s)	2010-12-31	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$10,219
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 JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST

2015: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 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	Yes
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: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 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: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 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: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES LUMSDEN, INC.
Employer identification number (EIN):	953545436
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Plan id#	Filing Submission Date	Name of Administrator
003	2015-01-01
003	2014-01-01	JAMES LUMSDEN
003	2013-01-01	JAMES LUMSDEN
003	2012-01-01	JAMES LUMSDEN
003	2011-01-01	JAMES LUMSDEN
003	2010-01-01	JAMES LUMSDEN
003	2009-01-01	JAMES LUMSDEN