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

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

JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0032015-01-01
0032014-01-01JAMES LUMSDEN
0032013-01-01JAMES LUMSDEN
0032012-01-01JAMES LUMSDEN
0032011-01-01JAMES LUMSDEN
0032010-01-01JAMES LUMSDEN
0032009-01-01JAMES LUMSDEN

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 sources2015-12-31$19,069
Expenses. Total of all expenses incurred2015-12-31$1,084,286
Benefits paid (including direct rollovers)2015-12-31$1,084,286
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$1,065,217
Value of fidelity bond covering the plan2015-12-31$450,000
Other income received2015-12-31$19,069
Net income (gross income less expenses)2015-12-31$-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 interests2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$67,469
Expenses. Total of all expenses incurred2014-12-31$47,046
Benefits paid (including direct rollovers)2014-12-31$47,046
Total plan assets at end of year2014-12-31$1,065,217
Total plan assets at beginning of year2014-12-31$1,044,794
Value of fidelity bond covering the plan2014-12-31$450,000
Other income received2014-12-31$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 interests2014-12-31$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 securities2014-12-31$0
2013 : JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$98,439
Expenses. Total of all expenses incurred2013-12-31$53,983
Benefits paid (including direct rollovers)2013-12-31$43,940
Total plan assets at end of year2013-12-31$1,044,794
Total plan assets at beginning of year2013-12-31$1,000,338
Value of fidelity bond covering the plan2013-12-31$450,000
Other income received2013-12-31$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 interests2013-12-31$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 securities2013-12-31$0
2012 : JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$89,899
Expenses. Total of all expenses incurred2012-12-31$52,290
Benefits paid (including direct rollovers)2012-12-31$41,299
Total plan assets at end of year2012-12-31$1,000,338
Total plan assets at beginning of year2012-12-31$962,729
Value of fidelity bond covering the plan2012-12-31$450,000
Expenses. Other expenses not covered elsewhere2012-12-31$10,991
Other income received2012-12-31$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 interests2012-12-31$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 securities2012-12-31$0
2011 : JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-20,181
Expenses. Total of all expenses incurred2011-12-31$53,587
Benefits paid (including direct rollovers)2011-12-31$43,505
Total plan assets at end of year2011-12-31$962,729
Total plan assets at beginning of year2011-12-31$1,036,497
Value of fidelity bond covering the plan2011-12-31$450,000
Other income received2011-12-31$-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 interests2011-12-31$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 securities2011-12-31$0
2010 : JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$58,583
Expenses. Total of all expenses incurred2010-12-31$52,295
Benefits paid (including direct rollovers)2010-12-31$42,076
Total plan assets at end of year2010-12-31$1,036,497
Total plan assets at beginning of year2010-12-31$1,030,209
Value of fidelity bond covering the plan2010-12-31$350,000
Assets. Value of loans (other than to participants)2010-12-31$200,000
Other income received2010-12-31$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 interests2010-12-31$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 securities2010-12-31$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
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JAMES LUMSDEN, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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