LOCKWOOD, KESSLER, & BARTLETT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN
401k plan membership statisitcs for LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN
Measure | Date | Value |
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2022: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 10 |
Total of all active and inactive participants | 2021-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 18 |
Number of participants with account balances | 2021-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 74 |
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 | 11 |
Total of all active and inactive participants | 2020-01-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 85 |
Number of participants with account balances | 2020-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 71 |
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 | 13 |
Total of all active and inactive participants | 2019-01-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 84 |
Number of participants with account balances | 2019-01-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 71 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 13 |
Total of all active and inactive participants | 2018-01-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 84 |
Number of participants with account balances | 2018-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 4 |
2017: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 71 |
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 | 13 |
Total of all active and inactive participants | 2017-01-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 84 |
Number of participants with account balances | 2017-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 64 |
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 | 11 |
Total of all active and inactive participants | 2016-01-01 | 75 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 75 |
Number of participants with account balances | 2016-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 67 |
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 | 12 |
Total of all active and inactive participants | 2015-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 79 |
Number of participants with account balances | 2015-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 61 |
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 | 9 |
Total of all active and inactive participants | 2014-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 70 |
Number of participants with account balances | 2014-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 62 |
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 | 8 |
Total of all active and inactive participants | 2013-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 70 |
Number of participants with account balances | 2013-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 75 |
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 | 7 |
Total of all active and inactive participants | 2012-01-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 83 |
Number of participants with account balances | 2012-01-01 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 68 |
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 | 12 |
Total of all active and inactive participants | 2011-01-01 | 80 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 80 |
Number of participants with account balances | 2011-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 76 |
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 | 8 |
Total of all active and inactive participants | 2010-01-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 84 |
Number of participants with account balances | 2010-01-01 | 64 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 92 |
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 | 7 |
Total of all active and inactive participants | 2009-01-01 | 99 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 99 |
Number of participants with account balances | 2009-01-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2022 401k financial data |
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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 | $-1,912,908 |
Expenses. Total of all expenses incurred | 2022-12-31 | $23,084,961 |
Benefits paid (including direct rollovers) | 2022-12-31 | $23,070,747 |
Total plan assets at end of year | 2022-12-31 | $144 |
Total plan assets at beginning of year | 2022-12-31 | $24,998,013 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Total contributions received or receivable from 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 | $-1,912,908 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-24,997,869 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $144 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $24,998,013 |
Assets. Value of participant loans | 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 | $13,938 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $276 |
2021 : LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2021 401k financial data |
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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 | $5,551,189 |
Expenses. Total of all expenses incurred | 2021-12-31 | $4,880,437 |
Benefits paid (including direct rollovers) | 2021-12-31 | $4,879,955 |
Total plan assets at end of year | 2021-12-31 | $24,998,013 |
Total plan assets at beginning of year | 2021-12-31 | $24,327,261 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $756,285 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
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 | $4,678,953 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $670,752 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $24,998,013 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $24,327,261 |
Assets. Value of participant loans | 2021-12-31 | $134,259 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $115,951 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $482 |
2020 : LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2020 401k financial data |
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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 | $5,642,537 |
Expenses. Total of all expenses incurred | 2020-12-31 | $2,162,921 |
Benefits paid (including direct rollovers) | 2020-12-31 | $2,162,663 |
Total plan assets at end of year | 2020-12-31 | $24,327,261 |
Total plan assets at beginning of year | 2020-12-31 | $20,847,645 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $817,445 |
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 | $90,072 |
Other income received | 2020-12-31 | $4,612,689 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $3,479,616 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $24,327,261 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $20,847,645 |
Assets. Value of participant loans | 2020-12-31 | $69,053 |
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 | $122,331 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $258 |
2019 : LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2019 401k financial data |
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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 | $5,171,165 |
Expenses. Total of all expenses incurred | 2019-12-31 | $205,766 |
Benefits paid (including direct rollovers) | 2019-12-31 | $198,671 |
Total plan assets at end of year | 2019-12-31 | $20,847,645 |
Total plan assets at beginning of year | 2019-12-31 | $15,882,246 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $798,115 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $39,651 |
Other income received | 2019-12-31 | $4,211,216 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $4,965,399 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $20,847,645 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,882,246 |
Assets. Value of participant loans | 2019-12-31 | $161,450 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $122,183 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $6,825 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $270 |
2018 : LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2018 401k financial data |
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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 | $8,794 |
Expenses. Total of all expenses incurred | 2018-12-31 | $388,439 |
Benefits paid (including direct rollovers) | 2018-12-31 | $382,616 |
Total plan assets at end of year | 2018-12-31 | $15,882,246 |
Total plan assets at beginning of year | 2018-12-31 | $16,261,891 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $701,743 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $119,564 |
Other income received | 2018-12-31 | $-923,954 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-379,645 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $15,882,246 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,261,891 |
Assets. Value of participant loans | 2018-12-31 | $178,352 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $111,441 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $5,273 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $550 |
2017 : LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2017 401k financial data |
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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 | $3,711,368 |
Expenses. Total of all expenses incurred | 2017-12-31 | $210,875 |
Benefits paid (including direct rollovers) | 2017-12-31 | $198,893 |
Total plan assets at end of year | 2017-12-31 | $16,261,891 |
Total plan assets at beginning of year | 2017-12-31 | $12,761,398 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $634,273 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $462,631 |
Other income received | 2017-12-31 | $2,506,925 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $3,500,493 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $16,261,891 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,761,398 |
Assets. Value of participant loans | 2017-12-31 | $61,742 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $107,539 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $2,505 |
Value of corrective distributions | 2017-12-31 | $9,264 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $213 |
2016 : LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2016 401k financial data |
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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 | $1,634,332 |
Expenses. Total of all expenses incurred | 2016-12-31 | $210,249 |
Benefits paid (including direct rollovers) | 2016-12-31 | $183,258 |
Total plan assets at end of year | 2016-12-31 | $12,761,398 |
Total plan assets at beginning of year | 2016-12-31 | $11,337,315 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $658,254 |
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 | $895,899 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $1,424,083 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $12,761,398 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,337,315 |
Assets. Value of participant loans | 2016-12-31 | $84,502 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $80,179 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $26,672 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $319 |
2015 : LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2015 401k financial data |
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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 | $720,440 |
Expenses. Total of all expenses incurred | 2015-12-31 | $350,121 |
Benefits paid (including direct rollovers) | 2015-12-31 | $333,118 |
Total plan assets at end of year | 2015-12-31 | $11,337,315 |
Total plan assets at beginning of year | 2015-12-31 | $10,966,996 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $582,801 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $2,382 |
Other income received | 2015-12-31 | $135,257 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $370,319 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $11,337,315 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,966,996 |
Assets. Value of participant loans | 2015-12-31 | $53,642 |
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 | $16,772 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $231 |
2014 : LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2014 401k financial data |
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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 | $1,477,739 |
Expenses. Total of all expenses incurred | 2014-12-31 | $521,071 |
Benefits paid (including direct rollovers) | 2014-12-31 | $519,318 |
Total plan assets at end of year | 2014-12-31 | $10,966,996 |
Total plan assets at beginning of year | 2014-12-31 | $10,010,328 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $566,592 |
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 | $911,147 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $956,668 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $10,966,996 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,010,328 |
Assets. Value of participant loans | 2014-12-31 | $33,438 |
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 | $1,375 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $378 |
2013 : LOCKWOOD, KESSLER, & BARTLETT, INC. 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 | $2,584,940 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,718,780 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,718,153 |
Total plan assets at end of year | 2013-12-31 | $10,010,328 |
Total plan assets at beginning of year | 2013-12-31 | $9,144,168 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $493,624 |
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 | $2,091,316 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $866,160 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $10,010,328 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,144,168 |
Assets. Value of participant loans | 2013-12-31 | $54,553 |
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 | $627 |
2012 : LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $1,521,309 |
Expenses. Total of all expenses incurred | 2012-12-31 | $463,349 |
Benefits paid (including direct rollovers) | 2012-12-31 | $462,809 |
Total plan assets at end of year | 2012-12-31 | $9,144,168 |
Total plan assets at beginning of year | 2012-12-31 | $8,086,208 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $505,893 |
Other income received | 2012-12-31 | $1,015,416 |
Net income (gross income less expenses) | 2012-12-31 | $1,057,960 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,144,168 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,086,208 |
Assets. Value of participant loans | 2012-12-31 | $83,485 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $540 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $534,886 |
Expenses. Total of all expenses incurred | 2011-12-31 | $816,939 |
Benefits paid (including direct rollovers) | 2011-12-31 | $814,753 |
Total plan assets at end of year | 2011-12-31 | $8,086,208 |
Total plan assets at beginning of year | 2011-12-31 | $8,368,261 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $600,760 |
Other income received | 2011-12-31 | $-65,874 |
Net income (gross income less expenses) | 2011-12-31 | $-282,053 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,086,208 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,368,261 |
Assets. Value of participant loans | 2011-12-31 | $164,484 |
Value of corrective distributions | 2011-12-31 | $1,164 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,022 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,667,611 |
Expenses. Total of all expenses incurred | 2010-12-31 | $587,231 |
Benefits paid (including direct rollovers) | 2010-12-31 | $570,273 |
Total plan assets at end of year | 2010-12-31 | $8,368,261 |
Total plan assets at beginning of year | 2010-12-31 | $7,287,881 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $578,554 |
Other income received | 2010-12-31 | $1,089,057 |
Net income (gross income less expenses) | 2010-12-31 | $1,080,380 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,368,261 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,287,881 |
Assets. Value of participant loans | 2010-12-31 | $167,091 |
Value of corrective distributions | 2010-12-31 | $15,606 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,352 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2021 form 5500 responses |
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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: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2020 form 5500 responses |
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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: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2016 form 5500 responses |
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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: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2015 form 5500 responses |
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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: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2014 form 5500 responses |
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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: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2013 form 5500 responses |
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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: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2012 form 5500 responses |
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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: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2011 form 5500 responses |
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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: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2010 form 5500 responses |
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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 funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
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 |