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LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 401k Plan overview

Plan NameLOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN
Plan identification number 002

LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

LOCKWOOD, KESSLER, & BARTLETT, INC. has sponsored the creation of one or more 401k plans.

Company Name:LOCKWOOD, KESSLER, & BARTLETT, INC.
Employer identification number (EIN):111015370
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01DEBRA MARINO
0022017-01-01DEBRA MARINO
0022016-01-01DEBRA MARINO
0022015-01-01DEBRA MARINO
0022014-01-01KENNETH KOCH
0022013-01-01KENNETH KOCH
0022012-01-01KENNETH KOCH
0022011-01-01KENNETH KOCH
0022010-01-01KENNETH KOCH
0022009-01-01KENNETH KOCH
0022009-01-01KENNETH KOCH

Plan Statistics for LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN

401k plan membership statisitcs for LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN

Measure Date Value
2022: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0118
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0185
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0118
Number of participants with account balances2021-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0184
Total number of active participants reported on line 7a of the Form 55002020-01-0174
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0185
Number of participants with account balances2020-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0184
Total number of active participants reported on line 7a of the Form 55002019-01-0171
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0184
Number of participants with account balances2019-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0184
Total number of active participants reported on line 7a of the Form 55002018-01-0171
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0184
Number of participants with account balances2018-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0175
Total number of active participants reported on line 7a of the Form 55002017-01-0171
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0184
Number of participants with account balances2017-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0179
Total number of active participants reported on line 7a of the Form 55002016-01-0164
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0175
Number of participants with account balances2016-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0170
Total number of active participants reported on line 7a of the Form 55002015-01-0167
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0179
Number of participants with account balances2015-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0170
Total number of active participants reported on line 7a of the Form 55002014-01-0161
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0170
Number of participants with account balances2014-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0183
Total number of active participants reported on line 7a of the Form 55002013-01-0162
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0170
Number of participants with account balances2013-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0180
Total number of active participants reported on line 7a of the Form 55002012-01-0175
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0183
Number of participants with account balances2012-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0184
Total number of active participants reported on line 7a of the Form 55002011-01-0168
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0180
Number of participants with account balances2011-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0199
Total number of active participants reported on line 7a of the Form 55002010-01-0176
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0184
Number of participants with account balances2010-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0192
Total number of active participants reported on line 7a of the Form 55002009-01-0192
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0199
Number of participants with account balances2009-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN

Measure Date Value
2022 : LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,912,908
Expenses. Total of all expenses incurred2022-12-31$23,084,961
Benefits paid (including direct rollovers)2022-12-31$23,070,747
Total plan assets at end of year2022-12-31$144
Total plan assets at beginning of year2022-12-31$24,998,013
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,912,908
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$13,938
Value of corrective distributions2022-12-31$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
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$5,551,189
Expenses. Total of all expenses incurred2021-12-31$4,880,437
Benefits paid (including direct rollovers)2021-12-31$4,879,955
Total plan assets at end of year2021-12-31$24,998,013
Total plan assets at beginning of year2021-12-31$24,327,261
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$756,285
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$4,678,953
Noncash contributions received2021-12-31$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 loans2021-12-31$134,259
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$115,951
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$5,642,537
Expenses. Total of all expenses incurred2020-12-31$2,162,921
Benefits paid (including direct rollovers)2020-12-31$2,162,663
Total plan assets at end of year2020-12-31$24,327,261
Total plan assets at beginning of year2020-12-31$20,847,645
Value of fidelity bond covering the plan2020-12-31$1,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$817,445
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$90,072
Other income received2020-12-31$4,612,689
Noncash contributions received2020-12-31$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 loans2020-12-31$69,053
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$122,331
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$5,171,165
Expenses. Total of all expenses incurred2019-12-31$205,766
Benefits paid (including direct rollovers)2019-12-31$198,671
Total plan assets at end of year2019-12-31$20,847,645
Total plan assets at beginning of year2019-12-31$15,882,246
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$798,115
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$39,651
Other income received2019-12-31$4,211,216
Noncash contributions received2019-12-31$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 loans2019-12-31$161,450
Total contributions received or receivable from employer(s)2019-12-31$122,183
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$8,794
Expenses. Total of all expenses incurred2018-12-31$388,439
Benefits paid (including direct rollovers)2018-12-31$382,616
Total plan assets at end of year2018-12-31$15,882,246
Total plan assets at beginning of year2018-12-31$16,261,891
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$701,743
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$119,564
Other income received2018-12-31$-923,954
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$178,352
Total contributions received or receivable from employer(s)2018-12-31$111,441
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$3,711,368
Expenses. Total of all expenses incurred2017-12-31$210,875
Benefits paid (including direct rollovers)2017-12-31$198,893
Total plan assets at end of year2017-12-31$16,261,891
Total plan assets at beginning of year2017-12-31$12,761,398
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$634,273
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$462,631
Other income received2017-12-31$2,506,925
Noncash contributions received2017-12-31$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 loans2017-12-31$61,742
Total contributions received or receivable from employer(s)2017-12-31$107,539
Value of certain deemed distributions of participant loans2017-12-31$2,505
Value of corrective distributions2017-12-31$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
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,634,332
Expenses. Total of all expenses incurred2016-12-31$210,249
Benefits paid (including direct rollovers)2016-12-31$183,258
Total plan assets at end of year2016-12-31$12,761,398
Total plan assets at beginning of year2016-12-31$11,337,315
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$658,254
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$895,899
Noncash contributions received2016-12-31$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 loans2016-12-31$84,502
Total contributions received or receivable from employer(s)2016-12-31$80,179
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$720,440
Expenses. Total of all expenses incurred2015-12-31$350,121
Benefits paid (including direct rollovers)2015-12-31$333,118
Total plan assets at end of year2015-12-31$11,337,315
Total plan assets at beginning of year2015-12-31$10,966,996
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$582,801
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$2,382
Other income received2015-12-31$135,257
Noncash contributions received2015-12-31$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 loans2015-12-31$53,642
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$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
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,477,739
Expenses. Total of all expenses incurred2014-12-31$521,071
Benefits paid (including direct rollovers)2014-12-31$519,318
Total plan assets at end of year2014-12-31$10,966,996
Total plan assets at beginning of year2014-12-31$10,010,328
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$566,592
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$911,147
Noncash contributions received2014-12-31$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 loans2014-12-31$33,438
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$2,584,940
Expenses. Total of all expenses incurred2013-12-31$1,718,780
Benefits paid (including direct rollovers)2013-12-31$1,718,153
Total plan assets at end of year2013-12-31$10,010,328
Total plan assets at beginning of year2013-12-31$9,144,168
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$493,624
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$2,091,316
Noncash contributions received2013-12-31$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 loans2013-12-31$54,553
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 sources2012-12-31$1,521,309
Expenses. Total of all expenses incurred2012-12-31$463,349
Benefits paid (including direct rollovers)2012-12-31$462,809
Total plan assets at end of year2012-12-31$9,144,168
Total plan assets at beginning of year2012-12-31$8,086,208
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$505,893
Other income received2012-12-31$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 loans2012-12-31$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 securities2012-12-31$0
2011 : LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$534,886
Expenses. Total of all expenses incurred2011-12-31$816,939
Benefits paid (including direct rollovers)2011-12-31$814,753
Total plan assets at end of year2011-12-31$8,086,208
Total plan assets at beginning of year2011-12-31$8,368,261
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$600,760
Other income received2011-12-31$-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 loans2011-12-31$164,484
Value of corrective distributions2011-12-31$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 securities2011-12-31$0
2010 : LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,667,611
Expenses. Total of all expenses incurred2010-12-31$587,231
Benefits paid (including direct rollovers)2010-12-31$570,273
Total plan assets at end of year2010-12-31$8,368,261
Total plan assets at beginning of year2010-12-31$7,287,881
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$578,554
Other income received2010-12-31$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 loans2010-12-31$167,091
Value of corrective distributions2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN

2022: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 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 filingNo
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: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 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: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 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: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 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: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOCKWOOD, KESSLER, & BARTLETT, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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