Plan Name | LAURELTON GROUP, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LAURELTON GROUP, INC. |
Employer identification number (EIN): | 113144186 |
NAIC Classification: | 541320 |
NAIC Description: | Landscape Architectural Services |
Additional information about LAURELTON GROUP, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1993-01-29 |
Company Identification Number: | 1698521 |
Legal Registered Office Address: |
31 PROSPECT ST Suffolk HUNTINGTON United States of America (USA) 11743 |
More information about LAURELTON GROUP, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | LAURA DURMAZ | 2019-07-12 | ||
001 | 2017-01-01 | GAEL C. WILFORD | 2018-05-23 | ||
001 | 2016-01-01 | GAEL C. WILFORD | 2017-09-16 | GAEL C. WILFORD | 2017-09-16 |
001 | 2015-01-01 | GAEL WILFORD | 2016-06-01 | ||
001 | 2014-01-01 | GAEL WILFORD | 2015-05-08 | ||
001 | 2013-01-01 | GAEL WILFORD | 2014-04-01 | ||
001 | 2012-01-01 | GAEL WILFORD | 2013-02-19 | ||
001 | 2011-01-01 | GAEL WILFORD | 2012-05-23 | ||
001 | 2010-01-01 | GAEL C. WILFORD | 2011-09-20 |
Measure | Date | Value |
---|---|---|
2022: LAURELTON GROUP, INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 214 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 220 |
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 | 12 |
Total of all active and inactive participants | 2022-01-01 | 232 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 232 |
Number of participants with account balances | 2022-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: LAURELTON GROUP, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 197 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 200 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 13 |
Total of all active and inactive participants | 2021-01-01 | 213 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 213 |
Number of participants with account balances | 2021-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: LAURELTON GROUP, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 191 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 185 |
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 | 12 |
Total of all active and inactive participants | 2020-01-01 | 197 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 197 |
Number of participants with account balances | 2020-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: LAURELTON GROUP, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 182 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 8 |
Total of all active and inactive participants | 2019-01-01 | 191 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 191 |
Number of participants with account balances | 2019-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : LAURELTON GROUP, INC. 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $31,876 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-193,518 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $316,939 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $191,240 |
Value of total corrective distributions | 2022-12-31 | $100,653 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $207,773 |
Value of total assets at end of year | 2022-12-31 | $2,851,758 |
Value of total assets at beginning of year | 2022-12-31 | $3,330,339 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $25,046 |
Total interest from all sources | 2022-12-31 | $653 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $53,129 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $53,129 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $148,804 |
Participant contributions at end of year | 2022-12-31 | $4,760 |
Participant contributions at beginning of year | 2022-12-31 | $17,275 |
Participant contributions at end of year | 2022-12-31 | $2,327 |
Participant contributions at beginning of year | 2022-12-31 | $2,976 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $31,876 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $25,046 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-510,457 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,819,882 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,330,339 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,777,418 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,127,331 |
Interest on participant loans | 2022-12-31 | $602 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $8,285 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $135,340 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $135,340 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $51 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-455,073 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $58,969 |
Employer contributions (assets) at end of year | 2022-12-31 | $58,968 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $47,417 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $191,240 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | KING AND ASSOCIATES CPA, P.C. |
Accountancy firm EIN | 2022-12-31 | 061667415 |
2021 : LAURELTON GROUP, INC. 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $690,785 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $289,080 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $248,208 |
Value of total corrective distributions | 2021-12-31 | $10,290 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $289,626 |
Value of total assets at end of year | 2021-12-31 | $3,330,339 |
Value of total assets at beginning of year | 2021-12-31 | $2,928,634 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $30,582 |
Total interest from all sources | 2021-12-31 | $1,682 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $79,998 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $79,998 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $187,431 |
Participant contributions at end of year | 2021-12-31 | $17,275 |
Participant contributions at beginning of year | 2021-12-31 | $40,777 |
Participant contributions at end of year | 2021-12-31 | $2,976 |
Participant contributions at beginning of year | 2021-12-31 | $2,129 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,618 |
Administrative expenses (other) incurred | 2021-12-31 | $30,582 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $401,705 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,330,339 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,928,634 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,127,331 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,768,492 |
Interest on participant loans | 2021-12-31 | $1,662 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $135,340 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $117,236 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $117,236 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $20 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $319,479 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $99,577 |
Employer contributions (assets) at end of year | 2021-12-31 | $47,417 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $248,208 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | KING AND ASSOCIATES CPA, P.C. |
Accountancy firm EIN | 2021-12-31 | 061667415 |
2020 : LAURELTON GROUP, INC. 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $502,467 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $117,492 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $63,981 |
Value of total corrective distributions | 2020-12-31 | $40,861 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $251,733 |
Value of total assets at end of year | 2020-12-31 | $2,928,634 |
Value of total assets at beginning of year | 2020-12-31 | $2,543,659 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $12,650 |
Total interest from all sources | 2020-12-31 | $2,348 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $69,799 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $69,799 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $162,493 |
Participant contributions at end of year | 2020-12-31 | $40,777 |
Participant contributions at beginning of year | 2020-12-31 | $77,714 |
Participant contributions at end of year | 2020-12-31 | $2,129 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $89,240 |
Administrative expenses (other) incurred | 2020-12-31 | $12,650 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $384,975 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,928,634 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,543,659 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,768,492 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,348,843 |
Interest on participant loans | 2020-12-31 | $2,316 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $117,236 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $117,102 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $117,102 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $32 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $178,587 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $63,981 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | KING AND ASSOCIATES CPA, P.C. |
Accountancy firm EIN | 2020-12-31 | 061667415 |
2019 : LAURELTON GROUP, INC. 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $685,909 |
Total income from all sources (including contributions) | 2019-12-31 | $685,909 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $150,487 |
Total of all expenses incurred | 2019-12-31 | $150,487 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $107,438 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $107,438 |
Value of total corrective distributions | 2019-12-31 | $25,506 |
Value of total corrective distributions | 2019-12-31 | $25,506 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $337,580 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $337,580 |
Value of total assets at end of year | 2019-12-31 | $2,543,659 |
Value of total assets at end of year | 2019-12-31 | $2,543,659 |
Value of total assets at beginning of year | 2019-12-31 | $2,008,237 |
Value of total assets at beginning of year | 2019-12-31 | $2,008,237 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $17,543 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $17,543 |
Total interest from all sources | 2019-12-31 | $5,778 |
Total interest from all sources | 2019-12-31 | $5,778 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $54,311 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $54,311 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $54,311 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $54,311 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $90,000 |
Value of fidelity bond cover | 2019-12-31 | $90,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $151,981 |
Contributions received from participants | 2019-12-31 | $151,981 |
Participant contributions at end of year | 2019-12-31 | $77,714 |
Participant contributions at end of year | 2019-12-31 | $77,714 |
Participant contributions at beginning of year | 2019-12-31 | $131,101 |
Participant contributions at beginning of year | 2019-12-31 | $131,101 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $185,599 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $185,599 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $535,422 |
Value of net income/loss | 2019-12-31 | $535,422 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,543,659 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,543,659 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,008,237 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,008,237 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $2,647 |
Investment advisory and management fees | 2019-12-31 | $2,647 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,348,843 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,348,843 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,759,965 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,759,965 |
Interest on participant loans | 2019-12-31 | $5,778 |
Interest on participant loans | 2019-12-31 | $5,778 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $117,102 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $117,102 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $117,171 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $117,171 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $117,171 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $117,171 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $288,240 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $288,240 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $107,438 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $107,438 |
Contract administrator fees | 2019-12-31 | $14,896 |
Contract administrator fees | 2019-12-31 | $14,896 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KING AND ASSOCIATES CPA, P.C. |
Accountancy firm name | 2019-12-31 | KING AND ASSOCIATES CPA, P.C. |
Accountancy firm EIN | 2019-12-31 | 061667415 |
Accountancy firm EIN | 2019-12-31 | 061667415 |
2022: LAURELTON GROUP, INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
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: LAURELTON GROUP, INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: LAURELTON GROUP, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: LAURELTON GROUP, INC. 401(K) PLAN 2019 form 5500 responses | ||
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 |