401k Plan data: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN plan

LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	003

LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LANCER FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: LANCER FINANCIAL GROUP, INC.

Employer identification number (EIN): 133303060

NAIC Classification: 524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 GAIL W REILLY THERESA MARLOW 2019-06-24
003 2017-01-01 GAIL W REILLY GAILW REILLY 2018-09-05
003 2016-01-01 GAIL W REILLY GAILW REILLY 2017-07-17
003 2015-01-01 GAIL W REILLY
003 2014-01-01 GAIL W REILLY
003 2013-01-01 GAIL W REILLY GAIL W REILLY 2014-07-28
003 2012-01-01 GAIL W REILLY GAIL W REILLY 2013-07-15
003 2011-01-01 GAIL W REILLY
003 2010-01-01 GAIL W REILLY
003 2009-01-01 GAIL W REILLY GAIL W REILLY 2010-08-18
003 2009-01-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01	GAIL W REILLY	THERESA MARLOW	2019-06-24
003	2017-01-01	GAIL W REILLY	GAILW REILLY	2018-09-05
003	2016-01-01	GAIL W REILLY	GAILW REILLY	2017-07-17
003	2015-01-01	GAIL W REILLY
003	2014-01-01	GAIL W REILLY
003	2013-01-01	GAIL W REILLY	GAIL W REILLY	2014-07-28
003	2012-01-01	GAIL W REILLY	GAIL W REILLY	2013-07-15
003	2011-01-01	GAIL W REILLY
003	2010-01-01	GAIL W REILLY
003	2009-01-01	GAIL W REILLY	GAIL W REILLY	2010-08-18
003	2009-01-01

Plan Statistics for LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 438
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: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 450
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 361
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 72
Total of all active and inactive participants 2021-01-01 438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 438
Number of participants with account balances 2021-01-01 433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 479
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 358
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 81
Total of all active and inactive participants 2020-01-01 447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 450
Number of participants with account balances 2020-01-01 443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 475
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 401
Number of retired or separated participants receiving benefits 2019-01-01 10
Number of other retired or separated participants entitled to future benefits 2019-01-01 68
Total of all active and inactive participants 2019-01-01 479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 479
Number of participants with account balances 2019-01-01 474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 477
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 402
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 65
Total of all active and inactive participants 2018-01-01 475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 475
Number of participants with account balances 2018-01-01 467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 489
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 405
Number of retired or separated participants receiving benefits 2017-01-01 9
Number of other retired or separated participants entitled to future benefits 2017-01-01 63
Total of all active and inactive participants 2017-01-01 477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 477
Number of participants with account balances 2017-01-01 469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 497
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 389
Number of retired or separated participants receiving benefits 2016-01-01 11
Number of other retired or separated participants entitled to future benefits 2016-01-01 88
Total of all active and inactive participants 2016-01-01 488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 489
Number of participants with account balances 2016-01-01 479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9
2015: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 458
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 426
Number of retired or separated participants receiving benefits 2015-01-01 7
Number of other retired or separated participants entitled to future benefits 2015-01-01 62
Total of all active and inactive participants 2015-01-01 495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 497
Number of participants with account balances 2015-01-01 478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 429
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 400
Number of retired or separated participants receiving benefits 2014-01-01 7
Number of other retired or separated participants entitled to future benefits 2014-01-01 50
Total of all active and inactive participants 2014-01-01 457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 458
Number of participants with account balances 2014-01-01 442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 408
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 377
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 47
Total of all active and inactive participants 2013-01-01 428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 429
Number of participants with account balances 2013-01-01 417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 416
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 360
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 42
Total of all active and inactive participants 2012-01-01 407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 408
Number of participants with account balances 2012-01-01 394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 411
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 370
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 43
Total of all active and inactive participants 2011-01-01 416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 416
Number of participants with account balances 2011-01-01 400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 432
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 358
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 51
Total of all active and inactive participants 2010-01-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 411
Number of participants with account balances 2010-01-01 397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 4
2009: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 465
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 377
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 53
Total of all active and inactive participants 2009-01-01 432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 432
Number of participants with account balances 2009-01-01 411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2022: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	438
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: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	450
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	361
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	72
Total of all active and inactive participants	2021-01-01	438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	438
Number of participants with account balances	2021-01-01	433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	479
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	358
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	81
Total of all active and inactive participants	2020-01-01	447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	450
Number of participants with account balances	2020-01-01	443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	475
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	401
Number of retired or separated participants receiving benefits	2019-01-01	10
Number of other retired or separated participants entitled to future benefits	2019-01-01	68
Total of all active and inactive participants	2019-01-01	479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	479
Number of participants with account balances	2019-01-01	474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	477
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	402
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	65
Total of all active and inactive participants	2018-01-01	475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	475
Number of participants with account balances	2018-01-01	467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	489
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	405
Number of retired or separated participants receiving benefits	2017-01-01	9
Number of other retired or separated participants entitled to future benefits	2017-01-01	63
Total of all active and inactive participants	2017-01-01	477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	477
Number of participants with account balances	2017-01-01	469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	497
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	389
Number of retired or separated participants receiving benefits	2016-01-01	11
Number of other retired or separated participants entitled to future benefits	2016-01-01	88
Total of all active and inactive participants	2016-01-01	488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	489
Number of participants with account balances	2016-01-01	479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	458
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	426
Number of retired or separated participants receiving benefits	2015-01-01	7
Number of other retired or separated participants entitled to future benefits	2015-01-01	62
Total of all active and inactive participants	2015-01-01	495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	497
Number of participants with account balances	2015-01-01	478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	429
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	400
Number of retired or separated participants receiving benefits	2014-01-01	7
Number of other retired or separated participants entitled to future benefits	2014-01-01	50
Total of all active and inactive participants	2014-01-01	457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	458
Number of participants with account balances	2014-01-01	442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	408
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	377
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	47
Total of all active and inactive participants	2013-01-01	428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	429
Number of participants with account balances	2013-01-01	417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	416
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	360
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	42
Total of all active and inactive participants	2012-01-01	407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	408
Number of participants with account balances	2012-01-01	394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	411
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	370
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	43
Total of all active and inactive participants	2011-01-01	416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	416
Number of participants with account balances	2011-01-01	400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	432
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	358
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	51
Total of all active and inactive participants	2010-01-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	411
Number of participants with account balances	2010-01-01	397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	4
2009: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	465
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	377
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	53
Total of all active and inactive participants	2009-01-01	432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	432
Number of participants with account balances	2009-01-01	411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-03-14	$0
Total transfer of assets from this plan	2022-03-14	$78,550,326
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-14	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-14	$0
Total income from all sources (including contributions)	2022-03-14	$-10,007,185
Total loss/gain on sale of assets	2022-03-14	$0
Total of all expenses incurred	2022-03-14	$11,105,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-03-14	$11,104,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-03-14	$11,531
Value of total assets at end of year	2022-03-14	$0
Value of total assets at beginning of year	2022-03-14	$99,663,294
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-03-14	$1,609
Total interest from all sources	2022-03-14	$13,043
Total dividends received (eg from common stock, registered investment company shares)	2022-03-14	$17,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-03-14	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-03-14	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-03-14	$17,283
Was this plan covered by a fidelity bond	2022-03-14	Yes
Value of fidelity bond cover	2022-03-14	$2,000,000
If this is an individual account plan, was there a blackout period	2022-03-14	No
Were there any nonexempt tranactions with any party-in-interest	2022-03-14	No
Contributions received from participants	2022-03-14	$11,531
Participant contributions at end of year	2022-03-14	$0
Participant contributions at beginning of year	2022-03-14	$1,309,167
Assets. Other investments not covered elsewhere at end of year	2022-03-14	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-03-14	$7,914,531
Other income not declared elsewhere	2022-03-14	$-816,931
Administrative expenses (other) incurred	2022-03-14	$1,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-03-14	No
Value of net income/loss	2022-03-14	$-21,112,968
Value of net assets at end of year (total assets less liabilities)	2022-03-14	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-03-14	$99,663,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-03-14	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-03-14	No
Were any leases to which the plan was party in default or uncollectible	2022-03-14	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-03-14	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-03-14	$90,439,596
Interest on participant loans	2022-03-14	$13,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-03-14	$-9,232,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-03-14	No
Was there a failure to transmit to the plan any participant contributions	2022-03-14	No
Has the plan failed to provide any benefit when due under the plan	2022-03-14	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-03-14	$11,104,174
Did the plan have assets held for investment	2022-03-14	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	2022-03-14	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-03-14	Yes
Opinion of an independent qualified public accountant for this plan	2022-03-14	Unqualified
Accountancy firm name	2022-03-14	NOVAK FRANCELLA LLC
Accountancy firm EIN	2022-03-14	611436956
2021 : LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING 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	$17,585,522
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$11,146,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$11,135,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,042,363
Value of total assets at end of year	2021-12-31	$99,663,294
Value of total assets at beginning of year	2021-12-31	$93,224,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$11,092
Total interest from all sources	2021-12-31	$81,944
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$8,170,972
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	$8,170,972
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
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	$3,161,588
Participant contributions at end of year	2021-12-31	$1,309,167
Participant contributions at beginning of year	2021-12-31	$1,482,363
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$7,914,531
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$6,742,160
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$1,191
Other income not declared elsewhere	2021-12-31	$1,351,465
Administrative expenses (other) incurred	2021-12-31	$11,092
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	$6,439,138
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$99,663,294
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$93,224,156
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	$90,439,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$84,999,633
Interest on participant loans	2021-12-31	$81,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,938,778
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	$880,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$11,134,101
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	NOVAK FRANCELLA LLC
Accountancy firm EIN	2021-12-31	611436956
2020 : LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING 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	$16,499,716
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,502,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,490,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,037,121
Value of total assets at end of year	2020-12-31	$93,224,156
Value of total assets at beginning of year	2020-12-31	$81,227,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,281
Total interest from all sources	2020-12-31	$94,399
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,739,886
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	$2,739,886
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,103,865
Participant contributions at end of year	2020-12-31	$1,482,363
Participant contributions at beginning of year	2020-12-31	$1,678,912
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$6,742,160
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$7,040,794
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$13,910
Other income not declared elsewhere	2020-12-31	$690,184
Administrative expenses (other) incurred	2020-12-31	$12,281
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	$11,996,926
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$93,224,156
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$81,227,230
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	$84,999,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$72,507,524
Interest on participant loans	2020-12-31	$94,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$8,938,126
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	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$919,346
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,490,509
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	NOVAK FRANCELLA LLC
Accountancy firm EIN	2020-12-31	611436956
2019 : LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
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 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	$18,984,346
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$5,378,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,368,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,087,497
Value of total assets at end of year	2019-12-31	$81,227,230
Value of total assets at beginning of year	2019-12-31	$67,620,998
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,234
Total interest from all sources	2019-12-31	$101,213
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$3,240,673
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	$3,240,673
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,075,180
Participant contributions at end of year	2019-12-31	$1,678,912
Participant contributions at beginning of year	2019-12-31	$1,603,659
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$7,040,794
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$5,486,766
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$71,590
Other income not declared elsewhere	2019-12-31	$1,367,853
Administrative expenses (other) incurred	2019-12-31	$9,234
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	$13,606,232
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$81,227,230
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$67,620,998
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$72,507,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$59,591,936
Interest on participant loans	2019-12-31	$101,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$10,187,110
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$940,727
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$938,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,368,880
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	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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DEMARCO & NESI CPA'S LLC
Accountancy firm EIN	2019-12-31	272983355
2018 : LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-62,771
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,382,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,375,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,943,548
Value of total assets at end of year	2018-12-31	$67,620,998
Value of total assets at beginning of year	2018-12-31	$72,065,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,772
Total interest from all sources	2018-12-31	$88,174
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,900,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,900,960
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,894,248
Participant contributions at end of year	2018-12-31	$1,603,659
Participant contributions at beginning of year	2018-12-31	$1,554,541
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$5,486,766
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$5,456,120
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$110,663
Other income not declared elsewhere	2018-12-31	$-285,021
Administrative expenses (other) incurred	2018-12-31	$6,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-4,444,989
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$67,620,998
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$72,065,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$59,591,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$65,055,326
Interest on participant loans	2018-12-31	$88,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-6,710,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$938,637
Employer contributions (assets) at end of year	2018-12-31	$938,637
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,375,446
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DEMARCO & NESI CPA'S LLC
Accountancy firm EIN	2018-12-31	272983355
2017 : LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$13,376,432
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$4,484,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,478,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,636,523
Value of total assets at end of year	2017-12-31	$72,065,987
Value of total assets at beginning of year	2017-12-31	$63,174,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,574
Total interest from all sources	2017-12-31	$78,964
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,380,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,380,526
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,702,302
Participant contributions at end of year	2017-12-31	$1,554,541
Participant contributions at beginning of year	2017-12-31	$1,380,373
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$5,456,120
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$4,692,844
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$90,178
Other income not declared elsewhere	2017-12-31	$752,180
Administrative expenses (other) incurred	2017-12-31	$6,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$8,891,850
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$72,065,987
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$63,174,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$65,055,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$57,100,920
Interest on participant loans	2017-12-31	$78,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,528,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$844,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,478,008
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DEMARCO & NESI CPA'S LLC
Accountancy firm EIN	2017-12-31	272983355
2016 : LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$8,055,281
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,442,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,435,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,510,744
Value of total assets at end of year	2016-12-31	$63,174,137
Value of total assets at beginning of year	2016-12-31	$58,561,262
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,935
Total interest from all sources	2016-12-31	$71,531
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,928,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,928,633
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,663,517
Participant contributions at end of year	2016-12-31	$1,380,373
Participant contributions at beginning of year	2016-12-31	$1,330,844
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$4,692,844
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$4,101,494
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$44,159
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$11,248
Other income not declared elsewhere	2016-12-31	$367,464
Administrative expenses (other) incurred	2016-12-31	$6,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,612,875
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$63,174,137
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$58,561,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$57,100,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$52,267,140
Interest on participant loans	2016-12-31	$71,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,176,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$803,068
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$861,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,424,223
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DEMARCO & NESI CPA'S LLC
Accountancy firm EIN	2016-12-31	272983355
2015 : LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$3,049,656
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,741,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,734,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,562,394
Value of total assets at end of year	2015-12-31	$58,561,262
Value of total assets at beginning of year	2015-12-31	$58,252,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,348
Total interest from all sources	2015-12-31	$68,832
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,183,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,183,369
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,623,366
Participant contributions at end of year	2015-12-31	$1,330,844
Participant contributions at beginning of year	2015-12-31	$1,470,980
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$4,101,494
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$4,276,358
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$77,244
Other income not declared elsewhere	2015-12-31	$-92,427
Administrative expenses (other) incurred	2015-12-31	$6,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$308,568
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$58,561,262
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$58,252,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$52,267,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$52,505,356
Interest on participant loans	2015-12-31	$68,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,672,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$861,784
Employer contributions (assets) at end of year	2015-12-31	$861,784
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,734,740
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DEMARCO & NESI CPA'S LLC
Accountancy firm EIN	2015-12-31	272983355
2014 : LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$7,553,277
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,778,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,772,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,627,088
Value of total assets at end of year	2014-12-31	$58,252,694
Value of total assets at beginning of year	2014-12-31	$53,478,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,025
Total interest from all sources	2014-12-31	$77,899
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,878,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,878,403
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$6,084
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,464,398
Participant contributions at end of year	2014-12-31	$1,470,980
Participant contributions at beginning of year	2014-12-31	$1,437,492
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$4,276,358
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$341,488
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$5,541
Other income not declared elsewhere	2014-12-31	$354,570
Administrative expenses (other) incurred	2014-12-31	$6,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$4,774,549
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$58,252,694
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$53,478,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$52,505,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$50,440,746
Interest on participant loans	2014-12-31	$77,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,615,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$821,202
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$814,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,772,703
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$774,045
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DEMARCO & NESI CPA'S LLC
Accountancy firm EIN	2014-12-31	272983355
2013 : LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$97,551
Total unrealized appreciation/depreciation of assets	2013-12-31	$97,551
Total transfer of assets to this plan	2013-12-31	$258,945
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$7,755
Total income from all sources (including contributions)	2013-12-31	$11,035,066
Total loss/gain on sale of assets	2013-12-31	$55,371
Total of all expenses incurred	2013-12-31	$550,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$544,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,195,789
Value of total assets at end of year	2013-12-31	$53,478,145
Value of total assets at beginning of year	2013-12-31	$42,742,169
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,675
Total interest from all sources	2013-12-31	$73,486
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,237,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,218,342
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$6,084
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$67,100
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,329,019
Participant contributions at end of year	2013-12-31	$1,437,492
Participant contributions at beginning of year	2013-12-31	$1,362,733
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$52,533
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$5,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$7,755
Administrative expenses (other) incurred	2013-12-31	$5,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$10,484,786
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$53,478,145
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$42,734,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$50,440,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$40,831,343
Interest on participant loans	2013-12-31	$73,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$6,375,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$814,237
Employer contributions (assets) at end of year	2013-12-31	$814,237
Income. Dividends from preferred stock	2013-12-31	$847
Income. Dividends from common stock	2013-12-31	$18,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$544,605
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$774,045
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$480,993
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$580,253
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$524,882
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DEMARCO & NESI CPA'S LLC
Accountancy firm EIN	2013-12-31	272983355
2012 : LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$7,456
Total unrealized appreciation/depreciation of assets	2012-12-31	$7,456
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$7,755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$7,271,811
Total loss/gain on sale of assets	2012-12-31	$48,532
Total of all expenses incurred	2012-12-31	$1,359,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,354,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,908,767
Value of total assets at end of year	2012-12-31	$42,742,169
Value of total assets at beginning of year	2012-12-31	$36,821,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,125
Total interest from all sources	2012-12-31	$72,596
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$863,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$839,818
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$67,100
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,175,967
Participant contributions at end of year	2012-12-31	$1,362,733
Participant contributions at beginning of year	2012-12-31	$1,307,098
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$1,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$7,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$5,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$5,912,585
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$42,734,414
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$36,821,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$40,831,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$34,927,806
Interest on participant loans	2012-12-31	$72,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$3,371,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$732,800
Income. Dividends from preferred stock	2012-12-31	$1,090
Income. Dividends from common stock	2012-12-31	$22,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,354,101
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$480,993
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$585,438
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$726,351
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$677,819
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DEMARCO & NESI CPA'S LLC
Accountancy firm EIN	2012-12-31	272983355
2011 : LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-46,543
Total unrealized appreciation/depreciation of assets	2011-12-31	$-46,543
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$9,542
Total income from all sources (including contributions)	2011-12-31	$2,942,829
Total loss/gain on sale of assets	2011-12-31	$-40,276
Total of all expenses incurred	2011-12-31	$1,889,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,884,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,914,856
Value of total assets at end of year	2011-12-31	$36,821,829
Value of total assets at beginning of year	2011-12-31	$35,777,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,527
Total interest from all sources	2011-12-31	$72,530
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$774,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$752,316
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$20,488
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,188,309
Participant contributions at end of year	2011-12-31	$1,307,098
Participant contributions at beginning of year	2011-12-31	$1,213,103
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1,487
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$9,542
Administrative expenses (other) incurred	2011-12-31	$4,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,053,571
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$36,821,829
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$35,768,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$34,927,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$33,185,182
Interest on participant loans	2011-12-31	$72,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-731,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$726,547
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$738,257
Income. Dividends from preferred stock	2011-12-31	$2,328
Income. Dividends from common stock	2011-12-31	$19,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,884,731
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	2011-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$585,438
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$620,770
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$1,217,852
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$1,258,128
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DEMARCO & NESI CPA'S LLC
Accountancy firm EIN	2011-12-31	272983355
2010 : LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$35,678
Total unrealized appreciation/depreciation of assets	2010-12-31	$35,678
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$9,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$25,188
Total income from all sources (including contributions)	2010-12-31	$6,406,104
Total loss/gain on sale of assets	2010-12-31	$24,757
Total of all expenses incurred	2010-12-31	$1,564,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,560,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,948,737
Value of total assets at end of year	2010-12-31	$35,777,800
Value of total assets at beginning of year	2010-12-31	$30,951,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,431
Total interest from all sources	2010-12-31	$62,446
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$662,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$655,171
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$20,488
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$11,930
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,093,642
Participant contributions at end of year	2010-12-31	$1,213,103
Participant contributions at beginning of year	2010-12-31	$944,036
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$116,838
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$113,478
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$25,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$9,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$25,188
Other income not declared elsewhere	2010-12-31	$214
Administrative expenses (other) incurred	2010-12-31	$3,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$4,841,904
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$35,768,258
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$30,926,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$33,185,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$29,612,636
Interest on participant loans	2010-12-31	$62,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,671,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$738,257
Employer contributions (assets) at end of year	2010-12-31	$738,257
Employer contributions (assets) at beginning of year	2010-12-31	$14,844
Income. Dividends from preferred stock	2010-12-31	$567
Income. Dividends from common stock	2010-12-31	$6,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,447,291
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	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$620,770
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$342,848
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$1,140,507
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$1,115,750
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DEMARCO & NESI CPA'S LLC
Accountancy firm EIN	2010-12-31	272983355

Form 5500 Responses for LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN

2022: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING 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	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING 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: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING 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: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING 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
2018: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
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: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
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: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
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: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	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: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LANCER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
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

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LANCER FINANCIAL GROUP, INC.
Employer identification number (EIN):	133303060
NAIC Classification:	524150