401k Plan data: MILLINGTON LOCKWOOD PROFIT SHARING PLAN plan

MILLINGTON LOCKWOOD PROFIT SHARING PLAN 401k Plan overview

Plan Name	MILLINGTON LOCKWOOD PROFIT SHARING PLAN
Plan identification number	001

MILLINGTON LOCKWOOD PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MILLINGTON LOCKWOOD has sponsored the creation of one or more 401k plans.

Company Name: MILLINGTON LOCKWOOD

Employer identification number (EIN): 160529380

NAIC Classification: 423200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILLINGTON LOCKWOOD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 JOSEPH CONLEY
001 2023-01-01
001 2023-01-01 JOSEPH CONLEY
001 2022-01-01
001 2022-01-01 JOSEPH CONLEY
001 2021-01-01
001 2021-01-01 JOSEPH CONLEY
001 2020-01-01
001 2019-01-01
001 2018-01-01 JOE CONLEY JOE CONLEY 2019-07-08
001 2017-01-01 JOSEPH CONLEY JOSEPH CONLEY 2018-07-16
001 2016-01-01 JOSEPH P. CONLEY JOSEPH P. CONLEY 2017-07-21
001 2015-01-01 JOSEPH CONLEY JOSEPH CONLEY 2016-07-25
001 2014-07-01 JOSEPH CONLEY JOSEPH CONLEY 2015-07-23
001 2013-07-01 JOSEPH CONLEY JOSEPH CONLEY 2015-01-27
001 2012-07-01 JOSEPH CONLEY JOSEPH CONLEY 2014-01-21
001 2011-07-01 JOSEPH CONLEY JOSEPH CONLEY 2013-01-23
001 2009-07-01 JOSEPH CONLEY JOSEPH CONLEY 2011-01-20
001 2009-07-01 JOSEPH CONLEY JOSEPH CONLEY 2011-01-20

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	JOSEPH CONLEY
001	2023-01-01
001	2023-01-01	JOSEPH CONLEY
001	2022-01-01
001	2022-01-01	JOSEPH CONLEY
001	2021-01-01
001	2021-01-01	JOSEPH CONLEY
001	2020-01-01
001	2019-01-01
001	2018-01-01	JOE CONLEY	JOE CONLEY	2019-07-08
001	2017-01-01	JOSEPH CONLEY	JOSEPH CONLEY	2018-07-16
001	2016-01-01	JOSEPH P. CONLEY	JOSEPH P. CONLEY	2017-07-21
001	2015-01-01	JOSEPH CONLEY	JOSEPH CONLEY	2016-07-25
001	2014-07-01	JOSEPH CONLEY	JOSEPH CONLEY	2015-07-23
001	2013-07-01	JOSEPH CONLEY	JOSEPH CONLEY	2015-01-27
001	2012-07-01	JOSEPH CONLEY	JOSEPH CONLEY	2014-01-21
001	2011-07-01	JOSEPH CONLEY	JOSEPH CONLEY	2013-01-23
001	2009-07-01	JOSEPH CONLEY	JOSEPH CONLEY	2011-01-20
001	2009-07-01	JOSEPH CONLEY	JOSEPH CONLEY	2011-01-20

Financial Data on MILLINGTON LOCKWOOD PROFIT SHARING PLAN

Measure	Date	Value
2023 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$1,270,004
Expenses. Total of all expenses incurred	2023-12-31	$434,114
Benefits paid (including direct rollovers)	2023-12-31	$434,114
Total plan assets at end of year	2023-12-31	$7,486,331
Total plan assets at beginning of year	2023-12-31	$6,650,441
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$240,079
Other income received	2023-12-31	$905,746
Net income (gross income less expenses)	2023-12-31	$835,890
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$7,486,331
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$6,650,441
Assets. Value of participant loans	2023-12-31	$59,387
Total contributions received or receivable from employer(s)	2023-12-31	$124,179
2022 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-672,991
Expenses. Total of all expenses incurred	2022-12-31	$128,488
Benefits paid (including direct rollovers)	2022-12-31	$128,488
Total plan assets at end of year	2022-12-31	$6,650,441
Total plan assets at beginning of year	2022-12-31	$7,451,920
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$178,130
Other income received	2022-12-31	$-954,107
Net income (gross income less expenses)	2022-12-31	$-801,479
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,650,441
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$7,451,920
Assets. Value of participant loans	2022-12-31	$85,158
Total contributions received or receivable from employer(s)	2022-12-31	$102,986
2021 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,627,977
Expenses. Total of all expenses incurred	2021-12-31	$3,738,184
Benefits paid (including direct rollovers)	2021-12-31	$3,738,184
Total plan assets at end of year	2021-12-31	$7,451,920
Total plan assets at beginning of year	2021-12-31	$9,562,127
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$164,288
Other income received	2021-12-31	$1,358,573
Net income (gross income less expenses)	2021-12-31	$-2,110,207
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,451,920
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$9,562,127
Assets. Value of participant loans	2021-12-31	$122,950
Total contributions received or receivable from employer(s)	2021-12-31	$105,116
2020 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,119,245
Expenses. Total of all expenses incurred	2020-12-31	$177,365
Benefits paid (including direct rollovers)	2020-12-31	$177,365
Total plan assets at end of year	2020-12-31	$9,562,127
Total plan assets at beginning of year	2020-12-31	$8,620,247
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$137,342
Other income received	2020-12-31	$891,663
Net income (gross income less expenses)	2020-12-31	$941,880
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$9,562,127
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,620,247
Assets. Value of participant loans	2020-12-31	$82,522
Total contributions received or receivable from employer(s)	2020-12-31	$90,240
2019 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,643,069
Expenses. Total of all expenses incurred	2019-12-31	$116,105
Benefits paid (including direct rollovers)	2019-12-31	$116,105
Total plan assets at end of year	2019-12-31	$8,620,247
Total plan assets at beginning of year	2019-12-31	$7,093,283
Value of fidelity bond covering the plan	2019-12-31	$300,000
Total contributions received or receivable from participants	2019-12-31	$210,571
Other income received	2019-12-31	$1,314,655
Net income (gross income less expenses)	2019-12-31	$1,526,964
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,620,247
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,093,283
Assets. Value of participant loans	2019-12-31	$54,664
Total contributions received or receivable from employer(s)	2019-12-31	$117,843
2018 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-48,402
Expenses. Total of all expenses incurred	2018-12-31	$389,883
Benefits paid (including direct rollovers)	2018-12-31	$389,883
Total plan assets at end of year	2018-12-31	$7,093,283
Total plan assets at beginning of year	2018-12-31	$7,531,568
Value of fidelity bond covering the plan	2018-12-31	$300,000
Total contributions received or receivable from participants	2018-12-31	$204,561
Other income received	2018-12-31	$-359,943
Net income (gross income less expenses)	2018-12-31	$-438,285
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,093,283
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,531,568
Assets. Value of participant loans	2018-12-31	$76,900
Total contributions received or receivable from employer(s)	2018-12-31	$106,980
2017 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,201,111
Expenses. Total of all expenses incurred	2017-12-31	$234,409
Benefits paid (including direct rollovers)	2017-12-31	$234,409
Total plan assets at end of year	2017-12-31	$7,531,568
Total plan assets at beginning of year	2017-12-31	$6,564,866
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$204,240
Other income received	2017-12-31	$900,570
Net income (gross income less expenses)	2017-12-31	$966,702
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,531,568
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,564,866
Assets. Value of participant loans	2017-12-31	$83,051
Total contributions received or receivable from employer(s)	2017-12-31	$96,301
2016 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$673,054
Expenses. Total of all expenses incurred	2016-12-31	$128,547
Benefits paid (including direct rollovers)	2016-12-31	$128,547
Total plan assets at end of year	2016-12-31	$6,564,866
Total plan assets at beginning of year	2016-12-31	$6,020,359
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$197,452
Other income received	2016-12-31	$384,618
Net income (gross income less expenses)	2016-12-31	$544,507
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,564,866
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,020,359
Assets. Value of participant loans	2016-12-31	$83,603
Total contributions received or receivable from employer(s)	2016-12-31	$90,984
2015 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$216,062
Expenses. Total of all expenses incurred	2015-12-31	$60,629
Benefits paid (including direct rollovers)	2015-12-31	$60,629
Total plan assets at end of year	2015-12-31	$6,020,359
Total plan assets at beginning of year	2015-12-31	$5,864,926
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$151,005
Other income received	2015-12-31	$-16,554
Net income (gross income less expenses)	2015-12-31	$155,433
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,020,359
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,864,926
Assets. Value of participant loans	2015-12-31	$62,362
Total contributions received or receivable from employer(s)	2015-12-31	$81,611
Value of certain deemed distributions of participant loans	2015-12-31	$0
Total income from all sources	2015-06-30	$-67,419
Expenses. Total of all expenses incurred	2015-06-30	$10,643
Benefits paid (including direct rollovers)	2015-06-30	$10,643
Total plan assets at end of year	2015-06-30	$5,864,926
Total plan assets at beginning of year	2015-06-30	$5,942,988
Value of fidelity bond covering the plan	2015-06-30	$600,000
Total contributions received or receivable from participants	2015-06-30	$82,003
Other income received	2015-06-30	$-176,891
Net income (gross income less expenses)	2015-06-30	$-78,062
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$5,864,926
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$5,942,988
Assets. Value of participant loans	2015-06-30	$44,505
Total contributions received or receivable from employer(s)	2015-06-30	$27,469
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$0
2014 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$186,181
Total income from all sources	2014-06-30	$1,136,941
Expenses. Total of all expenses incurred	2014-06-30	$22,294
Benefits paid (including direct rollovers)	2014-06-30	$22,294
Total plan assets at end of year	2014-06-30	$5,942,988
Total plan assets at beginning of year	2014-06-30	$4,642,160
Value of fidelity bond covering the plan	2014-06-30	$600,000
Total contributions received or receivable from participants	2014-06-30	$147,727
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$833,439
Net income (gross income less expenses)	2014-06-30	$1,114,647
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$5,942,988
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$4,642,160
Assets. Value of participant loans	2014-06-30	$53,439
Total contributions received or receivable from employer(s)	2014-06-30	$155,775
2013 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$695,965
Expenses. Total of all expenses incurred	2013-06-30	$28,971
Benefits paid (including direct rollovers)	2013-06-30	$28,971
Total plan assets at end of year	2013-06-30	$4,642,160
Total plan assets at beginning of year	2013-06-30	$3,975,166
Value of fidelity bond covering the plan	2013-06-30	$500,000
Total contributions received or receivable from participants	2013-06-30	$136,580
Other income received	2013-06-30	$483,604
Net income (gross income less expenses)	2013-06-30	$666,994
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$4,642,160
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$3,975,166
Assets. Value of participant loans	2013-06-30	$33,334
Total contributions received or receivable from employer(s)	2013-06-30	$75,781
2012 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$29,013
Expenses. Total of all expenses incurred	2012-06-30	$1,720
Benefits paid (including direct rollovers)	2012-06-30	$1,720
Total plan assets at end of year	2012-06-30	$207,467
Total plan assets at beginning of year	2012-06-30	$180,174
Value of fidelity bond covering the plan	2012-06-30	$300,000
Total contributions received or receivable from participants	2012-06-30	$24,469
Contributions received from other sources (not participants or employers)	2012-06-30	$8,917
Other income received	2012-06-30	$-6,516
Net income (gross income less expenses)	2012-06-30	$27,293
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$207,467
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$180,174
Assets. Value of participant loans	2012-06-30	$9,026
Total contributions received or receivable from employer(s)	2012-06-30	$11,060
2011 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$60,943
Expenses. Total of all expenses incurred	2011-06-30	$1,219
Benefits paid (including direct rollovers)	2011-06-30	$1,219
Total plan assets at end of year	2011-06-30	$180,174
Total plan assets at beginning of year	2011-06-30	$120,450
Value of fidelity bond covering the plan	2011-06-30	$300,000
Total contributions received or receivable from participants	2011-06-30	$24,173
Expenses. Other expenses not covered elsewhere	2011-06-30	$878
Contributions received from other sources (not participants or employers)	2011-06-30	$1,051
Other income received	2011-06-30	$24,620
Net income (gross income less expenses)	2011-06-30	$59,724
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$180,174
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$120,450
Assets. Value of participant loans	2011-06-30	$6,425
Total contributions received or receivable from employer(s)	2011-06-30	$11,099

Form 5500 Responses for MILLINGTON LOCKWOOD PROFIT SHARING PLAN

2023: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MILLINGTON LOCKWOOD 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	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MILLINGTON LOCKWOOD 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MILLINGTON LOCKWOOD 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MILLINGTON LOCKWOOD 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MILLINGTON LOCKWOOD 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MILLINGTON LOCKWOOD 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MILLINGTON LOCKWOOD 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: MILLINGTON LOCKWOOD 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	Yes
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

80003

Policy instance

Insurance contract or identification number	80003
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $5,271
Total amount of fees paid to insurance company	USD $7,545
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

80003

Policy instance

Insurance contract or identification number	80003
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $23,443
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

80003

Policy instance

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517271-000

Policy instance

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517271-000

Policy instance

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517271-000

Policy instance

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517271-000

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH5669

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH5669

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH5669

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU948

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU948

Policy instance

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Company Name:	MILLINGTON LOCKWOOD
Employer identification number (EIN):	160529380
NAIC Classification:	423200