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Plan Name | LAWLEY RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | LAWLEY SERVICE, INC. |
Employer identification number (EIN): | 160802517 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about LAWLEY SERVICE, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1955-11-14 |
Company Identification Number: | 105475 |
Legal Registered Office Address: |
361 Delaware Avenue 361 Delaware Avenue Buffalo United States of America (USA) 14202 |
More information about LAWLEY SERVICE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2021-01-01 | BETH BAUMAN | 2022-07-26 | ||
002 | 2020-01-01 | KAREN SCHIMPF | 2021-06-08 | ||
002 | 2019-01-01 | KAREN SCHIMPF | 2020-06-22 | ||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | DEBORAH JINDRA | |||
002 | 2013-01-01 | DEBORAH JINDRA | |||
002 | 2012-01-01 | DEBORAH JINDRA | |||
002 | 2011-01-01 | DEBORAH JINDRA | |||
002 | 2010-01-01 | DEBORAH JINDRA | |||
002 | 2009-01-01 | DEBORAH JINDRA |
Measure | Date | Value |
---|---|---|
2021: LAWLEY RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 496 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 418 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 86 |
Total of all active and inactive participants | 2021-01-01 | 505 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 507 |
Number of participants with account balances | 2021-01-01 | 496 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: LAWLEY RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 493 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 419 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 76 |
Total of all active and inactive participants | 2020-01-01 | 495 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 495 |
Number of participants with account balances | 2020-01-01 | 494 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: LAWLEY RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 490 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 410 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 80 |
Total of all active and inactive participants | 2019-01-01 | 490 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 490 |
Number of participants with account balances | 2019-01-01 | 489 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: LAWLEY RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 441 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 400 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 75 |
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 | 474 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: LAWLEY RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 392 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 387 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 48 |
Total of all active and inactive participants | 2017-01-01 | 435 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 435 |
Number of participants with account balances | 2017-01-01 | 435 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: LAWLEY RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 385 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 351 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 40 |
Total of all active and inactive participants | 2016-01-01 | 391 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 391 |
Number of participants with account balances | 2016-01-01 | 391 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: LAWLEY RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 360 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 339 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 43 |
Total of all active and inactive participants | 2015-01-01 | 382 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 382 |
Number of participants with account balances | 2015-01-01 | 380 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: LAWLEY RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 348 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 321 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 33 |
Total of all active and inactive participants | 2014-01-01 | 354 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 354 |
Number of participants with account balances | 2014-01-01 | 351 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: LAWLEY RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 329 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 296 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 32 |
Total of all active and inactive participants | 2013-01-01 | 330 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 330 |
Number of participants with account balances | 2013-01-01 | 328 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: LAWLEY RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 323 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 274 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 39 |
Total of all active and inactive participants | 2012-01-01 | 315 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 315 |
Number of participants with account balances | 2012-01-01 | 315 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: LAWLEY RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 300 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 266 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 55 |
Total of all active and inactive participants | 2011-01-01 | 323 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 323 |
Number of participants with account balances | 2011-01-01 | 323 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: LAWLEY RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 292 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 265 |
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 | 33 |
Total of all active and inactive participants | 2010-01-01 | 300 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 300 |
Number of participants with account balances | 2010-01-01 | 300 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: LAWLEY RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 282 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 260 |
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 | 32 |
Total of all active and inactive participants | 2009-01-01 | 294 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 294 |
Number of participants with account balances | 2009-01-01 | 291 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2021 : LAWLEY RETIREMENT 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 | $17,398,643 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,779,124 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,768,570 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,439,439 |
Value of total assets at end of year | 2021-12-31 | $90,046,004 |
Value of total assets at beginning of year | 2021-12-31 | $75,426,485 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $10,554 |
Total interest from all sources | 2021-12-31 | $43,056 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $628,706 |
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 | $628,706 |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,550,129 |
Participant contributions at end of year | 2021-12-31 | $853,369 |
Participant contributions at beginning of year | 2021-12-31 | $880,767 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $419,298 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $189,708 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $271,607 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $47,539 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
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 | $14,619,519 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $90,046,004 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $75,426,485 |
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 |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $53,633,972 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $43,324,873 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $43,019 |
Interest earned on other investments | 2021-12-31 | $37 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $34,752,665 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $30,633,337 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $7,623,865 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $3,616,038 |
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 |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $1,617,703 |
Employer contributions (assets) at end of year | 2021-12-31 | $386,700 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $397,800 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,768,570 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $10,554 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CHIAMPOU TRAVIS BESAW KERSHNER, LLP |
Accountancy firm EIN | 2021-12-31 | 161468002 |
2020 : LAWLEY RETIREMENT PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 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 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $15,287,143 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,851,249 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,843,878 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,508,167 |
Value of total assets at end of year | 2020-12-31 | $75,426,485 |
Value of total assets at beginning of year | 2020-12-31 | $62,990,591 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,371 |
Total interest from all sources | 2020-12-31 | $40,544 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $543,683 |
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 | $543,683 |
Assets. Real estate other than employer real property at end of year | 2020-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2020-12-31 | $0 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,337,221 |
Participant contributions at end of year | 2020-12-31 | $880,767 |
Participant contributions at beginning of year | 2020-12-31 | $669,025 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $189,708 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $592,336 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $12,018 |
Administrative expenses (other) incurred | 2020-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
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 | $12,435,894 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $75,426,485 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $62,990,591 |
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 |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $43,324,873 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $35,910,913 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $40,266 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $278 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $30,633,337 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $26,048,442 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Asset value of US Government securities at end of year | 2020-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $6,030,562 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $3,152,169 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
Assets. Value of employer real property at end of year | 2020-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2020-12-31 | $0 |
Contributions received in cash from employer | 2020-12-31 | $1,578,610 |
Employer contributions (assets) at end of year | 2020-12-31 | $397,800 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $362,211 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,843,878 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $0 |
Contract administrator fees | 2020-12-31 | $7,371 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CHIAMPOU TRAVIS BESAW KERSHNER, LLP |
Accountancy firm EIN | 2020-12-31 | 161468002 |
2019 : LAWLEY RETIREMENT 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 | $17,019,936 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,033,813 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,025,578 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,433,725 |
Value of total assets at end of year | 2019-12-31 | $62,990,591 |
Value of total assets at beginning of year | 2019-12-31 | $49,004,468 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $8,235 |
Total interest from all sources | 2019-12-31 | $37,910 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $550,291 |
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 | $550,291 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,106,549 |
Participant contributions at end of year | 2019-12-31 | $669,025 |
Participant contributions at beginning of year | 2019-12-31 | $706,128 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $846,199 |
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 | $13,986,123 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $62,990,591 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $49,004,468 |
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 | $35,910,913 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $27,486,110 |
Interest on participant loans | 2019-12-31 | $37,687 |
Interest earned on other investments | 2019-12-31 | $223 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $26,048,442 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $20,475,845 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $7,115,147 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $3,882,863 |
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 | $1,480,977 |
Employer contributions (assets) at end of year | 2019-12-31 | $362,211 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $336,385 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,025,578 |
Contract administrator fees | 2019-12-31 | $8,235 |
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 | CHIAMPOU TRAVIS BESAW KERSHNER, LLP |
Accountancy firm EIN | 2019-12-31 | 161468002 |
2018 : LAWLEY RETIREMENT 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 | $2,187,858 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,587,521 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,579,446 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,606,247 |
Value of total assets at end of year | 2018-12-31 | $49,004,468 |
Value of total assets at beginning of year | 2018-12-31 | $48,404,131 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,075 |
Total interest from all sources | 2018-12-31 | $30,938 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $483,263 |
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 | $483,263 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,009,673 |
Participant contributions at end of year | 2018-12-31 | $706,128 |
Participant contributions at beginning of year | 2018-12-31 | $412,929 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,202,041 |
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 | $600,337 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $49,004,468 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $48,404,131 |
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 | $27,486,110 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $27,423,482 |
Interest on participant loans | 2018-12-31 | $30,607 |
Interest earned on other investments | 2018-12-31 | $331 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $20,475,845 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $20,240,358 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,618,692 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-1,313,898 |
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 | $1,394,533 |
Employer contributions (assets) at end of year | 2018-12-31 | $336,385 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $327,362 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,579,446 |
Contract administrator fees | 2018-12-31 | $8,075 |
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 | 2018-12-31 | No |
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 | CHIAMPOU TRAVIS BESAW KERSHNER, LLP |
Accountancy firm EIN | 2018-12-31 | 161468002 |
2017 : LAWLEY RETIREMENT 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 | $11,465,197 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,532,571 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,506,593 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,820,123 |
Value of total assets at end of year | 2017-12-31 | $48,404,131 |
Value of total assets at beginning of year | 2017-12-31 | $38,471,505 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $25,978 |
Total interest from all sources | 2017-12-31 | $19,384 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $406,445 |
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 | $406,445 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,786,795 |
Participant contributions at end of year | 2017-12-31 | $412,929 |
Participant contributions at beginning of year | 2017-12-31 | $408,891 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $721,749 |
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 | $9,932,626 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $48,404,131 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $38,471,505 |
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 | $27,423,482 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $22,093,770 |
Interest on participant loans | 2017-12-31 | $19,039 |
Interest earned on other investments | 2017-12-31 | $345 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $20,240,358 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $15,689,296 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,970,763 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $2,248,482 |
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 | $1,311,579 |
Employer contributions (assets) at end of year | 2017-12-31 | $327,362 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $279,548 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,506,593 |
Contract administrator fees | 2017-12-31 | $25,978 |
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 | 2017-12-31 | No |
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 | CHIAMPOU TRAVIS BESAW KERSHNER, LLP |
Accountancy firm EIN | 2017-12-31 | 161468002 |
2016 : LAWLEY RETIREMENT 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 | $7,044,065 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,592,174 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,572,549 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,271,556 |
Value of total assets at end of year | 2016-12-31 | $38,471,505 |
Value of total assets at beginning of year | 2016-12-31 | $34,019,614 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $19,625 |
Total interest from all sources | 2016-12-31 | $18,954 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $308,493 |
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 | $308,493 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,555,052 |
Participant contributions at end of year | 2016-12-31 | $408,891 |
Participant contributions at beginning of year | 2016-12-31 | $435,541 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $551,045 |
Other income not declared elsewhere | 2016-12-31 | $193 |
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 | $4,451,891 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $38,471,505 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $34,019,614 |
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 | $22,093,770 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $20,063,510 |
Interest on participant loans | 2016-12-31 | $18,954 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $15,689,296 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $13,252,214 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,444,869 |
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 | $1,165,459 |
Employer contributions (assets) at end of year | 2016-12-31 | $279,548 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $268,349 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,572,549 |
Contract administrator fees | 2016-12-31 | $19,625 |
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 | 2016-12-31 | No |
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 | CHIAMPOU TRAVIS BESAW KERSHNER, LLP |
Accountancy firm EIN | 2016-12-31 | 161468002 |
2015 : LAWLEY RETIREMENT 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 | $3,543,861 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $713,153 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $707,733 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,763,804 |
Value of total assets at end of year | 2015-12-31 | $34,019,614 |
Value of total assets at beginning of year | 2015-12-31 | $31,188,906 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,420 |
Total interest from all sources | 2015-12-31 | $16,522 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $320,154 |
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 | $320,154 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,384,274 |
Participant contributions at end of year | 2015-12-31 | $435,541 |
Participant contributions at beginning of year | 2015-12-31 | $332,572 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $257,102 |
Other income not declared elsewhere | 2015-12-31 | $442 |
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 | $2,830,708 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $34,019,614 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $31,188,906 |
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 | $20,063,510 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $19,346,406 |
Interest on participant loans | 2015-12-31 | $16,522 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $13,252,214 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $11,252,481 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-557,061 |
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 | $1,122,428 |
Employer contributions (assets) at end of year | 2015-12-31 | $268,349 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $257,447 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $707,733 |
Contract administrator fees | 2015-12-31 | $5,420 |
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 | 2015-12-31 | Yes |
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 | CHIAMPOU TRAVIS BESAW KERSHNER, LLP |
Accountancy firm EIN | 2015-12-31 | 161468002 |
2014 : LAWLEY RETIREMENT 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 | $5,274,082 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,404,438 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,399,286 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,433,138 |
Value of total assets at end of year | 2014-12-31 | $31,188,906 |
Value of total assets at beginning of year | 2014-12-31 | $27,319,262 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,152 |
Total interest from all sources | 2014-12-31 | $12,894 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $304,814 |
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 | $304,814 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,969,789 |
Participant contributions at end of year | 2014-12-31 | $332,572 |
Participant contributions at beginning of year | 2014-12-31 | $328,764 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $426,303 |
Other income not declared elsewhere | 2014-12-31 | $169 |
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 | $3,869,644 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $31,188,906 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $27,319,262 |
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 | $19,346,406 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $17,676,668 |
Interest on participant loans | 2014-12-31 | $12,894 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $11,252,481 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $9,085,230 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,015,840 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $507,227 |
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 | $1,037,046 |
Employer contributions (assets) at end of year | 2014-12-31 | $257,447 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $228,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,399,286 |
Contract administrator fees | 2014-12-31 | $5,152 |
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 | 2014-12-31 | Yes |
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 | CHIAMPOU TRAVIS BESAW KERSHNER, LLP |
Accountancy firm EIN | 2014-12-31 | 161468002 |
2013 : LAWLEY RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
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 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $7,277,674 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,424,898 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,418,399 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,009,063 |
Value of total assets at end of year | 2013-12-31 | $27,319,262 |
Value of total assets at beginning of year | 2013-12-31 | $21,466,486 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $6,499 |
Total interest from all sources | 2013-12-31 | $11,870 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $309,414 |
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 | $309,414 |
Administrative expenses professional fees incurred | 2013-12-31 | $620 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,599,176 |
Participant contributions at end of year | 2013-12-31 | $328,764 |
Participant contributions at beginning of year | 2013-12-31 | $233,483 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $542,597 |
Other income not declared elsewhere | 2013-12-31 | $-1,703 |
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 | $5,852,776 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $27,319,262 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $21,466,486 |
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 | $17,676,668 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $18,598,859 |
Interest on participant loans | 2013-12-31 | $11,870 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $9,085,230 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,399,144 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,428,765 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $520,265 |
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 | $867,290 |
Employer contributions (assets) at end of year | 2013-12-31 | $228,600 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $235,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,418,399 |
Contract administrator fees | 2013-12-31 | $5,879 |
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 | 2013-12-31 | Yes |
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 |
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 | CHIAMPOU TRAVIS BESAW KERSHNER, LLP |
Accountancy firm EIN | 2013-12-31 | 161468002 |
2012 : LAWLEY RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
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 | $4,693,128 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,213,611 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,209,197 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,453,498 |
Value of total assets at end of year | 2012-12-31 | $21,466,486 |
Value of total assets at beginning of year | 2012-12-31 | $17,986,969 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,414 |
Total interest from all sources | 2012-12-31 | $9,609 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $570,639 |
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 | $570,639 |
Administrative expenses professional fees incurred | 2012-12-31 | $4,414 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,399,736 |
Participant contributions at end of year | 2012-12-31 | $233,483 |
Participant contributions at beginning of year | 2012-12-31 | $201,320 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $234,080 |
Other income not declared elsewhere | 2012-12-31 | $1,469 |
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 | $3,479,517 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $21,466,486 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $17,986,969 |
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 | $18,598,859 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $15,652,092 |
Interest on participant loans | 2012-12-31 | $9,609 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,399,144 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,885,473 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,641,039 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $16,874 |
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 | $819,682 |
Employer contributions (assets) at end of year | 2012-12-31 | $235,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $248,084 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,209,197 |
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 |
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 | CHIAMPOU TRAVIS BESAW KERSHNER, LLP |
Accountancy firm EIN | 2012-12-31 | 161468002 |
2011 : LAWLEY RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
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 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,659,371 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $982,949 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $978,684 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,256,726 |
Value of total assets at end of year | 2011-12-31 | $17,986,969 |
Value of total assets at beginning of year | 2011-12-31 | $17,310,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,265 |
Total interest from all sources | 2011-12-31 | $11,638 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $449,627 |
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 | $449,627 |
Administrative expenses professional fees incurred | 2011-12-31 | $4,265 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,373,848 |
Participant contributions at end of year | 2011-12-31 | $201,320 |
Participant contributions at beginning of year | 2011-12-31 | $272,246 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $66,283 |
Other income not declared elsewhere | 2011-12-31 | $-3,759 |
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 | $676,422 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $17,986,969 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $17,310,547 |
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 | $15,652,092 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $15,458,951 |
Interest on participant loans | 2011-12-31 | $11,638 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,885,473 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,579,350 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,066,653 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $11,792 |
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 | $816,595 |
Employer contributions (assets) at end of year | 2011-12-31 | $248,084 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $978,684 |
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 |
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 | CHIAMPOU TRAVIS BESAW KERSHNER, LLP |
Accountancy firm EIN | 2011-12-31 | 161468002 |
2010 : LAWLEY RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $4,126,583 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,421,846 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,417,861 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,108,586 |
Value of total assets at end of year | 2010-12-31 | $17,310,547 |
Value of total assets at beginning of year | 2010-12-31 | $14,605,810 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,985 |
Total interest from all sources | 2010-12-31 | $12,649 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $354,165 |
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 | $354,165 |
Administrative expenses professional fees incurred | 2010-12-31 | $3,985 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,308,412 |
Participant contributions at end of year | 2010-12-31 | $272,246 |
Participant contributions at beginning of year | 2010-12-31 | $210,187 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $264,864 |
Other income not declared elsewhere | 2010-12-31 | $5,102 |
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 | $2,704,737 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $17,310,547 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $14,605,810 |
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 | $15,458,951 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $12,637,967 |
Interest on participant loans | 2010-12-31 | $12,649 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,579,350 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,757,656 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,633,510 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $12,571 |
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 | $535,310 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,417,861 |
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 |
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 | CHIAMPOU TRAVIS BESAW KERSHNER, LLP |
Accountancy firm EIN | 2010-12-31 | 161468002 |
2009 : LAWLEY RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2021: LAWLEY RETIREMENT 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: LAWLEY RETIREMENT 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: LAWLEY RETIREMENT 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: LAWLEY RETIREMENT 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: LAWLEY RETIREMENT 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: LAWLEY RETIREMENT 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: LAWLEY RETIREMENT 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: LAWLEY RETIREMENT 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: LAWLEY RETIREMENT 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: LAWLEY RETIREMENT 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: LAWLEY RETIREMENT 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: LAWLEY RETIREMENT 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: LAWLEY RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
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 |