AMANDA LEWIS ENTERPRISES, LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMANDA LEWIS ENTERPRISES, LTD 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022: AMANDA LEWIS ENTERPRISES, LTD 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 0 |
| Number of participants with account balances | 2022-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: AMANDA LEWIS ENTERPRISES, LTD 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 4 |
| Number of participants with account balances | 2021-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: AMANDA LEWIS ENTERPRISES, LTD 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 12 |
| Total of all active and inactive participants | 2020-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 13 |
| Number of participants with account balances | 2020-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 6 |
| 2019: AMANDA LEWIS ENTERPRISES, LTD 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 13 |
| 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 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 13 |
| Number of participants with account balances | 2019-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : AMANDA LEWIS ENTERPRISES, LTD 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $-28,720 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $123,908 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $123,908 |
| Total plan assets at end of year | 2022-06-30 | $0 |
| Total plan assets at beginning of year | 2022-06-30 | $152,628 |
| Value of fidelity bond covering the plan | 2022-06-30 | $50,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $0 |
| Other income received | 2022-06-30 | $-28,720 |
| Net income (gross income less expenses) | 2022-06-30 | $-152,628 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $152,628 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $0 |
| 2021 : AMANDA LEWIS ENTERPRISES, LTD 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $46,670 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $140,458 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $140,556 |
| Total plan assets at end of year | 2021-12-31 | $152,628 |
| Total plan assets at beginning of year | 2021-12-31 | $246,416 |
| Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $19,500 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $-98 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $27,170 |
| Net income (gross income less expenses) | 2021-12-31 | $-93,788 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $152,628 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $246,416 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| 2020 : AMANDA LEWIS ENTERPRISES, LTD 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $140,561 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $19,532 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $19,602 |
| Total plan assets at end of year | 2020-12-31 | $246,416 |
| Total plan assets at beginning of year | 2020-12-31 | $125,387 |
| Value of fidelity bond covering the plan | 2020-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $42,231 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $-70 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $23,418 |
| Net income (gross income less expenses) | 2020-12-31 | $121,029 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $246,416 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $125,387 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $74,912 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| 2019 : AMANDA LEWIS ENTERPRISES, LTD 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $125,387 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $125,387 |
| Value of fidelity bond covering the plan | 2019-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $50,417 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $34,274 |
| Other income received | 2019-12-31 | $8,677 |
| Net income (gross income less expenses) | 2019-12-31 | $125,387 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $125,387 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $32,019 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2022: AMANDA LEWIS ENTERPRISES, LTD 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | Yes |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: AMANDA LEWIS ENTERPRISES, LTD 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: AMANDA LEWIS ENTERPRISES, LTD 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: AMANDA LEWIS ENTERPRISES, LTD 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | First time form 5500 has been submitted | Yes |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 137892 |
| Policy instance | 1 |
| Insurance contract or identification number | 137892 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $300 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 300 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 137892 |
| Policy instance | 1 |
| Insurance contract or identification number | 137892 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $675 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 675 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 137892 |
| Policy instance | 1 |
| Insurance contract or identification number | 137892 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $299 | | Total amount of fees paid to insurance company | USD $150 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $299 | | Amount paid for insurance broker fees | 150 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 137892 |
| Policy instance | 1 |
| Insurance contract or identification number | 137892 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $720 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 720 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker organization code? | 5 |
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