401k Plan data: L&P CASH BALANCE PLAN plan

L&P CASH BALANCE PLAN 401k Plan overview

Plan Name	L&P CASH BALANCE PLAN
Plan identification number	002

L&P CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEWIS & PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: LEWIS & PARTNERS, LLC

Employer identification number (EIN): 223914981

NAIC Classification: 541800

Additional information about LEWIS & PARTNERS, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2005-07-01

Company Identification Number: 0800513294

Legal Registered Office Address: 2221 MACONDA LN

HOUSTON
United States of America (USA)
77027

More information about LEWIS & PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L&P CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01

Plan Statistics for L&P CASH BALANCE PLAN

401k plan membership statisitcs for L&P CASH BALANCE PLAN

Measure Date Value
2022: L&P CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,161,598
Acturial value of plan assets 2022-12-31 1,161,598
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 8,142
Active participant vested funding target 2022-12-31 825,309
Number of active participants 2022-12-31 14
Total funding liabilities for active participants 2022-12-31 826,408
Total participant count 2022-12-31 17
Total funding target for all participants 2022-12-31 834,550
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 163,260
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 6,084
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 157,176
Present value of excess contributions 2022-12-31 140,781
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 148,589
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 169,939
Total employer contributions 2022-12-31 167,994
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 164,406
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 98,678
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 164,406
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: L&P CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 915,774
Acturial value of plan assets 2021-12-31 915,774
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 4,477
Active participant vested funding target 2021-12-31 677,524
Number of active participants 2021-12-31 14
Total funding liabilities for active participants 2021-12-31 678,217
Total participant count 2021-12-31 16
Total funding target for all participants 2021-12-31 682,694
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 144,542
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 144,542
Present value of excess contributions 2021-12-31 28,027
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 29,504
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 163,260
Total employer contributions 2021-12-31 167,994
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 161,739
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 96,862
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 27,042
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 6,084
Additional cash requirement 2021-12-31 20,958
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 161,739
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: L&P CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 689,294
Acturial value of plan assets 2020-12-31 689,294
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 2,763
Active participant vested funding target 2020-12-31 556,405
Number of active participants 2020-12-31 10
Total funding liabilities for active participants 2020-12-31 557,122
Total participant count 2020-12-31 11
Total funding target for all participants 2020-12-31 559,885
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 109,062
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 90,056
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 19,006
Present value of excess contributions 2020-12-31 107,977
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 122,645
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 122,645
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 144,542
Total employer contributions 2020-12-31 139,287
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 132,403
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 96,675
Net shortfall amortization installment of oustanding balance 2020-12-31 39,739
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 104,376
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 104,376
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 132,403
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: L&P CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 493,733
Acturial value of plan assets 2019-12-31 493,733
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 1,655
Active participant vested funding target 2019-12-31 426,929
Number of active participants 2019-12-31 13
Total funding liabilities for active participants 2019-12-31 428,404
Total participant count 2019-12-31 14
Total funding target for all participants 2019-12-31 430,059
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 94,394
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 82,746
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 11,648
Present value of excess contributions 2019-12-31 100,304
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 97,892
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 97,892
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 109,062
Total employer contributions 2019-12-31 130,662
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 121,533
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 95,911
Net shortfall amortization installment of oustanding balance 2019-12-31 45,387
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 103,612
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 93,251
Additional cash requirement 2019-12-31 10,361
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 121,533
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: L&P CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 383,908
Acturial value of plan assets 2018-12-31 383,908
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 1,576
Active participant vested funding target 2018-12-31 301,247
Number of active participants 2018-12-31 11
Total funding liabilities for active participants 2018-12-31 304,745
Total participant count 2018-12-31 12
Total funding target for all participants 2018-12-31 306,321
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 47,556
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 47,556
Present value of excess contributions 2018-12-31 42,575
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 45,040
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 45,040
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 94,394
Total employer contributions 2018-12-31 123,301
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 113,486
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 92,918
Net shortfall amortization installment of oustanding balance 2018-12-31 16,807
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 95,662
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 82,480
Additional cash requirement 2018-12-31 13,182
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 113,486
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: L&P CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 231,240
Acturial value of plan assets 2017-12-31 231,240
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 12
Total funding liabilities for active participants 2017-12-31 194,588
Total participant count 2017-12-31 12
Total funding target for all participants 2017-12-31 194,588
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 19,939
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 19,939
Present value of excess contributions 2017-12-31 25,914
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 27,463
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 27,463
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 47,556
Total employer contributions 2017-12-31 146,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 132,976
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 90,401
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 90,401
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 90,401
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 132,976
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: L&P CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 107,717
Acturial value of plan assets 2016-12-31 107,717
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 12
Total funding liabilities for active participants 2016-12-31 91,813
Total participant count 2016-12-31 12
Total funding target for all participants 2016-12-31 91,813
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 18,786
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 19,939
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 19,939
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 19,939
Total employer contributions 2016-12-31 123,096
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 113,355
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 87,441
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 87,441
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 87,441
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 113,355
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: L&P CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,161,598
Acturial value of plan assets	2022-12-31	1,161,598
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	8,142
Active participant vested funding target	2022-12-31	825,309
Number of active participants	2022-12-31	14
Total funding liabilities for active participants	2022-12-31	826,408
Total participant count	2022-12-31	17
Total funding target for all participants	2022-12-31	834,550
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	163,260
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	6,084
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	157,176
Present value of excess contributions	2022-12-31	140,781
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	148,589
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	169,939
Total employer contributions	2022-12-31	167,994
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	164,406
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	98,678
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	164,406
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: L&P CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	915,774
Acturial value of plan assets	2021-12-31	915,774
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	4,477
Active participant vested funding target	2021-12-31	677,524
Number of active participants	2021-12-31	14
Total funding liabilities for active participants	2021-12-31	678,217
Total participant count	2021-12-31	16
Total funding target for all participants	2021-12-31	682,694
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	144,542
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	144,542
Present value of excess contributions	2021-12-31	28,027
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	29,504
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	163,260
Total employer contributions	2021-12-31	167,994
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	161,739
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	96,862
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	27,042
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	6,084
Additional cash requirement	2021-12-31	20,958
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	161,739
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: L&P CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	689,294
Acturial value of plan assets	2020-12-31	689,294
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	2,763
Active participant vested funding target	2020-12-31	556,405
Number of active participants	2020-12-31	10
Total funding liabilities for active participants	2020-12-31	557,122
Total participant count	2020-12-31	11
Total funding target for all participants	2020-12-31	559,885
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	109,062
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	90,056
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	19,006
Present value of excess contributions	2020-12-31	107,977
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	122,645
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	122,645
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	144,542
Total employer contributions	2020-12-31	139,287
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	132,403
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	96,675
Net shortfall amortization installment of oustanding balance	2020-12-31	39,739
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	104,376
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	104,376
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	132,403
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: L&P CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	493,733
Acturial value of plan assets	2019-12-31	493,733
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	1,655
Active participant vested funding target	2019-12-31	426,929
Number of active participants	2019-12-31	13
Total funding liabilities for active participants	2019-12-31	428,404
Total participant count	2019-12-31	14
Total funding target for all participants	2019-12-31	430,059
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	94,394
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	82,746
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	11,648
Present value of excess contributions	2019-12-31	100,304
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	97,892
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	97,892
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	109,062
Total employer contributions	2019-12-31	130,662
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	121,533
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	95,911
Net shortfall amortization installment of oustanding balance	2019-12-31	45,387
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	103,612
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	93,251
Additional cash requirement	2019-12-31	10,361
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	121,533
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: L&P CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	383,908
Acturial value of plan assets	2018-12-31	383,908
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	1,576
Active participant vested funding target	2018-12-31	301,247
Number of active participants	2018-12-31	11
Total funding liabilities for active participants	2018-12-31	304,745
Total participant count	2018-12-31	12
Total funding target for all participants	2018-12-31	306,321
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	47,556
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	47,556
Present value of excess contributions	2018-12-31	42,575
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	45,040
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	45,040
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	94,394
Total employer contributions	2018-12-31	123,301
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	113,486
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	92,918
Net shortfall amortization installment of oustanding balance	2018-12-31	16,807
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	95,662
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	82,480
Additional cash requirement	2018-12-31	13,182
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	113,486
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: L&P CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	231,240
Acturial value of plan assets	2017-12-31	231,240
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	12
Total funding liabilities for active participants	2017-12-31	194,588
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	194,588
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	19,939
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	19,939
Present value of excess contributions	2017-12-31	25,914
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	27,463
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	27,463
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	47,556
Total employer contributions	2017-12-31	146,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	132,976
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	90,401
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	90,401
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	90,401
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	132,976
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: L&P CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	107,717
Acturial value of plan assets	2016-12-31	107,717
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	91,813
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	91,813
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	18,786
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	19,939
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	19,939
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	19,939
Total employer contributions	2016-12-31	123,096
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	113,355
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	87,441
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	87,441
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	87,441
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	113,355
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	LEWIS & PARTNERS, LLC
Employer identification number (EIN):	223914981
NAIC Classification:	541800

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2005-07-01
Company Identification Number:	0800513294
Legal Registered Office Address:	2221 MACONDA LN HOUSTON United States of America (USA) 77027

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01