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LJB INC. SAVINGS PLAN & TRUST 401k Plan overview

Plan NameLJB INC. SAVINGS PLAN & TRUST
Plan identification number 001

LJB INC. SAVINGS PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LJB INC. has sponsored the creation of one or more 401k plans.

Company Name:LJB INC.
Employer identification number (EIN):311120919
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about LJB INC.

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 104281
Legal Registered Office Address: 1602 M 139 BENTON HARBOR


United States of America (USA)
49022

More information about LJB INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LJB INC. SAVINGS PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01GLENDA RANDALL
0012017-01-01GLENDA RANDALL
0012016-01-01GLENDA RANDALL
0012015-01-01GLENDA RANDALL
0012014-01-01GLENDA RANDALL
0012014-01-01GLENDA RANDALL
0012013-01-01GLENDA RANDALL
0012012-01-01STEPHEN WILLIAMS STEPHEN WILLIAMS2013-10-01
0012011-01-01STEPHEN WILLIAMS STEPHEN WILLIAMS2012-10-15
0012010-01-01STEPHEN D. WILLIAMS
0012009-01-01STEPHEN D. WILLIAMS STEPHEN D. WILLIAMS2010-10-13

Plan Statistics for LJB INC. SAVINGS PLAN & TRUST

401k plan membership statisitcs for LJB INC. SAVINGS PLAN & TRUST

Measure Date Value
2022: LJB INC. SAVINGS PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01185
Total number of active participants reported on line 7a of the Form 55002022-01-0147
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0147
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LJB INC. SAVINGS PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01173
Total number of active participants reported on line 7a of the Form 55002021-01-01155
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01192
Number of participants with account balances2021-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: LJB INC. SAVINGS PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01208
Total number of active participants reported on line 7a of the Form 55002020-01-01137
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0150
Total of all active and inactive participants2020-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01195
Number of participants with account balances2020-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: LJB INC. SAVINGS PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01168
Total number of active participants reported on line 7a of the Form 55002019-01-01158
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01200
Number of participants with account balances2019-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: LJB INC. SAVINGS PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01156
Total number of active participants reported on line 7a of the Form 55002018-01-01126
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01168
Number of participants with account balances2018-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: LJB INC. SAVINGS PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01133
Total number of active participants reported on line 7a of the Form 55002017-01-01122
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01156
Total participants2017-01-01156
Number of participants with account balances2017-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LJB INC. SAVINGS PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01131
Total number of active participants reported on line 7a of the Form 55002016-01-0196
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01133
Number of participants with account balances2016-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LJB INC. SAVINGS PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01143
Total number of active participants reported on line 7a of the Form 55002015-01-01104
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01131
Number of participants with account balances2015-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LJB INC. SAVINGS PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01129
Total number of active participants reported on line 7a of the Form 55002014-01-01117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01143
Number of participants with account balances2014-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LJB INC. SAVINGS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01124
Total number of active participants reported on line 7a of the Form 55002013-01-01105
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01129
Number of participants with account balances2013-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LJB INC. SAVINGS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01131
Total number of active participants reported on line 7a of the Form 55002012-01-0199
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01122
Number of participants with account balances2012-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LJB INC. SAVINGS PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01132
Total number of active participants reported on line 7a of the Form 55002011-01-01105
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01131
Number of participants with account balances2011-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LJB INC. SAVINGS PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01149
Total number of active participants reported on line 7a of the Form 55002010-01-01101
Number of retired or separated participants receiving benefits2010-01-0110
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01132
Number of participants with account balances2010-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LJB INC. SAVINGS PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01174
Total number of active participants reported on line 7a of the Form 55002009-01-01123
Number of retired or separated participants receiving benefits2009-01-0114
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01147
Number of participants with account balances2009-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LJB INC. SAVINGS PLAN & TRUST

Measure Date Value
2022 : LJB INC. SAVINGS PLAN & TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-6,842,395
Total unrealized appreciation/depreciation of assets2022-12-31$-6,842,395
Total transfer of assets from this plan2022-12-31$35,670,866
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$12,945,675
Total loss/gain on sale of assets2022-12-31$15,730,889
Total of all expenses incurred2022-12-31$16,089,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,057,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,292,085
Value of total assets at end of year2022-12-31$3,318
Value of total assets at beginning of year2022-12-31$38,814,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,274
Total interest from all sources2022-12-31$57,077
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,485,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$137,512
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$747,605
Participant contributions at beginning of year2022-12-31$73,175
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$398,591
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$347,984
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,318
Administrative expenses (other) incurred2022-12-31$3,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,143,401
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,814,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,894,257
Interest on participant loans2022-12-31$1,497
Interest earned on other investments2022-12-31$55,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,174,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,777,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at beginning of year2022-12-31$15,137,942
Contributions received in cash from employer2022-12-31$196,496
Employer contributions (assets) at end of year2022-12-31$3,318
Employer contributions (assets) at beginning of year2022-12-31$135,482
Income. Dividends from common stock2022-12-31$5,347,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,056,269
Contract administrator fees2022-12-31$28,230
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$28,987,923
Aggregate carrying amount (costs) on sale of assets2022-12-31$13,257,034
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : LJB INC. SAVINGS PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$14,837,564
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,973,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,921,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,909,426
Value of total assets at end of year2021-12-31$38,814,267
Value of total assets at beginning of year2021-12-31$25,950,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,655
Total interest from all sources2021-12-31$11,541
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$947,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$947,814
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,388,600
Participant contributions at end of year2021-12-31$73,175
Participant contributions at beginning of year2021-12-31$106,290
Assets. Other investments not covered elsewhere at end of year2021-12-31$398,591
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$884,111
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,039,732
Other income not declared elsewhere2021-12-31$7,625,189
Administrative expenses (other) incurred2021-12-31$57
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,864,111
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,814,267
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,950,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,894,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,868,874
Interest on participant loans2021-12-31$2,965
Interest earned on other investments2021-12-31$8,576
Value of interest in common/collective trusts at beginning of year2021-12-31$2,491,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,174,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,263,553
Net investment gain or loss from common/collective trusts2021-12-31$80,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$15,137,942
Assets. Invements in employer securities at beginning of year2021-12-31$5,483,232
Contributions received in cash from employer2021-12-31$481,094
Employer contributions (assets) at end of year2021-12-31$135,482
Employer contributions (assets) at beginning of year2021-12-31$115,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,921,798
Contract administrator fees2021-12-31$51,598
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$411
Aggregate carrying amount (costs) on sale of assets2021-12-31$411
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : LJB INC. SAVINGS PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,033,911
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$821,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$789,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,637,562
Value of total assets at end of year2020-12-31$25,950,156
Value of total assets at beginning of year2020-12-31$20,737,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,398
Total interest from all sources2020-12-31$3,532
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$852,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$852,261
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,211,766
Participant contributions at end of year2020-12-31$106,290
Participant contributions at beginning of year2020-12-31$24,866
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$6,447
Assets. Other investments not covered elsewhere at end of year2020-12-31$884,111
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$663,705
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$96,726
Other income not declared elsewhere2020-12-31$855,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,212,633
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,950,156
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,737,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,868,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,958,639
Interest on participant loans2020-12-31$3,532
Value of interest in common/collective trusts at end of year2020-12-31$2,491,774
Value of interest in common/collective trusts at beginning of year2020-12-31$2,278,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,646,523
Net investment gain or loss from common/collective trusts2020-12-31$38,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$5,483,232
Assets. Invements in employer securities at beginning of year2020-12-31$4,697,889
Contributions received in cash from employer2020-12-31$329,070
Employer contributions (assets) at end of year2020-12-31$115,875
Employer contributions (assets) at beginning of year2020-12-31$107,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$789,880
Contract administrator fees2020-12-31$31,398
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2020-12-31310800053
2019 : LJB INC. SAVINGS PLAN & TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$211,045
Total unrealized appreciation/depreciation of assets2019-12-31$211,045
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$5,625,572
Total loss/gain on sale of assets2019-12-31$501,142
Total of all expenses incurred2019-12-31$3,140,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,109,505
Value of total corrective distributions2019-12-31$1,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,901,081
Value of total assets at end of year2019-12-31$20,737,523
Value of total assets at beginning of year2019-12-31$18,252,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,250
Total interest from all sources2019-12-31$1,741
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,100,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,094,671
Administrative expenses professional fees incurred2019-12-31$28,919
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,113,289
Participant contributions at end of year2019-12-31$24,866
Participant contributions at beginning of year2019-12-31$22,661
Participant contributions at end of year2019-12-31$6,447
Participant contributions at beginning of year2019-12-31$34,133
Assets. Other investments not covered elsewhere at end of year2019-12-31$663,705
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$599,597
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$484,959
Other income not declared elsewhere2019-12-31$369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,484,767
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,737,523
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,252,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,958,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,974,927
Interest on participant loans2019-12-31$902
Interest earned on other investments2019-12-31$839
Value of interest in common/collective trusts at end of year2019-12-31$2,278,504
Value of interest in common/collective trusts at beginning of year2019-12-31$2,703,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,860,795
Net investment gain or loss from common/collective trusts2019-12-31$48,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$4,697,889
Assets. Invements in employer securities at beginning of year2019-12-31$3,830,478
Contributions received in cash from employer2019-12-31$302,833
Employer contributions (assets) at end of year2019-12-31$107,473
Employer contributions (assets) at beginning of year2019-12-31$87,291
Income. Dividends from common stock2019-12-31$6,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,109,505
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$10,130,593
Aggregate carrying amount (costs) on sale of assets2019-12-31$9,629,451
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2019-12-31310800053
2018 : LJB INC. SAVINGS PLAN & TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$132,982
Total unrealized appreciation/depreciation of assets2018-12-31$132,982
Total income from all sources (including contributions)2018-12-31$1,543,591
Total loss/gain on sale of assets2018-12-31$126,016
Total of all expenses incurred2018-12-31$1,983,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,962,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,740,465
Value of total assets at end of year2018-12-31$18,252,756
Value of total assets at beginning of year2018-12-31$18,692,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,714
Total interest from all sources2018-12-31$2,082
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$896,092
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$659,416
Administrative expenses professional fees incurred2018-12-31$19,258
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,048,191
Participant contributions at end of year2018-12-31$22,661
Participant contributions at beginning of year2018-12-31$49,618
Participant contributions at end of year2018-12-31$34,133
Assets. Other investments not covered elsewhere at end of year2018-12-31$599,597
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$623,545
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$433,291
Other income not declared elsewhere2018-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-439,923
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,252,756
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,692,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,456
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,974,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,148,327
Interest on participant loans2018-12-31$1,666
Interest earned on other investments2018-12-31$416
Value of interest in common/collective trusts at end of year2018-12-31$2,703,669
Value of interest in common/collective trusts at beginning of year2018-12-31$3,057,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,405,052
Net investment gain or loss from common/collective trusts2018-12-31$51,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$3,830,478
Assets. Invements in employer securities at beginning of year2018-12-31$2,813,754
Contributions received in cash from employer2018-12-31$258,983
Employer contributions (assets) at end of year2018-12-31$87,291
Income. Dividends from common stock2018-12-31$236,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,962,800
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$8,199,825
Aggregate carrying amount (costs) on sale of assets2018-12-31$8,073,809
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2018-12-31310800053
2017 : LJB INC. SAVINGS PLAN & TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,371,413
Total unrealized appreciation/depreciation of assets2017-12-31$1,371,413
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,038
Total income from all sources (including contributions)2017-12-31$4,606,798
Total loss/gain on sale of assets2017-12-31$135,101
Total of all expenses incurred2017-12-31$3,633,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,627,360
Value of total corrective distributions2017-12-31$374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,107,938
Value of total assets at end of year2017-12-31$18,692,679
Value of total assets at beginning of year2017-12-31$17,736,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,162
Total interest from all sources2017-12-31$2,950
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$515,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$515,156
Administrative expenses professional fees incurred2017-12-31$4,939
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$887,303
Participant contributions at end of year2017-12-31$49,618
Participant contributions at beginning of year2017-12-31$161,057
Assets. Other investments not covered elsewhere at end of year2017-12-31$623,545
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$504,468
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$220,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$17,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$972,902
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,692,679
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,719,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,148,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,029,037
Interest on participant loans2017-12-31$2,723
Interest earned on other investments2017-12-31$227
Value of interest in common/collective trusts at end of year2017-12-31$3,057,435
Value of interest in common/collective trusts at beginning of year2017-12-31$3,494,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,428,863
Net investment gain or loss from common/collective trusts2017-12-31$45,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$2,813,754
Assets. Invements in employer securities at beginning of year2017-12-31$2,548,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,627,360
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$7,809,050
Aggregate carrying amount (costs) on sale of assets2017-12-31$7,673,949
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2017-12-31310800053
2016 : LJB INC. SAVINGS PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-2,146,590
Total unrealized appreciation/depreciation of assets2016-12-31$-2,146,590
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,912
Total income from all sources (including contributions)2016-12-31$-663,373
Total loss/gain on sale of assets2016-12-31$97,141
Total of all expenses incurred2016-12-31$1,262,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,244,842
Value of total corrective distributions2016-12-31$12,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$855,815
Value of total assets at end of year2016-12-31$17,736,815
Value of total assets at beginning of year2016-12-31$19,657,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,487
Total interest from all sources2016-12-31$4,871
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$277,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$277,728
Administrative expenses professional fees incurred2016-12-31$1,075
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$808,541
Participant contributions at end of year2016-12-31$161,057
Participant contributions at beginning of year2016-12-31$134,829
Assets. Other investments not covered elsewhere at end of year2016-12-31$504,468
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,470,584
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$47,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$17,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$11,912
Other income not declared elsewhere2016-12-31$-23,690
Administrative expenses (other) incurred2016-12-31$2,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,925,406
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,719,777
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,645,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,184
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,029,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,904,584
Interest on participant loans2016-12-31$4,871
Value of interest in common/collective trusts at end of year2016-12-31$3,494,242
Value of interest in common/collective trusts at beginning of year2016-12-31$3,179,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$245,281
Net investment gain or loss from common/collective trusts2016-12-31$26,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$2,548,011
Assets. Invements in employer securities at beginning of year2016-12-31$4,967,258
Contributions received in cash from employer2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,244,842
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$19,728,739
Aggregate carrying amount (costs) on sale of assets2016-12-31$19,631,598
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2016-12-31310800053
2015 : LJB INC. SAVINGS PLAN & TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-52,270
Total unrealized appreciation/depreciation of assets2015-12-31$-52,270
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,912
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$1,057,213
Total loss/gain on sale of assets2015-12-31$10,364
Total of all expenses incurred2015-12-31$914,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$910,216
Value of total corrective distributions2015-12-31$293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$913,641
Value of total assets at end of year2015-12-31$19,657,095
Value of total assets at beginning of year2015-12-31$19,502,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,766
Total interest from all sources2015-12-31$4,666
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$490,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$490,745
Administrative expenses professional fees incurred2015-12-31$800
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$808,211
Participant contributions at end of year2015-12-31$134,829
Participant contributions at beginning of year2015-12-31$157,629
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,470,584
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$75,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$11,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$142,938
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,645,183
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,502,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,904,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,277,054
Interest on participant loans2015-12-31$4,666
Value of interest in common/collective trusts at end of year2015-12-31$3,179,840
Value of interest in common/collective trusts at beginning of year2015-12-31$2,925,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$188,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$188,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-307,817
Net investment gain or loss from common/collective trusts2015-12-31$-2,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$4,967,258
Assets. Invements in employer securities at beginning of year2015-12-31$6,359,090
Contributions received in cash from employer2015-12-31$30,051
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$523,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$910,216
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$72,011
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$9,942,905
Aggregate carrying amount (costs) on sale of assets2015-12-31$9,932,541
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2015-12-31310800053
2014 : LJB INC. SAVINGS PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$229,619
Total unrealized appreciation/depreciation of assets2014-12-31$229,619
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$2,238,364
Total loss/gain on sale of assets2014-12-31$-14,074
Total of all expenses incurred2014-12-31$1,564,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,561,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$945,493
Value of total assets at end of year2014-12-31$18,147,471
Value of total assets at beginning of year2014-12-31$17,473,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,382
Total interest from all sources2014-12-31$3,936
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$436,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$436,651
Administrative expenses professional fees incurred2014-12-31$549
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$925,493
Participant contributions at end of year2014-12-31$157,629
Participant contributions at beginning of year2014-12-31$76,799
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$20,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$673,647
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,147,471
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,473,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,833
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,537,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,518,335
Interest on participant loans2014-12-31$3,936
Value of interest in common/collective trusts at end of year2014-12-31$2,880,693
Value of interest in common/collective trusts at beginning of year2014-12-31$2,955,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$188,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$687,739
Net investment gain or loss from common/collective trusts2014-12-31$-51,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$5,572,012
Assets. Invements in employer securities at beginning of year2014-12-31$5,514,674
Contributions received in cash from employer2014-12-31$523,182
Employer contributions (assets) at end of year2014-12-31$523,182
Employer contributions (assets) at beginning of year2014-12-31$408,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,561,335
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$72,011
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$12,399,860
Aggregate carrying amount (costs) on sale of assets2014-12-31$12,413,934
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2014-12-31310800053
2013 : LJB INC. SAVINGS PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$423,580
Total unrealized appreciation/depreciation of assets2013-12-31$423,580
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$2,883,584
Total loss/gain on sale of assets2013-12-31$5,524
Total of all expenses incurred2013-12-31$1,256,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,253,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,216,664
Value of total assets at end of year2013-12-31$17,473,824
Value of total assets at beginning of year2013-12-31$15,846,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,939
Total interest from all sources2013-12-31$5,365
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$420,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$420,219
Administrative expenses professional fees incurred2013-12-31$605
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$802,025
Participant contributions at end of year2013-12-31$76,799
Participant contributions at beginning of year2013-12-31$164,725
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,465
Other income not declared elsewhere2013-12-31$916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,627,531
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,473,824
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,846,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,334
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,518,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,120,833
Interest on participant loans2013-12-31$5,365
Value of interest in common/collective trusts at end of year2013-12-31$2,955,842
Value of interest in common/collective trusts at beginning of year2013-12-31$1,607,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$742,118
Net investment gain or loss from common/collective trusts2013-12-31$69,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$5,514,674
Assets. Invements in employer securities at beginning of year2013-12-31$4,844,493
Contributions received in cash from employer2013-12-31$408,174
Employer contributions (assets) at end of year2013-12-31$408,174
Employer contributions (assets) at beginning of year2013-12-31$108,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,253,114
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$6,252,337
Aggregate carrying amount (costs) on sale of assets2013-12-31$6,246,813
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BATTELLE RIPPE KINGSTON
Accountancy firm EIN2013-12-31310210560
2012 : LJB INC. SAVINGS PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$884,031
Total unrealized appreciation/depreciation of assets2012-12-31$884,031
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$2,635,445
Total loss/gain on sale of assets2012-12-31$74,633
Total of all expenses incurred2012-12-31$445,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$443,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$703,874
Value of total assets at end of year2012-12-31$15,846,293
Value of total assets at beginning of year2012-12-31$13,656,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,518
Total interest from all sources2012-12-31$6,122
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$317,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$317,003
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$584,301
Participant contributions at end of year2012-12-31$164,725
Participant contributions at beginning of year2012-12-31$186,319
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$11,144
Other income not declared elsewhere2012-12-31$110
Administrative expenses (other) incurred2012-12-31$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,189,686
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,846,293
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,656,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,120,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$878,104
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,053,859
Interest on participant loans2012-12-31$6,122
Value of interest in common/collective trusts at end of year2012-12-31$1,607,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,752,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$566,047
Net investment gain or loss from common/collective trusts2012-12-31$83,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$4,844,493
Assets. Invements in employer securities at beginning of year2012-12-31$3,785,796
Contributions received in cash from employer2012-12-31$108,429
Employer contributions (assets) at end of year2012-12-31$108,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$443,241
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$3,050,847
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,976,214
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BATTELLE & BATTELLE
Accountancy firm EIN2012-12-31310210560
2011 : LJB INC. SAVINGS PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$55,585
Total unrealized appreciation/depreciation of assets2011-12-31$55,585
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$38,762
Total income from all sources (including contributions)2011-12-31$-57,740
Total loss/gain on sale of assets2011-12-31$-171,256
Total of all expenses incurred2011-12-31$498,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$487,386
Value of total corrective distributions2011-12-31$9,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$520,910
Value of total assets at end of year2011-12-31$13,656,607
Value of total assets at beginning of year2011-12-31$14,251,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,348
Total interest from all sources2011-12-31$5,514
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$208,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$208,470
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$520,910
Participant contributions at end of year2011-12-31$186,319
Participant contributions at beginning of year2011-12-31$155,100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$48
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$38,762
Administrative expenses (other) incurred2011-12-31$1,348
Total non interest bearing cash at beginning of year2011-12-31$270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-555,753
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,656,607
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,212,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$878,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,183,565
Value of interest in pooled separate accounts at end of year2011-12-31$7,053,859
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,844,927
Interest on participant loans2011-12-31$5,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$325,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$325,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,752,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,881,493
Asset value of US Government securities at beginning of year2011-12-31$42,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-693,464
Net investment gain or loss from common/collective trusts2011-12-31$16,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$3,785,796
Assets. Invements in employer securities at beginning of year2011-12-31$3,438,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$487,386
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$379,408
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$5,300,309
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,471,565
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BATTELLE & BATTELLE
Accountancy firm EIN2011-12-31310210560
2010 : LJB INC. SAVINGS PLAN & TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-275,575
Total unrealized appreciation/depreciation of assets2010-12-31$-275,575
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$38,762
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10
Total income from all sources (including contributions)2010-12-31$1,345,774
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$299,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$271,759
Expenses. Certain deemed distributions of participant loans2010-12-31$25,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$608,467
Value of total assets at end of year2010-12-31$14,251,122
Value of total assets at beginning of year2010-12-31$13,166,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,046
Total interest from all sources2010-12-31$82,853
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$20,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,783
Administrative expenses professional fees incurred2010-12-31$3,046
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$588,677
Participant contributions at end of year2010-12-31$155,100
Participant contributions at beginning of year2010-12-31$174,073
Participant contributions at beginning of year2010-12-31$30
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,790
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$48
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$28,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$38,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$10
Total non interest bearing cash at end of year2010-12-31$270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,045,777
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,212,360
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,166,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,183,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$792,888
Value of interest in pooled separate accounts at end of year2010-12-31$6,844,927
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,821,516
Interest on participant loans2010-12-31$6,345
Interest earned on other investments2010-12-31$73,407
Income. Interest from US Government securities2010-12-31$2,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$325,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$606,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$606,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,881,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,071,583
Asset value of US Government securities at end of year2010-12-31$42,301
Asset value of US Government securities at beginning of year2010-12-31$41,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$192,051
Net investment gain/loss from pooled separate accounts2010-12-31$717,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$3,438,458
Assets. Invements in employer securities at beginning of year2010-12-31$3,401,286
Employer contributions (assets) at beginning of year2010-12-31$118,272
Income. Dividends from common stock2010-12-31$19,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$271,759
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$379,408
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$110,306
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BATTELLE & BATTELLE
Accountancy firm EIN2010-12-31310210560
2009 : LJB INC. SAVINGS PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LJB INC. SAVINGS PLAN & TRUST

2022: LJB INC. SAVINGS PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LJB INC. SAVINGS PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LJB INC. SAVINGS PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LJB INC. SAVINGS PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LJB INC. SAVINGS PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LJB INC. SAVINGS PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LJB INC. SAVINGS PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LJB INC. SAVINGS PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LJB INC. SAVINGS PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LJB INC. SAVINGS PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LJB INC. SAVINGS PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LJB INC. SAVINGS PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LJB INC. SAVINGS PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LJB INC. SAVINGS PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered47
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered192
Insurance policy start date2021-11-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3076
Policy instance 1
Insurance contract or identification numberGH3076
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3076
Policy instance 1
Insurance contract or identification numberGH3076
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $7,453
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3076
Policy instance 1
Insurance contract or identification numberGH3076
Number of Individuals Covered136
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,215
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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