LEWELLEN ACCOUNTANCY CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST
401k plan membership statisitcs for LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST
| Measure | Date | Value |
|---|
| 2022: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
| Total of all active and inactive participants | 2022-01-01 | 3 |
| Total participants | 2022-01-01 | 3 |
| Number of participants with account balances | 2022-01-01 | 3 |
| 2021: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 4 |
| Total participants | 2021-01-01 | 4 |
| Number of participants with account balances | 2021-01-01 | 4 |
| 2020: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
| Total of all active and inactive participants | 2020-01-01 | 4 |
| Total participants | 2020-01-01 | 4 |
| Number of participants with account balances | 2020-01-01 | 4 |
| 2019: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 4 |
| Total participants | 2019-01-01 | 4 |
| Number of participants with account balances | 2019-01-01 | 4 |
| 2018: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 4 |
| Total participants | 2018-01-01 | 4 |
| Number of participants with account balances | 2018-01-01 | 4 |
| 2017: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 4 |
| Total participants | 2017-01-01 | 4 |
| Number of participants with account balances | 2017-01-01 | 4 |
| 2016: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Total participants | 2016-01-01 | 4 |
| Number of participants with account balances | 2016-01-01 | 4 |
| 2015: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 4 |
| 2014: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 0 |
| 2013: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 3 |
| 2012: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 3 |
| 2011: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| 2009: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2022 : LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $105,564 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $739,146 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $739,146 |
| Total plan assets at end of year | 2022-12-31 | $1,620,217 |
| Total plan assets at beginning of year | 2022-12-31 | $2,253,799 |
| Net income (gross income less expenses) | 2022-12-31 | $-633,582 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,620,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,253,799 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $105,564 |
| 2021 : LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $190,858 |
| Total plan assets at end of year | 2021-12-31 | $2,253,799 |
| Total plan assets at beginning of year | 2021-12-31 | $2,062,941 |
| Other income received | 2021-12-31 | $74,879 |
| Net income (gross income less expenses) | 2021-12-31 | $190,858 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,253,799 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,062,941 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $115,979 |
| 2020 : LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $220,844 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,844 |
| Total plan assets at end of year | 2020-12-31 | $2,062,941 |
| Total plan assets at beginning of year | 2020-12-31 | $1,843,941 |
| Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $1,844 |
| Other income received | 2020-12-31 | $68,583 |
| Net income (gross income less expenses) | 2020-12-31 | $219,000 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,062,941 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,843,941 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $152,261 |
| 2019 : LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $158,891 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $10,823 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $8,800 |
| Total plan assets at end of year | 2019-12-31 | $1,843,941 |
| Total plan assets at beginning of year | 2019-12-31 | $1,695,873 |
| Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $2,023 |
| Other income received | 2019-12-31 | $18,799 |
| Net income (gross income less expenses) | 2019-12-31 | $148,068 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,843,941 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,695,873 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $140,092 |
| 2018 : LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $27,051 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $11,949 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $10,888 |
| Total plan assets at end of year | 2018-12-31 | $1,695,873 |
| Total plan assets at beginning of year | 2018-12-31 | $1,680,771 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1,061 |
| Other income received | 2018-12-31 | $-115,404 |
| Net income (gross income less expenses) | 2018-12-31 | $15,102 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,695,873 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,680,771 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $142,455 |
| 2017 : LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $199,138 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $7,400 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $7,400 |
| Total plan assets at end of year | 2017-12-31 | $1,680,771 |
| Total plan assets at beginning of year | 2017-12-31 | $1,489,033 |
| Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
| Other income received | 2017-12-31 | $69,062 |
| Net income (gross income less expenses) | 2017-12-31 | $191,738 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,680,771 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,489,033 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $130,076 |
| 2016 : LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $178,442 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $4,832 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $4,832 |
| Total plan assets at end of year | 2016-12-31 | $1,489,033 |
| Total plan assets at beginning of year | 2016-12-31 | $1,315,423 |
| Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
| Other income received | 2016-12-31 | $54,804 |
| Net income (gross income less expenses) | 2016-12-31 | $173,610 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,489,033 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,315,423 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $123,638 |
| 2015 : LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-16,229 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $8,753 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $8,414 |
| Total plan assets at end of year | 2015-12-31 | $1,315,423 |
| Total plan assets at beginning of year | 2015-12-31 | $1,340,405 |
| Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
| Other income received | 2015-12-31 | $-126,085 |
| Net income (gross income less expenses) | 2015-12-31 | $-24,982 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,315,423 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,340,405 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $109,856 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $339 |
| 2014 : LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $2,165 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $41 |
| Total plan assets at end of year | 2014-12-31 | $1,340,405 |
| Total plan assets at beginning of year | 2014-12-31 | $1,338,281 |
| Other income received | 2014-12-31 | $-103,828 |
| Net income (gross income less expenses) | 2014-12-31 | $2,124 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,340,405 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,338,281 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $105,993 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $41 |
| 2013 : LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $117,035 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $11,056 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $11,016 |
| Total plan assets at end of year | 2013-12-31 | $1,338,281 |
| Total plan assets at beginning of year | 2013-12-31 | $1,232,302 |
| Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $40 |
| Other income received | 2013-12-31 | $20,079 |
| Net income (gross income less expenses) | 2013-12-31 | $105,979 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,338,281 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,232,302 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $96,956 |
| 2012 : LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $257,145 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $38,889 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $38,840 |
| Total plan assets at end of year | 2012-12-31 | $1,232,302 |
| Total plan assets at beginning of year | 2012-12-31 | $1,014,046 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $49 |
| Other income received | 2012-12-31 | $160,528 |
| Net income (gross income less expenses) | 2012-12-31 | $218,256 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,232,302 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,014,046 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $96,617 |
| 2011 : LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $86,303 |
| Total plan assets at end of year | 2011-12-31 | $1,014,046 |
| Total plan assets at beginning of year | 2011-12-31 | $927,743 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,500,000 |
| Other income received | 2011-12-31 | $-12,514 |
| Net income (gross income less expenses) | 2011-12-31 | $86,303 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,014,046 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $927,743 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $98,817 |
| 2010 : LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $54,571 |
| Total plan assets at end of year | 2010-12-31 | $927,743 |
| Total plan assets at beginning of year | 2010-12-31 | $873,172 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Other income received | 2010-12-31 | $-40,295 |
| Net income (gross income less expenses) | 2010-12-31 | $54,571 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $927,743 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $873,172 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $94,866 |
| 2022: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
