L. M. LURIE ASSOCIATES, INC. PENSION PLAN 401k Plan overview

L. M. LURIE ASSOCIATES, INC. PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	L. M. LURIE ASSOCIATES, INC.
Employer identification number (EIN):	351174006
NAIC Classification:	551112
NAIC Description:	Offices of Other Holding Companies

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-11-01	JEFF JEX	2020-08-14
001	2017-11-01	JEFF JEX	2019-08-14
001	2016-11-01	JEFF JEX	2018-08-04
001	2015-11-01	JEFF JEX	2017-08-15
001	2014-11-01	JEFF JEX	2016-08-12
001	2013-11-01	JEFF JEX	2015-08-17	JEFF JEX	2015-08-17
001	2012-11-01	JEFF JEX	2014-08-12	JEFF JEX	2014-08-12
001	2011-11-01	JEFF JEX	2013-08-20	JEFF JEX	2013-08-20
001	2010-11-01	JEFF JEX	2012-08-10	JEFF JEX	2012-08-10
001	2008-11-01

Plan Statistics for L. M. LURIE ASSOCIATES, INC. PENSION PLAN

Measure	Date	Value
2019: L. M. LURIE ASSOCIATES, INC. PENSION PLAN 2019 401k membership
Market value of plan assets	2019-10-31	7,498,507
Acturial value of plan assets	2019-10-31	7,498,507
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	341,045
Number of terminated vested participants	2019-10-31	0
Fundng target for terminated vested participants	2019-10-31	0
Active participant vested funding target	2019-10-31	860,199
Number of active participants	2019-10-31	9
Total funding liabilities for active participants	2019-10-31	991,077
Total participant count	2019-10-31	13
Total funding target for all participants	2019-10-31	1,332,122
Balance at beginning of prior year after applicable adjustments	2019-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	0
Amount remaining of carryover balance	2019-10-31	0
Amount remaining of prefunding balance	2019-10-31	0
Present value of excess contributions	2019-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	0
Balance of carryovers at beginning of current year	2019-10-31	0
Balance of prefunding at beginning of current year	2019-10-31	0
Total employer contributions	2019-10-31	0
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	0
Unpaid minimum required contributions for all prior years	2019-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	26,193
Net shortfall amortization installment of oustanding balance	2019-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	0
Additional cash requirement	2019-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: L. M. LURIE ASSOCIATES, INC. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-10-31	7,321,032
Acturial value of plan assets	2018-10-31	7,321,032
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	335,109
Number of terminated vested participants	2018-10-31	0
Fundng target for terminated vested participants	2018-10-31	0
Active participant vested funding target	2018-10-31	745,436
Number of active participants	2018-10-31	9
Total funding liabilities for active participants	2018-10-31	860,112
Total participant count	2018-10-31	13
Total funding target for all participants	2018-10-31	1,195,221
Balance at beginning of prior year after applicable adjustments	2018-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-10-31	0
Prefunding balanced used to offset prior years funding requirement	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	0
Amount remaining of prefunding balance	2018-10-31	0
Present value of excess contributions	2018-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	0
Balance of carryovers at beginning of current year	2018-10-31	0
Balance of prefunding at beginning of current year	2018-10-31	0
Total employer contributions	2018-10-31	0
Total employee contributions	2018-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	0
Unpaid minimum required contributions for all prior years	2018-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	31,782
Net shortfall amortization installment of oustanding balance	2018-10-31	0
Waiver amortization installment	2018-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	0
Additional cash requirement	2018-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for all years	2018-10-31	0
2017: L. M. LURIE ASSOCIATES, INC. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-10-31	6,326,270
Acturial value of plan assets	2017-10-31	6,326,270
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	343,130
Number of terminated vested participants	2017-10-31	0
Fundng target for terminated vested participants	2017-10-31	0
Active participant vested funding target	2017-10-31	713,144
Number of active participants	2017-10-31	9
Total funding liabilities for active participants	2017-10-31	713,144
Total participant count	2017-10-31	13
Total funding target for all participants	2017-10-31	1,056,274
Balance at beginning of prior year after applicable adjustments	2017-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	0
Amount remaining of carryover balance	2017-10-31	0
Amount remaining of prefunding balance	2017-10-31	0
Present value of excess contributions	2017-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	0
Balance of carryovers at beginning of current year	2017-10-31	0
Balance of prefunding at beginning of current year	2017-10-31	0
Total employer contributions	2017-10-31	0
Total employee contributions	2017-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	0
Unpaid minimum required contributions for all prior years	2017-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	31,652
Net shortfall amortization installment of oustanding balance	2017-10-31	0
Waiver amortization installment	2017-10-31	0
Waived amount of outstanding balance	2017-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	0
Carryover balance elected to use to offset funding requirement	2017-10-31	0
Prefunding balance elected to use to offset funding requirement	2017-10-31	0
Additional cash requirement	2017-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0

Form 5500 Responses for L. M. LURIE ASSOCIATES, INC. PENSION PLAN

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