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LASALLE BRISTOL, LP 401(K) PLAN 401k Plan overview

Plan NameLASALLE BRISTOL, LP 401(K) PLAN
Plan identification number 003

LASALLE BRISTOL, LP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LASALLE BRISTOL, LP has sponsored the creation of one or more 401k plans.

Company Name:LASALLE BRISTOL, LP
Employer identification number (EIN):351499063
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LASALLE BRISTOL, LP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01ROBIN L ROBB
0032016-01-01ROBIN L ROBB
0032015-01-01ROBIN L ROBB
0032014-01-01ROBIN L ROBB
0032013-01-01ROBIN L ROBB
0032012-01-01ROBIN L ROBB ROBIN L ROBB2013-10-14
0032011-01-01ROBIN ROBB
0032010-01-01ROBIN L ROBB

Plan Statistics for LASALLE BRISTOL, LP 401(K) PLAN

401k plan membership statisitcs for LASALLE BRISTOL, LP 401(K) PLAN

Measure Date Value
2022: LASALLE BRISTOL, LP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01510
Total number of active participants reported on line 7a of the Form 55002022-01-01393
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01101
Total of all active and inactive participants2022-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01501
Number of participants with account balances2022-01-01489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LASALLE BRISTOL, LP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01449
Total number of active participants reported on line 7a of the Form 55002021-01-01397
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01105
Total of all active and inactive participants2021-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01509
Number of participants with account balances2021-01-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LASALLE BRISTOL, LP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01456
Total number of active participants reported on line 7a of the Form 55002020-01-01345
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0196
Total of all active and inactive participants2020-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01449
Number of participants with account balances2020-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LASALLE BRISTOL, LP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01465
Total number of active participants reported on line 7a of the Form 55002019-01-01348
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01100
Total of all active and inactive participants2019-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01456
Number of participants with account balances2019-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LASALLE BRISTOL, LP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01432
Total number of active participants reported on line 7a of the Form 55002018-01-01345
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01111
Total of all active and inactive participants2018-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01464
Number of participants with account balances2018-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: LASALLE BRISTOL, LP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01418
Total number of active participants reported on line 7a of the Form 55002017-01-01336
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0189
Total of all active and inactive participants2017-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01432
Number of participants with account balances2017-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: LASALLE BRISTOL, LP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01411
Total number of active participants reported on line 7a of the Form 55002016-01-01317
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0193
Total of all active and inactive participants2016-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01417
Number of participants with account balances2016-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: LASALLE BRISTOL, LP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01410
Total number of active participants reported on line 7a of the Form 55002015-01-01303
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01102
Total of all active and inactive participants2015-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01411
Number of participants with account balances2015-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: LASALLE BRISTOL, LP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01412
Total number of active participants reported on line 7a of the Form 55002014-01-01319
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0185
Total of all active and inactive participants2014-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01410
Number of participants with account balances2014-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: LASALLE BRISTOL, LP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01377
Total number of active participants reported on line 7a of the Form 55002013-01-01308
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0199
Total of all active and inactive participants2013-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01412
Number of participants with account balances2013-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LASALLE BRISTOL, LP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01428
Total number of active participants reported on line 7a of the Form 55002012-01-01293
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0180
Total of all active and inactive participants2012-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01377
Number of participants with account balances2012-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LASALLE BRISTOL, LP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01455
Total number of active participants reported on line 7a of the Form 55002011-01-01288
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01137
Total of all active and inactive participants2011-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01428
Number of participants with account balances2011-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: LASALLE BRISTOL, LP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01628
Total number of active participants reported on line 7a of the Form 55002010-01-01302
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01151
Total of all active and inactive participants2010-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01455
Number of participants with account balances2010-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017

Financial Data on LASALLE BRISTOL, LP 401(K) PLAN

Measure Date Value
2022 : LASALLE BRISTOL, LP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-78,374
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,914,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,791,853
Value of total corrective distributions2022-12-31$79,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,723,320
Value of total assets at end of year2022-12-31$19,976,576
Value of total assets at beginning of year2022-12-31$21,969,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$43,266
Total interest from all sources2022-12-31$122,573
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$185,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$185,701
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$1,612,281
Participant contributions at end of year2022-12-31$318,294
Participant contributions at beginning of year2022-12-31$335,576
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$265,649
Other income not declared elsewhere2022-12-31$40,379
Administrative expenses (other) incurred2022-12-31$800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,993,183
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,976,576
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,969,759
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
Investment advisory and management fees2022-12-31$40,379
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,797,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,172,292
Value of interest in pooled separate accounts at end of year2022-12-31$3,807,019
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,182,082
Interest on participant loans2022-12-31$17,881
Interest earned on other investments2022-12-31$104,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,053,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,279,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,214,505
Net investment gain/loss from pooled separate accounts2022-12-31$-935,842
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$845,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,791,853
Contract administrator fees2022-12-31$2,087
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2022-12-31351307701
2021 : LASALLE BRISTOL, LP 401(K) PLAN 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$3,663,538
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,130,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,079,402
Value of total corrective distributions2021-12-31$5,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,806,549
Value of total assets at end of year2021-12-31$21,969,759
Value of total assets at beginning of year2021-12-31$21,436,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,153
Total interest from all sources2021-12-31$127,218
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$182,257
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$182,257
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 period2021-12-31No
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$1,287,299
Participant contributions at end of year2021-12-31$335,576
Participant contributions at beginning of year2021-12-31$337,841
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$178,016
Other income not declared elsewhere2021-12-31$41,127
Administrative expenses (other) incurred2021-12-31$45,153
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$533,038
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,969,759
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,436,721
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$10,172,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,412,912
Value of interest in pooled separate accounts at end of year2021-12-31$4,182,082
Value of interest in pooled separate accounts at beginning of year2021-12-31$344,427
Interest on participant loans2021-12-31$21,369
Interest earned on other investments2021-12-31$105,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,279,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,341,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,375,157
Net investment gain/loss from pooled separate accounts2021-12-31$131,230
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$341,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,079,402
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2021-12-31351307701
2020 : LASALLE BRISTOL, LP 401(K) PLAN 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$3,539,667
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,124,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,085,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,141,491
Value of total assets at end of year2020-12-31$21,436,721
Value of total assets at beginning of year2020-12-31$20,021,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$38,983
Total interest from all sources2020-12-31$151,477
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$167,666
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$167,666
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 period2020-12-31No
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$968,975
Participant contributions at end of year2020-12-31$337,841
Participant contributions at beginning of year2020-12-31$439,227
Other income not declared elsewhere2020-12-31$38,008
Administrative expenses (other) incurred2020-12-31$38,983
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$1,415,256
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,436,721
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,021,465
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$13,412,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,254,471
Value of interest in pooled separate accounts at end of year2020-12-31$344,427
Value of interest in pooled separate accounts at beginning of year2020-12-31$200,989
Interest on participant loans2020-12-31$22,961
Interest earned on other investments2020-12-31$128,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,341,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,126,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,997,278
Net investment gain/loss from pooled separate accounts2020-12-31$43,747
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
Contributions received in cash from employer2020-12-31$172,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,085,428
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2020-12-31351307701
2019 : LASALLE BRISTOL, LP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$4,201,021
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,305,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,263,802
Value of total corrective distributions2019-12-31$705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,339,383
Value of total assets at end of year2019-12-31$20,021,465
Value of total assets at beginning of year2019-12-31$18,125,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,539
Total interest from all sources2019-12-31$200,917
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$131,046
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$131,046
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$1,025,793
Participant contributions at end of year2019-12-31$439,227
Participant contributions at beginning of year2019-12-31$467,949
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$36,101
Other income not declared elsewhere2019-12-31$38,114
Administrative expenses (other) incurred2019-12-31$40,539
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$1,895,975
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,021,465
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,125,490
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,254,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,305,394
Value of interest in pooled separate accounts at end of year2019-12-31$200,989
Value of interest in pooled separate accounts at beginning of year2019-12-31$175,669
Interest on participant loans2019-12-31$27,219
Interest earned on other investments2019-12-31$173,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,126,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,176,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,444,521
Net investment gain/loss from pooled separate accounts2019-12-31$47,040
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
Contributions received in cash from employer2019-12-31$277,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,263,802
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
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 name2019-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2019-12-31351307701
2018 : LASALLE BRISTOL, LP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$588,270
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,001,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,959,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,328,694
Value of total assets at end of year2018-12-31$18,125,490
Value of total assets at beginning of year2018-12-31$21,539,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,543
Total interest from all sources2018-12-31$205,898
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$125,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$125,190
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$1,013,772
Participant contributions at end of year2018-12-31$467,949
Participant contributions at beginning of year2018-12-31$536,691
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$36,998
Other income not declared elsewhere2018-12-31$40,144
Administrative expenses (other) incurred2018-12-31$42,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,413,588
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,125,490
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,539,078
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,305,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,719,438
Value of interest in pooled separate accounts at end of year2018-12-31$175,669
Value of interest in pooled separate accounts at beginning of year2018-12-31$213,886
Interest on participant loans2018-12-31$28,201
Interest earned on other investments2018-12-31$177,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,176,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,069,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,102,578
Net investment gain/loss from pooled separate accounts2018-12-31$-9,078
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
Contributions received in cash from employer2018-12-31$277,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,959,315
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
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 name2018-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2018-12-31351307701
2017 : LASALLE BRISTOL, LP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,231,377
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,177,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,125,616
Value of total corrective distributions2017-12-31$6,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,202,283
Value of total assets at end of year2017-12-31$21,539,078
Value of total assets at beginning of year2017-12-31$22,485,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,953
Total interest from all sources2017-12-31$239,185
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$114,969
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$114,969
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$936,542
Participant contributions at end of year2017-12-31$536,691
Participant contributions at beginning of year2017-12-31$676,167
Other income not declared elsewhere2017-12-31$43,358
Administrative expenses (other) incurred2017-12-31$45,953
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$21
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-946,389
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,539,078
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,485,467
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,719,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,395,115
Value of interest in pooled separate accounts at end of year2017-12-31$213,886
Value of interest in pooled separate accounts at beginning of year2017-12-31$167,606
Interest on participant loans2017-12-31$34,646
Interest earned on other investments2017-12-31$204,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,069,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,246,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,597,292
Net investment gain/loss from pooled separate accounts2017-12-31$34,290
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
Contributions received in cash from employer2017-12-31$265,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,125,616
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
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 name2017-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2017-12-31351307701
2016 : LASALLE BRISTOL, LP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,387,611
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,064,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,017,642
Value of total corrective distributions2016-12-31$1,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,129,461
Value of total assets at end of year2016-12-31$22,485,467
Value of total assets at beginning of year2016-12-31$22,162,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,213
Total interest from all sources2016-12-31$245,673
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$115,257
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$115,257
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$811,170
Participant contributions at end of year2016-12-31$676,167
Participant contributions at beginning of year2016-12-31$557,599
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$97,661
Other income not declared elsewhere2016-12-31$42,707
Administrative expenses (other) incurred2016-12-31$45,213
Total non interest bearing cash at end of year2016-12-31$21
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$323,192
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,485,467
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,162,275
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,395,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,683,009
Value of interest in pooled separate accounts at end of year2016-12-31$167,606
Value of interest in pooled separate accounts at beginning of year2016-12-31$960,998
Interest on participant loans2016-12-31$29,953
Interest earned on other investments2016-12-31$215,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,246,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,960,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$903,156
Net investment gain/loss from pooled separate accounts2016-12-31$-48,643
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
Contributions received in cash from employer2016-12-31$220,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,017,642
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
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 name2016-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2016-12-31351307701
2015 : LASALLE BRISTOL, LP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
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$1,033,103
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,767,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,719,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$943,582
Value of total assets at end of year2015-12-31$22,162,275
Value of total assets at beginning of year2015-12-31$23,896,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$47,399
Total interest from all sources2015-12-31$272,043
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$110,814
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$110,814
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$738,838
Participant contributions at end of year2015-12-31$557,599
Participant contributions at beginning of year2015-12-31$501,907
Other income not declared elsewhere2015-12-31$45,772
Administrative expenses (other) incurred2015-12-31$47,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,734,007
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,162,275
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,896,282
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,683,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,966,451
Value of interest in pooled separate accounts at end of year2015-12-31$960,998
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,145,008
Interest on participant loans2015-12-31$29,385
Interest earned on other investments2015-12-31$242,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,960,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,282,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-278,503
Net investment gain/loss from pooled separate accounts2015-12-31$-60,605
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
Contributions received in cash from employer2015-12-31$204,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,719,711
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
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 name2015-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2015-12-31351307701
2014 : LASALLE BRISTOL, LP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$1,663,582
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,043,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,992,155
Expenses. Certain deemed distributions of participant loans2014-12-31$1,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$715,011
Value of total assets at end of year2014-12-31$23,896,282
Value of total assets at beginning of year2014-12-31$24,276,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$50,084
Total interest from all sources2014-12-31$289,742
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$114,115
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$114,115
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$706,728
Participant contributions at end of year2014-12-31$501,907
Participant contributions at beginning of year2014-12-31$482,293
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,283
Other income not declared elsewhere2014-12-31$32,871
Administrative expenses (other) incurred2014-12-31$50,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-379,993
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,896,282
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,276,275
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,966,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,836,485
Value of interest in pooled separate accounts at end of year2014-12-31$1,145,008
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,520,883
Interest on participant loans2014-12-31$27,421
Interest earned on other investments2014-12-31$262,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,282,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,421,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$415,184
Net investment gain/loss from pooled separate accounts2014-12-31$96,659
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
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$15,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,992,155
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
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 name2014-12-31CROWE HORWATH LLT
Accountancy firm EIN2014-12-31350921680
2013 : LASALLE BRISTOL, LP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$3,584,988
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,562,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,514,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$628,315
Value of total assets at end of year2013-12-31$24,276,275
Value of total assets at beginning of year2013-12-31$23,253,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$47,714
Total interest from all sources2013-12-31$311,925
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$86,024
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$86,024
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$626,989
Participant contributions at end of year2013-12-31$482,293
Participant contributions at beginning of year2013-12-31$533,248
Other income not declared elsewhere2013-12-31$42,965
Administrative expenses (other) incurred2013-12-31$47,714
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$1,022,417
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,276,275
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,253,858
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,836,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,046,862
Value of interest in pooled separate accounts at end of year2013-12-31$5,520,883
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,014,337
Interest on participant loans2013-12-31$23,955
Interest earned on other investments2013-12-31$287,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,421,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,659,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,168,019
Net investment gain/loss from pooled separate accounts2013-12-31$1,347,740
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
Contributions received in cash from employer2013-12-31$1,326
Employer contributions (assets) at end of year2013-12-31$15,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,514,857
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
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 name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : LASALLE BRISTOL, LP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$2,883,045
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,522,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,473,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$680,570
Value of total assets at end of year2012-12-31$23,253,858
Value of total assets at beginning of year2012-12-31$23,893,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$48,402
Total interest from all sources2012-12-31$383,115
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$96,654
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$96,654
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 period2012-12-31No
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$656,211
Participant contributions at end of year2012-12-31$533,248
Participant contributions at beginning of year2012-12-31$570,153
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$20,403
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$24,359
Other income not declared elsewhere2012-12-31$46,807
Administrative expenses (other) incurred2012-12-31$48,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-639,242
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,253,858
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,893,100
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,046,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,236,480
Value of interest in pooled separate accounts at end of year2012-12-31$5,014,337
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,081,034
Interest on participant loans2012-12-31$30,822
Interest earned on other investments2012-12-31$352,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,659,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,985,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$866,847
Net investment gain/loss from pooled separate accounts2012-12-31$809,052
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,473,885
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
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 name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : LASALLE BRISTOL, LP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$0
Total income from all sources (including contributions)2011-12-31$386,794
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,291,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,218,802
Value of total corrective distributions2011-12-31$16,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$714,079
Value of total assets at end of year2011-12-31$23,893,100
Value of total assets at beginning of year2011-12-31$25,798,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$56,529
Total interest from all sources2011-12-31$428,066
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$88,955
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$88,955
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$714,079
Participant contributions at end of year2011-12-31$570,153
Participant contributions at beginning of year2011-12-31$676,666
Participant contributions at end of year2011-12-31$20,403
Other income not declared elsewhere2011-12-31$57,978
Administrative expenses (other) incurred2011-12-31$56,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,905,022
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,893,100
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,798,122
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$6,236,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,619,100
Value of interest in pooled separate accounts at end of year2011-12-31$5,081,034
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,733,194
Interest on participant loans2011-12-31$36,387
Interest earned on other investments2011-12-31$391,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,985,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$11,769,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-406,539
Net investment gain/loss from pooled separate accounts2011-12-31$-495,745
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,218,802
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
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 name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : LASALLE BRISTOL, LP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,032,068
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,492,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,442,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$695,091
Value of total assets at end of year2010-12-31$25,798,122
Value of total assets at beginning of year2010-12-31$24,258,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$49,662
Total interest from all sources2010-12-31$487,076
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$31,779
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$31,779
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$665,595
Participant contributions at end of year2010-12-31$676,666
Participant contributions at beginning of year2010-12-31$656,939
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$29,496
Other income not declared elsewhere2010-12-31$47,055
Administrative expenses (other) incurred2010-12-31$49,662
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$1,539,575
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,798,122
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,258,547
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$2,619,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,594,108
Value of interest in pooled separate accounts at end of year2010-12-31$10,733,194
Value of interest in pooled separate accounts at beginning of year2010-12-31$10,346,262
Interest on participant loans2010-12-31$47,201
Interest earned on other investments2010-12-31$439,875
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,769,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,661,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$418,452
Net investment gain/loss from pooled separate accounts2010-12-31$1,352,615
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,442,831
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
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 name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680

Form 5500 Responses for LASALLE BRISTOL, LP 401(K) PLAN

2022: LASALLE BRISTOL, LP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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: LASALLE BRISTOL, LP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: LASALLE BRISTOL, LP 401(K) PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LASALLE BRISTOL, LP 401(K) PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LASALLE BRISTOL, LP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LASALLE BRISTOL, LP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LASALLE BRISTOL, LP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LASALLE BRISTOL, LP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LASALLE BRISTOL, LP 401(K) PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LASALLE BRISTOL, LP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LASALLE BRISTOL, LP 401(K) PLAN 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: LASALLE BRISTOL, LP 401(K) PLAN 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: LASALLE BRISTOL, LP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041203
Policy instance 1
Insurance contract or identification number041203
Number of Individuals Covered501
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
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041203
Policy instance 1
Insurance contract or identification number041203
Number of Individuals Covered509
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041203
Policy instance 1
Insurance contract or identification number041203
Number of Individuals Covered449
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041203
Policy instance 1
Insurance contract or identification number041203
Number of Individuals Covered456
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041203
Policy instance 1
Insurance contract or identification number041203
Number of Individuals Covered464
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041203
Policy instance 1
Insurance contract or identification number041203
Number of Individuals Covered432
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041203
Policy instance 1
Insurance contract or identification number041203
Number of Individuals Covered411
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041203
Policy instance 1
Insurance contract or identification number041203
Number of Individuals Covered410
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041203
Policy instance 1
Insurance contract or identification number041203
Number of Individuals Covered412
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041203
Policy instance 1
Insurance contract or identification number041203
Number of Individuals Covered377
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041203
Policy instance 1
Insurance contract or identification number041203
Number of Individuals Covered428
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041203
Policy instance 1
Insurance contract or identification number041203
Number of Individuals Covered455
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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