401k Plan data: LACOSTA, INC. 401(K) PROFIT SHARING PLAN plan

LACOSTA, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LACOSTA, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

LACOSTA, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: LACOSTA, INC.

Employer identification number (EIN): 363556097

NAIC Classification: 561720
NAIC Description: Janitorial Services

Additional information about LACOSTA, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2008-05-08

Company Identification Number: 0800975990

Legal Registered Office Address: 440 W BONNER RD

WAUCONDA
United States of America (USA)
60084

More information about LACOSTA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LACOSTA, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KARLA JOHNSON 2023-10-02
001 2021-01-01 KARLA JOHNSON 2022-10-01
001 2020-01-01 KARLA JOHNSON 2021-10-12
001 2019-01-01 KARLA JOHNSON 2020-10-09
001 2018-01-01 KARLA JOHNSON 2019-10-08
001 2017-01-01
001 2016-05-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	KARLA JOHNSON	2023-10-02
001	2021-01-01	KARLA JOHNSON	2022-10-01
001	2020-01-01	KARLA JOHNSON	2021-10-12
001	2019-01-01	KARLA JOHNSON	2020-10-09
001	2018-01-01	KARLA JOHNSON	2019-10-08
001	2017-01-01
001	2016-05-01

Plan Statistics for LACOSTA, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LACOSTA, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 687
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 466
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 17
Total of all active and inactive participants 2022-01-01 483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 484
Number of participants with account balances 2022-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 632
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 553
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 18
Total of all active and inactive participants 2021-01-01 571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 571
Number of participants with account balances 2021-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 692
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 559
Number of retired or separated participants receiving benefits 2020-01-01 18
Total of all active and inactive participants 2020-01-01 577
Total participants 2020-01-01 577
Number of participants with account balances 2020-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 694
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 612
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 619
Total participants 2019-01-01 619
Number of participants with account balances 2019-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 707
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 578
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 592
Total participants 2018-01-01 592
Number of participants with account balances 2018-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 792
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 595
Number of other retired or separated participants entitled to future benefits 2017-01-01 22
Total of all active and inactive participants 2017-01-01 617
Total participants 2017-01-01 617
Number of participants with account balances 2017-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-05-01 991
Total number of active participants reported on line 7a of the Form 5500 2016-05-01 696
Number of retired or separated participants receiving benefits 2016-05-01 0
Number of other retired or separated participants entitled to future benefits 2016-05-01 7
Total of all active and inactive participants 2016-05-01 703
Total participants 2016-05-01 703
Number of participants with account balances 2016-05-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-05-01 0

Measure	Date	Value
2022: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	687
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	466
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	17
Total of all active and inactive participants	2022-01-01	483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	484
Number of participants with account balances	2022-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	632
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	553
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	18
Total of all active and inactive participants	2021-01-01	571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	571
Number of participants with account balances	2021-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	692
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	559
Number of retired or separated participants receiving benefits	2020-01-01	18
Total of all active and inactive participants	2020-01-01	577
Total participants	2020-01-01	577
Number of participants with account balances	2020-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	694
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	612
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	619
Total participants	2019-01-01	619
Number of participants with account balances	2019-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	707
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	578
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	592
Total participants	2018-01-01	592
Number of participants with account balances	2018-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	792
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	595
Number of other retired or separated participants entitled to future benefits	2017-01-01	22
Total of all active and inactive participants	2017-01-01	617
Total participants	2017-01-01	617
Number of participants with account balances	2017-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-05-01	991
Total number of active participants reported on line 7a of the Form 5500	2016-05-01	696
Number of retired or separated participants receiving benefits	2016-05-01	0
Number of other retired or separated participants entitled to future benefits	2016-05-01	7
Total of all active and inactive participants	2016-05-01	703
Total participants	2016-05-01	703
Number of participants with account balances	2016-05-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-05-01	0

Financial Data on LACOSTA, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$95,335
Total of all expenses incurred	2022-12-31	$84,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$72,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$336,554
Value of total assets at end of year	2022-12-31	$1,375,860
Value of total assets at beginning of year	2022-12-31	$1,364,866
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$12,016
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$42,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$42,339
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$138,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$235,716
Participant contributions at end of year	2022-12-31	$6,559
Participant contributions at beginning of year	2022-12-31	$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$10,994
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,375,860
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,364,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,365,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,364,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$800
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-283,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$100,838
Employer contributions (assets) at end of year	2022-12-31	$3,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$72,325
Contract administrator fees	2022-12-31	$12,016
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOWERY & SCHOENFELD, LLC
Accountancy firm EIN	2022-12-31	364111140
2021 : LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$445,224
Total of all expenses incurred	2021-12-31	$91,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$80,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$303,425
Value of total assets at end of year	2021-12-31	$1,364,866
Value of total assets at beginning of year	2021-12-31	$1,010,825
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$10,992
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$27,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$27,198
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$137,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$195,459
Participant contributions at end of year	2021-12-31	$39
Participant contributions at beginning of year	2021-12-31	$13,257
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$17,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$354,041
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,364,866
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,010,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,364,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$965,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$23,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$23,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$114,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$90,266
Employer contributions (assets) at beginning of year	2021-12-31	$8,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$80,191
Contract administrator fees	2021-12-31	$10,992
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MOWERY & SCHOENFELD, LLC
Accountancy firm EIN	2021-12-31	364111140
2020 : LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$331,830
Total of all expenses incurred	2020-12-31	$35,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$27,878
Value of total corrective distributions	2020-12-31	$1,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$211,992
Value of total assets at end of year	2020-12-31	$1,010,825
Value of total assets at beginning of year	2020-12-31	$714,916
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$6,708
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$17,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$17,396
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$102,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$139,136
Participant contributions at end of year	2020-12-31	$13,257
Participant contributions at beginning of year	2020-12-31	$4,441
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$295,909
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,010,825
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$714,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$965,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$707,777
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$23,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$102,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$72,843
Employer contributions (assets) at end of year	2020-12-31	$8,324
Employer contributions (assets) at beginning of year	2020-12-31	$2,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$27,878
Contract administrator fees	2020-12-31	$6,708
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MOWERY & SCHOENFELD, LLC
Accountancy firm EIN	2020-12-31	364111140
2019 : LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$341,477
Total income from all sources (including contributions)	2019-12-31	$341,477
Total of all expenses incurred	2019-12-31	$182,449
Total of all expenses incurred	2019-12-31	$182,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$175,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$175,113
Value of total corrective distributions	2019-12-31	$1,887
Value of total corrective distributions	2019-12-31	$1,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$212,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$212,993
Value of total assets at end of year	2019-12-31	$714,916
Value of total assets at end of year	2019-12-31	$714,916
Value of total assets at beginning of year	2019-12-31	$555,888
Value of total assets at beginning of year	2019-12-31	$555,888
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,449
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,449
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$16,412
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$16,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$16,412
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$16,412
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$72,000
Value of fidelity bond cover	2019-12-31	$72,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$130,675
Contributions received from participants	2019-12-31	$130,675
Participant contributions at end of year	2019-12-31	$4,441
Participant contributions at end of year	2019-12-31	$4,441
Participant contributions at beginning of year	2019-12-31	$1,409
Participant contributions at beginning of year	2019-12-31	$1,409
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$12,770
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$12,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$159,028
Value of net income/loss	2019-12-31	$159,028
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$714,916
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$555,888
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$555,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$707,777
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$551,344
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$551,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$38,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$38,313
Net investment gain/loss from pooled separate accounts	2019-12-31	$73,759
Net investment gain/loss from pooled separate accounts	2019-12-31	$73,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$69,548
Contributions received in cash from employer	2019-12-31	$69,548
Employer contributions (assets) at end of year	2019-12-31	$2,698
Employer contributions (assets) at end of year	2019-12-31	$2,698
Employer contributions (assets) at beginning of year	2019-12-31	$564
Employer contributions (assets) at beginning of year	2019-12-31	$564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$175,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$175,113
Contract administrator fees	2019-12-31	$5,449
Contract administrator fees	2019-12-31	$5,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MOWERY & SCHOENFELD, LLC
Accountancy firm name	2019-12-31	MOWERY & SCHOENFELD, LLC
Accountancy firm EIN	2019-12-31	364111140
Accountancy firm EIN	2019-12-31	364111140
2018 : LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$213,263
Total of all expenses incurred	2018-12-31	$84,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$79,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$246,440
Value of total assets at end of year	2018-12-31	$555,888
Value of total assets at beginning of year	2018-12-31	$427,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$56,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$162,871
Participant contributions at end of year	2018-12-31	$1,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$128,706
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$555,888
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$427,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$551,344
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$426,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$2,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$374
Net investment gain/loss from pooled separate accounts	2018-12-31	$-33,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$83,569
Employer contributions (assets) at end of year	2018-12-31	$564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$79,788
Contract administrator fees	2018-12-31	$4,769
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOWERY & SCHOENFELD, LLC
Accountancy firm EIN	2018-12-31	364111140
2017 : LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$306,493
Total of all expenses incurred	2017-12-31	$43,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$39,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$258,441
Value of total assets at end of year	2017-12-31	$427,182
Value of total assets at beginning of year	2017-12-31	$163,751
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$43,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$175,621
Participant contributions at beginning of year	2017-12-31	$357
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$263,431
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$427,182
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$163,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$426,808
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$163,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$374
Net investment gain/loss from pooled separate accounts	2017-12-31	$48,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$79,980
Employer contributions (assets) at beginning of year	2017-12-31	$165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$39,575
Contract administrator fees	2017-12-31	$3,487
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOWERY & SCHOENFELD, LLC
Accountancy firm EIN	2017-12-31	364111140
2016 : LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$165,559
Total of all expenses incurred	2016-12-31	$1,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$162,662
Value of total assets at end of year	2016-12-31	$163,751
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$17,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$115,254
Participant contributions at end of year	2016-12-31	$357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$163,751
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$163,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$163,229
Net investment gain/loss from pooled separate accounts	2016-12-31	$2,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$47,408
Employer contributions (assets) at end of year	2016-12-31	$165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,060
Contract administrator fees	2016-12-31	$748
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOWERY & SCHOENFELD, LLC
Accountancy firm EIN	2016-12-31	364111140

Form 5500 Responses for LACOSTA, INC. 401(K) PROFIT SHARING PLAN

2022: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LACOSTA, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-05-01	Type of plan entity	Single employer plan
2016-05-01	First time form 5500 has been submitted	Yes
2016-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-05-01	Plan funding arrangement – Insurance	Yes
2016-05-01	Plan funding arrangement – Trust	Yes
2016-05-01	Plan benefit arrangement – Insurance	Yes
2016-05-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VANGUARD (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

669111

Policy instance

Insurance contract or identification number	669111
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $179
Commission paid to Insurance Broker	USD $179
Insurance broker organization code?	4

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

669111

Policy instance

Insurance contract or identification number	669111
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-04-30
Total amount of commissions paid to insurance broker	USD $593
Commission paid to Insurance Broker	USD $593
Insurance broker organization code?	4

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

E669111

Policy instance

Insurance contract or identification number	E669111
Number of Individuals Covered	52
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $922
Commission paid to Insurance Broker	USD $922
Insurance broker organization code?	4

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

633113

Policy instance

Insurance contract or identification number	633113
Total amount of commissions paid to insurance broker	USD $84,138
Total amount of fees paid to insurance company	USD $8,339
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	4
Insurance broker name	SWBC INVESTMENT ADVISORY SRVCS LLC

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Company Name:	LACOSTA, INC.
Employer identification number (EIN):	363556097
NAIC Classification:	561720
NAIC Description:	Janitorial Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2008-05-08
Company Identification Number:	0800975990
Legal Registered Office Address:	440 W BONNER RD WAUCONDA United States of America (USA) 60084