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LYNCH COMPANIES 401(K) SAVINGS PLAN 401k Plan overview

Plan NameLYNCH COMPANIES 401(K) SAVINGS PLAN
Plan identification number 001

LYNCH COMPANIES 401(K) SAVINGS 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

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

Company Name:LDV, INC.
Employer identification number (EIN):391281237
NAIC Classification:336990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LYNCH COMPANIES 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01LAURA CESAR LAURA CESAR2018-07-09
0012015-10-01NANCY STRELOW NANCY STRELOW2017-07-11
0012014-10-01NANCY STRELOW NANCY STRELOW2016-07-08
0012013-10-01NANCY STRELOW NANCY STRELOW2015-07-06
0012012-10-01NANCY STRELOW NANCY STRELOW2014-06-30
0012011-10-01NANCY STRELOW NANCY STRELOW2013-06-21
0012010-10-01NANCY STRELOW NANCY STRELOW2012-07-06
0012009-10-01NANCY STRELOW
0012008-10-01

Plan Statistics for LYNCH COMPANIES 401(K) SAVINGS PLAN

401k plan membership statisitcs for LYNCH COMPANIES 401(K) SAVINGS PLAN

Measure Date Value
2021: LYNCH COMPANIES 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01705
Total number of active participants reported on line 7a of the Form 55002021-10-01589
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-01124
Total of all active and inactive participants2021-10-01713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01713
Number of participants with account balances2021-10-01663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0163
2020: LYNCH COMPANIES 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01702
Total number of active participants reported on line 7a of the Form 55002020-10-01601
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-01104
Total of all active and inactive participants2020-10-01705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01705
Number of participants with account balances2020-10-01671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0176
2019: LYNCH COMPANIES 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01660
Total number of active participants reported on line 7a of the Form 55002019-10-01601
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-01101
Total of all active and inactive participants2019-10-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01702
Number of participants with account balances2019-10-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0162
2018: LYNCH COMPANIES 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01602
Total number of active participants reported on line 7a of the Form 55002018-10-01568
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0192
Total of all active and inactive participants2018-10-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01660
Number of participants with account balances2018-10-01567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0177
2017: LYNCH COMPANIES 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01607
Total number of active participants reported on line 7a of the Form 55002017-10-01512
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0189
Total of all active and inactive participants2017-10-01601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-011
Total participants2017-10-01602
Number of participants with account balances2017-10-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0168
2016: LYNCH COMPANIES 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01564
Total number of active participants reported on line 7a of the Form 55002016-10-01504
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0172
Total of all active and inactive participants2016-10-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01576
Number of participants with account balances2016-10-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-0153
2015: LYNCH COMPANIES 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01520
Total number of active participants reported on line 7a of the Form 55002015-10-01470
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0164
Total of all active and inactive participants2015-10-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01534
Number of participants with account balances2015-10-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0143
2014: LYNCH COMPANIES 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01465
Total number of active participants reported on line 7a of the Form 55002014-10-01436
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0148
Total of all active and inactive participants2014-10-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01484
Number of participants with account balances2014-10-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0120
2013: LYNCH COMPANIES 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01468
Total number of active participants reported on line 7a of the Form 55002013-10-01420
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0137
Total of all active and inactive participants2013-10-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01457
Number of participants with account balances2013-10-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0114
2012: LYNCH COMPANIES 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01395
Total number of active participants reported on line 7a of the Form 55002012-10-01393
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0138
Total of all active and inactive participants2012-10-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01431
Number of participants with account balances2012-10-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0124
2011: LYNCH COMPANIES 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01364
Total number of active participants reported on line 7a of the Form 55002011-10-01356
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0138
Total of all active and inactive participants2011-10-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01394
Number of participants with account balances2011-10-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0127
2010: LYNCH COMPANIES 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01348
Total number of active participants reported on line 7a of the Form 55002010-10-01317
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0133
Total of all active and inactive participants2010-10-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01350
Number of participants with account balances2010-10-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-0128
2009: LYNCH COMPANIES 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01379
Total number of active participants reported on line 7a of the Form 55002009-10-01304
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0142
Total of all active and inactive participants2009-10-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01346
Number of participants with account balances2009-10-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0111

Financial Data on LYNCH COMPANIES 401(K) SAVINGS PLAN

Measure Date Value
2022 : LYNCH COMPANIES 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-4,005,259
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$2,532,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$2,255,197
Expenses. Certain deemed distributions of participant loans2022-09-30$109,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$5,462,592
Value of total assets at end of year2022-09-30$47,713,777
Value of total assets at beginning of year2022-09-30$54,251,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$167,546
Total interest from all sources2022-09-30$86,846
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$253,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$253,740
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$2,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$4,116,530
Participant contributions at end of year2022-09-30$594,079
Participant contributions at beginning of year2022-09-30$728,021
Participant contributions at end of year2022-09-30$29,776
Participant contributions at beginning of year2022-09-30$46,140
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$163,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-6,537,563
Value of net assets at end of year (total assets less liabilities)2022-09-30$47,713,777
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$54,251,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$11,420,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$12,855,346
Value of interest in pooled separate accounts at end of year2022-09-30$2,989,960
Value of interest in pooled separate accounts at beginning of year2022-09-30$3,948,961
Interest on participant loans2022-09-30$32,071
Interest earned on other investments2022-09-30$54,775
Value of interest in common/collective trusts at end of year2022-09-30$28,307,759
Value of interest in common/collective trusts at beginning of year2022-09-30$32,912,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$3,842,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$3,225,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-2,637,647
Net investment gain/loss from pooled separate accounts2022-09-30$-1,022,366
Net investment gain or loss from common/collective trusts2022-09-30$-6,148,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$1,182,231
Employer contributions (assets) at end of year2022-09-30$528,800
Employer contributions (assets) at beginning of year2022-09-30$534,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$2,255,197
Contract administrator fees2022-09-30$167,546
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-09-30410746749
2021 : LYNCH COMPANIES 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$14,673,389
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$4,585,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$4,446,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$5,469,188
Value of total assets at end of year2021-09-30$54,251,340
Value of total assets at beginning of year2021-09-30$44,163,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$138,667
Total interest from all sources2021-09-30$93,871
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$199,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$199,379
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$2,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$3,895,459
Participant contributions at end of year2021-09-30$728,021
Participant contributions at beginning of year2021-09-30$740,899
Participant contributions at end of year2021-09-30$46,140
Participant contributions at beginning of year2021-09-30$716
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$404,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$10,087,853
Value of net assets at end of year (total assets less liabilities)2021-09-30$54,251,340
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$44,163,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$12,855,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$13,111,041
Value of interest in pooled separate accounts at end of year2021-09-30$3,948,961
Value of interest in pooled separate accounts at beginning of year2021-09-30$205,101
Interest on participant loans2021-09-30$36,706
Interest earned on other investments2021-09-30$57,165
Value of interest in common/collective trusts at end of year2021-09-30$32,912,726
Value of interest in common/collective trusts at beginning of year2021-09-30$26,670,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$3,225,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$2,947,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$3,539,570
Net investment gain/loss from pooled separate accounts2021-09-30$134,162
Net investment gain or loss from common/collective trusts2021-09-30$5,237,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$1,168,828
Employer contributions (assets) at end of year2021-09-30$534,893
Employer contributions (assets) at beginning of year2021-09-30$487,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$4,446,869
Contract administrator fees2021-09-30$138,667
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-09-30410746749
2020 : LYNCH COMPANIES 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$7,374,931
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$3,052,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$2,923,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$4,354,304
Value of total assets at end of year2020-09-30$44,163,487
Value of total assets at beginning of year2020-09-30$39,841,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$129,442
Total interest from all sources2020-09-30$85,824
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$212,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$212,550
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$3,240,748
Participant contributions at end of year2020-09-30$740,899
Participant contributions at beginning of year2020-09-30$566,983
Participant contributions at end of year2020-09-30$716
Participant contributions at beginning of year2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$154,962
Other income not declared elsewhere2020-09-30$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$4,322,365
Value of net assets at end of year (total assets less liabilities)2020-09-30$44,163,487
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$39,841,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$13,111,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$10,424,450
Value of interest in pooled separate accounts at end of year2020-09-30$205,101
Value of interest in pooled separate accounts at beginning of year2020-09-30$2,506,652
Interest on participant loans2020-09-30$34,662
Interest earned on other investments2020-09-30$51,162
Value of interest in common/collective trusts at end of year2020-09-30$26,670,743
Value of interest in common/collective trusts at beginning of year2020-09-30$23,658,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$2,947,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$2,201,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$725,124
Net investment gain/loss from pooled separate accounts2020-09-30$-254,335
Net investment gain or loss from common/collective trusts2020-09-30$2,251,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$958,594
Employer contributions (assets) at end of year2020-09-30$487,929
Employer contributions (assets) at beginning of year2020-09-30$483,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$2,923,124
Contract administrator fees2020-09-30$129,442
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-09-30410746749
2019 : LYNCH COMPANIES 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$5,026,394
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$2,287,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$2,264,061
Value of total corrective distributions2019-09-30$587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$4,427,327
Value of total assets at end of year2019-09-30$39,841,122
Value of total assets at beginning of year2019-09-30$37,101,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$22,571
Total interest from all sources2019-09-30$47,522
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$2,903,415
Participant contributions at end of year2019-09-30$566,983
Participant contributions at beginning of year2019-09-30$450,664
Participant contributions at end of year2019-09-30$0
Participant contributions at beginning of year2019-09-30$12,082
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$529,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$2,739,175
Value of net assets at end of year (total assets less liabilities)2019-09-30$39,841,122
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$37,101,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$10,424,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$8,287,182
Value of interest in pooled separate accounts at end of year2019-09-30$2,506,652
Value of interest in pooled separate accounts at beginning of year2019-09-30$4,733,885
Interest on participant loans2019-09-30$25,293
Interest earned on other investments2019-09-30$22,229
Value of interest in common/collective trusts at end of year2019-09-30$23,658,752
Value of interest in common/collective trusts at beginning of year2019-09-30$21,868,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$2,201,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$1,368,923
Net investment gain/loss from pooled separate accounts2019-09-30$197,857
Net investment gain or loss from common/collective trusts2019-09-30$353,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$994,182
Employer contributions (assets) at end of year2019-09-30$483,173
Employer contributions (assets) at beginning of year2019-09-30$381,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$2,264,061
Contract administrator fees2019-09-30$22,571
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-09-30410746749
2018 : LYNCH COMPANIES 401(K) SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$0
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total transfer of assets to this plan2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$6,517,202
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$2,849,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$2,835,685
Expenses. Certain deemed distributions of participant loans2018-09-30$0
Value of total corrective distributions2018-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$3,658,789
Value of total assets at end of year2018-09-30$37,101,947
Value of total assets at beginning of year2018-09-30$33,434,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$14,251
Total income from rents2018-09-30$0
Total interest from all sources2018-09-30$33,870
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$101,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$101,700
Administrative expenses professional fees incurred2018-09-30$320
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Amount of non-exempt transactions with any party-in-interest2018-09-30$0
Contributions received from participants2018-09-30$2,518,411
Participant contributions at end of year2018-09-30$450,664
Participant contributions at beginning of year2018-09-30$358,375
Participant contributions at end of year2018-09-30$12,082
Participant contributions at beginning of year2018-09-30$29,918
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$303,351
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-09-30$607
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$0
Other income not declared elsewhere2018-09-30$0
Administrative expenses (other) incurred2018-09-30$0
Liabilities. Value of operating payables at beginning of year2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$3,667,266
Value of net assets at end of year (total assets less liabilities)2018-09-30$37,101,947
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$33,434,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-09-30$0
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-09-30$0
Investment advisory and management fees2018-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$8,287,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$7,131,030
Value of interest in pooled separate accounts at end of year2018-09-30$4,733,885
Value of interest in pooled separate accounts at beginning of year2018-09-30$4,424,181
Interest on participant loans2018-09-30$15,677
Income. Interest from loans (other than to participants)2018-09-30$0
Interest earned on other investments2018-09-30$18,193
Income. Interest from US Government securities2018-09-30$0
Income. Interest from corporate debt instruments2018-09-30$0
Value of interest in common/collective trusts at end of year2018-09-30$21,868,088
Value of interest in common/collective trusts at beginning of year2018-09-30$19,644,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$1,368,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$1,527,418
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$651,317
Net investment gain/loss from pooled separate accounts2018-09-30$702,730
Net investment gain or loss from common/collective trusts2018-09-30$1,368,796
Net gain/loss from 103.12 investment entities2018-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$837,027
Employer contributions (assets) at end of year2018-09-30$381,123
Employer contributions (assets) at beginning of year2018-09-30$318,891
Income. Dividends from preferred stock2018-09-30$0
Income. Dividends from common stock2018-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$2,835,078
Contract administrator fees2018-09-30$13,931
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$0
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$0
Aggregate carrying amount (costs) on sale of assets2018-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-09-30410746749
2017 : LYNCH COMPANIES 401(K) SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$0
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total transfer of assets to this plan2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$6,665,044
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$1,635,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$1,619,402
Expenses. Certain deemed distributions of participant loans2017-09-30$0
Value of total corrective distributions2017-09-30$4,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$2,829,236
Value of total assets at end of year2017-09-30$33,434,681
Value of total assets at beginning of year2017-09-30$28,405,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$11,585
Total income from rents2017-09-30$0
Total interest from all sources2017-09-30$34,847
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$77,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$77,345
Administrative expenses professional fees incurred2017-09-30$0
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Amount of non-exempt transactions with any party-in-interest2017-09-30$0
Contributions received from participants2017-09-30$2,076,293
Participant contributions at end of year2017-09-30$358,375
Participant contributions at beginning of year2017-09-30$436,828
Participant contributions at end of year2017-09-30$29,918
Participant contributions at beginning of year2017-09-30$72,558
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$39,845
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$0
Other income not declared elsewhere2017-09-30$-2,354
Administrative expenses (other) incurred2017-09-30$0
Liabilities. Value of operating payables at beginning of year2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$5,029,321
Value of net assets at end of year (total assets less liabilities)2017-09-30$33,434,681
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$28,405,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-09-30$0
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-09-30$0
Investment advisory and management fees2017-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$7,131,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$5,611,910
Value of interest in pooled separate accounts at end of year2017-09-30$4,424,181
Value of interest in pooled separate accounts at beginning of year2017-09-30$3,520,893
Interest on participant loans2017-09-30$14,791
Income. Interest from loans (other than to participants)2017-09-30$0
Interest earned on other investments2017-09-30$20,056
Income. Interest from US Government securities2017-09-30$0
Income. Interest from corporate debt instruments2017-09-30$0
Value of interest in common/collective trusts at end of year2017-09-30$19,644,868
Value of interest in common/collective trusts at beginning of year2017-09-30$16,455,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$1,527,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$1,985,616
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$1,065,681
Net investment gain/loss from pooled separate accounts2017-09-30$593,165
Net investment gain or loss from common/collective trusts2017-09-30$2,067,124
Net gain/loss from 103.12 investment entities2017-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$713,098
Employer contributions (assets) at end of year2017-09-30$318,891
Employer contributions (assets) at beginning of year2017-09-30$321,602
Income. Dividends from preferred stock2017-09-30$0
Income. Dividends from common stock2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$1,619,402
Contract administrator fees2017-09-30$11,585
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$0
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$0
Aggregate carrying amount (costs) on sale of assets2017-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30WINTER, KLOMAN, MOTER & REPP, S.C.
Accountancy firm EIN2017-09-30391275499
2016 : LYNCH COMPANIES 401(K) SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$0
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total transfer of assets to this plan2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$5,473,310
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$1,737,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$1,727,905
Expenses. Certain deemed distributions of participant loans2016-09-30$0
Value of total corrective distributions2016-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$2,833,741
Value of total assets at end of year2016-09-30$28,405,360
Value of total assets at beginning of year2016-09-30$24,669,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$9,483
Total income from rents2016-09-30$0
Total interest from all sources2016-09-30$33,098
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$63,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$63,888
Administrative expenses professional fees incurred2016-09-30$0
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Amount of non-exempt transactions with any party-in-interest2016-09-30$0
Contributions received from participants2016-09-30$1,875,484
Participant contributions at end of year2016-09-30$436,828
Participant contributions at beginning of year2016-09-30$501,415
Participant contributions at end of year2016-09-30$72,558
Participant contributions at beginning of year2016-09-30$23,545
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$283,444
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$0
Other income not declared elsewhere2016-09-30$0
Administrative expenses (other) incurred2016-09-30$0
Liabilities. Value of operating payables at beginning of year2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$3,735,922
Value of net assets at end of year (total assets less liabilities)2016-09-30$28,405,360
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$24,669,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-09-30$0
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-09-30$0
Investment advisory and management fees2016-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$5,611,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$4,471,887
Value of interest in pooled separate accounts at end of year2016-09-30$3,520,893
Value of interest in pooled separate accounts at beginning of year2016-09-30$2,724,977
Interest on participant loans2016-09-30$15,627
Income. Interest from loans (other than to participants)2016-09-30$0
Interest earned on other investments2016-09-30$17,471
Income. Interest from US Government securities2016-09-30$0
Income. Interest from corporate debt instruments2016-09-30$0
Value of interest in common/collective trusts at end of year2016-09-30$16,455,953
Value of interest in common/collective trusts at beginning of year2016-09-30$15,312,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$1,985,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$1,404,970
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$648,140
Net investment gain/loss from pooled separate accounts2016-09-30$330,470
Net investment gain or loss from common/collective trusts2016-09-30$1,563,973
Net gain/loss from 103.12 investment entities2016-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$674,813
Employer contributions (assets) at end of year2016-09-30$321,602
Employer contributions (assets) at beginning of year2016-09-30$230,115
Income. Dividends from preferred stock2016-09-30$0
Income. Dividends from common stock2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$1,727,905
Contract administrator fees2016-09-30$9,483
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$0
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$0
Aggregate carrying amount (costs) on sale of assets2016-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30WINTER, KLOMAN, MOTER & REPP, S.C.
Accountancy firm EIN2016-09-30391275499
2015 : LYNCH COMPANIES 401(K) SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$0
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total transfer of assets to this plan2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$1,777,463
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$1,938,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$1,932,225
Expenses. Certain deemed distributions of participant loans2015-09-30$0
Value of total corrective distributions2015-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$2,100,752
Value of total assets at end of year2015-09-30$24,669,438
Value of total assets at beginning of year2015-09-30$24,829,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$5,778
Total income from rents2015-09-30$0
Total interest from all sources2015-09-30$29,545
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$62,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$62,303
Administrative expenses professional fees incurred2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Amount of non-exempt transactions with any party-in-interest2015-09-30$0
Contributions received from participants2015-09-30$1,264,757
Participant contributions at end of year2015-09-30$501,415
Participant contributions at beginning of year2015-09-30$475,350
Participant contributions at end of year2015-09-30$23,545
Participant contributions at beginning of year2015-09-30$46,462
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$347,481
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-09-30$117
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$0
Other income not declared elsewhere2015-09-30$0
Administrative expenses (other) incurred2015-09-30$0
Liabilities. Value of operating payables at beginning of year2015-09-30$0
Total non interest bearing cash at end of year2015-09-30$0
Total non interest bearing cash at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-160,540
Value of net assets at end of year (total assets less liabilities)2015-09-30$24,669,438
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$24,829,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-09-30$0
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-09-30$0
Investment advisory and management fees2015-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$4,471,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$4,347,985
Value of interest in pooled separate accounts at end of year2015-09-30$2,724,977
Value of interest in pooled separate accounts at beginning of year2015-09-30$2,737,154
Interest on participant loans2015-09-30$15,432
Income. Interest from loans (other than to participants)2015-09-30$0
Interest earned on other investments2015-09-30$14,113
Income. Interest from US Government securities2015-09-30$0
Income. Interest from corporate debt instruments2015-09-30$0
Value of interest in common/collective trusts at end of year2015-09-30$15,312,529
Value of interest in common/collective trusts at beginning of year2015-09-30$15,995,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$1,404,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$1,019,771
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-202,779
Net investment gain/loss from pooled separate accounts2015-09-30$21,017
Net investment gain or loss from common/collective trusts2015-09-30$-233,375
Net gain/loss from 103.12 investment entities2015-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$488,514
Employer contributions (assets) at end of year2015-09-30$230,115
Employer contributions (assets) at beginning of year2015-09-30$208,037
Income. Dividends from preferred stock2015-09-30$0
Income. Dividends from common stock2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$1,932,108
Contract administrator fees2015-09-30$5,778
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$0
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$0
Aggregate carrying amount (costs) on sale of assets2015-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30WINTER, KLOMAN, MOTER, & REPP S.C
Accountancy firm EIN2015-09-30391275499
2014 : LYNCH COMPANIES 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$0
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total transfer of assets to this plan2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$3,992,289
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$710,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$704,253
Expenses. Certain deemed distributions of participant loans2014-09-30$0
Value of total corrective distributions2014-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$1,951,024
Value of total assets at end of year2014-09-30$24,829,978
Value of total assets at beginning of year2014-09-30$21,548,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$6,233
Total income from rents2014-09-30$0
Total interest from all sources2014-09-30$26,349
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$46,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$46,771
Administrative expenses professional fees incurred2014-09-30$0
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Amount of non-exempt transactions with any party-in-interest2014-09-30$0
Contributions received from participants2014-09-30$1,138,512
Participant contributions at end of year2014-09-30$475,350
Participant contributions at beginning of year2014-09-30$370,858
Participant contributions at end of year2014-09-30$46,462
Participant contributions at beginning of year2014-09-30$44,352
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$374,875
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-09-30$1,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$0
Other income not declared elsewhere2014-09-30$0
Administrative expenses (other) incurred2014-09-30$0
Liabilities. Value of operating payables at beginning of year2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$3,281,803
Value of net assets at end of year (total assets less liabilities)2014-09-30$24,829,978
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$21,548,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-09-30$0
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-09-30$0
Investment advisory and management fees2014-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$4,347,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$3,334,186
Value of interest in pooled separate accounts at end of year2014-09-30$2,737,154
Value of interest in pooled separate accounts at beginning of year2014-09-30$1,706,021
Interest on participant loans2014-09-30$13,325
Income. Interest from loans (other than to participants)2014-09-30$0
Interest earned on other investments2014-09-30$13,024
Income. Interest from US Government securities2014-09-30$0
Income. Interest from corporate debt instruments2014-09-30$0
Value of interest in common/collective trusts at end of year2014-09-30$15,995,219
Value of interest in common/collective trusts at beginning of year2014-09-30$14,771,563
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$1,019,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$1,127,501
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$227,127
Net investment gain/loss from pooled separate accounts2014-09-30$290,500
Net investment gain or loss from common/collective trusts2014-09-30$1,450,518
Net gain/loss from 103.12 investment entities2014-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$437,637
Employer contributions (assets) at end of year2014-09-30$208,037
Employer contributions (assets) at beginning of year2014-09-30$193,694
Income. Dividends from preferred stock2014-09-30$0
Income. Dividends from common stock2014-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$703,061
Contract administrator fees2014-09-30$6,233
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$0
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$0
Aggregate carrying amount (costs) on sale of assets2014-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30WINTER, KLOMAN, MOTER & REPP, S.C.
Accountancy firm EIN2014-09-30391275499
2013 : LYNCH COMPANIES 401(K) SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$0
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total transfer of assets to this plan2013-09-30$0
Total transfer of assets from this plan2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$3,903,259
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$668,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$666,272
Expenses. Certain deemed distributions of participant loans2013-09-30$0
Value of total corrective distributions2013-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$1,494,012
Value of total assets at end of year2013-09-30$21,548,175
Value of total assets at beginning of year2013-09-30$18,313,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$2,172
Total income from rents2013-09-30$0
Total interest from all sources2013-09-30$28,047
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$43,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$43,288
Administrative expenses professional fees incurred2013-09-30$0
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Amount of non-exempt transactions with any party-in-interest2013-09-30$0
Contributions received from participants2013-09-30$958,003
Participant contributions at end of year2013-09-30$370,858
Participant contributions at beginning of year2013-09-30$329,026
Participant contributions at end of year2013-09-30$44,352
Participant contributions at beginning of year2013-09-30$32,412
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$147,715
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$0
Other income not declared elsewhere2013-09-30$0
Administrative expenses (other) incurred2013-09-30$0
Liabilities. Value of operating payables at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$3,234,815
Value of net assets at end of year (total assets less liabilities)2013-09-30$21,548,175
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$18,313,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-09-30$0
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-09-30$0
Investment advisory and management fees2013-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$3,334,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$2,554,653
Value of interest in pooled separate accounts at end of year2013-09-30$1,706,021
Value of interest in pooled separate accounts at beginning of year2013-09-30$982,118
Interest on participant loans2013-09-30$11,561
Income. Interest from loans (other than to participants)2013-09-30$0
Interest earned on other investments2013-09-30$16,486
Income. Interest from US Government securities2013-09-30$0
Income. Interest from corporate debt instruments2013-09-30$0
Value of interest in common/collective trusts at end of year2013-09-30$14,771,563
Value of interest in common/collective trusts at beginning of year2013-09-30$13,514,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$1,127,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$731,058
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$444,025
Net investment gain/loss from pooled separate accounts2013-09-30$241,824
Net investment gain or loss from common/collective trusts2013-09-30$1,652,063
Net gain/loss from 103.12 investment entities2013-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$388,294
Employer contributions (assets) at end of year2013-09-30$193,694
Employer contributions (assets) at beginning of year2013-09-30$169,643
Income. Dividends from preferred stock2013-09-30$0
Income. Dividends from common stock2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$666,272
Contract administrator fees2013-09-30$2,172
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$0
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$0
Aggregate carrying amount (costs) on sale of assets2013-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30WINTER, KLOMAN, MOTER & REPP, S.C.
Accountancy firm EIN2013-09-30391275499
2012 : LYNCH COMPANIES 401(K) SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$0
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets to this plan2012-09-30$0
Total transfer of assets from this plan2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$4,281,797
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$754,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$752,372
Expenses. Certain deemed distributions of participant loans2012-09-30$0
Value of total corrective distributions2012-09-30$95
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$1,389,145
Value of total assets at end of year2012-09-30$18,313,360
Value of total assets at beginning of year2012-09-30$14,785,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$1,564
Total income from rents2012-09-30$0
Total interest from all sources2012-09-30$23,425
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$37,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$37,810
Administrative expenses professional fees incurred2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Amount of non-exempt transactions with any party-in-interest2012-09-30$0
Contributions received from participants2012-09-30$882,194
Participant contributions at end of year2012-09-30$329,026
Participant contributions at beginning of year2012-09-30$296,624
Participant contributions at end of year2012-09-30$32,412
Participant contributions at beginning of year2012-09-30$72,137
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$133,687
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$0
Other income not declared elsewhere2012-09-30$0
Administrative expenses (other) incurred2012-09-30$0
Liabilities. Value of operating payables at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$3,527,766
Value of net assets at end of year (total assets less liabilities)2012-09-30$18,313,360
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$14,785,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-09-30$0
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-09-30$0
Investment advisory and management fees2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$2,554,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$2,006,539
Value of interest in pooled separate accounts at end of year2012-09-30$982,118
Value of interest in pooled separate accounts at beginning of year2012-09-30$690,919
Interest on participant loans2012-09-30$11,321
Income. Interest from loans (other than to participants)2012-09-30$0
Interest earned on other investments2012-09-30$12,104
Income. Interest from US Government securities2012-09-30$0
Income. Interest from corporate debt instruments2012-09-30$0
Value of interest in common/collective trusts at end of year2012-09-30$13,514,450
Value of interest in common/collective trusts at beginning of year2012-09-30$11,327,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$731,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$377,389
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$371,442
Net investment gain/loss from pooled separate accounts2012-09-30$183,582
Net investment gain or loss from common/collective trusts2012-09-30$2,276,393
Net gain/loss from 103.12 investment entities2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$373,264
Employer contributions (assets) at end of year2012-09-30$169,643
Employer contributions (assets) at beginning of year2012-09-30$14,750
Income. Dividends from preferred stock2012-09-30$0
Income. Dividends from common stock2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$752,372
Contract administrator fees2012-09-30$1,564
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$0
Aggregate carrying amount (costs) on sale of assets2012-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30WINTER, KLOMAN, MOTER & REPP SC
Accountancy firm EIN2012-09-30391275499
2011 : LYNCH COMPANIES 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$0
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total transfer of assets to this plan2011-09-30$0
Total transfer of assets from this plan2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Expenses. Interest paid2011-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-09-30$0
Total income from all sources (including contributions)2011-09-30$707,442
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$806,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$763,995
Expenses. Certain deemed distributions of participant loans2011-09-30$27,364
Value of total corrective distributions2011-09-30$14,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$853,147
Value of total assets at end of year2011-09-30$14,785,594
Value of total assets at beginning of year2011-09-30$14,884,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$804
Total income from rents2011-09-30$0
Total interest from all sources2011-09-30$19,112
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$19,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$19,523
Administrative expenses professional fees incurred2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Amount of non-exempt transactions with any party-in-interest2011-09-30$0
Contributions received from participants2011-09-30$738,201
Participant contributions at end of year2011-09-30$296,624
Participant contributions at beginning of year2011-09-30$345,600
Participant contributions at end of year2011-09-30$72,137
Participant contributions at beginning of year2011-09-30$53,430
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$1,644
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$0
Other income not declared elsewhere2011-09-30$-490
Administrative expenses (other) incurred2011-09-30$0
Liabilities. Value of operating payables at beginning of year2011-09-30$0
Total non interest bearing cash at end of year2011-09-30$0
Total non interest bearing cash at beginning of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Income. Non cash contributions2011-09-30$0
Value of net income/loss2011-09-30$-98,822
Value of net assets at end of year (total assets less liabilities)2011-09-30$14,785,594
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$14,884,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-09-30$0
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-09-30$0
Investment advisory and management fees2011-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$2,006,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$12,969,587
Value of interest in pooled separate accounts at end of year2011-09-30$690,919
Value of interest in pooled separate accounts at beginning of year2011-09-30$0
Interest on participant loans2011-09-30$15,573
Income. Interest from loans (other than to participants)2011-09-30$0
Interest earned on other investments2011-09-30$3,539
Income. Interest from US Government securities2011-09-30$0
Income. Interest from corporate debt instruments2011-09-30$0
Value of interest in common/collective trusts at end of year2011-09-30$11,327,236
Value of interest in common/collective trusts at beginning of year2011-09-30$1,515,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$33
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$33
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$377,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$692,228
Net investment gain/loss from pooled separate accounts2011-09-30$-91,021
Net investment gain or loss from common/collective trusts2011-09-30$-785,057
Net gain/loss from 103.12 investment entities2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$113,302
Employer contributions (assets) at end of year2011-09-30$14,750
Employer contributions (assets) at beginning of year2011-09-30$0
Income. Dividends from preferred stock2011-09-30$0
Income. Dividends from common stock2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$763,995
Contract administrator fees2011-09-30$804
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30Yes
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$0
Aggregate carrying amount (costs) on sale of assets2011-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30WINTER, KLOMAN, MOTER & REPP
Accountancy firm EIN2011-09-30391275499
2010 : LYNCH COMPANIES 401(K) SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for LYNCH COMPANIES 401(K) SAVINGS PLAN

2021: LYNCH COMPANIES 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: LYNCH COMPANIES 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: LYNCH COMPANIES 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: LYNCH COMPANIES 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: LYNCH COMPANIES 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: LYNCH COMPANIES 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: LYNCH COMPANIES 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: LYNCH COMPANIES 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: LYNCH COMPANIES 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: LYNCH COMPANIES 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: LYNCH COMPANIES 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: LYNCH COMPANIES 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: LYNCH COMPANIES 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: LYNCH COMPANIES 401(K) SAVINGS PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered663
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $5,812
Total amount of fees paid to insurance companyUSD $3,392
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
Commission paid to Insurance BrokerUSD $5,812
Insurance broker organization code?7
Amount paid for insurance broker fees3392
Additional information about fees paid to insurance brokerTPA FEES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered671
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $2,447
Total amount of fees paid to insurance companyUSD $1,693
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
Commission paid to Insurance BrokerUSD $2,447
Insurance broker organization code?7
Amount paid for insurance broker fees1693
Additional information about fees paid to insurance brokerTPA FEES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered668
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $3,677
Total amount of fees paid to insurance companyUSD $2,340
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
Commission paid to Insurance BrokerUSD $3,677
Insurance broker organization code?7
Amount paid for insurance broker fees2340
Additional information about fees paid to insurance brokerTPA FEES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered659
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $4,123
Total amount of fees paid to insurance companyUSD $873
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
Commission paid to Insurance BrokerUSD $4,123
Insurance broker organization code?7
Amount paid for insurance broker fees873
Additional information about fees paid to insurance brokerTPA FEES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered602
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $1,519
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number711418
Policy instance 2
Insurance contract or identification number711418
Number of Individuals Covered602
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $4,693
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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