Plan Name | LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LANCASTER PREFERRED PARTNERS, LLC |
Employer identification number (EIN): | 421563431 |
NAIC Classification: | 336100 |
Additional information about LANCASTER PREFERRED PARTNERS, LLC
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2002-12-09 |
Company Identification Number: | S088259 |
Legal Registered Office Address: |
236 ROWAN ST SALEM United States of America (USA) 24153 |
More information about LANCASTER PREFERRED PARTNERS, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2018-01-01 | C. ED FEASTER | 2018-10-27 | C. ED FEASTER | 2018-10-27 |
001 | 2017-01-01 | C. ED FEASTER | 2018-06-05 | C. ED FEASTER | 2018-06-05 |
001 | 2016-01-01 | C. ED FEASTER | |||
001 | 2015-01-01 | C. ED FEASTER | 2016-10-09 | ||
001 | 2014-01-01 | C. ED FEASTER | 2015-10-10 | ||
001 | 2013-01-01 | C. ED FEASTER | 2014-12-29 | ||
001 | 2012-01-01 | C. ED FEASTER | |||
001 | 2011-01-01 | C. ED FEASTER | |||
001 | 2009-01-01 | C. ED FEASTER | |||
001 | 2008-01-01 | C. ED FEASTER | |||
001 | 2007-01-01 | C. ED FEASTER |
Measure | Date | Value |
---|---|---|
2016: LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 165 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 14 |
Total of all active and inactive participants | 2016-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 14 |
Number of participants with account balances | 2016-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2012: LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 170 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 47 |
Total of all active and inactive participants | 2012-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 49 |
Number of participants with account balances | 2012-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 117 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 39 |
Total of all active and inactive participants | 2011-01-01 | 156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 156 |
Number of participants with account balances | 2011-01-01 | 99 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 148 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 109 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 32 |
Total of all active and inactive participants | 2009-01-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 141 |
Number of participants with account balances | 2009-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
2008: LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 183 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 134 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 36 |
Total of all active and inactive participants | 2008-01-01 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 1 |
Total participants | 2008-01-01 | 171 |
Number of participants with account balances | 2008-01-01 | 138 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
2007: LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2007 401k membership | ||
Total participants, beginning-of-year | 2007-01-01 | 259 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 169 |
Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 36 |
Total of all active and inactive participants | 2007-01-01 | 205 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 1 |
Total participants | 2007-01-01 | 206 |
Number of participants with account balances | 2007-01-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2016 : LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $31,119 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $130,440 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $95,256 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $188 |
Value of total assets at end of year | 2016-12-31 | $607,340 |
Value of total assets at beginning of year | 2016-12-31 | $706,661 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $35,184 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $7,144 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $7,144 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $4,904 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-99,321 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $607,340 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $706,661 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $390,178 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $472,145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $217,162 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $229,612 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $229,612 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $23,787 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $188 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $95,256 |
Contract administrator fees | 2016-12-31 | $35,184 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CHERRY BEKAERT LLP |
Accountancy firm EIN | 2016-12-31 | 560574444 |
2012 : LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $570,656 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,792,016 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,791,716 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $203,908 |
Value of total assets at end of year | 2012-12-31 | $1,029,066 |
Value of total assets at beginning of year | 2012-12-31 | $4,250,426 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $300 |
Total interest from all sources | 2012-12-31 | $47,127 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $159,181 |
Participant contributions at end of year | 2012-12-31 | $32,962 |
Participant contributions at beginning of year | 2012-12-31 | $92,839 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-3,221,360 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,029,066 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,250,426 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $565,805 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,236,247 |
Interest on participant loans | 2012-12-31 | $2,621 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $326,999 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $827,601 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $827,601 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $44,506 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $319,621 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $44,727 |
Employer contributions (assets) at end of year | 2012-12-31 | $103,300 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $93,739 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,791,716 |
Contract administrator fees | 2012-12-31 | $300 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CHERRY BEKAERT LLP |
Accountancy firm EIN | 2012-12-31 | 560657444 |
2011 : LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $131,618 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $467,073 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $466,453 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $212,330 |
Value of total assets at end of year | 2011-12-31 | $4,250,426 |
Value of total assets at beginning of year | 2011-12-31 | $4,585,881 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $620 |
Total interest from all sources | 2011-12-31 | $4,482 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $71,750 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $71,750 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $180,050 |
Participant contributions at end of year | 2011-12-31 | $92,839 |
Participant contributions at beginning of year | 2011-12-31 | $135,730 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $5,866 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-335,455 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,250,426 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,585,881 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,236,247 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,634,075 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $827,601 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $722,781 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $722,781 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $4,482 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-156,944 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $32,280 |
Employer contributions (assets) at end of year | 2011-12-31 | $93,739 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $87,429 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $466,453 |
Contract administrator fees | 2011-12-31 | $620 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CHERRY BEKAERT, LLP |
Accountancy firm EIN | 2011-12-31 | 056057444 |
2010 : LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $707,515 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $473,793 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $472,543 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $309,268 |
Value of total assets at end of year | 2010-12-31 | $4,585,881 |
Value of total assets at beginning of year | 2010-12-31 | $4,352,159 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,250 |
Total interest from all sources | 2010-12-31 | $5,965 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $67,722 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $214,596 |
Participant contributions at end of year | 2010-12-31 | $135,730 |
Participant contributions at beginning of year | 2010-12-31 | $145,063 |
Participant contributions at end of year | 2010-12-31 | $5,866 |
Participant contributions at beginning of year | 2010-12-31 | $7,429 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $233,722 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,585,881 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,352,159 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,634,075 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,505,705 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $722,781 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $612,835 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $612,835 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $5,965 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $324,560 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $94,672 |
Employer contributions (assets) at end of year | 2010-12-31 | $87,429 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $81,127 |
Income. Dividends from common stock | 2010-12-31 | $67,722 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $472,543 |
Contract administrator fees | 2010-12-31 | $1,250 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CHERRY BEKAERT, LLP |
Accountancy firm EIN | 2010-12-31 | 560574444 |
2009 : LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2009 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2009-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2009-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2009-12-31 | $25,614 |
Total income from all sources (including contributions) | 2009-12-31 | $1,003,089 |
Total loss/gain on sale of assets | 2009-12-31 | $0 |
Total of all expenses incurred | 2009-12-31 | $383,681 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2009-12-31 | $382,556 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2009-12-31 | $274,542 |
Value of total assets at end of year | 2009-12-31 | $4,352,159 |
Value of total assets at beginning of year | 2009-12-31 | $3,758,365 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2009-12-31 | $1,125 |
Total interest from all sources | 2009-12-31 | $7,114 |
Total dividends received (eg from common stock, registered investment company shares) | 2009-12-31 | $86,065 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2009-12-31 | No |
Was this plan covered by a fidelity bond | 2009-12-31 | Yes |
Value of fidelity bond cover | 2009-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2009-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2009-12-31 | No |
Contributions received from participants | 2009-12-31 | $188,653 |
Participant contributions at end of year | 2009-12-31 | $145,063 |
Participant contributions at beginning of year | 2009-12-31 | $162,216 |
Participant contributions at end of year | 2009-12-31 | $7,429 |
Participant contributions at beginning of year | 2009-12-31 | $7,062 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2009-12-31 | No |
Value of net income/loss | 2009-12-31 | $619,408 |
Value of net assets at end of year (total assets less liabilities) | 2009-12-31 | $4,352,159 |
Value of net assets at beginning of year (total assets less liabilities) | 2009-12-31 | $3,732,751 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2009-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2009-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2009-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2009-12-31 | $3,505,705 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2009-12-31 | $2,926,360 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2009-12-31 | $612,835 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2009-12-31 | $587,933 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2009-12-31 | $587,933 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2009-12-31 | $7,114 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2009-12-31 | $635,368 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2009-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2009-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2009-12-31 | No |
Contributions received in cash from employer | 2009-12-31 | $85,889 |
Employer contributions (assets) at end of year | 2009-12-31 | $81,127 |
Employer contributions (assets) at beginning of year | 2009-12-31 | $74,794 |
Income. Dividends from common stock | 2009-12-31 | $86,065 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2009-12-31 | $382,556 |
Contract administrator fees | 2009-12-31 | $1,125 |
Liabilities. Value of benefit claims payable at end of year | 2009-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2009-12-31 | $25,614 |
Did the plan have assets held for investment | 2009-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2009-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2009-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2009-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2009-12-31 | Disclaimer |
Accountancy firm name | 2009-12-31 | CHERRY BEKAERT, LLP |
Accountancy firm EIN | 2009-12-31 | 560574444 |
2008 : LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2008 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2008-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2008-12-31 | $25,614 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2008-12-31 | $23,567 |
Total income from all sources (including contributions) | 2008-12-31 | $-651,556 |
Total loss/gain on sale of assets | 2008-12-31 | $0 |
Total of all expenses incurred | 2008-12-31 | $694,030 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2008-12-31 | $692,655 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2008-12-31 | $448,714 |
Value of total assets at end of year | 2008-12-31 | $3,758,365 |
Value of total assets at beginning of year | 2008-12-31 | $5,101,904 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2008-12-31 | $1,375 |
Total interest from all sources | 2008-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2008-12-31 | $123,048 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2008-12-31 | No |
Was this plan covered by a fidelity bond | 2008-12-31 | Yes |
Value of fidelity bond cover | 2008-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2008-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2008-12-31 | No |
Contributions received from participants | 2008-12-31 | $303,763 |
Participant contributions at end of year | 2008-12-31 | $162,216 |
Participant contributions at beginning of year | 2008-12-31 | $150,466 |
Participant contributions at end of year | 2008-12-31 | $7,062 |
Participant contributions at beginning of year | 2008-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2008-12-31 | $11,037 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2008-12-31 | No |
Value of net income/loss | 2008-12-31 | $-1,345,586 |
Value of net assets at end of year (total assets less liabilities) | 2008-12-31 | $3,732,751 |
Value of net assets at beginning of year (total assets less liabilities) | 2008-12-31 | $5,078,337 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2008-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2008-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2008-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2008-12-31 | $2,926,360 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2008-12-31 | $4,316,219 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2008-12-31 | $587,933 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2008-12-31 | $573,504 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2008-12-31 | $573,504 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2008-12-31 | $-1,223,318 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2008-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2008-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2008-12-31 | No |
Contributions received in cash from employer | 2008-12-31 | $133,914 |
Employer contributions (assets) at end of year | 2008-12-31 | $74,794 |
Employer contributions (assets) at beginning of year | 2008-12-31 | $61,715 |
Income. Dividends from common stock | 2008-12-31 | $123,048 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2008-12-31 | $692,655 |
Contract administrator fees | 2008-12-31 | $1,375 |
Liabilities. Value of benefit claims payable at end of year | 2008-12-31 | $25,614 |
Liabilities. Value of benefit claims payable at beginning of year | 2008-12-31 | $23,567 |
Did the plan have assets held for investment | 2008-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2008-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2008-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2008-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2008-12-31 | Disclaimer |
Accountancy firm name | 2008-12-31 | CHERRY BEKAERT, LLP |
Accountancy firm EIN | 2008-12-31 | 560574444 |
2007 : LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2007 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2007-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2007-12-31 | $23,567 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2007-12-31 | $0 |
Total income from all sources (including contributions) | 2007-12-31 | $1,029,825 |
Total loss/gain on sale of assets | 2007-12-31 | $0 |
Total of all expenses incurred | 2007-12-31 | $657,143 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2007-12-31 | $654,893 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2007-12-31 | $588,515 |
Value of total assets at end of year | 2007-12-31 | $5,101,904 |
Value of total assets at beginning of year | 2007-12-31 | $4,705,655 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2007-12-31 | $2,250 |
Total interest from all sources | 2007-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2007-12-31 | $134,474 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2007-12-31 | No |
Was this plan covered by a fidelity bond | 2007-12-31 | Yes |
Value of fidelity bond cover | 2007-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2007-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2007-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2007-12-31 | No |
Contributions received from participants | 2007-12-31 | $373,483 |
Participant contributions at end of year | 2007-12-31 | $150,466 |
Participant contributions at beginning of year | 2007-12-31 | $116,497 |
Participant contributions at beginning of year | 2007-12-31 | $35,442 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2007-12-31 | No |
Value of net income/loss | 2007-12-31 | $372,682 |
Value of net assets at end of year (total assets less liabilities) | 2007-12-31 | $5,078,337 |
Value of net assets at beginning of year (total assets less liabilities) | 2007-12-31 | $4,705,655 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2007-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2007-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2007-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2007-12-31 | $4,316,219 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2007-12-31 | $4,048,178 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2007-12-31 | $573,504 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2007-12-31 | $485,554 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2007-12-31 | $485,554 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2007-12-31 | $306,836 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2007-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2007-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2007-12-31 | No |
Contributions received in cash from employer | 2007-12-31 | $215,032 |
Employer contributions (assets) at end of year | 2007-12-31 | $61,715 |
Employer contributions (assets) at beginning of year | 2007-12-31 | $19,984 |
Income. Dividends from common stock | 2007-12-31 | $134,474 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2007-12-31 | $654,893 |
Contract administrator fees | 2007-12-31 | $2,250 |
Liabilities. Value of benefit claims payable at end of year | 2007-12-31 | $23,567 |
Liabilities. Value of benefit claims payable at beginning of year | 2007-12-31 | $0 |
Did the plan have assets held for investment | 2007-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2007-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2007-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2007-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2007-12-31 | Disclaimer |
Accountancy firm name | 2007-12-31 | CHERRY BEKAERT, LLP |
Accountancy firm EIN | 2007-12-31 | 560574444 |
2016: LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2008 form 5500 responses | ||
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | No |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |
2007: LANCASTER PREFERRED PARTNERS, LLC 401(K) PLAN 2007 form 5500 responses | ||
2007-01-01 | Type of plan entity | Single employer plan |
2007-01-01 | Submission has been amended | No |
2007-01-01 | This submission is the final filing | No |
2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-01-01 | Plan is a collectively bargained plan | No |
2007-01-01 | Plan funding arrangement – Trust | Yes |
2007-01-01 | Plan benefit arrangement - Trust | Yes |