401k Plan data: LEE AEROSPACE, INC. 401(K) PLAN plan

LEE AEROSPACE, INC. 401(K) PLAN 401k Plan overview

Plan Name	LEE AEROSPACE, INC. 401(K) PLAN
Plan identification number	001

LEE AEROSPACE, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name: LEE AEROSPACE, INC.

Employer identification number (EIN): 481072049

NAIC Classification: 336410

Additional information about LEE AEROSPACE, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2001-07-11

Company Identification Number: 0014012106

Legal Registered Office Address: 9323 E 34TH ST N

WICHITA
United States of America (USA)
67226

More information about LEE AEROSPACE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE AEROSPACE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JAMES LEE
001 2016-01-01 JAMES LEE
001 2015-01-01 JAMES LEE
001 2014-01-17 JAMES LEE

Plan Statistics for LEE AEROSPACE, INC. 401(K) PLAN

401k plan membership statisitcs for LEE AEROSPACE, INC. 401(K) PLAN

Measure Date Value
2022: LEE AEROSPACE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 158
Number of retired or separated participants receiving benefits 2022-01-01 8
Number of other retired or separated participants entitled to future benefits 2022-01-01 44
Total of all active and inactive participants 2022-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 210
Number of participants with account balances 2022-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LEE AEROSPACE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 159
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 31
Total of all active and inactive participants 2021-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 197
Number of participants with account balances 2021-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LEE AEROSPACE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 302
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 164
Number of retired or separated participants receiving benefits 2020-01-01 10
Number of other retired or separated participants entitled to future benefits 2020-01-01 29
Total of all active and inactive participants 2020-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 203
Number of participants with account balances 2020-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LEE AEROSPACE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 215
Number of retired or separated participants receiving benefits 2019-01-01 57
Number of other retired or separated participants entitled to future benefits 2019-01-01 25
Total of all active and inactive participants 2019-01-01 297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 298
Number of participants with account balances 2019-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LEE AEROSPACE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 211
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 18
Total of all active and inactive participants 2018-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 232
Number of participants with account balances 2018-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LEE AEROSPACE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 259
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 204
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 17
Total of all active and inactive participants 2017-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 221
Number of participants with account balances 2017-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LEE AEROSPACE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 260
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 235
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 19
Total of all active and inactive participants 2016-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 257
Number of participants with account balances 2016-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LEE AEROSPACE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 282
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 244
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 253
Number of participants with account balances 2015-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LEE AEROSPACE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-17 156
Total number of active participants reported on line 7a of the Form 5500 2014-01-17 252
Number of retired or separated participants receiving benefits 2014-01-17 0
Number of other retired or separated participants entitled to future benefits 2014-01-17 18
Total of all active and inactive participants 2014-01-17 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-17 0
Total participants 2014-01-17 270
Number of participants with account balances 2014-01-17 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-17 0

Measure	Date	Value
2022: LEE AEROSPACE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	158
Number of retired or separated participants receiving benefits	2022-01-01	8
Number of other retired or separated participants entitled to future benefits	2022-01-01	44
Total of all active and inactive participants	2022-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	210
Number of participants with account balances	2022-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LEE AEROSPACE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	159
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	31
Total of all active and inactive participants	2021-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	197
Number of participants with account balances	2021-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LEE AEROSPACE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	302
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	164
Number of retired or separated participants receiving benefits	2020-01-01	10
Number of other retired or separated participants entitled to future benefits	2020-01-01	29
Total of all active and inactive participants	2020-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	203
Number of participants with account balances	2020-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LEE AEROSPACE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	215
Number of retired or separated participants receiving benefits	2019-01-01	57
Number of other retired or separated participants entitled to future benefits	2019-01-01	25
Total of all active and inactive participants	2019-01-01	297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	298
Number of participants with account balances	2019-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LEE AEROSPACE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	211
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	18
Total of all active and inactive participants	2018-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	232
Number of participants with account balances	2018-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LEE AEROSPACE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	259
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	204
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	17
Total of all active and inactive participants	2017-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	221
Number of participants with account balances	2017-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LEE AEROSPACE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	260
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	235
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	19
Total of all active and inactive participants	2016-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	257
Number of participants with account balances	2016-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LEE AEROSPACE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	282
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	244
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	253
Number of participants with account balances	2015-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LEE AEROSPACE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-17	156
Total number of active participants reported on line 7a of the Form 5500	2014-01-17	252
Number of retired or separated participants receiving benefits	2014-01-17	0
Number of other retired or separated participants entitled to future benefits	2014-01-17	18
Total of all active and inactive participants	2014-01-17	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-17	0
Total participants	2014-01-17	270
Number of participants with account balances	2014-01-17	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-17	0

Financial Data on LEE AEROSPACE, INC. 401(K) PLAN

Measure	Date	Value
2022 : LEE AEROSPACE, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$5,087
Total income from all sources (including contributions)	2022-12-31	$-1,592,109
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$523,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$512,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$985,097
Value of total assets at end of year	2022-12-31	$11,580,165
Value of total assets at beginning of year	2022-12-31	$13,700,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$10,925
Total interest from all sources	2022-12-31	$10,234
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$419,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$419,227
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$614,499
Participant contributions at end of year	2022-12-31	$192,867
Participant contributions at beginning of year	2022-12-31	$277,221
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$27,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$5,087
Other income not declared elsewhere	2022-12-31	$104
Total non interest bearing cash at end of year	2022-12-31	$1,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,115,689
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,580,165
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,695,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$225
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,253,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,308,854
Interest on participant loans	2022-12-31	$10,007
Interest earned on other investments	2022-12-31	$226
Value of interest in common/collective trusts at end of year	2022-12-31	$113,780
Value of interest in common/collective trusts at beginning of year	2022-12-31	$104,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$43
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,008,615
Net investment gain or loss from common/collective trusts	2022-12-31	$1,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$343,511
Employer contributions (assets) at end of year	2022-12-31	$19,089
Employer contributions (assets) at beginning of year	2022-12-31	$10,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$512,655
Contract administrator fees	2022-12-31	$10,700
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KOCH SIEDHOFF HAND & DUNN LLP
Accountancy firm EIN	2022-12-31	480922808
2021 : LEE AEROSPACE, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$5,087
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,792,213
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$367,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$357,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$983,287
Value of total assets at end of year	2021-12-31	$13,700,941
Value of total assets at beginning of year	2021-12-31	$11,271,612
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$10,823
Total interest from all sources	2021-12-31	$13,312
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$776,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$776,311
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$25,378
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$539,841
Participant contributions at end of year	2021-12-31	$277,221
Participant contributions at beginning of year	2021-12-31	$260,318
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$149,227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$32,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$5,087
Other income not declared elsewhere	2021-12-31	$41
Total non interest bearing cash at beginning of year	2021-12-31	$110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,424,242
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,695,854
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,271,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,308,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,879,883
Income. Interest from loans (other than to participants)	2021-12-31	$12,924
Interest earned on other investments	2021-12-31	$388
Value of interest in common/collective trusts at end of year	2021-12-31	$104,029
Value of interest in common/collective trusts at beginning of year	2021-12-31	$92,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,017,342
Net investment gain or loss from common/collective trusts	2021-12-31	$1,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$294,219
Employer contributions (assets) at end of year	2021-12-31	$10,837
Employer contributions (assets) at beginning of year	2021-12-31	$6,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$357,148
Contract administrator fees	2021-12-31	$10,823
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KOCH SIEDHOFF HAND & DUNN LLP
Accountancy firm EIN	2021-12-31	480922808
2020 : LEE AEROSPACE, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,379,881
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,678,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,666,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$840,755
Value of total assets at end of year	2020-12-31	$11,271,612
Value of total assets at beginning of year	2020-12-31	$10,570,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,456
Total interest from all sources	2020-12-31	$15,929
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$311,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$311,490
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$55,959
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$541,800
Participant contributions at end of year	2020-12-31	$260,318
Participant contributions at beginning of year	2020-12-31	$379,800
Participant contributions at beginning of year	2020-12-31	$20,122
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$639
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$32,820
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$44,985
Total non interest bearing cash at end of year	2020-12-31	$110
Total non interest bearing cash at beginning of year	2020-12-31	$104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$701,322
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,271,612
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,570,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$388
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,879,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,946,936
Interest on participant loans	2020-12-31	$15,929
Value of interest in common/collective trusts at end of year	2020-12-31	$92,220
Value of interest in common/collective trusts at beginning of year	2020-12-31	$159,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,207,494
Net investment gain or loss from common/collective trusts	2020-12-31	$4,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$298,316
Employer contributions (assets) at end of year	2020-12-31	$6,261
Employer contributions (assets) at beginning of year	2020-12-31	$18,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,666,103
Contract administrator fees	2020-12-31	$12,068
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	KOCH SIEDHOFF HAND & DUNN LLP
Accountancy firm EIN	2020-12-31	480922808
2019 : LEE AEROSPACE, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,969,906
Total income from all sources (including contributions)	2019-12-31	$2,969,906
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$422,500
Total of all expenses incurred	2019-12-31	$422,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$412,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$412,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,085,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,085,756
Value of total assets at end of year	2019-12-31	$10,570,290
Value of total assets at end of year	2019-12-31	$10,570,290
Value of total assets at beginning of year	2019-12-31	$8,022,884
Value of total assets at beginning of year	2019-12-31	$8,022,884
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,100
Total interest from all sources	2019-12-31	$18,670
Total interest from all sources	2019-12-31	$18,670
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$289,871
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$289,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$289,871
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$289,871
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$41,438
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$640,758
Contributions received from participants	2019-12-31	$640,758
Participant contributions at end of year	2019-12-31	$379,800
Participant contributions at end of year	2019-12-31	$379,800
Participant contributions at beginning of year	2019-12-31	$354,738
Participant contributions at beginning of year	2019-12-31	$354,738
Participant contributions at end of year	2019-12-31	$20,122
Participant contributions at end of year	2019-12-31	$20,122
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$45,863
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$45,863
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$44,985
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$44,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$38,053
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$38,053
Total non interest bearing cash at end of year	2019-12-31	$104
Total non interest bearing cash at end of year	2019-12-31	$104
Total non interest bearing cash at beginning of year	2019-12-31	$96
Total non interest bearing cash at beginning of year	2019-12-31	$96
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,547,406
Value of net income/loss	2019-12-31	$2,547,406
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,570,290
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,570,290
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,022,884
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,022,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$356
Investment advisory and management fees	2019-12-31	$356
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,946,936
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,946,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,424,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,424,581
Interest on participant loans	2019-12-31	$18,670
Interest on participant loans	2019-12-31	$18,670
Value of interest in common/collective trusts at end of year	2019-12-31	$159,637
Value of interest in common/collective trusts at end of year	2019-12-31	$159,637
Value of interest in common/collective trusts at beginning of year	2019-12-31	$195,370
Value of interest in common/collective trusts at beginning of year	2019-12-31	$195,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,571,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,571,690
Net investment gain or loss from common/collective trusts	2019-12-31	$3,919
Net investment gain or loss from common/collective trusts	2019-12-31	$3,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$399,135
Contributions received in cash from employer	2019-12-31	$399,135
Employer contributions (assets) at end of year	2019-12-31	$18,706
Employer contributions (assets) at end of year	2019-12-31	$18,706
Employer contributions (assets) at beginning of year	2019-12-31	$10,046
Employer contributions (assets) at beginning of year	2019-12-31	$10,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$412,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$412,400
Contract administrator fees	2019-12-31	$9,744
Contract administrator fees	2019-12-31	$9,744
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KOCH SIEDHOFF HAND & DUNN LLP
Accountancy firm name	2019-12-31	KOCH SIEDHOFF HAND & DUNN LLP
Accountancy firm EIN	2019-12-31	480922808
Accountancy firm EIN	2019-12-31	480922808
2018 : LEE AEROSPACE, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$589,233
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$271,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$262,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,016,993
Value of total assets at end of year	2018-12-31	$8,022,884
Value of total assets at beginning of year	2018-12-31	$7,705,455
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$9,382
Total interest from all sources	2018-12-31	$13,327
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$473,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$473,505
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$6,273
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$615,333
Participant contributions at end of year	2018-12-31	$354,738
Participant contributions at beginning of year	2018-12-31	$242,634
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$43,721
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$38,053
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$216
Total non interest bearing cash at end of year	2018-12-31	$96
Total non interest bearing cash at beginning of year	2018-12-31	$84
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$317,429
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,022,884
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,705,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$390
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,424,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,293,061
Interest on participant loans	2018-12-31	$13,327
Value of interest in common/collective trusts at end of year	2018-12-31	$195,370
Value of interest in common/collective trusts at beginning of year	2018-12-31	$169,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-917,653
Net investment gain or loss from common/collective trusts	2018-12-31	$3,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$357,939
Employer contributions (assets) at end of year	2018-12-31	$10,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$262,422
Contract administrator fees	2018-12-31	$8,992
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KOCH SEIDHOFF HAND & DUNN LLP
Accountancy firm EIN	2018-12-31	480922808
2017 : LEE AEROSPACE, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,188,670
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$658,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$646,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$934,014
Value of total assets at end of year	2017-12-31	$7,705,455
Value of total assets at beginning of year	2017-12-31	$6,175,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,978
Total interest from all sources	2017-12-31	$9,313
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$275,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$275,309
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$23,328
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$574,774
Participant contributions at end of year	2017-12-31	$242,634
Participant contributions at beginning of year	2017-12-31	$264,984
Participant contributions at beginning of year	2017-12-31	$560
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$17,661
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$216
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$1,068
Other income not declared elsewhere	2017-12-31	$164
Total non interest bearing cash at end of year	2017-12-31	$84
Total non interest bearing cash at beginning of year	2017-12-31	$7,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,529,943
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,705,455
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,175,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$1,063
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,293,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,726,638
Interest on participant loans	2017-12-31	$9,313
Value of interest in common/collective trusts at end of year	2017-12-31	$169,460
Value of interest in common/collective trusts at beginning of year	2017-12-31	$174,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$967,517
Net investment gain or loss from common/collective trusts	2017-12-31	$2,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$341,579
Employer contributions (assets) at beginning of year	2017-12-31	$29
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$646,749
Contract administrator fees	2017-12-31	$10,915
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KOCH SEIDHOFF HAND & DUNN LLP
Accountancy firm EIN	2017-12-31	480922808
2016 : LEE AEROSPACE, INC. 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	$83
Total income from all sources (including contributions)	2016-12-31	$1,324,436
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$503,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$493,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$921,339
Value of total assets at end of year	2016-12-31	$6,175,512
Value of total assets at beginning of year	2016-12-31	$5,354,438
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$9,815
Total interest from all sources	2016-12-31	$7,520
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$184,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$184,549
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$16,122
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$557,038
Participant contributions at end of year	2016-12-31	$264,984
Participant contributions at beginning of year	2016-12-31	$199,227
Participant contributions at end of year	2016-12-31	$560
Participant contributions at beginning of year	2016-12-31	$222
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$35,935
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$1,068
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$83
Other income not declared elsewhere	2016-12-31	$6,391
Total non interest bearing cash at end of year	2016-12-31	$7,538
Total non interest bearing cash at beginning of year	2016-12-31	$1,604
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	$821,157
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,175,512
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,354,355
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
Investment advisory and management fees	2016-12-31	$442
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,726,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,979,031
Interest on participant loans	2016-12-31	$7,520
Value of interest in common/collective trusts at end of year	2016-12-31	$174,695
Value of interest in common/collective trusts at beginning of year	2016-12-31	$173,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$202,755
Net investment gain or loss from common/collective trusts	2016-12-31	$1,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$328,366
Employer contributions (assets) at end of year	2016-12-31	$29
Employer contributions (assets) at beginning of year	2016-12-31	$148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$493,464
Contract administrator fees	2016-12-31	$9,373
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
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	KOCH SEIDHOFF HAND & DUNN LLP
Accountancy firm EIN	2016-12-31	480922808
2015 : LEE AEROSPACE, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$83
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$985,571
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$534,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$521,992
Value of total corrective distributions	2015-12-31	$3,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$904,055
Value of total assets at end of year	2015-12-31	$5,354,438
Value of total assets at beginning of year	2015-12-31	$4,903,336
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$9,416
Total interest from all sources	2015-12-31	$7,961
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$197,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$197,531
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$63,714
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$463,126
Participant contributions at end of year	2015-12-31	$199,227
Participant contributions at beginning of year	2015-12-31	$170,468
Participant contributions at end of year	2015-12-31	$222
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$151,606
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$578
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$1,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$83
Total non interest bearing cash at end of year	2015-12-31	$1,604
Total non interest bearing cash at beginning of year	2015-12-31	$1,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$451,019
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,354,355
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,903,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,979,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,627,081
Interest on participant loans	2015-12-31	$7,961
Value of interest in common/collective trusts at end of year	2015-12-31	$173,628
Value of interest in common/collective trusts at beginning of year	2015-12-31	$103,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-124,942
Net investment gain or loss from common/collective trusts	2015-12-31	$966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$289,323
Employer contributions (assets) at end of year	2015-12-31	$148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$521,992
Contract administrator fees	2015-12-31	$9,416
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	KOCH SEIDHOFF HAND & DUNN LLP
Accountancy firm EIN	2015-12-31	480922808
2014 : LEE AEROSPACE, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$4,593,159
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$774,611
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$464,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$458,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$583,685
Value of total assets at end of year	2014-12-31	$4,903,336
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,583
Total interest from all sources	2014-12-31	$5,904
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$185,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$185,351
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$658
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$352,511
Participant contributions at end of year	2014-12-31	$170,468
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$11,285
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$1,080
Total non interest bearing cash at end of year	2014-12-31	$1,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$310,177
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,903,336
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,627,081
Interest on participant loans	2014-12-31	$5,904
Value of interest in common/collective trusts at end of year	2014-12-31	$103,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-985
Net investment gain or loss from common/collective trusts	2014-12-31	$656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$219,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$458,851
Contract administrator fees	2014-12-31	$5,583
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KOCH SIEDHOFF HAND & DUNN LLP
Accountancy firm EIN	2014-12-31	480922808

Form 5500 Responses for LEE AEROSPACE, INC. 401(K) PLAN

2022: LEE AEROSPACE, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LEE AEROSPACE, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LEE AEROSPACE, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LEE AEROSPACE, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LEE AEROSPACE, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEE AEROSPACE, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEE AEROSPACE, INC. 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
2015: LEE AEROSPACE, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEE AEROSPACE, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-17	Type of plan entity	Single employer plan
2014-01-17	First time form 5500 has been submitted	Yes
2014-01-17	Submission has been amended	No
2014-01-17	This submission is the final filing	No
2014-01-17	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-17	Plan is a collectively bargained plan	No
2014-01-17	Plan funding arrangement – Trust	Yes
2014-01-17	Plan benefit arrangement - Trust	Yes

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Company Name:	LEE AEROSPACE, INC.
Employer identification number (EIN):	481072049
NAIC Classification:	336410

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2001-07-11
Company Identification Number:	0014012106
Legal Registered Office Address:	9323 E 34TH ST N WICHITA United States of America (USA) 67226