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LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameLS TECHNOLOGIES RETIREMENT SAVINGS PLAN
Plan identification number 001

LS TECHNOLOGIES RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LS TECHNOLOGIES, LLC has sponsored the creation of one or more 401k plans.

Company Name:LS TECHNOLOGIES, LLC
Employer identification number (EIN):522271456
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about LS TECHNOLOGIES, LLC

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2000-10-11
Company Identification Number: S054679
Legal Registered Office Address: 2750 PROSPERITY AVENUE

FAIRFAX
United States of America (USA)
22031

More information about LS TECHNOLOGIES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LS TECHNOLOGIES RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEREK BIGELOW
0012016-01-01DEREK BIGELOW
0012015-01-01DEREK BIGELOW
0012014-01-01DEREK BIGELOW
0012013-01-01DEREK BIGELOW
0012012-01-01DEREK BIGELOW
0012011-01-01DEREK BIGELOW
0012010-01-01DEREK BIGELOW2011-10-12

Plan Statistics for LS TECHNOLOGIES RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for LS TECHNOLOGIES RETIREMENT SAVINGS PLAN

Measure Date Value
2022: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01502
Total number of active participants reported on line 7a of the Form 55002022-01-01452
Number of retired or separated participants receiving benefits2022-01-0166
Number of other retired or separated participants entitled to future benefits2022-01-0180
Total of all active and inactive participants2022-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01598
Number of participants with account balances2022-01-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01458
Total number of active participants reported on line 7a of the Form 55002021-01-01407
Number of retired or separated participants receiving benefits2021-01-0118
Number of other retired or separated participants entitled to future benefits2021-01-0175
Total of all active and inactive participants2021-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01501
Number of participants with account balances2021-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01429
Total number of active participants reported on line 7a of the Form 55002020-01-01365
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0181
Total of all active and inactive participants2020-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01451
Number of participants with account balances2020-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01372
Total number of active participants reported on line 7a of the Form 55002019-01-01374
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01426
Number of participants with account balances2019-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01328
Total number of active participants reported on line 7a of the Form 55002018-01-01317
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01361
Number of participants with account balances2018-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01283
Total number of active participants reported on line 7a of the Form 55002017-01-01299
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01328
Number of participants with account balances2017-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01249
Total number of active participants reported on line 7a of the Form 55002016-01-01258
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01282
Number of participants with account balances2016-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01236
Total number of active participants reported on line 7a of the Form 55002015-01-01216
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01249
Number of participants with account balances2015-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01218
Total number of active participants reported on line 7a of the Form 55002014-01-01206
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01236
Number of participants with account balances2014-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01203
Total number of active participants reported on line 7a of the Form 55002013-01-01189
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01210
Number of participants with account balances2013-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01174
Total number of active participants reported on line 7a of the Form 55002012-01-01175
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01202
Number of participants with account balances2012-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01157
Total number of active participants reported on line 7a of the Form 55002011-01-01154
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01174
Number of participants with account balances2011-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on LS TECHNOLOGIES RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$302,970
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,115,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,014,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,561,188
Value of total assets at end of year2022-12-31$39,876,162
Value of total assets at beginning of year2022-12-31$43,688,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,696
Total interest from all sources2022-12-31$33,201
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$204,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$204,160
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,187,838
Participant contributions at end of year2022-12-31$675,357
Participant contributions at beginning of year2022-12-31$677,350
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,453,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,812,445
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,876,162
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,688,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,228,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,497,734
Value of interest in pooled separate accounts at end of year2022-12-31$7,282,687
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,388,598
Interest on participant loans2022-12-31$33,201
Value of interest in common/collective trusts at end of year2022-12-31$19,156,555
Value of interest in common/collective trusts at beginning of year2022-12-31$22,234,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,439,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,804,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,535,262
Net investment gain/loss from pooled separate accounts2022-12-31$-2,211,200
Net investment gain or loss from common/collective trusts2022-12-31$-3,790,185
Net gain/loss from 103.12 investment entities2022-12-31$41,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,919,618
Employer contributions (assets) at end of year2022-12-31$92,853
Employer contributions (assets) at beginning of year2022-12-31$85,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,014,719
Contract administrator fees2022-12-31$100,696
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PBMARES, LLP
Accountancy firm EIN2022-12-31540737372
2021 : LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$11,985,090
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,196,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,965,493
Expenses. Certain deemed distributions of participant loans2021-12-31$59,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,621,086
Value of total assets at end of year2021-12-31$43,688,607
Value of total assets at beginning of year2021-12-31$34,900,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$171,953
Total interest from all sources2021-12-31$31,548
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$179,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$179,045
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,680,188
Participant contributions at end of year2021-12-31$677,350
Participant contributions at beginning of year2021-12-31$484,742
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$1,083
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,435,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$32,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,788,248
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,688,607
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,900,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,497,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,592,548
Value of interest in pooled separate accounts at end of year2021-12-31$9,388,598
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,424,277
Interest on participant loans2021-12-31$31,548
Interest earned on other investments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$22,234,369
Value of interest in common/collective trusts at beginning of year2021-12-31$17,854,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,804,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,463,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$808,418
Net investment gain/loss from pooled separate accounts2021-12-31$1,675,398
Net investment gain or loss from common/collective trusts2021-12-31$2,636,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,505,188
Employer contributions (assets) at end of year2021-12-31$85,933
Employer contributions (assets) at beginning of year2021-12-31$80,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,965,493
Contract administrator fees2021-12-31$171,953
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PBMARES, LLP
Accountancy firm EIN2021-12-31540737372
2020 : LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,842,461
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,159,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,010,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,559,113
Value of total assets at end of year2020-12-31$34,900,359
Value of total assets at beginning of year2020-12-31$29,217,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$148,834
Total interest from all sources2020-12-31$75,088
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$123,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$123,159
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,144,803
Participant contributions at end of year2020-12-31$484,742
Participant contributions at beginning of year2020-12-31$658,234
Participant contributions at end of year2020-12-31$1,083
Participant contributions at beginning of year2020-12-31$256
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,092,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,682,668
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,900,359
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,217,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,592,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,448,503
Value of interest in pooled separate accounts at end of year2020-12-31$5,424,277
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,610,696
Interest on participant loans2020-12-31$35,500
Interest earned on other investments2020-12-31$39,588
Value of interest in common/collective trusts at end of year2020-12-31$17,854,462
Value of interest in common/collective trusts at beginning of year2020-12-31$15,624,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,463,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,803,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$798,108
Net investment gain/loss from pooled separate accounts2020-12-31$1,014,249
Net investment gain or loss from common/collective trusts2020-12-31$2,272,455
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,321,992
Employer contributions (assets) at end of year2020-12-31$80,036
Employer contributions (assets) at beginning of year2020-12-31$71,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,010,959
Contract administrator fees2020-12-31$148,834
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PBMARES, LLP
Accountancy firm EIN2020-12-31540737372
2019 : LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$8,685,771
Total income from all sources (including contributions)2019-12-31$8,685,771
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,345,842
Total of all expenses incurred2019-12-31$2,345,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,209,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,209,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,948,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,948,441
Value of total assets at end of year2019-12-31$29,217,691
Value of total assets at end of year2019-12-31$29,217,691
Value of total assets at beginning of year2019-12-31$22,877,762
Value of total assets at beginning of year2019-12-31$22,877,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$136,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$136,200
Total interest from all sources2019-12-31$65,146
Total interest from all sources2019-12-31$65,146
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$127,916
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$127,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$127,916
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$127,916
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,534,554
Contributions received from participants2019-12-31$2,534,554
Participant contributions at end of year2019-12-31$658,234
Participant contributions at end of year2019-12-31$658,234
Participant contributions at beginning of year2019-12-31$468,984
Participant contributions at beginning of year2019-12-31$468,984
Participant contributions at end of year2019-12-31$256
Participant contributions at end of year2019-12-31$256
Participant contributions at beginning of year2019-12-31$1,520
Participant contributions at beginning of year2019-12-31$1,520
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$288,926
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$288,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$110
Other income not declared elsewhere2019-12-31$110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,339,929
Value of net income/loss2019-12-31$6,339,929
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,217,691
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,217,691
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,877,762
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,877,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,448,503
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,448,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,717,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,717,407
Value of interest in pooled separate accounts at end of year2019-12-31$3,610,696
Value of interest in pooled separate accounts at end of year2019-12-31$3,610,696
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,555,931
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,555,931
Interest on participant loans2019-12-31$33,379
Interest on participant loans2019-12-31$33,379
Interest earned on other investments2019-12-31$31,767
Interest earned on other investments2019-12-31$31,767
Value of interest in common/collective trusts at end of year2019-12-31$15,624,716
Value of interest in common/collective trusts at end of year2019-12-31$15,624,716
Value of interest in common/collective trusts at beginning of year2019-12-31$12,237,795
Value of interest in common/collective trusts at beginning of year2019-12-31$12,237,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,803,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,803,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,822,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,099,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,099,216
Net investment gain/loss from pooled separate accounts2019-12-31$819,396
Net investment gain/loss from pooled separate accounts2019-12-31$819,396
Net investment gain or loss from common/collective trusts2019-12-31$2,625,546
Net investment gain or loss from common/collective trusts2019-12-31$2,625,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,124,961
Contributions received in cash from employer2019-12-31$1,124,961
Employer contributions (assets) at end of year2019-12-31$71,465
Employer contributions (assets) at end of year2019-12-31$71,465
Employer contributions (assets) at beginning of year2019-12-31$73,273
Employer contributions (assets) at beginning of year2019-12-31$73,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,209,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,209,642
Contract administrator fees2019-12-31$136,200
Contract administrator fees2019-12-31$136,200
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PBMARES, LLP
Accountancy firm name2019-12-31PBMARES, LLP
Accountancy firm EIN2019-12-31540737372
Accountancy firm EIN2019-12-31540737372
2018 : LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,561,001
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,178,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,173,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,168,147
Value of total assets at end of year2018-12-31$22,877,762
Value of total assets at beginning of year2018-12-31$21,495,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,328
Total interest from all sources2018-12-31$41,710
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$84,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$84,973
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,292,513
Participant contributions at end of year2018-12-31$468,984
Participant contributions at beginning of year2018-12-31$416,477
Participant contributions at end of year2018-12-31$1,520
Participant contributions at beginning of year2018-12-31$88,847
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$897,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,382,177
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,877,762
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,495,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,717,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,737,530
Value of interest in pooled separate accounts at end of year2018-12-31$2,555,931
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,045,716
Interest on participant loans2018-12-31$20,775
Interest earned on other investments2018-12-31$20,935
Value of interest in common/collective trusts at end of year2018-12-31$12,237,795
Value of interest in common/collective trusts at beginning of year2018-12-31$12,439,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,822,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,666,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-533,284
Net investment gain/loss from pooled separate accounts2018-12-31$-145,813
Net investment gain or loss from common/collective trusts2018-12-31$-1,055,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$977,836
Employer contributions (assets) at end of year2018-12-31$73,273
Employer contributions (assets) at beginning of year2018-12-31$101,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,173,496
Contract administrator fees2018-12-31$5,328
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PBMARES, LLP
Accountancy firm EIN2018-12-31540737372
2017 : LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$399
Total income from all sources (including contributions)2017-12-31$7,225,141
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,310,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,304,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,566,006
Value of total assets at end of year2017-12-31$21,495,585
Value of total assets at beginning of year2017-12-31$15,581,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,768
Total interest from all sources2017-12-31$29,629
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$53,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$53,676
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,988,296
Participant contributions at end of year2017-12-31$416,477
Participant contributions at beginning of year2017-12-31$381,733
Participant contributions at end of year2017-12-31$88,847
Participant contributions at beginning of year2017-12-31$75,461
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,704,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$399
Other income not declared elsewhere2017-12-31$412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,914,518
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,495,585
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,581,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,737,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,884,623
Value of interest in pooled separate accounts at end of year2017-12-31$2,045,716
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,866,713
Interest on participant loans2017-12-31$18,882
Interest earned on other investments2017-12-31$10,747
Value of interest in common/collective trusts at end of year2017-12-31$12,439,440
Value of interest in common/collective trusts at beginning of year2017-12-31$8,458,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,666,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$852,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$634,401
Net investment gain/loss from pooled separate accounts2017-12-31$345,210
Net investment gain or loss from common/collective trusts2017-12-31$1,595,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$872,782
Employer contributions (assets) at end of year2017-12-31$101,543
Employer contributions (assets) at beginning of year2017-12-31$61,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,304,855
Contract administrator fees2017-12-31$5,768
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PBMARES, LLP
Accountancy firm EIN2017-12-31540737372
2016 : LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$399
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$4,523,681
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$680,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$676,027
Value of total corrective distributions2016-12-31$1,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,425,498
Value of total assets at end of year2016-12-31$15,581,466
Value of total assets at beginning of year2016-12-31$11,738,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,918
Total interest from all sources2016-12-31$22,611
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$44,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$44,397
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,672,401
Participant contributions at end of year2016-12-31$381,733
Participant contributions at beginning of year2016-12-31$319,054
Participant contributions at end of year2016-12-31$75,461
Participant contributions at beginning of year2016-12-31$37,329
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,051,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,842,714
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,581,067
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,738,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,884,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,984,740
Value of interest in pooled separate accounts at end of year2016-12-31$1,866,713
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,395,897
Interest on participant loans2016-12-31$15,349
Interest earned on other investments2016-12-31$7,262
Value of interest in common/collective trusts at end of year2016-12-31$8,458,617
Value of interest in common/collective trusts at beginning of year2016-12-31$6,373,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$852,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$578,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$284,324
Net investment gain/loss from pooled separate accounts2016-12-31$209,484
Net investment gain or loss from common/collective trusts2016-12-31$537,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$701,861
Employer contributions (assets) at end of year2016-12-31$61,534
Employer contributions (assets) at beginning of year2016-12-31$48,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$676,027
Contract administrator fees2016-12-31$3,918
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PBMARES, LLP
Accountancy firm EIN2016-12-31540737372
2015 : LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,433,579
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$981,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$978,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,578,949
Value of total assets at end of year2015-12-31$11,738,353
Value of total assets at beginning of year2015-12-31$10,286,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,325
Total interest from all sources2015-12-31$18,867
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$33,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$33,833
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,466,227
Participant contributions at end of year2015-12-31$319,054
Participant contributions at beginning of year2015-12-31$258,369
Participant contributions at end of year2015-12-31$37,329
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$511,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,451,790
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,738,353
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,286,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,984,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,558,023
Value of interest in pooled separate accounts at end of year2015-12-31$1,395,897
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,119,249
Interest on participant loans2015-12-31$12,364
Interest earned on other investments2015-12-31$6,503
Value of interest in common/collective trusts at end of year2015-12-31$6,373,669
Value of interest in common/collective trusts at beginning of year2015-12-31$5,484,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$578,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$358,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-102,093
Net investment gain/loss from pooled separate accounts2015-12-31$-8,528
Net investment gain or loss from common/collective trusts2015-12-31$-87,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$601,085
Employer contributions (assets) at end of year2015-12-31$48,890
Employer contributions (assets) at beginning of year2015-12-31$508,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$978,464
Contract administrator fees2015-12-31$3,325
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PBMARES, LLP
Accountancy firm EIN2015-12-31540737372
2014 : LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,498,838
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,159,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,156,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,070,964
Value of total assets at end of year2014-12-31$10,286,563
Value of total assets at beginning of year2014-12-31$7,946,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,558
Total interest from all sources2014-12-31$14,269
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$29,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$29,924
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,235,607
Participant contributions at end of year2014-12-31$258,369
Participant contributions at beginning of year2014-12-31$103,547
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$1,210
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,327,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,339,810
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,286,563
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,946,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,558,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,952,053
Value of interest in pooled separate accounts at end of year2014-12-31$1,119,249
Value of interest in pooled separate accounts at beginning of year2014-12-31$240,234
Interest on participant loans2014-12-31$5,966
Interest earned on other investments2014-12-31$8,303
Value of interest in common/collective trusts at end of year2014-12-31$5,484,599
Value of interest in common/collective trusts at beginning of year2014-12-31$4,860,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$358,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$366,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$44,809
Net investment gain/loss from pooled separate accounts2014-12-31$41,986
Net investment gain or loss from common/collective trusts2014-12-31$296,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$508,293
Employer contributions (assets) at end of year2014-12-31$508,284
Employer contributions (assets) at beginning of year2014-12-31$423,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,156,470
Contract administrator fees2014-12-31$2,558
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PBMARES, LLP
Accountancy firm EIN2014-12-31540737372
2013 : LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,317,963
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$958,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$951,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,948,101
Value of total assets at end of year2013-12-31$7,946,753
Value of total assets at beginning of year2013-12-31$5,586,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,673
Total interest from all sources2013-12-31$374,743
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$12,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$12,450
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,002,920
Participant contributions at end of year2013-12-31$103,547
Participant contributions at beginning of year2013-12-31$113,983
Participant contributions at end of year2013-12-31$1,210
Participant contributions at beginning of year2013-12-31$15
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$521,674
Other income not declared elsewhere2013-12-31$233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,359,951
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,946,753
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,586,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,952,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$240,234
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,513,585
Interest on participant loans2013-12-31$4,713
Interest earned on other investments2013-12-31$370,030
Value of interest in common/collective trusts at end of year2013-12-31$4,860,083
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$366,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,617,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$148,952
Net investment gain/loss from pooled separate accounts2013-12-31$462,078
Net investment gain or loss from common/collective trusts2013-12-31$371,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$423,507
Employer contributions (assets) at end of year2013-12-31$423,348
Employer contributions (assets) at beginning of year2013-12-31$341,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$951,339
Contract administrator fees2013-12-31$6,673
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PBMARES, LLP
Accountancy firm EIN2013-12-31540737372
2012 : LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,686,185
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$196,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$186,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,226,157
Value of total assets at end of year2012-12-31$5,586,802
Value of total assets at beginning of year2012-12-31$4,096,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,175
Total interest from all sources2012-12-31$43,591
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$820,039
Participant contributions at end of year2012-12-31$113,983
Participant contributions at beginning of year2012-12-31$115,218
Participant contributions at end of year2012-12-31$15
Participant contributions at beginning of year2012-12-31$1,867
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$64,878
Other income not declared elsewhere2012-12-31$1,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,489,816
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,586,802
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,096,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,513,585
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,666,566
Interest on participant loans2012-12-31$5,098
Interest earned on other investments2012-12-31$38,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,617,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,059,057
Net investment gain/loss from pooled separate accounts2012-12-31$415,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$341,240
Employer contributions (assets) at end of year2012-12-31$341,240
Employer contributions (assets) at beginning of year2012-12-31$254,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$186,194
Contract administrator fees2012-12-31$10,175
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PBMARES, LLP
Accountancy firm EIN2012-12-31540737372
2011 : LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$967,121
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$166,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$152,824
Value of total corrective distributions2011-12-31$6,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,005,857
Value of total assets at end of year2011-12-31$4,096,986
Value of total assets at beginning of year2011-12-31$3,296,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,967
Total interest from all sources2011-12-31$31,449
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$575,973
Participant contributions at end of year2011-12-31$115,218
Participant contributions at beginning of year2011-12-31$147,112
Participant contributions at end of year2011-12-31$1,867
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$175,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$800,470
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,096,986
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,296,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,666,566
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,200,198
Interest on participant loans2011-12-31$6,465
Interest earned on other investments2011-12-31$24,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,059,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$738,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5
Net investment gain/loss from pooled separate accounts2011-12-31$-70,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$254,278
Employer contributions (assets) at end of year2011-12-31$254,278
Employer contributions (assets) at beginning of year2011-12-31$210,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$152,824
Contract administrator fees2011-12-31$6,967
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PBGH, LLP
Accountancy firm EIN2011-12-31540737372

Form 5500 Responses for LS TECHNOLOGIES RETIREMENT SAVINGS PLAN

2022: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LS TECHNOLOGIES RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460054
Policy instance 2
Insurance contract or identification number460054
Number of Individuals Covered628
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,004
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4004
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered628
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,218
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1218
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460054
Policy instance 2
Insurance contract or identification number460054
Number of Individuals Covered517
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,576
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3576
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered517
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,107
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1107
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460054
Policy instance 2
Insurance contract or identification number460054
Number of Individuals Covered463
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,964
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1964
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered463
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,067
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1067
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460054
Policy instance 2
Insurance contract or identification number460054
Number of Individuals Covered437
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,434
Total amount of fees paid to insurance companyUSD $1,538
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1538
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered437
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,070
Total amount of fees paid to insurance companyUSD $897
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees897
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered374
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,178
Total amount of fees paid to insurance companyUSD $836
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,089
Insurance broker organization code?3
Amount paid for insurance broker fees836
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460054
Policy instance 2
Insurance contract or identification number460054
Number of Individuals Covered374
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,668
Total amount of fees paid to insurance companyUSD $1,134
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,834
Insurance broker organization code?3
Amount paid for insurance broker fees1134
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460054
Policy instance 2
Insurance contract or identification number460054
Number of Individuals Covered340
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,268
Total amount of fees paid to insurance companyUSD $853
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,134
Insurance broker organization code?3
Amount paid for insurance broker fees853
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameCOASTAL PENSION SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered340
Insurance policy start date2017-08-15
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,130
Total amount of fees paid to insurance companyUSD $426
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,065
Insurance broker organization code?3
Amount paid for insurance broker fees426
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameCOASTAL PENSION SERVICES INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered253
Insurance policy start date2015-08-15
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,116
Total amount of fees paid to insurance companyUSD $223
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $558
Insurance broker organization code?3
Amount paid for insurance broker fees223
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameCOASTAL PENSION SERVICES INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460054
Policy instance 2
Insurance contract or identification number460054
Number of Individuals Covered253
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,028
Total amount of fees paid to insurance companyUSD $606
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,514
Insurance broker organization code?3
Amount paid for insurance broker fees606
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameCOASTAL PENSION SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered236
Insurance policy start date2014-08-15
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,592
Total amount of fees paid to insurance companyUSD $471
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,796
Insurance broker organization code?3
Amount paid for insurance broker fees471
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameCOASTAL PENSION SERVICES INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered135
Insurance policy start date2013-08-15
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $72,002
Total amount of fees paid to insurance companyUSD $4,311
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,001
Amount paid for insurance broker fees457
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameAXA ADVISORS LLC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84499-1
Policy instance 1
Insurance contract or identification numberRM 84499-1
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-08-15
Total amount of commissions paid to insurance brokerUSD $12,607
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,304
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84499-1
Policy instance 1
Insurance contract or identification numberRM 84499-1
Number of Individuals Covered117
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,292
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,646
Insurance broker organization code?4
Insurance broker nameDAVID B. MURRAY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84499-1
Policy instance 1
Insurance contract or identification numberRM 84499-1
Number of Individuals Covered93
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $17,738
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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