CHAS. LUNSFORD SONS & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES
401k plan membership statisitcs for EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES
| Measure | Date | Value |
|---|
| 2022: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 29 |
| Total of all active and inactive participants | 2022-07-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 1 |
| Total participants | 2022-07-01 | 30 |
| Number of participants with account balances | 2022-07-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
| 2021: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 30 |
| Total of all active and inactive participants | 2021-07-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
| Total participants | 2021-07-01 | 30 |
| Number of participants with account balances | 2021-07-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
| 2020: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 30 |
| Total of all active and inactive participants | 2020-07-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
| Total participants | 2020-07-01 | 30 |
| Number of participants with account balances | 2020-07-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
| 2019: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 13 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 18 |
| Total of all active and inactive participants | 2019-07-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 31 |
| Number of participants with account balances | 2019-07-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| 2018: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 13 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 18 |
| Total of all active and inactive participants | 2018-07-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 31 |
| Number of participants with account balances | 2018-07-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| 2017: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 21 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 14 |
| Total of all active and inactive participants | 2017-07-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
| Total participants | 2017-07-01 | 35 |
| Number of participants with account balances | 2017-07-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
| 2016: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 21 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 14 |
| Total of all active and inactive participants | 2016-07-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 35 |
| Number of participants with account balances | 2016-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| 2015: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 22 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 14 |
| Total of all active and inactive participants | 2015-07-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 37 |
| Number of participants with account balances | 2015-07-01 | 32 |
| 2014: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 26 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 22 |
| Total of all active and inactive participants | 2014-07-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 49 |
| Number of participants with account balances | 2014-07-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 34 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 16 |
| Total of all active and inactive participants | 2013-07-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 50 |
| Number of participants with account balances | 2013-07-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 34 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 14 |
| Total of all active and inactive participants | 2012-07-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 48 |
| Number of participants with account balances | 2012-07-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 1 |
| 2011: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 43 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 9 |
| Total of all active and inactive participants | 2011-07-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 1 |
| Total participants | 2011-07-01 | 53 |
| Number of participants with account balances | 2011-07-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 2 |
| 2010: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 51 |
| Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 5 |
| Total of all active and inactive participants | 2010-07-01 | 56 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 1 |
| Total participants | 2010-07-01 | 57 |
| Number of participants with account balances | 2010-07-01 | 57 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 1 |
| 2009: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 47 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 10 |
| Total of all active and inactive participants | 2009-07-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 57 |
| Number of participants with account balances | 2009-07-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 2 |
| Measure | Date | Value |
|---|
| 2021 : EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $0 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $0 |
| Total plan assets at end of year | 2021-06-30 | $57,174 |
| Total plan assets at beginning of year | 2021-06-30 | $57,174 |
| Value of fidelity bond covering the plan | 2021-06-30 | $500,000 |
| Net income (gross income less expenses) | 2021-06-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $57,174 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $57,174 |
| Assets. Value of employer securities | 2021-06-30 | $57,174 |
| 2020 : EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $0 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $0 |
| Total plan assets at end of year | 2020-06-30 | $57,174 |
| Total plan assets at beginning of year | 2020-06-30 | $57,174 |
| Value of fidelity bond covering the plan | 2020-06-30 | $500,000 |
| Net income (gross income less expenses) | 2020-06-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $57,174 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $57,174 |
| Assets. Value of employer securities | 2020-06-30 | $57,173 |
| 2019 : EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $0 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $0 |
| Total plan assets at end of year | 2019-06-30 | $57,174 |
| Total plan assets at beginning of year | 2019-06-30 | $57,174 |
| Value of fidelity bond covering the plan | 2019-06-30 | $500,000 |
| Net income (gross income less expenses) | 2019-06-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $57,174 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $57,174 |
| Assets. Value of employer securities | 2019-06-30 | $57,174 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $0 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $3,526 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $3,526 |
| Total plan assets at end of year | 2017-06-30 | $55,148 |
| Total plan assets at beginning of year | 2017-06-30 | $58,674 |
| Value of fidelity bond covering the plan | 2017-06-30 | $500,000 |
| Other income received | 2017-06-30 | $-3,930 |
| Net income (gross income less expenses) | 2017-06-30 | $-3,526 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $55,148 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $58,674 |
| Assets. Value of employer securities | 2017-06-30 | $55,148 |
| 2016 : EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $10,201 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $13,038 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $13,038 |
| Total plan assets at end of year | 2016-06-30 | $58,674 |
| Total plan assets at beginning of year | 2016-06-30 | $61,511 |
| Value of fidelity bond covering the plan | 2016-06-30 | $500,000 |
| Other income received | 2016-06-30 | $10,201 |
| Net income (gross income less expenses) | 2016-06-30 | $-2,837 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $58,674 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $61,511 |
| Assets. Value of employer securities | 2016-06-30 | $58,674 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $13,038 |
| 2015 : EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $-67,140 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $11,579 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $11,579 |
| Total plan assets at end of year | 2015-06-30 | $61,511 |
| Total plan assets at beginning of year | 2015-06-30 | $140,230 |
| Value of fidelity bond covering the plan | 2015-06-30 | $500,000 |
| Other income received | 2015-06-30 | $-67,140 |
| Net income (gross income less expenses) | 2015-06-30 | $-78,719 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $61,511 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $140,230 |
| Assets. Value of employer securities | 2015-06-30 | $61,511 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $11,579 |
| 2014 : EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $0 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $0 |
| Total plan assets at end of year | 2014-06-30 | $140,230 |
| Total plan assets at beginning of year | 2014-06-30 | $140,230 |
| Value of fidelity bond covering the plan | 2014-06-30 | $500,000 |
| Net income (gross income less expenses) | 2014-06-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $140,230 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $140,230 |
| Assets. Value of employer securities | 2014-06-30 | $140,230 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| 2013 : EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $0 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $35,257 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $35,257 |
| Total plan assets at end of year | 2013-06-30 | $140,230 |
| Total plan assets at beginning of year | 2013-06-30 | $175,487 |
| Value of fidelity bond covering the plan | 2013-06-30 | $500,000 |
| Net income (gross income less expenses) | 2013-06-30 | $-35,257 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $140,230 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $175,487 |
| Assets. Value of employer securities | 2013-06-30 | $140,230 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2012 : EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $6,581 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $14,408 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $14,408 |
| Total plan assets at end of year | 2012-06-30 | $175,487 |
| Total plan assets at beginning of year | 2012-06-30 | $183,314 |
| Value of fidelity bond covering the plan | 2012-06-30 | $500,000 |
| Other income received | 2012-06-30 | $6,581 |
| Net income (gross income less expenses) | 2012-06-30 | $-7,827 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $175,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $183,314 |
| Assets. Value of employer securities | 2012-06-30 | $175,487 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011 : EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $-114,277 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $14,582 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $14,582 |
| Total plan assets at end of year | 2011-06-30 | $183,314 |
| Total plan assets at beginning of year | 2011-06-30 | $312,173 |
| Value of fidelity bond covering the plan | 2011-06-30 | $500,000 |
| Other income received | 2011-06-30 | $-114,277 |
| Net income (gross income less expenses) | 2011-06-30 | $-128,859 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $183,314 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $312,173 |
| Assets. Value of employer securities | 2011-06-30 | $183,314 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| 2010 : EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| 2022: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | Yes |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: EMPLOYEES' STOCK OWNERSHIP PLAN OF CHAS. LUNSFORD SONS & ASSOCIATES 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
