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LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING PLAN
Plan identification number 001

LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LAKE SUPERIOR CONSULTING has sponsored the creation of one or more 401k plans.

Company Name:LAKE SUPERIOR CONSULTING
Employer identification number (EIN):562300936
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01CHRISTINA KNETSCH
0012016-01-01CHRISTINA KNETSCH
0012015-01-01PATRICIA STOLEE
0012014-01-01PATRICIA STOLEE
0012013-01-01PHILLIP POWERS
0012012-01-01PHILLIP POWERS LAKE SUPERIOR CONSULTING2013-10-15
0012011-01-01PHILLIP POWERS2012-07-18 PHILLIP POWERS2012-07-18
0012010-01-01PHILLIP POWERS2011-04-21

Plan Statistics for LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01385
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01398
Total number of active participants reported on line 7a of the Form 55002016-01-01253
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01121
Total of all active and inactive participants2016-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01374
Number of participants with account balances2016-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01365
Total number of active participants reported on line 7a of the Form 55002015-01-01285
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0198
Total of all active and inactive participants2015-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01383
Number of participants with account balances2015-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01287
Total number of active participants reported on line 7a of the Form 55002014-01-01302
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0163
Total of all active and inactive participants2014-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01365
Number of participants with account balances2014-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01184
Total number of active participants reported on line 7a of the Form 55002013-01-01225
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01274
Number of participants with account balances2013-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01139
Total number of active participants reported on line 7a of the Form 55002012-01-01131
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01174
Number of participants with account balances2012-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015

Financial Data on LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-15$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-15$0
Total unrealized appreciation/depreciation of assets2017-12-15$0
Total transfer of assets to this plan2017-12-15$0
Total transfer of assets from this plan2017-12-15$11,946,750
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-15$297,447
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-15$0
Expenses. Interest paid2017-12-15$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-15$0
Total income from all sources (including contributions)2017-12-15$3,882,747
Total loss/gain on sale of assets2017-12-15$0
Total of all expenses incurred2017-12-15$801,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-15$800,628
Expenses. Certain deemed distributions of participant loans2017-12-15$0
Value of total corrective distributions2017-12-15$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-15$2,151,533
Value of total assets at end of year2017-12-15$297,447
Value of total assets at beginning of year2017-12-15$8,865,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-15$1,170
Total income from rents2017-12-15$0
Total interest from all sources2017-12-15$10,096
Total dividends received (eg from common stock, registered investment company shares)2017-12-15$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-15Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-15$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-15$0
Assets. Real estate other than employer real property at end of year2017-12-15$0
Assets. Real estate other than employer real property at beginning of year2017-12-15$0
Administrative expenses professional fees incurred2017-12-15$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-15$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-15$0
Was this plan covered by a fidelity bond2017-12-15Yes
Value of fidelity bond cover2017-12-15$1,000,000
If this is an individual account plan, was there a blackout period2017-12-15Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-15$0
Were there any nonexempt tranactions with any party-in-interest2017-12-15No
Contributions received from participants2017-12-15$1,313,173
Participant contributions at end of year2017-12-15$297,447
Participant contributions at beginning of year2017-12-15$170,632
Participant contributions at end of year2017-12-15$0
Participant contributions at beginning of year2017-12-15$0
Assets. Other investments not covered elsewhere at end of year2017-12-15$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-15$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-15$6,965
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-15$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-15$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-15$0
Assets. Loans (other than to participants) at end of year2017-12-15$0
Assets. Loans (other than to participants) at beginning of year2017-12-15$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-15$297,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-15$0
Other income not declared elsewhere2017-12-15$0
Administrative expenses (other) incurred2017-12-15$0
Liabilities. Value of operating payables at end of year2017-12-15$0
Liabilities. Value of operating payables at beginning of year2017-12-15$0
Total non interest bearing cash at end of year2017-12-15$0
Total non interest bearing cash at beginning of year2017-12-15$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-15No
Income. Non cash contributions2017-12-15$0
Value of net income/loss2017-12-15$3,080,949
Value of net assets at end of year (total assets less liabilities)2017-12-15$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-15$8,865,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-15No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-15No
Were any leases to which the plan was party in default or uncollectible2017-12-15No
Assets. partnership/joint venture interests at end of year2017-12-15$0
Assets. partnership/joint venture interests at beginning of year2017-12-15$0
Investment advisory and management fees2017-12-15$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-15$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-15$8,445,423
Value of interest in pooled separate accounts at end of year2017-12-15$0
Value of interest in pooled separate accounts at beginning of year2017-12-15$0
Interest on participant loans2017-12-15$7,589
Income. Interest from loans (other than to participants)2017-12-15$0
Interest earned on other investments2017-12-15$2,507
Income. Interest from US Government securities2017-12-15$0
Income. Interest from corporate debt instruments2017-12-15$0
Value of interest in master investment trust accounts at end of year2017-12-15$0
Value of interest in master investment trust accounts at beginning of year2017-12-15$0
Value of interest in common/collective trusts at end of year2017-12-15$0
Value of interest in common/collective trusts at beginning of year2017-12-15$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-15$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-15$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-15$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-15$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-15$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-15$233,538
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-15$0
Asset value of US Government securities at end of year2017-12-15$0
Asset value of US Government securities at beginning of year2017-12-15$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-15$1,721,118
Net investment gain/loss from pooled separate accounts2017-12-15$0
Net investment gain or loss from common/collective trusts2017-12-15$0
Net gain/loss from 103.12 investment entities2017-12-15$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-15No
Was there a failure to transmit to the plan any participant contributions2017-12-15No
Has the plan failed to provide any benefit when due under the plan2017-12-15No
Assets. Invements in employer securities at end of year2017-12-15$0
Assets. Invements in employer securities at beginning of year2017-12-15$0
Assets. Value of employer real property at end of year2017-12-15$0
Assets. Value of employer real property at beginning of year2017-12-15$0
Contributions received in cash from employer2017-12-15$831,395
Employer contributions (assets) at end of year2017-12-15$0
Employer contributions (assets) at beginning of year2017-12-15$16,208
Income. Dividends from preferred stock2017-12-15$0
Income. Dividends from common stock2017-12-15$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-15$800,628
Asset. Corporate debt instrument preferred debt at end of year2017-12-15$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-15$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-15$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-15$0
Contract administrator fees2017-12-15$1,170
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-15Yes
Assets. Corporate common stocks other than exployer securities at end of year2017-12-15$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-15$0
Liabilities. Value of benefit claims payable at end of year2017-12-15$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-15$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-15$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-15$0
Did the plan have assets held for investment2017-12-15No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-15No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-15Yes
Aggregate proceeds on sale of assets2017-12-15$0
Aggregate carrying amount (costs) on sale of assets2017-12-15$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-15$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-15$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-15Yes
Opinion of an independent qualified public accountant for this plan2017-12-15Disclaimer
Accountancy firm name2017-12-15RSM US LLP
Accountancy firm EIN2017-12-15420714325
2016 : LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,957,088
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$713,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$712,164
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,359,601
Value of total assets at end of year2016-12-31$8,865,801
Value of total assets at beginning of year2016-12-31$6,622,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,506
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$8,758
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$1,373,317
Participant contributions at end of year2016-12-31$170,632
Participant contributions at beginning of year2016-12-31$84,033
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$44,513
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$67,458
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash 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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$2,243,418
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,865,801
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,622,383
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,445,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,272,890
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$6,133
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$2,625
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$233,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$192,273
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$588,729
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$918,826
Employer contributions (assets) at end of year2016-12-31$16,208
Employer contributions (assets) at beginning of year2016-12-31$28,674
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$712,164
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$1,506
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,434,769
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$457,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$452,298
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,500,214
Value of total assets at end of year2015-12-31$6,622,383
Value of total assets at beginning of year2015-12-31$4,644,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,760
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$6,199
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$1,383,790
Participant contributions at end of year2015-12-31$84,033
Participant contributions at beginning of year2015-12-31$90,480
Participant contributions at end of year2015-12-31$44,513
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$217,075
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$1,977,711
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,622,383
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,644,672
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,272,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,401,051
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$4,547
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$1,652
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$153,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$153,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$192,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-71,644
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$899,349
Employer contributions (assets) at end of year2015-12-31$28,674
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$452,298
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$4,760
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING 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$1,924,342
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$142,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$139,885
Value of total corrective distributions2014-12-31$102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,784,071
Value of total assets at end of year2014-12-31$4,644,672
Value of total assets at beginning of year2014-12-31$2,862,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,260
Total interest from all sources2014-12-31$2,841
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$52,562
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$52,562
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$1,007,873
Participant contributions at end of year2014-12-31$90,480
Participant contributions at beginning of year2014-12-31$53,192
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$82,090
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$1,782,095
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,644,672
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,862,577
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$4,401,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,721,207
Interest on participant loans2014-12-31$2,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$153,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$88,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$88,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$84,868
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$694,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$139,885
Contract administrator fees2014-12-31$2,260
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING 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$1,261,427
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$215,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$214,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$953,154
Value of total assets at end of year2013-12-31$2,862,577
Value of total assets at beginning of year2013-12-31$1,816,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,236
Total interest from all sources2013-12-31$2,715
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$24,268
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$24,268
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$533,993
Participant contributions at end of year2013-12-31$53,192
Participant contributions at beginning of year2013-12-31$45,473
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$47,810
Administrative expenses (other) incurred2013-12-31$6
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$1,045,783
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,862,577
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,816,794
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$2,721,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,707,534
Interest on participant loans2013-12-31$2,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$88,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$63,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$63,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$281,290
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$371,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$214,408
Contract administrator fees2013-12-31$1,230
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING 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$761,666
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$373,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$372,176
Value of total corrective distributions2012-12-31$208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$573,161
Value of total assets at end of year2012-12-31$1,816,794
Value of total assets at beginning of year2012-12-31$1,428,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,149
Total interest from all sources2012-12-31$1,812
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$21,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$21,695
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$298,545
Participant contributions at end of year2012-12-31$45,473
Participant contributions at beginning of year2012-12-31$49,347
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$65,654
Administrative expenses (other) incurred2012-12-31$9
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$388,133
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,816,794
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,428,661
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$1,707,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,349,481
Interest on participant loans2012-12-31$1,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$63,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$29,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$29,833
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$164,998
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$208,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$372,176
Contract administrator fees2012-12-31$1,140
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 name2012-12-31MCGLADREY
Accountancy firm EIN2012-12-31420714325

Form 5500 Responses for LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING PLAN

2017: LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING 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 - TrustYes
2015: LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING 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 - TrustYes
2014: LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAKE SUPERIOR CONSULTING 401(K) PROFIT SHARING 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37642
Policy instance 1
Insurance contract or identification numberG37642
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-15
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37642
Policy instance 1
Insurance contract or identification numberG37642
Number of Individuals Covered307
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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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