LEE CONTAINER, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEE CONTAINER, LLC RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2022 : LEE CONTAINER, LLC RETIREMENT SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $431 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $476 |
Total income from all sources (including contributions) | 2022-12-31 | $-300,081 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $453,522 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $377,788 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,852,392 |
Value of total assets at end of year | 2022-12-31 | $14,737,206 |
Value of total assets at beginning of year | 2022-12-31 | $15,490,854 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $75,734 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,020,083 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $28,207 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $431 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $476 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-753,603 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $14,736,775 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,490,378 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $35,741 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $14,737,206 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $15,490,854 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,152,473 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $804,102 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $377,788 |
Contract administrator fees | 2022-12-31 | $39,993 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLEMENTS, PURVIS & STEWART, P.C. |
Accountancy firm EIN | 2022-12-31 | 581414947 |
2021 : LEE CONTAINER, LLC RETIREMENT SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $476 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $118 |
Total income from all sources (including contributions) | 2021-12-31 | $3,110,050 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,345,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,267,674 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,350,088 |
Value of total assets at end of year | 2021-12-31 | $15,490,854 |
Value of total assets at beginning of year | 2021-12-31 | $14,725,846 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $77,726 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $772,657 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $476 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $118 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $764,650 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $15,490,378 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,725,728 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $36,691 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $15,490,854 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $14,725,846 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,759,962 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $577,431 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,267,674 |
Contract administrator fees | 2021-12-31 | $41,035 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLEMENTS, PURVIS & STEWART, P.C. |
Accountancy firm EIN | 2021-12-31 | 581414947 |
2020 : LEE CONTAINER, LLC RETIREMENT SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $118 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,812 |
Total income from all sources (including contributions) | 2020-12-31 | $3,124,223 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $423,495 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $351,763 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,484,816 |
Value of total assets at end of year | 2020-12-31 | $14,725,846 |
Value of total assets at beginning of year | 2020-12-31 | $12,027,812 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $71,732 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $705,750 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $242,056 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $118 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $2,812 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,700,728 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,725,728 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,025,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $31,476 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $14,725,846 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $12,027,812 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,639,407 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $537,010 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $351,763 |
Contract administrator fees | 2020-12-31 | $40,256 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLEMENTS, PURVIS & STEWART, P.C. |
Accountancy firm EIN | 2020-12-31 | 581414947 |
2019 : LEE CONTAINER, LLC RETIREMENT SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,812 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,905,382 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $306,072 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $232,084 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,033,105 |
Value of total assets at end of year | 2019-12-31 | $12,027,812 |
Value of total assets at beginning of year | 2019-12-31 | $9,425,690 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $73,988 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $591,538 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $-7,271 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $2,812 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,599,310 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,025,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,425,690 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $27,445 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $12,027,812 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,436,404 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,872,277 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $441,567 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $-3,443 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $232,084 |
Contract administrator fees | 2019-12-31 | $46,543 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLEMENTS, PURVIS & STEWART, P.C. |
Accountancy firm EIN | 2019-12-31 | 581414947 |
2018 : LEE CONTAINER, LLC RETIREMENT SAVINGS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $440,009 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $244,869 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $244,869 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,001,420 |
Value of total assets at end of year | 2018-12-31 | $9,425,690 |
Value of total assets at beginning of year | 2018-12-31 | $9,230,550 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $569,328 |
Participant contributions at end of year | 2018-12-31 | $-7,271 |
Participant contributions at beginning of year | 2018-12-31 | $1,314 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $195,140 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,425,690 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,230,550 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $9,436,404 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,228,285 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-561,411 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $432,092 |
Employer contributions (assets) at end of year | 2018-12-31 | $-3,443 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $951 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $244,869 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLEMENTS, PURVIS & STEWART, P.C. |
Accountancy firm EIN | 2018-12-31 | 581414947 |
2017 : LEE CONTAINER, LLC RETIREMENT SAVINGS PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,964,940 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $735,449 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $735,449 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $960,988 |
Value of total assets at end of year | 2017-12-31 | $9,230,550 |
Value of total assets at beginning of year | 2017-12-31 | $8,001,059 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $514,519 |
Participant contributions at end of year | 2017-12-31 | $1,314 |
Participant contributions at beginning of year | 2017-12-31 | $-168 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $56,544 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,229,491 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,230,550 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,001,059 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $9,228,285 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,001,181 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,003,952 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $389,925 |
Employer contributions (assets) at end of year | 2017-12-31 | $951 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $46 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $735,449 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLEMENTS, PURVIS & STEWART, P.C. |
Accountancy firm EIN | 2017-12-31 | 581414947 |
2016 : LEE CONTAINER, LLC RETIREMENT SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,246,798 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $264,001 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $211,826 |
Value of total corrective distributions | 2016-12-31 | $40,554 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $779,404 |
Value of total assets at end of year | 2016-12-31 | $8,001,059 |
Value of total assets at beginning of year | 2016-12-31 | $7,018,262 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $11,621 |
Total interest from all sources | 2016-12-31 | $0 |
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 year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $447,051 |
Participant contributions at end of year | 2016-12-31 | $-168 |
Participant contributions at beginning of year | 2016-12-31 | $648 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $878 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $982,797 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,001,059 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,018,262 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,001,181 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,925,174 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $467,394 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $331,475 |
Employer contributions (assets) at end of year | 2016-12-31 | $46 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $92,440 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $211,826 |
Contract administrator fees | 2016-12-31 | $11,621 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLEMENTS, PURVIS & STEWART, P.C. |
Accountancy firm EIN | 2016-12-31 | 581414947 |
2015 : LEE CONTAINER, LLC RETIREMENT SAVINGS PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $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 | $623,610 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $571,765 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $548,200 |
Value of total corrective distributions | 2015-12-31 | $23,565 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $756,604 |
Value of total assets at end of year | 2015-12-31 | $7,018,262 |
Value of total assets at beginning of year | 2015-12-31 | $6,966,417 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $0 |
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 year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $401,938 |
Participant contributions at end of year | 2015-12-31 | $648 |
Participant contributions at beginning of year | 2015-12-31 | $24 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $78,911 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $51,845 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,018,262 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,966,417 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,925,174 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,881,480 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $2,295 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-132,994 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $275,755 |
Employer contributions (assets) at end of year | 2015-12-31 | $92,440 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $82,618 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $548,200 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLEMENTS, PURVIS & STEWART, P.C. |
Accountancy firm EIN | 2015-12-31 | 581414947 |
2014 : LEE CONTAINER, LLC RETIREMENT SAVINGS PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $902,286 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $264,119 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $238,476 |
Value of total corrective distributions | 2014-12-31 | $25,643 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $617,022 |
Value of total assets at end of year | 2014-12-31 | $6,966,417 |
Value of total assets at beginning of year | 2014-12-31 | $6,328,250 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $369,566 |
Participant contributions at end of year | 2014-12-31 | $24 |
Participant contributions at beginning of year | 2014-12-31 | $-17 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $638,167 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,966,417 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,328,250 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,881,480 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,240,320 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $2,295 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $3,560 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $285,264 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $247,456 |
Employer contributions (assets) at end of year | 2014-12-31 | $82,618 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $84,387 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $238,476 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLEMENTS, PURVIS & STEWART, P.C. |
Accountancy firm EIN | 2014-12-31 | 581414947 |
2013 : LEE CONTAINER, LLC RETIREMENT SAVINGS PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $1,402,668 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $232,473 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $216,153 |
Value of total corrective distributions | 2013-12-31 | $16,320 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $648,541 |
Value of total assets at end of year | 2013-12-31 | $6,328,250 |
Value of total assets at beginning of year | 2013-12-31 | $5,158,055 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $388,117 |
Participant contributions at end of year | 2013-12-31 | $-17 |
Participant contributions at beginning of year | 2013-12-31 | $443 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,170,195 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,328,250 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,158,055 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,240,320 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,012,158 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $3,560 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $9,499 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $754,127 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $260,424 |
Employer contributions (assets) at end of year | 2013-12-31 | $84,387 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $135,955 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $216,153 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLEMENTS, PURVIS & STEWART, P.C. |
Accountancy firm EIN | 2013-12-31 | 581414947 |
2012 : LEE CONTAINER, LLC RETIREMENT SAVINGS PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $904,975 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $269,067 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $253,427 |
Value of total corrective distributions | 2012-12-31 | $15,640 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $548,525 |
Value of total assets at end of year | 2012-12-31 | $5,158,055 |
Value of total assets at beginning of year | 2012-12-31 | $4,522,147 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $288,255 |
Participant contributions at end of year | 2012-12-31 | $443 |
Participant contributions at beginning of year | 2012-12-31 | $-910 |
Total non interest bearing cash at end of year | 2012-12-31 | $9,499 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $635,908 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,158,055 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,522,147 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,012,158 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,267,486 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $120,322 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $120,322 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $356,450 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $260,270 |
Employer contributions (assets) at end of year | 2012-12-31 | $135,955 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $135,249 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $253,427 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | CLEMENTS, PURVIS & STEWART, P.C. |
Accountancy firm EIN | 2012-12-31 | 581414947 |
2011 : LEE CONTAINER, LLC RETIREMENT SAVINGS PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $724,633 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $128,278 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $111,291 |
Value of total corrective distributions | 2011-12-31 | $16,987 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $706,354 |
Value of total assets at end of year | 2011-12-31 | $4,522,147 |
Value of total assets at beginning of year | 2011-12-31 | $3,925,792 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
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 year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $440,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $286,119 |
Participant contributions at end of year | 2011-12-31 | $-910 |
Participant contributions at beginning of year | 2011-12-31 | $-842 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $156,351 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $596,355 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,522,147 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,925,792 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,267,486 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,806,355 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $120,322 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $18,279 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $263,884 |
Employer contributions (assets) at end of year | 2011-12-31 | $135,249 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $120,279 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $111,291 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | CLEMENTS, PURVIS & STEWART, P.C. |
Accountancy firm EIN | 2011-12-31 | 581414947 |
2010 : LEE CONTAINER, LLC RETIREMENT SAVINGS PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $731,028 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $137,968 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $122,744 |
Value of total corrective distributions | 2010-12-31 | $15,224 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $495,632 |
Value of total assets at end of year | 2010-12-31 | $3,925,792 |
Value of total assets at beginning of year | 2010-12-31 | $3,332,732 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $252,290 |
Participant contributions at end of year | 2010-12-31 | $-842 |
Participant contributions at beginning of year | 2010-12-31 | $150 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $5,543 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $593,060 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,925,792 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,332,732 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,806,355 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,222,171 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $235,396 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $237,799 |
Employer contributions (assets) at end of year | 2010-12-31 | $120,279 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $110,411 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $122,744 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | CLEMENTS, PURVIS & STEWART, P.C. |
Accountancy firm EIN | 2010-12-31 | 581414947 |
2009 : LEE CONTAINER, LLC RETIREMENT SAVINGS PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |