LORD & SON CONSTRUCTION, INC. has sponsored the creation of one or more 401k plans.
Additional information about LORD & SON CONSTRUCTION, INC.
Submission information for form 5500 for 401k plan LORD & SON CONSTRUCTION, INC. 401K PLAN
401k plan membership statisitcs for LORD & SON CONSTRUCTION, INC. 401K PLAN
Measure | Date | Value |
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2022: LORD & SON CONSTRUCTION, INC. 401K PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 11 |
Total of all active and inactive participants | 2022-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 51 |
Number of participants with account balances | 2022-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: LORD & SON CONSTRUCTION, INC. 401K PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 13 |
Total of all active and inactive participants | 2021-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 51 |
Number of participants with account balances | 2021-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: LORD & SON CONSTRUCTION, INC. 401K PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 8 |
Total of all active and inactive participants | 2020-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 50 |
Number of participants with account balances | 2020-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: LORD & SON CONSTRUCTION, INC. 401K PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 6 |
Total of all active and inactive participants | 2019-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 46 |
Number of participants with account balances | 2019-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: LORD & SON CONSTRUCTION, INC. 401K PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 7 |
Total of all active and inactive participants | 2018-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 52 |
Number of participants with account balances | 2018-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
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2022 : LORD & SON CONSTRUCTION, INC. 401K PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-592,098 |
Expenses. Total of all expenses incurred | 2022-12-31 | $66,032 |
Benefits paid (including direct rollovers) | 2022-12-31 | $60,141 |
Total plan assets at end of year | 2022-12-31 | $4,457,612 |
Total plan assets at beginning of year | 2022-12-31 | $5,115,742 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $179,166 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-839,038 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-658,130 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,457,612 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,115,742 |
Assets. Value of participant loans | 2022-12-31 | $30,243 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $67,774 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $5,891 |
2021 : LORD & SON CONSTRUCTION, INC. 401K PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $750,791 |
Expenses. Total of all expenses incurred | 2021-12-31 | $70,518 |
Benefits paid (including direct rollovers) | 2021-12-31 | $64,065 |
Total plan assets at end of year | 2021-12-31 | $5,115,742 |
Total plan assets at beginning of year | 2021-12-31 | $4,435,469 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $190,352 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $495,002 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $680,273 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,115,742 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,435,469 |
Assets. Value of participant loans | 2021-12-31 | $36,856 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $65,437 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $6,453 |
2020 : LORD & SON CONSTRUCTION, INC. 401K PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $810,776 |
Expenses. Total of all expenses incurred | 2020-12-31 | $371,884 |
Benefits paid (including direct rollovers) | 2020-12-31 | $359,225 |
Total plan assets at end of year | 2020-12-31 | $4,435,469 |
Total plan assets at beginning of year | 2020-12-31 | $3,996,577 |
Value of fidelity bond covering the plan | 2020-12-31 | $400,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $170,685 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $598,196 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $438,892 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,435,469 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,996,577 |
Assets. Value of participant loans | 2020-12-31 | $25,368 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $41,895 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $4,800 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $7,859 |
2019 : LORD & SON CONSTRUCTION, INC. 401K PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $943,358 |
Expenses. Total of all expenses incurred | 2019-12-31 | $86,112 |
Benefits paid (including direct rollovers) | 2019-12-31 | $81,447 |
Total plan assets at end of year | 2019-12-31 | $3,996,577 |
Total plan assets at beginning of year | 2019-12-31 | $3,139,331 |
Value of fidelity bond covering the plan | 2019-12-31 | $400,000 |
Total contributions received or receivable from participants | 2019-12-31 | $211,339 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $652,128 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $857,246 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,996,577 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,139,331 |
Assets. Value of participant loans | 2019-12-31 | $28,369 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $79,891 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $4,665 |
2018 : LORD & SON CONSTRUCTION, INC. 401K PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $10,121 |
Expenses. Total of all expenses incurred | 2018-12-31 | $71,611 |
Benefits paid (including direct rollovers) | 2018-12-31 | $70,399 |
Total plan assets at end of year | 2018-12-31 | $3,139,331 |
Total plan assets at beginning of year | 2018-12-31 | $3,200,821 |
Value of fidelity bond covering the plan | 2018-12-31 | $282,000 |
Total contributions received or receivable from participants | 2018-12-31 | $177,341 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-241,531 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-61,490 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,139,331 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,200,821 |
Assets. Value of participant loans | 2018-12-31 | $32,889 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $74,311 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,212 |