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LEE COMPANY 401(K) PLAN 401k Plan overview

Plan NameLEE COMPANY 401(K) PLAN
Plan identification number 006

LEE COMPANY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:LEE COMPANY
Employer identification number (EIN):620723985
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about LEE COMPANY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1995-10-01
Company Identification Number: 0010923606
Legal Registered Office Address: 4057 RURAL PLAINS CIR

FRANKLIN
United States of America (USA)
37064

More information about LEE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01
0062018-01-01
0062017-01-01SHELLEY LAMBING SHELLEY LAMBING2018-10-15
0062016-01-01SHELLEY LAMBING SHELLEY LAMBING2017-10-13
0062015-01-01SHELLEY LAMBING SHELLEY LAMBING2016-09-28
0062014-01-01SHELLEY LAMBING SHELLEY LAMBING2015-09-18
0062013-01-01ROY OSBORNE ROY OSBORNE2014-09-30
0062012-01-01ROY OSBORNE ROY OSBORNE2013-10-08
0062011-01-01ROY OSBORNE ROY OSBORNE2012-10-12
0062010-01-01ROY OSBORNE ROY OSBORNE2011-10-11
0062009-01-01ROY B. OSBORNE ROY B. OSBORNE2010-10-07

Plan Statistics for LEE COMPANY 401(K) PLAN

401k plan membership statisitcs for LEE COMPANY 401(K) PLAN

Measure Date Value
2022: LEE COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,506
Total number of active participants reported on line 7a of the Form 55002022-01-011,325
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01227
Total of all active and inactive participants2022-01-011,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,555
Number of participants with account balances2022-01-011,502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LEE COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,497
Total number of active participants reported on line 7a of the Form 55002021-01-011,165
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01221
Total of all active and inactive participants2021-01-011,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,390
Number of participants with account balances2021-01-011,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LEE COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,365
Total number of active participants reported on line 7a of the Form 55002020-01-011,171
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01153
Total of all active and inactive participants2020-01-011,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,326
Number of participants with account balances2020-01-011,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LEE COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,178
Total number of active participants reported on line 7a of the Form 55002019-01-011,137
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01120
Total of all active and inactive participants2019-01-011,257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,259
Number of participants with account balances2019-01-011,192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LEE COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,127
Total number of active participants reported on line 7a of the Form 55002018-01-01991
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0194
Total of all active and inactive participants2018-01-011,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,086
Number of participants with account balances2018-01-011,053
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LEE COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01831
Total number of active participants reported on line 7a of the Form 55002017-01-01933
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01104
Total of all active and inactive participants2017-01-011,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,038
Number of participants with account balances2017-01-011,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LEE COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01731
Total number of active participants reported on line 7a of the Form 55002016-01-01718
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01766
Number of participants with account balances2016-01-01719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LEE COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01658
Total number of active participants reported on line 7a of the Form 55002015-01-01644
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01691
Number of participants with account balances2015-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LEE COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01579
Total number of active participants reported on line 7a of the Form 55002014-01-01563
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01612
Number of participants with account balances2014-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LEE COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01539
Total number of active participants reported on line 7a of the Form 55002013-01-01534
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01569
Number of participants with account balances2013-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LEE COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01509
Total number of active participants reported on line 7a of the Form 55002012-01-01500
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01537
Number of participants with account balances2012-01-01462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LEE COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01482
Total number of active participants reported on line 7a of the Form 55002011-01-01472
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01496
Number of participants with account balances2011-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LEE COMPANY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01446
Total number of active participants reported on line 7a of the Form 55002010-01-01426
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0124
Total of all active and inactive participants2010-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01450
Number of participants with account balances2010-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LEE COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01424
Total number of active participants reported on line 7a of the Form 55002009-01-01401
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0198
Total of all active and inactive participants2009-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01499
Number of participants with account balances2009-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LEE COMPANY 401(K) PLAN

Measure Date Value
2022 : LEE COMPANY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$953,148
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,890,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,699,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,544,807
Value of total assets at end of year2022-12-31$47,423,041
Value of total assets at beginning of year2022-12-31$54,360,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$191,026
Total interest from all sources2022-12-31$37,021
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$416,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$416,468
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,600,200
Participant contributions at end of year2022-12-31$894,813
Participant contributions at beginning of year2022-12-31$758,806
Participant contributions at end of year2022-12-31$61,746
Participant contributions at beginning of year2022-12-31$48,562
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$448,890
Other income not declared elsewhere2022-12-31$28,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,937,102
Value of net assets at end of year (total assets less liabilities)2022-12-31$47,423,041
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$54,360,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$49,985
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,956,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,266,684
Interest on participant loans2022-12-31$37,021
Value of interest in common/collective trusts at end of year2022-12-31$21,014,465
Value of interest in common/collective trusts at beginning of year2022-12-31$21,998,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,326,772
Net investment gain or loss from common/collective trusts2022-12-31$-2,747,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,495,717
Employer contributions (assets) at end of year2022-12-31$1,495,110
Employer contributions (assets) at beginning of year2022-12-31$1,287,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,699,224
Contract administrator fees2022-12-31$141,041
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LBMC, PC
Accountancy firm EIN2022-12-31621199757
2021 : LEE COMPANY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$13,662,096
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,381,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,192,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,258,580
Value of total assets at end of year2021-12-31$54,360,143
Value of total assets at beginning of year2021-12-31$45,079,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$189,514
Total interest from all sources2021-12-31$36,480
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$460,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$460,350
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,746,637
Participant contributions at end of year2021-12-31$758,806
Participant contributions at beginning of year2021-12-31$897,746
Participant contributions at end of year2021-12-31$48,562
Participant contributions at beginning of year2021-12-31$44,722
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$224,435
Other income not declared elsewhere2021-12-31$31,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,280,249
Value of net assets at end of year (total assets less liabilities)2021-12-31$54,360,143
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$45,079,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$49,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,266,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,232,688
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,487,788
Interest on participant loans2021-12-31$36,480
Value of interest in common/collective trusts at end of year2021-12-31$21,998,583
Value of interest in common/collective trusts at beginning of year2021-12-31$25,219,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,552,961
Net investment gain/loss from pooled separate accounts2021-12-31$102,708
Net investment gain or loss from common/collective trusts2021-12-31$2,219,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,287,508
Employer contributions (assets) at end of year2021-12-31$1,287,508
Employer contributions (assets) at beginning of year2021-12-31$1,197,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,192,333
Contract administrator fees2021-12-31$139,527
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LBMC
Accountancy firm EIN2021-12-31621199757
2020 : LEE COMPANY 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,652,235
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,335,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,169,752
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,821,155
Value of total assets at end of year2020-12-31$45,079,894
Value of total assets at beginning of year2020-12-31$37,763,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$166,219
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$44,697
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$237,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$237,365
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$5,244,325
Participant contributions at end of year2020-12-31$897,746
Participant contributions at beginning of year2020-12-31$898,068
Participant contributions at end of year2020-12-31$44,722
Participant contributions at beginning of year2020-12-31$100
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$379,755
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$749
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$77,628
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,316,264
Value of net assets at end of year (total assets less liabilities)2020-12-31$45,079,894
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$37,763,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$49,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,232,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,377,551
Value of interest in pooled separate accounts at end of year2020-12-31$1,487,788
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,560,795
Interest on participant loans2020-12-31$44,697
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$25,219,875
Value of interest in common/collective trusts at beginning of year2020-12-31$19,901,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,684,107
Net investment gain/loss from pooled separate accounts2020-12-31$54,835
Net investment gain or loss from common/collective trusts2020-12-31$2,732,448
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,197,075
Employer contributions (assets) at end of year2020-12-31$1,197,075
Employer contributions (assets) at beginning of year2020-12-31$1,025,239
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,169,003
Contract administrator fees2020-12-31$116,239
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LBMC
Accountancy firm EIN2020-12-31621199757
2019 : LEE COMPANY 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,738,172
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,818,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,608,211
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,721,525
Value of total assets at end of year2019-12-31$37,763,630
Value of total assets at beginning of year2019-12-31$29,843,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$210,117
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$39,702
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$318,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$318,525
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$4,491,492
Participant contributions at end of year2019-12-31$898,068
Participant contributions at beginning of year2019-12-31$662,044
Participant contributions at end of year2019-12-31$100
Participant contributions at beginning of year2019-12-31$231
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$204,794
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$65,282
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,919,844
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,763,630
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,843,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$67,697
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,377,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,707,291
Value of interest in pooled separate accounts at end of year2019-12-31$1,560,795
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,599,080
Interest on participant loans2019-12-31$39,702
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$19,901,877
Value of interest in common/collective trusts at beginning of year2019-12-31$15,018,883
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,288,439
Net investment gain/loss from pooled separate accounts2019-12-31$328,308
Net investment gain or loss from common/collective trusts2019-12-31$2,976,391
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,025,239
Employer contributions (assets) at end of year2019-12-31$1,025,239
Employer contributions (assets) at beginning of year2019-12-31$856,257
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,606,711
Contract administrator fees2019-12-31$142,420
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LBMC
Accountancy firm EIN2019-12-31621199757
2018 : LEE COMPANY 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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$3,308,156
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,433,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,229,540
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$39,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,030,365
Value of total assets at end of year2018-12-31$29,843,786
Value of total assets at beginning of year2018-12-31$29,968,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$163,748
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$28,702
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$303,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$303,938
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$3,760,699
Participant contributions at end of year2018-12-31$662,044
Participant contributions at beginning of year2018-12-31$578,265
Participant contributions at end of year2018-12-31$231
Participant contributions at beginning of year2018-12-31$85,046
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$413,409
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$40
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$55,583
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-124,873
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,843,786
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,968,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$51,014
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,707,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,924,830
Value of interest in pooled separate accounts at end of year2018-12-31$1,599,080
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,334,633
Interest on participant loans2018-12-31$28,702
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$15,018,883
Value of interest in common/collective trusts at beginning of year2018-12-31$6,369,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,190,312
Net investment gain/loss from pooled separate accounts2018-12-31$154,976
Net investment gain or loss from common/collective trusts2018-12-31$-1,075,096
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$856,257
Employer contributions (assets) at end of year2018-12-31$856,257
Employer contributions (assets) at beginning of year2018-12-31$676,760
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,229,500
Contract administrator fees2018-12-31$112,734
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LBMC
Accountancy firm EIN2018-12-31621199757
2017 : LEE COMPANY 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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$7,669,236
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,309,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,182,334
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$31,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,781,939
Value of total assets at end of year2017-12-31$29,968,659
Value of total assets at beginning of year2017-12-31$24,609,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$96,087
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$21,411
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$275,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$275,049
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$3,006,901
Participant contributions at end of year2017-12-31$578,265
Participant contributions at beginning of year2017-12-31$545,329
Participant contributions at end of year2017-12-31$85,046
Participant contributions at beginning of year2017-12-31$60,321
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$98,278
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,359,468
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,968,659
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,609,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$57,959
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,924,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,737,729
Value of interest in pooled separate accounts at end of year2017-12-31$8,334,633
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,909,600
Interest on participant loans2017-12-31$21,411
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$6,369,125
Value of interest in common/collective trusts at beginning of year2017-12-31$3,800,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,821,314
Net investment gain/loss from pooled separate accounts2017-12-31$1,387,131
Net investment gain or loss from common/collective trusts2017-12-31$382,392
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$676,760
Employer contributions (assets) at end of year2017-12-31$676,760
Employer contributions (assets) at beginning of year2017-12-31$555,681
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,182,334
Contract administrator fees2017-12-31$38,127
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LBMC
Accountancy firm EIN2017-12-31621199757
2016 : LEE COMPANY 401(K) 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 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$4,514,334
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,093,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,007,689
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$21,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,922,597
Value of total assets at end of year2016-12-31$24,609,191
Value of total assets at beginning of year2016-12-31$21,188,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$64,887
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$20,307
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$126,047
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$126,047
Administrative expenses professional fees incurred2016-12-31$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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$2,317,694
Participant contributions at end of year2016-12-31$545,329
Participant contributions at beginning of year2016-12-31$597,736
Participant contributions at end of year2016-12-31$60,321
Participant contributions at beginning of year2016-12-31$48,246
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$49,222
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$96
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
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 beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,420,450
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,609,191
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,188,741
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$52,526
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,737,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,144,448
Value of interest in pooled separate accounts at end of year2016-12-31$11,909,600
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,492,778
Interest on participant loans2016-12-31$20,307
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$3,800,531
Value of interest in common/collective trusts at beginning of year2016-12-31$431,029
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$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$595,332
Net investment gain/loss from pooled separate accounts2016-12-31$730,407
Net investment gain or loss from common/collective trusts2016-12-31$119,644
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
Contributions received in cash from employer2016-12-31$555,681
Employer contributions (assets) at end of year2016-12-31$555,681
Employer contributions (assets) at beginning of year2016-12-31$474,504
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$1,007,593
Contract administrator fees2016-12-31$12,361
Liabilities. Value of benefit claims payable 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 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 name2016-12-31LBMC, PC
Accountancy firm EIN2016-12-31621199757
2015 : LEE COMPANY 401(K) 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 to 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
Total income from all sources (including contributions)2015-12-31$2,116,023
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,426,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,341,375
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$18,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,703,620
Value of total assets at end of year2015-12-31$21,188,741
Value of total assets at beginning of year2015-12-31$20,498,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$65,715
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$23,363
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$176,127
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$176,127
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$1,972,146
Participant contributions at end of year2015-12-31$597,736
Participant contributions at beginning of year2015-12-31$612,490
Participant contributions at end of year2015-12-31$48,246
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$256,970
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$6
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables 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
Value of net income/loss2015-12-31$690,012
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,188,741
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,498,729
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$44,249
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,144,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,641,974
Value of interest in pooled separate accounts at end of year2015-12-31$10,492,778
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,426,267
Interest on participant loans2015-12-31$23,363
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$431,029
Value of interest in common/collective trusts at beginning of year2015-12-31$431,434
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$0
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$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-684,134
Net investment gain/loss from pooled separate accounts2015-12-31$-103,928
Net investment gain or loss from common/collective trusts2015-12-31$969
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$474,504
Employer contributions (assets) at end of year2015-12-31$474,504
Employer contributions (assets) at beginning of year2015-12-31$386,564
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$1,341,375
Contract administrator fees2015-12-31$21,466
Liabilities. Value of benefit claims payable 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 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 name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : LEE COMPANY 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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$2,818,410
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,042,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$930,961
Expenses. Certain deemed distributions of participant loans2014-12-31$1,719
Value of total corrective distributions2014-12-31$27,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,062,310
Value of total assets at end of year2014-12-31$20,498,729
Value of total assets at beginning of year2014-12-31$18,723,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$82,402
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$19,613
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$197,173
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$197,173
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$1,619,515
Participant contributions at end of year2014-12-31$612,490
Participant contributions at beginning of year2014-12-31$465,385
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$56,231
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$147
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,775,451
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,498,729
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,723,278
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$61,617
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,641,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,414,125
Value of interest in pooled separate accounts at end of year2014-12-31$10,426,267
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,824,286
Interest on participant loans2014-12-31$19,613
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$431,434
Value of interest in common/collective trusts at beginning of year2014-12-31$689,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$37,922
Net investment gain/loss from pooled separate accounts2014-12-31$496,944
Net investment gain or loss from common/collective trusts2014-12-31$4,448
Net gain/loss from 103.12 investment entities2014-12-31$0
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$386,564
Employer contributions (assets) at end of year2014-12-31$386,564
Employer contributions (assets) at beginning of year2014-12-31$329,942
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$930,814
Contract administrator fees2014-12-31$20,785
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : LEE COMPANY 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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$4,543,476
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,577,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,407,928
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$101,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,192,745
Value of total assets at end of year2013-12-31$18,723,278
Value of total assets at beginning of year2013-12-31$15,757,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$68,344
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$18,588
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$167,113
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$167,113
Administrative expenses professional fees incurred2013-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$1,418,755
Participant contributions at end of year2013-12-31$465,385
Participant contributions at beginning of year2013-12-31$455,418
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$9,239
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$131,871
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$18
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,965,944
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,723,278
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,757,334
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$52,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,414,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,980,977
Value of interest in pooled separate accounts at end of year2013-12-31$8,824,286
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,352,411
Interest on participant loans2013-12-31$18,588
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$689,540
Value of interest in common/collective trusts at beginning of year2013-12-31$959,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,110,208
Net investment gain/loss from pooled separate accounts2013-12-31$1,066,131
Net investment gain or loss from common/collective trusts2013-12-31$-11,327
Net gain/loss from 103.12 investment entities2013-12-31$0
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$642,119
Employer contributions (assets) at end of year2013-12-31$329,942
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,407,928
Contract administrator fees2013-12-31$15,488
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31CROWE HORWATH
Accountancy firm EIN2013-12-31350921680
2012 : LEE COMPANY 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$3,124,127
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$818,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$734,309
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$4,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,431,273
Value of total assets at end of year2012-12-31$15,757,334
Value of total assets at beginning of year2012-12-31$13,451,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$79,661
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$16,798
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$164,042
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$164,042
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$1,298,904
Participant contributions at end of year2012-12-31$455,418
Participant contributions at beginning of year2012-12-31$503,824
Participant contributions at end of year2012-12-31$9,239
Participant contributions at beginning of year2012-12-31$7,508
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$132,283
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,305,676
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,757,334
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,451,658
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$51,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,980,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,107,806
Value of interest in pooled separate accounts at end of year2012-12-31$6,352,411
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,795,418
Interest on participant loans2012-12-31$16,798
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$959,289
Value of interest in common/collective trusts at beginning of year2012-12-31$920,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$781,348
Net investment gain/loss from pooled separate accounts2012-12-31$718,174
Net investment gain or loss from common/collective trusts2012-12-31$12,492
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$86
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$116,346
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$734,309
Contract administrator fees2012-12-31$28,607
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31CROWE HORWATH
Accountancy firm EIN2012-12-31350921680
2011 : LEE COMPANY 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$1,081,602
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,171,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,055,010
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$30,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,393,942
Value of total assets at end of year2011-12-31$13,451,658
Value of total assets at beginning of year2011-12-31$13,541,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$86,701
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$18,053
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$272,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$272,620
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$1,242,696
Participant contributions at end of year2011-12-31$503,824
Participant contributions at beginning of year2011-12-31$395,713
Participant contributions at end of year2011-12-31$7,508
Participant contributions at beginning of year2011-12-31$6,645
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$35,605
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-90,255
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,451,658
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,541,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$50,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,107,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,216,353
Value of interest in pooled separate accounts at end of year2011-12-31$4,795,418
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,783,925
Interest on participant loans2011-12-31$18,053
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$920,756
Value of interest in common/collective trusts at beginning of year2011-12-31$888,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-519,623
Net investment gain/loss from pooled separate accounts2011-12-31$-101,395
Net investment gain or loss from common/collective trusts2011-12-31$18,005
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$115,641
Employer contributions (assets) at end of year2011-12-31$116,346
Employer contributions (assets) at beginning of year2011-12-31$250,326
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,055,010
Contract administrator fees2011-12-31$36,355
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH
Accountancy firm EIN2011-12-31350921680
2010 : LEE COMPANY 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$2,772,107
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,007,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$916,367
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$9,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,313,354
Value of total assets at end of year2010-12-31$13,541,913
Value of total assets at beginning of year2010-12-31$11,776,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$80,710
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$21,177
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$214,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$214,620
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$1,065,308
Participant contributions at end of year2010-12-31$395,713
Participant contributions at beginning of year2010-12-31$398,172
Participant contributions at end of year2010-12-31$6,645
Participant contributions at beginning of year2010-12-31$7,127
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,276
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$10
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,765,098
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,541,913
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,776,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$42,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,216,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,863,462
Value of interest in pooled separate accounts at end of year2010-12-31$4,783,925
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,619,595
Interest on participant loans2010-12-31$21,177
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$888,951
Value of interest in common/collective trusts at beginning of year2010-12-31$787,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$205,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$596,387
Net investment gain/loss from pooled separate accounts2010-12-31$595,782
Net investment gain or loss from common/collective trusts2010-12-31$30,777
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$240,770
Employer contributions (assets) at end of year2010-12-31$250,326
Employer contributions (assets) at beginning of year2010-12-31$100,466
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$711,065
Contract administrator fees2010-12-31$37,748
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH
Accountancy firm EIN2010-12-31350921680

Form 5500 Responses for LEE COMPANY 401(K) PLAN

2022: LEE COMPANY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEE COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEE COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEE COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEE COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEE COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEE COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEE COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEE COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LEE COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LEE COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LEE COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LEE COMPANY 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LEE COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610276
Policy instance 1
Insurance contract or identification number610276
Number of Individuals Covered1555
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610276
Policy instance 1
Insurance contract or identification number610276
Number of Individuals Covered1390
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610276
Policy instance 1
Insurance contract or identification number610276
Number of Individuals Covered1326
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610276
Policy instance 1
Insurance contract or identification number610276
Number of Individuals Covered1259
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610276
Policy instance 1
Insurance contract or identification number610276
Number of Individuals Covered1086
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610276
Policy instance 1
Insurance contract or identification number610276
Number of Individuals Covered1038
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,698
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees13698
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610276
Policy instance 1
Insurance contract or identification number610276
Number of Individuals Covered691
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610276
Policy instance 1
Insurance contract or identification number610276
Number of Individuals Covered612
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610276
Policy instance 1
Insurance contract or identification number610276
Number of Individuals Covered569
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610276
Policy instance 1
Insurance contract or identification number610276
Number of Individuals Covered537
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610276
Policy instance 1
Insurance contract or identification number610276
Number of Individuals Covered496
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610276
Policy instance 1
Insurance contract or identification number610276
Number of Individuals Covered450
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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