401k Plan data: LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN plan

LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan Name	LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN
Plan identification number	001

LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan Type

Defined 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

LELLYETT & ROGERS COMPANY has sponsored the creation of one or more 401k plans.

Company Name: LELLYETT & ROGERS COMPANY

Employer identification number (EIN): 620990673

NAIC Classification: 323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 SCOTT EDWARDS 2022-07-06 ROBIN NOSBISCH 2022-07-06
001 2020-01-01 SCOTT EDWARDS 2021-07-13 ROBIN NOSBISCH 2021-07-13
001 2019-01-01 SCOTT EDWARDS 2020-06-23 ROBIN NOSBISCH 2020-06-23
001 2018-01-01 SCOTT EDWARDS 2019-06-05 ROBIN NOSBISCH 2019-06-05
001 2017-01-01 SCOTT EDWARDS
001 2016-01-01 SCOTT D EDWARDS
001 2015-01-01 SCOTT EDWARDS
001 2014-01-01 SCOTT EDWARDS
001 2013-01-01 SCOTT EDWARDS 2014-06-26
001 2012-01-01 SCOTT EDWARDS 2013-07-05
001 2011-01-01 SCOTT EDWARDS 2012-06-29 SCOTT EDWARDS 2012-06-29
001 2010-01-01 SCOTT EDWARDS 2011-06-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	SCOTT EDWARDS	2022-07-06	ROBIN NOSBISCH	2022-07-06
001	2020-01-01	SCOTT EDWARDS	2021-07-13	ROBIN NOSBISCH	2021-07-13
001	2019-01-01	SCOTT EDWARDS	2020-06-23	ROBIN NOSBISCH	2020-06-23
001	2018-01-01	SCOTT EDWARDS	2019-06-05	ROBIN NOSBISCH	2019-06-05
001	2017-01-01	SCOTT EDWARDS
001	2016-01-01	SCOTT D EDWARDS
001	2015-01-01	SCOTT EDWARDS
001	2014-01-01	SCOTT EDWARDS
001	2013-01-01	SCOTT EDWARDS	2014-06-26
001	2012-01-01	SCOTT EDWARDS	2013-07-05
001	2011-01-01	SCOTT EDWARDS	2012-06-29	SCOTT EDWARDS	2012-06-29
001	2010-01-01	SCOTT EDWARDS	2011-06-30

Plan Statistics for LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2022: LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 39
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 16
Total of all active and inactive participants 2022-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 55
Number of participants with account balances 2022-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2017: LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 68
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 15
Total of all active and inactive participants 2017-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 83
Number of participants with account balances 2017-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 75
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 84
Number of participants with account balances 2016-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 71
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 80
Number of participants with account balances 2015-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 68
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 79
Number of participants with account balances 2014-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1

Measure	Date	Value
2022: LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	39
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	16
Total of all active and inactive participants	2022-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	55
Number of participants with account balances	2022-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2017: LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	68
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	15
Total of all active and inactive participants	2017-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	83
Number of participants with account balances	2017-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	75
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	84
Number of participants with account balances	2016-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	71
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	80
Number of participants with account balances	2015-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	68
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	79
Number of participants with account balances	2014-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1

Financial Data on LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN

Measure	Date	Value
2022 : LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-779,213
Expenses. Total of all expenses incurred	2022-12-31	$672,090
Benefits paid (including direct rollovers)	2022-12-31	$639,763
Total plan assets at end of year	2022-12-31	$3,764,257
Total plan assets at beginning of year	2022-12-31	$5,215,560
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$191,088
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-970,301
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,451,303
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,764,257
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,215,560
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$32,327
2017 : LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,176,241
Expenses. Total of all expenses incurred	2017-12-31	$78,717
Benefits paid (including direct rollovers)	2017-12-31	$52,225
Total plan assets at end of year	2017-12-31	$5,495,155
Total plan assets at beginning of year	2017-12-31	$4,397,631
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$272,616
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$903,625
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,097,524
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,495,155
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,397,631
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$26,492
2016 : LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$436,498
Expenses. Total of all expenses incurred	2016-12-31	$319,624
Benefits paid (including direct rollovers)	2016-12-31	$291,610
Total plan assets at end of year	2016-12-31	$4,397,631
Total plan assets at beginning of year	2016-12-31	$4,280,757
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$242,672
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$4,641
Other income received	2016-12-31	$189,185
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$116,874
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,397,631
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,280,757
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$2,613
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$25,401
2015 : LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$319,336
Expenses. Total of all expenses incurred	2015-12-31	$1,445,910
Benefits paid (including direct rollovers)	2015-12-31	$1,409,830
Total plan assets at end of year	2015-12-31	$4,280,757
Total plan assets at beginning of year	2015-12-31	$5,407,331
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$257,935
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$9,933
Other income received	2015-12-31	$51,468
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-1,126,574
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,280,757
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,407,331
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$4,374
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$31,706
2014 : LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$554,382
Expenses. Total of all expenses incurred	2014-12-31	$713,452
Benefits paid (including direct rollovers)	2014-12-31	$673,036
Total plan assets at end of year	2014-12-31	$5,407,331
Total plan assets at beginning of year	2014-12-31	$5,566,401
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$264,921
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$289,461
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-159,070
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,407,331
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,566,401
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$11,234
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$29,182

Form 5500 Responses for LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN

2022: LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2017: LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LELLYETT & ROGERS CO. PROFIT SHARING AND 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LELLYETT & ROGERS COMPANY
Employer identification number (EIN):	620990673
NAIC Classification:	323100