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Plan Name | LITTLEJOHN ENGINEERING 401K RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LITTLEJOHN ENGINEERING ASSOCIATES, INC. |
Employer identification number (EIN): | 621526480 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Additional information about LITTLEJOHN ENGINEERING ASSOCIATES, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2013-08-12 |
Company Identification Number: | F193750 |
Legal Registered Office Address: |
250 BROWNS HILL COURT MIDLOTHIAN United States of America (USA) 23114 |
More information about LITTLEJOHN ENGINEERING ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-01-01 | BRUCE L. ALTSTAETTER | |||
001 | 2016-01-01 | BALTSTAETTER | |||
001 | 2015-01-01 | BRUCE L. ALTSTAETTER | |||
001 | 2014-01-01 | JAMES H. LITTLEJOHN | |||
001 | 2013-01-01 | MARK MYERS | |||
001 | 2012-01-01 | JAMES H.LITTLEJOHN | 2013-05-29 | JAMES H.LITTLEJOHN | 2013-05-29 |
001 | 2011-01-01 | JAMES H.LITTLEJOHN | 2012-04-26 | JAMES H. LITTLEJOHN | 2012-04-26 |
001 | 2010-01-01 | JAMES H.LITTLEJOHN | 2011-09-09 | ||
001 | 2009-01-01 | JAMES H LITTLEJOHN | JAMES H LITTLEJOHN | 2010-07-21 |
Measure | Date | Value |
---|---|---|
2017: LITTLEJOHN ENGINEERING 401K RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: LITTLEJOHN ENGINEERING 401K RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 159 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 120 |
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 | 35 |
Total of all active and inactive participants | 2016-01-01 | 155 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 155 |
Number of participants with account balances | 2016-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 9 |
2015: LITTLEJOHN ENGINEERING 401K RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 119 |
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 | 28 |
Total of all active and inactive participants | 2015-01-01 | 147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 147 |
Number of participants with account balances | 2015-01-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 131 |
2014: LITTLEJOHN ENGINEERING 401K RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 155 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 126 |
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 | 29 |
Total of all active and inactive participants | 2014-01-01 | 155 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 155 |
Number of participants with account balances | 2014-01-01 | 142 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 7 |
2013: LITTLEJOHN ENGINEERING 401K RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 126 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 20 |
Total of all active and inactive participants | 2013-01-01 | 146 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 146 |
Number of participants with account balances | 2013-01-01 | 100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 13 |
2009: LITTLEJOHN ENGINEERING 401K RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 24 |
Total of all active and inactive participants | 2009-01-01 | 66 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 66 |
Number of participants with account balances | 2009-01-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 6 |
Measure | Date | Value |
---|---|---|
2017 : LITTLEJOHN ENGINEERING 401K RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-01-31 | $0 |
Total transfer of assets from this plan | 2017-01-31 | $9,800,378 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-01-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-01-31 | $0 |
Total income from all sources (including contributions) | 2017-01-31 | $62,229 |
Total loss/gain on sale of assets | 2017-01-31 | $0 |
Total of all expenses incurred | 2017-01-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-01-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-01-31 | $0 |
Value of total assets at end of year | 2017-01-31 | $0 |
Value of total assets at beginning of year | 2017-01-31 | $9,738,149 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-01-31 | $0 |
Total interest from all sources | 2017-01-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-01-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-01-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-01-31 | $0 |
Was this plan covered by a fidelity bond | 2017-01-31 | Yes |
Value of fidelity bond cover | 2017-01-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-01-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-01-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-01-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-01-31 | $52,787 |
Total non interest bearing cash at beginning of year | 2017-01-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-01-31 | No |
Value of net income/loss | 2017-01-31 | $62,229 |
Value of net assets at end of year (total assets less liabilities) | 2017-01-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-01-31 | $9,738,149 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-01-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-01-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-01-31 | $9,440,494 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-01-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-01-31 | $244,868 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-01-31 | $244,868 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-01-31 | $62,229 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-01-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-01-31 | Yes |
Did the plan have assets held for investment | 2017-01-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-01-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-01-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-01-31 | Disclaimer |
Accountancy firm name | 2017-01-31 | BATCHELOR, TILLERY & ROBERTS, LLP |
Accountancy firm EIN | 2017-01-31 | 561750124 |
2016 : LITTLEJOHN ENGINEERING 401K RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,216,909 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,324,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,289,509 |
Value of total corrective distributions | 2016-12-31 | $19,560 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $479,849 |
Value of total assets at end of year | 2016-12-31 | $9,738,149 |
Value of total assets at beginning of year | 2016-12-31 | $9,845,240 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $14,931 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $509,594 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $509,594 |
Administrative expenses professional fees incurred | 2016-12-31 | $10,623 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $479,849 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $52,787 |
Administrative expenses (other) incurred | 2016-12-31 | $4,308 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-107,091 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,738,149 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,845,240 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,440,494 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,585,709 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $244,868 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $259,531 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $259,531 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $227,466 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,289,509 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BATCHELOR, TILLERY & ROBERTS, LLP |
Accountancy firm EIN | 2016-12-31 | 561750124 |
2015 : LITTLEJOHN ENGINEERING 401K RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $745,762 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $429,501 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $413,450 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $633,383 |
Value of total assets at end of year | 2015-12-31 | $9,845,240 |
Value of total assets at beginning of year | 2015-12-31 | $9,528,979 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $16,051 |
Total interest from all sources | 2015-12-31 | $12 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $524,772 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $524,772 |
Administrative expenses professional fees incurred | 2015-12-31 | $11,144 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $633,383 |
Other income not declared elsewhere | 2015-12-31 | $622 |
Administrative expenses (other) incurred | 2015-12-31 | $4,907 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $2,021 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $316,261 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,845,240 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,528,979 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,585,709 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $9,366,840 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $259,531 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $160,118 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $160,118 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $12 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-413,027 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $413,450 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | COOPER, TRAVIS & COMPANY, PLC |
Accountancy firm EIN | 2015-12-31 | 621317955 |
2014 : LITTLEJOHN ENGINEERING 401K RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,453,426 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $676,620 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $657,690 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $970,834 |
Value of total assets at end of year | 2014-12-31 | $9,528,979 |
Value of total assets at beginning of year | 2014-12-31 | $8,752,173 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $18,930 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $466,775 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $466,775 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $719,725 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $93,576 |
Total non interest bearing cash at end of year | 2014-12-31 | $2,021 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $776,806 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,528,979 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,752,173 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $18,930 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $9,366,840 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $8,408,106 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $160,118 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $184,067 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $184,067 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $15,817 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $157,533 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $160,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $657,690 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | COOPER, TRAVIS & COMPANY, PLC |
Accountancy firm EIN | 2014-12-31 | 621317955 |
2013 : LITTLEJOHN ENGINEERING 401K RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,690,162 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $112,797 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $98,822 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,046,842 |
Value of total assets at end of year | 2013-12-31 | $8,752,173 |
Value of total assets at beginning of year | 2013-12-31 | $6,174,808 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $13,975 |
Total interest from all sources | 2013-12-31 | $11 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $267,620 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $267,620 |
Administrative expenses professional fees incurred | 2013-12-31 | $13,975 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $593,397 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $201,548 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,577,365 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,752,173 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,174,808 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $8,408,106 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,913,031 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $184,067 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $261,777 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $261,777 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $11 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,375,689 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $251,897 |
Employer contributions (assets) at end of year | 2013-12-31 | $160,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $98,822 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | COOPER, TRAVIS & COMPANY, PLC |
Accountancy firm EIN | 2013-12-31 | 621317955 |
2009 : LITTLEJOHN ENGINEERING 401K RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2017: LITTLEJOHN ENGINEERING 401K RETIREMENT 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 | Yes |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: LITTLEJOHN ENGINEERING 401K RETIREMENT 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: LITTLEJOHN ENGINEERING 401K RETIREMENT 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: LITTLEJOHN ENGINEERING 401K RETIREMENT 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 |
2013: LITTLEJOHN ENGINEERING 401K RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LITTLEJOHN ENGINEERING 401K RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |