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Plan Name | LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | LBMC EMPLOYMENT PARTNERS, LLC |
Employer identification number (EIN): | 621767955 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about LBMC EMPLOYMENT PARTNERS, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2011-05-06 |
Company Identification Number: | 0801422723 |
Legal Registered Office Address: |
201 FRANKLIN RD BRENTWOOD United States of America (USA) 37027 |
More information about LBMC EMPLOYMENT PARTNERS, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | KEITH JOHNSON | 2023-06-20 | ||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | KEITH JOHNSON | 2022-04-25 | ||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | KEITH JOHNSON | 2021-07-16 | ||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | KEITH JOHNSON | 2020-07-28 | ||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | KEITH JOHNSON | 2019-10-04 | ||
001 | 2017-01-01 | KEITH JOHNSON | 2018-03-19 | ||
001 | 2017-01-01 | SHARON POWLUS | SHARON POWLUS | 2018-10-15 | |
001 | 2016-01-01 | SHARON POWLUS | SHARON POWLUS | 2017-10-16 | |
001 | 2016-01-01 | KEITH JOHNSON | 2017-03-16 | ||
001 | 2015-01-01 | SHARON POWLUS | SHARON POWLUS | 2016-10-17 | |
001 | 2014-01-01 | SHARON POWLUS | SHARON POWLUS | 2015-10-15 | |
001 | 2013-01-01 | SHARON POWLUS | |||
001 | 2012-01-01 | SHARON POWLUS | |||
001 | 2011-12-30 | GARY ALEXANDER | 2012-10-16 | GARY ALEXANDER | 2012-10-16 |
001 | 2011-01-01 | SHARON POWLUS | |||
001 | 2009-01-01 | SHARON POWLUS | SHARON POWLUS | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2022: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 335 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 261 |
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 | 59 |
Total of all active and inactive participants | 2022-01-01 | 320 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 320 |
Number of participants with account balances | 2022-01-01 | 232 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 392 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 268 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 51 |
Total of all active and inactive participants | 2021-01-01 | 319 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 319 |
Number of participants with account balances | 2021-01-01 | 226 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 378 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 342 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 43 |
Total of all active and inactive participants | 2020-01-01 | 385 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 385 |
Number of participants with account balances | 2020-01-01 | 206 |
2019: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 337 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 296 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 36 |
Total of all active and inactive participants | 2019-01-01 | 332 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 332 |
Number of participants with account balances | 2019-01-01 | 172 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 301 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 283 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 39 |
Total of all active and inactive participants | 2018-01-01 | 322 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 322 |
Number of participants with account balances | 2018-01-01 | 169 |
2017: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 283 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 253 |
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 | 35 |
Total of all active and inactive participants | 2017-01-01 | 288 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 288 |
Number of participants with account balances | 2017-01-01 | 157 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 203 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 184 |
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 | 29 |
Total of all active and inactive participants | 2016-01-01 | 213 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 213 |
Number of participants with account balances | 2016-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 115 |
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 | 36 |
Total of all active and inactive participants | 2015-01-01 | 151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 151 |
Number of participants with account balances | 2015-01-01 | 109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 107 |
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 | 40 |
Total of all active and inactive participants | 2014-01-01 | 147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 147 |
Number of participants with account balances | 2014-01-01 | 115 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 107 |
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 | 46 |
Total of all active and inactive participants | 2013-01-01 | 153 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 153 |
Number of participants with account balances | 2013-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 166 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 54 |
Total of all active and inactive participants | 2012-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 150 |
Number of participants with account balances | 2012-01-01 | 119 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 596 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 133 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 91 |
Total of all active and inactive participants | 2011-01-01 | 224 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 224 |
Number of participants with account balances | 2011-01-01 | 152 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 417 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 361 |
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 | 95 |
Total of all active and inactive participants | 2009-01-01 | 456 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 457 |
Number of participants with account balances | 2009-01-01 | 361 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $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 | $-4,105,459 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,643,437 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,570,246 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,392,029 |
Value of total assets at end of year | 2022-12-31 | $27,140,250 |
Value of total assets at beginning of year | 2022-12-31 | $32,889,146 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $73,191 |
Total interest from all sources | 2022-12-31 | $4,668 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $691,615 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $691,615 |
Administrative expenses professional fees incurred | 2022-12-31 | $73,191 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,628,921 |
Participant contributions at end of year | 2022-12-31 | $100,936 |
Participant contributions at beginning of year | 2022-12-31 | $75,781 |
Participant contributions at end of year | 2022-12-31 | $69,326 |
Participant contributions at beginning of year | 2022-12-31 | $65,134 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $4,385 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $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 | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-5,748,896 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $27,140,250 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $32,889,146 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $26,859,527 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $32,653,289 |
Interest on participant loans | 2022-12-31 | $4,668 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $13 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $12 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $12 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,193,771 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $758,723 |
Employer contributions (assets) at end of year | 2022-12-31 | $110,448 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $94,930 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,570,246 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HANCOCK ASKEW CO., & LLP |
Accountancy firm EIN | 2022-12-31 | 580662558 |
2021 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $8,194 |
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 | $7,184,109 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $529,361 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $455,641 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,658,731 |
Value of total assets at end of year | 2021-12-31 | $32,889,146 |
Value of total assets at beginning of year | 2021-12-31 | $26,226,204 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $73,720 |
Total interest from all sources | 2021-12-31 | $3,489 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,631,559 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,631,559 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,468,837 |
Participant contributions at end of year | 2021-12-31 | $75,781 |
Participant contributions at beginning of year | 2021-12-31 | $52,237 |
Participant contributions at end of year | 2021-12-31 | $65,134 |
Participant contributions at beginning of year | 2021-12-31 | $83,711 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $488,753 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $6,654,748 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $32,889,146 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $26,226,204 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $32,653,289 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $25,992,543 |
Interest on participant loans | 2021-12-31 | $3,489 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $12 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $12 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $12 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,890,330 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $701,141 |
Employer contributions (assets) at end of year | 2021-12-31 | $94,930 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $97,701 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $455,641 |
Contract administrator fees | 2021-12-31 | $73,720 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HANCOCK ASKEW CO., & LLP |
Accountancy firm EIN | 2021-12-31 | 580662558 |
2020 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $30,752 |
Total transfer of assets from this plan | 2020-12-31 | $37,856 |
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 | $6,911,685 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,204,935 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,151,487 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,347,055 |
Value of total assets at end of year | 2020-12-31 | $26,226,204 |
Value of total assets at beginning of year | 2020-12-31 | $22,526,558 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $53,448 |
Total interest from all sources | 2020-12-31 | $3,415 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $704,596 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $704,596 |
Administrative expenses professional fees incurred | 2020-12-31 | $53,448 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,280,165 |
Participant contributions at end of year | 2020-12-31 | $52,237 |
Participant contributions at beginning of year | 2020-12-31 | $67,812 |
Participant contributions at end of year | 2020-12-31 | $83,711 |
Participant contributions at beginning of year | 2020-12-31 | $85,383 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $423,159 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,706,750 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $26,226,204 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $22,526,558 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $25,992,543 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $22,285,656 |
Interest on participant loans | 2020-12-31 | $3,415 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $12 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $12 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $12 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,856,619 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $643,731 |
Employer contributions (assets) at end of year | 2020-12-31 | $97,701 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $87,695 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,151,487 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | HANCOCK ASKEW & CO., LLP |
Accountancy firm EIN | 2020-12-31 | 580662558 |
2019 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $1,763 |
Total transfer of assets from this plan | 2019-12-31 | $1,763 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $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 | $5,898,048 |
Total income from all sources (including contributions) | 2019-12-31 | $5,898,048 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $585,213 |
Total of all expenses incurred | 2019-12-31 | $585,213 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $522,971 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $522,971 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,580,867 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,580,867 |
Value of total assets at end of year | 2019-12-31 | $22,526,558 |
Value of total assets at end of year | 2019-12-31 | $22,526,558 |
Value of total assets at beginning of year | 2019-12-31 | $17,215,486 |
Value of total assets at beginning of year | 2019-12-31 | $17,215,486 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $62,242 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $62,242 |
Total interest from all sources | 2019-12-31 | $3,959 |
Total interest from all sources | 2019-12-31 | $3,959 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $972,861 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $972,861 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $972,861 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $972,861 |
Administrative expenses professional fees incurred | 2019-12-31 | $62,242 |
Administrative expenses professional fees incurred | 2019-12-31 | $62,242 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,017,906 |
Contributions received from participants | 2019-12-31 | $1,017,906 |
Participant contributions at end of year | 2019-12-31 | $67,812 |
Participant contributions at end of year | 2019-12-31 | $67,812 |
Participant contributions at beginning of year | 2019-12-31 | $69,541 |
Participant contributions at beginning of year | 2019-12-31 | $69,541 |
Participant contributions at end of year | 2019-12-31 | $85,383 |
Participant contributions at end of year | 2019-12-31 | $85,383 |
Participant contributions at beginning of year | 2019-12-31 | $63,692 |
Participant contributions at beginning of year | 2019-12-31 | $63,692 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $8,576 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $8,576 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $5,312,835 |
Value of net income/loss | 2019-12-31 | $5,312,835 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $22,526,558 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $22,526,558 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $17,215,486 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $22,285,656 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $22,285,656 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $17,021,083 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $17,021,083 |
Interest on participant loans | 2019-12-31 | $3,959 |
Interest on participant loans | 2019-12-31 | $3,959 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $12 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $12 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $9,072 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $9,072 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $9,072 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $9,072 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,340,361 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,340,361 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $554,385 |
Contributions received in cash from employer | 2019-12-31 | $554,385 |
Employer contributions (assets) at end of year | 2019-12-31 | $87,695 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $52,098 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $52,098 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $522,971 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $522,971 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | HANCOCK ASKEW & CO., LLP |
Accountancy firm name | 2019-12-31 | HANCOCK ASKEW & CO., LLP |
Accountancy firm EIN | 2019-12-31 | 580662558 |
Accountancy firm EIN | 2019-12-31 | 580662558 |
2018 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $667,695 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,343,483 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,296,573 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,668,635 |
Value of total assets at end of year | 2018-12-31 | $17,215,486 |
Value of total assets at beginning of year | 2018-12-31 | $17,891,274 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $46,910 |
Total interest from all sources | 2018-12-31 | $2,825 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,158,976 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,158,976 |
Administrative expenses professional fees incurred | 2018-12-31 | $46,910 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $967,764 |
Participant contributions at end of year | 2018-12-31 | $69,541 |
Participant contributions at beginning of year | 2018-12-31 | $52,799 |
Participant contributions at end of year | 2018-12-31 | $63,692 |
Participant contributions at beginning of year | 2018-12-31 | $58,689 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $254,349 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-675,788 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $17,215,486 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $17,891,274 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $17,021,083 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $17,727,599 |
Interest on participant loans | 2018-12-31 | $2,825 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $9,072 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $9,074 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $9,074 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,162,741 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $446,522 |
Employer contributions (assets) at end of year | 2018-12-31 | $52,098 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $43,113 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,296,573 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | HANCOCK ASKEW & CO., LLP |
Accountancy firm EIN | 2018-12-31 | 580662558 |
2017 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,591,897 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $769,856 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $750,427 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,462,090 |
Value of total assets at end of year | 2017-12-31 | $17,891,274 |
Value of total assets at beginning of year | 2017-12-31 | $14,069,233 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $19,429 |
Total interest from all sources | 2017-12-31 | $2,726 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $883,851 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $883,851 |
Administrative expenses professional fees incurred | 2017-12-31 | $19,429 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $863,077 |
Participant contributions at end of year | 2017-12-31 | $52,799 |
Participant contributions at beginning of year | 2017-12-31 | $79,010 |
Participant contributions at end of year | 2017-12-31 | $58,689 |
Participant contributions at beginning of year | 2017-12-31 | $53,658 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $185,479 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,822,041 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $17,891,274 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,069,233 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $17,727,599 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,905,182 |
Interest on participant loans | 2017-12-31 | $2,726 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $9,074 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $2,016 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $2,016 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,243,230 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $413,534 |
Employer contributions (assets) at end of year | 2017-12-31 | $43,113 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $29,367 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $750,427 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | HANCOCK ASKEW & CO., LLP |
Accountancy firm EIN | 2017-12-31 | 580662558 |
2016 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING 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 | $1,951,025 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $635,290 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $610,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,123,880 |
Value of total assets at end of year | 2016-12-31 | $14,069,233 |
Value of total assets at beginning of year | 2016-12-31 | $12,753,498 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $25,290 |
Total interest from all sources | 2016-12-31 | $3,868 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $465,418 |
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 | $465,418 |
Administrative expenses professional fees incurred | 2016-12-31 | $25,290 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $773,045 |
Participant contributions at end of year | 2016-12-31 | $79,010 |
Participant contributions at beginning of year | 2016-12-31 | $103,433 |
Participant contributions at end of year | 2016-12-31 | $53,658 |
Participant contributions at beginning of year | 2016-12-31 | $41,906 |
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 | $1,315,735 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $14,069,233 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,753,498 |
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 | $13,905,182 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $12,572,691 |
Interest on participant loans | 2016-12-31 | $3,868 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $2,016 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,696 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,696 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $357,859 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $350,835 |
Employer contributions (assets) at end of year | 2016-12-31 | $29,367 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $33,772 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $610,000 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | HANCOCK ASKEW & CO., LLP |
Accountancy firm EIN | 2016-12-31 | 580662558 |
2015 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING 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 | $1,188,847 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $314,807 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $300,314 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $961,808 |
Value of total assets at end of year | 2015-12-31 | $12,753,498 |
Value of total assets at beginning of year | 2015-12-31 | $11,879,458 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $14,493 |
Total interest from all sources | 2015-12-31 | $4,809 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $648,414 |
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 | $648,414 |
Administrative expenses professional fees incurred | 2015-12-31 | $14,493 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $635,403 |
Participant contributions at end of year | 2015-12-31 | $103,433 |
Participant contributions at beginning of year | 2015-12-31 | $83,434 |
Participant contributions at end of year | 2015-12-31 | $41,906 |
Participant contributions at beginning of year | 2015-12-31 | $44,441 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $24,038 |
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 | $874,040 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $12,753,498 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,879,458 |
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 | $12,572,691 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $11,717,810 |
Interest on participant loans | 2015-12-31 | $4,809 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,696 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $16 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $16 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-426,184 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $302,367 |
Employer contributions (assets) at end of year | 2015-12-31 | $33,772 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $33,757 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $300,314 |
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 | MULLINS CLEMMONS AND MAYES, PLLC |
Accountancy firm EIN | 2015-12-31 | 621409003 |
2014 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING 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 | $1,387,566 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,015,751 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $996,024 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $838,161 |
Value of total assets at end of year | 2014-12-31 | $11,879,458 |
Value of total assets at beginning of year | 2014-12-31 | $11,507,643 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $19,727 |
Total interest from all sources | 2014-12-31 | $2,404 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $729,835 |
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 | $729,835 |
Administrative expenses professional fees incurred | 2014-12-31 | $19,727 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $567,976 |
Participant contributions at end of year | 2014-12-31 | $83,434 |
Participant contributions at beginning of year | 2014-12-31 | $25,221 |
Participant contributions at end of year | 2014-12-31 | $44,441 |
Participant contributions at beginning of year | 2014-12-31 | $47,735 |
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 | $371,815 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,879,458 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,507,643 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $11,717,810 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $11,397,403 |
Interest on participant loans | 2014-12-31 | $2,404 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $16 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $3,174 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $3,174 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-182,834 |
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 | $270,185 |
Employer contributions (assets) at end of year | 2014-12-31 | $33,757 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $34,110 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $996,024 |
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 | MULLINS CLEMMONS AND MAYES, PLLC |
Accountancy firm EIN | 2014-12-31 | 621409003 |
2013 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING 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 | $2,912,571 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $710,077 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $686,745 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $760,972 |
Value of total assets at end of year | 2013-12-31 | $11,507,643 |
Value of total assets at beginning of year | 2013-12-31 | $9,305,149 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $23,332 |
Total interest from all sources | 2013-12-31 | $887 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $458,212 |
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 | $458,212 |
Administrative expenses professional fees incurred | 2013-12-31 | $23,332 |
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 | $522,231 |
Participant contributions at end of year | 2013-12-31 | $25,221 |
Participant contributions at beginning of year | 2013-12-31 | $11,658 |
Participant contributions at end of year | 2013-12-31 | $47,735 |
Participant contributions at beginning of year | 2013-12-31 | $32,644 |
Other income not declared elsewhere | 2013-12-31 | $725 |
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 | $2,202,494 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,507,643 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,305,149 |
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 | $11,397,403 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $8,703,480 |
Interest on participant loans | 2013-12-31 | $878 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $3,174 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $526,179 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $526,179 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $9 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,691,775 |
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 | $238,741 |
Employer contributions (assets) at end of year | 2013-12-31 | $34,110 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $31,188 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $686,745 |
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 | MULLINS CLEMMONS AND MAYES, PLLC |
Accountancy firm EIN | 2013-12-31 | 621409003 |
2012 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $528,166 |
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 | $8,455,947 |
Total income from all sources (including contributions) | 2012-12-31 | $1,945,851 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $719,051 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $684,605 |
Value of total corrective distributions | 2012-12-31 | $12,942 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $699,252 |
Value of total assets at end of year | 2012-12-31 | $9,305,149 |
Value of total assets at beginning of year | 2012-12-31 | $17,062,462 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $21,504 |
Total interest from all sources | 2012-12-31 | $1,149 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $163,753 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $163,753 |
Administrative expenses professional fees incurred | 2012-12-31 | $21,504 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $469,627 |
Participant contributions at end of year | 2012-12-31 | $11,658 |
Participant contributions at beginning of year | 2012-12-31 | $255,790 |
Participant contributions at end of year | 2012-12-31 | $32,644 |
Participant contributions at beginning of year | 2012-12-31 | $65,404 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $12,358 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $8,455,947 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,226,800 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,305,149 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,606,515 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $8,703,480 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $14,584,551 |
Interest on participant loans | 2012-12-31 | $1,121 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $526,179 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,076,438 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,076,438 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $28 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,081,697 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $217,267 |
Employer contributions (assets) at end of year | 2012-12-31 | $31,188 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $80,279 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $684,605 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MULLINS CLEMMONS AND MAYES,PLLC |
Accountancy firm EIN | 2012-12-31 | 621409003 |
2011 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $36,758 |
Total transfer of assets from this plan | 2011-12-31 | $8,455,947 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $8,455,947 |
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 | $1,907,404 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,360,600 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,282,088 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,546,186 |
Value of total assets at end of year | 2011-12-31 | $17,062,462 |
Value of total assets at beginning of year | 2011-12-31 | $16,478,900 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $78,512 |
Total interest from all sources | 2011-12-31 | $8,978 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $240,152 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $240,152 |
Administrative expenses professional fees incurred | 2011-12-31 | $78,512 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,696,990 |
Participant contributions at end of year | 2011-12-31 | $255,790 |
Participant contributions at beginning of year | 2011-12-31 | $147,511 |
Participant contributions at end of year | 2011-12-31 | $65,404 |
Participant contributions at beginning of year | 2011-12-31 | $159,237 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $23,405 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $8,455,947 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $546,804 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,606,515 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $16,478,900 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $14,584,551 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $14,216,591 |
Interest on participant loans | 2011-12-31 | $8,784 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,076,438 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,872,588 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,872,588 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $194 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-887,912 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $825,791 |
Employer contributions (assets) at end of year | 2011-12-31 | $80,279 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $82,973 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,282,088 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MULLINS CLEMMONS AND MAYES, PLLC |
Accountancy firm EIN | 2011-12-31 | 621409003 |
2010 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $1,053,640 |
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 | $4,722,353 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,456,074 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,355,541 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,050,522 |
Value of total assets at end of year | 2010-12-31 | $16,478,900 |
Value of total assets at beginning of year | 2010-12-31 | $14,266,261 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $100,533 |
Total interest from all sources | 2010-12-31 | $5,874 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $100,533 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,979,811 |
Participant contributions at end of year | 2010-12-31 | $147,511 |
Participant contributions at beginning of year | 2010-12-31 | $101,877 |
Participant contributions at end of year | 2010-12-31 | $159,237 |
Participant contributions at beginning of year | 2010-12-31 | $82,174 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $124,396 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,266,279 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $16,478,900 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $14,266,261 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $14,216,591 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $12,246,384 |
Interest on participant loans | 2010-12-31 | $5,685 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,872,588 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,786,335 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,786,335 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $189 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,665,957 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $946,315 |
Employer contributions (assets) at end of year | 2010-12-31 | $82,973 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $49,491 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,355,541 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MULLINS CLEMMONS AND MAYES, PLLC |
Accountancy firm EIN | 2010-12-31 | 621409003 |
2009 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING 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 |
2022: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Mulitple 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 |
2021: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Mulitple employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Mulitple employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Mulitple employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Mulitple employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Mulitple employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Mulitple 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: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Mulitple 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: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Mulitple 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: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Mulitple 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 |
2012: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Mulitple employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Mulitple employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Mulitple 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 |