| Plan Name | LEWIS COMMUNICATIONS (WELFARE PLAN) |
| Plan identification number | 951 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
|
| Company Name: | LEWIS COMMUNICATIONS, INC. |
| Employer identification number (EIN): | 630326789 |
| NAIC Classification: | 541800 |
Additional information about LEWIS COMMUNICATIONS, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2003-01-15 |
| Company Identification Number: | 2857071 |
| Legal Registered Office Address: |
1391 JEFFERSON STREET Nassau FLORAL PARK United States of America (USA) 11001 |
More information about LEWIS COMMUNICATIONS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 951 | 2023-01-01 | W. HAL SHEPHERD | 2024-06-18 | W. HAL SHEPHERD | 2024-06-18 |
| 951 | 2022-01-01 | W. HAL SHEPHERD | 2023-07-19 | W. HAL SHEPHERD | 2023-07-19 |
| 951 | 2021-01-01 | W. HAL SHEPHERD | 2022-07-19 | W. HAL SHEPHERD | 2022-07-19 |
| 951 | 2020-01-01 | W. HAL SHEPHERD | 2021-07-23 | W. HAL SHEPHERD | 2021-07-23 |
| 951 | 2019-01-01 | ||||
| 951 | 2018-01-01 | WILSON SHEPHERD | 2019-07-26 | ||
| 951 | 2017-02-01 | WILSON SHEPHERD | 2018-07-31 |
| Measure | Date | Value |
|---|---|---|
| 2025 : LEWIS COMMUNICATIONS (WELFARE PLAN) 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-29 | 348824 |
| Value of plan covered by a fidelity bond | 2025-07-29 | 60000 |
| Participant contributions to plan in this plan year | 2025-07-29 | 109937 |
| Other expenses paid from plan in this plan year | 2025-07-29 | 286031 |
| Employer contributions to plan in this plan year | 2025-07-29 | 238887 |
| 2024 : LEWIS COMMUNICATIONS (WELFARE PLAN) 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-18 | 768157 |
| Value of plan covered by a fidelity bond | 2024-07-18 | 70000 |
| Participant contributions to plan in this plan year | 2024-07-18 | 292880 |
| Other expenses paid from plan in this plan year | 2024-07-18 | 540739 |
| Employer contributions to plan in this plan year | 2024-07-18 | 475277 |
| 2022 : LEWIS COMMUNICATIONS (WELFARE PLAN) 2022 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2022-07-29 | 188325 |
| Total expenses incurred by plan in this plan year | 2022-07-29 | 696408 |
| Total assets as of the beginning of the plan year | 2022-07-29 | 188325 |
| Value of plan covered by a fidelity bond | 2022-07-29 | 20000 |
| Participant contributions to plan in this plan year | 2022-07-29 | 475343 |
| Other expenses paid from plan in this plan year | 2022-07-29 | 534899 |
| Employer contributions to plan in this plan year | 2022-07-29 | 221065 |
| 2019 : LEWIS COMMUNICATIONS (WELFARE PLAN) 2019 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $60,770 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $882 |
| Total income from all sources (including contributions) | 2019-12-31 | $752,001 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $752,001 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $512,055 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $752,001 |
| Value of total assets at end of year | 2019-12-31 | $60,770 |
| Value of total assets at beginning of year | 2019-12-31 | $882 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $239,946 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $2,695 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $20,000 |
| If this is an individual account plan, was there a blackout period | 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 | $269,971 |
| Participant contributions at end of year | 2019-12-31 | $21,817 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $375,758 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $60,770 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $882 |
| Administrative expenses (other) incurred | 2019-12-31 | $37,784 |
| 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 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| 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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $168,469 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $136,297 |
| 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 |
| 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 | $482,030 |
| Employer contributions (assets) at end of year | 2019-12-31 | $38,953 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $882 |
| Contract administrator fees | 2019-12-31 | $30,998 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Did the plan have assets held for investment | 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 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | LUND ACCOUNTING, LLC |
| Accountancy firm EIN | 2019-12-31 | 272258316 |
| 2019: LEWIS COMMUNICATIONS (WELFARE PLAN) 2019 form 5500 responses | ||
|---|---|---|
| 2019-01-01 | Type of plan entity | Single 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 – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| AEA INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 52512 ) | |
| Policy contract number | 10778-061 |
| Policy instance | 1 |