LEE, LIVINGSTON, LEE, NICHOLS & BARRON, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN
401k plan membership statisitcs for LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
| Total of all active and inactive participants | 2022-01-01 | 11 |
| Total participants | 2022-01-01 | 11 |
| Number of participants with account balances | 2022-01-01 | 11 |
| 2021: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4 |
| Total of all active and inactive participants | 2021-01-01 | 12 |
| Total participants | 2021-01-01 | 12 |
| Number of participants with account balances | 2021-01-01 | 12 |
| 2020: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 12 |
| Total participants | 2020-01-01 | 12 |
| Number of participants with account balances | 2020-01-01 | 12 |
| 2019: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 11 |
| Number of participants with account balances | 2019-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 11 |
| Number of participants with account balances | 2018-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 11 |
| Number of participants with account balances | 2017-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 11 |
| Number of participants with account balances | 2016-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
| 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 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 11 |
| Number of participants with account balances | 2015-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
| 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 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 11 |
| Number of participants with account balances | 2014-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9 |
| 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 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 11 |
| Number of participants with account balances | 2013-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
| 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 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 12 |
| Number of participants with account balances | 2012-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
| 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 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 11 |
| Number of participants with account balances | 2011-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 13 |
| Number of participants with account balances | 2009-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-113,536 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $163,324 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $148,183 |
| Total plan assets at end of year | 2022-12-31 | $3,273,358 |
| Total plan assets at beginning of year | 2022-12-31 | $3,550,218 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Other income received | 2022-12-31 | $-270,327 |
| Net income (gross income less expenses) | 2022-12-31 | $-276,860 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,273,358 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,550,218 |
| Assets. Value of participant loans | 2022-12-31 | $9,356 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $156,791 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $15,141 |
| 2021 : LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $336,310 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,819,417 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,804,420 |
| Total plan assets at end of year | 2021-12-31 | $3,550,218 |
| Total plan assets at beginning of year | 2021-12-31 | $5,033,325 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Other income received | 2021-12-31 | $197,379 |
| Net income (gross income less expenses) | 2021-12-31 | $-1,483,107 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,550,218 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,033,325 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $138,931 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $14,997 |
| 2020 : LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $517,578 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $153,919 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $121,400 |
| Total plan assets at end of year | 2020-12-31 | $5,033,325 |
| Total plan assets at beginning of year | 2020-12-31 | $4,669,666 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Other income received | 2020-12-31 | $327,607 |
| Net income (gross income less expenses) | 2020-12-31 | $363,659 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,033,325 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,669,666 |
| Assets. Value of participant loans | 2020-12-31 | $3,924 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $189,971 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $32,519 |
| 2019 : LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $678,407 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $224,775 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $193,122 |
| Total plan assets at end of year | 2019-12-31 | $4,669,666 |
| Total plan assets at beginning of year | 2019-12-31 | $4,216,034 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $973 |
| Other income received | 2019-12-31 | $504,886 |
| Net income (gross income less expenses) | 2019-12-31 | $453,632 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,669,666 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,216,034 |
| Assets. Value of participant loans | 2019-12-31 | $6,725 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $173,521 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $30,680 |
| 2018 : LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $59,998 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $308,024 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $276,999 |
| Total plan assets at end of year | 2018-12-31 | $4,216,034 |
| Total plan assets at beginning of year | 2018-12-31 | $4,464,060 |
| Value of fidelity bond covering the plan | 2018-12-31 | $450,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $712 |
| Other income received | 2018-12-31 | $-88,825 |
| Net income (gross income less expenses) | 2018-12-31 | $-248,026 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,216,034 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,464,060 |
| Assets. Value of participant loans | 2018-12-31 | $15,051 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $148,823 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $30,313 |
| 2017 : LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $504,891 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $145,029 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $117,928 |
| Total plan assets at end of year | 2017-12-31 | $4,464,060 |
| Total plan assets at beginning of year | 2017-12-31 | $4,104,198 |
| Value of fidelity bond covering the plan | 2017-12-31 | $450,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $603 |
| Other income received | 2017-12-31 | $365,146 |
| Net income (gross income less expenses) | 2017-12-31 | $359,862 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,464,060 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,104,198 |
| Assets. Value of participant loans | 2017-12-31 | $27,728 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $139,745 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $26,498 |
| 2016 : LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $309,209 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $182,534 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $158,000 |
| Total plan assets at end of year | 2016-12-31 | $4,104,198 |
| Total plan assets at beginning of year | 2016-12-31 | $3,977,523 |
| Value of fidelity bond covering the plan | 2016-12-31 | $450,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $226 |
| Other income received | 2016-12-31 | $173,462 |
| Net income (gross income less expenses) | 2016-12-31 | $126,675 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,104,198 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,977,523 |
| Assets. Value of participant loans | 2016-12-31 | $31,782 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $135,747 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $24,308 |
| 2015 : LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $115,391 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $285,116 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $261,374 |
| Total plan assets at end of year | 2015-12-31 | $3,977,523 |
| Total plan assets at beginning of year | 2015-12-31 | $4,147,248 |
| Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $1,415 |
| Other income received | 2015-12-31 | $-11,768 |
| Net income (gross income less expenses) | 2015-12-31 | $-169,725 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,977,523 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,147,248 |
| Assets. Value of participant loans | 2015-12-31 | $22,347 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $72,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $127,159 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $22,327 |
| 2014 : LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $282,077 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $138,478 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $117,483 |
| Total plan assets at end of year | 2014-12-31 | $4,147,248 |
| Total plan assets at beginning of year | 2014-12-31 | $4,003,649 |
| Value of fidelity bond covering the plan | 2014-12-31 | $450,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,675 |
| Other income received | 2014-12-31 | $134,787 |
| Net income (gross income less expenses) | 2014-12-31 | $143,599 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,147,248 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,003,649 |
| Assets. Value of participant loans | 2014-12-31 | $27,291 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $126,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $147,290 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $19,320 |
| 2013 : LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $429,222 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $164,615 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $147,346 |
| Total plan assets at end of year | 2013-12-31 | $4,003,649 |
| Total plan assets at beginning of year | 2013-12-31 | $3,739,042 |
| Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,201 |
| Other income received | 2013-12-31 | $287,674 |
| Net income (gross income less expenses) | 2013-12-31 | $264,607 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,003,649 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,739,042 |
| Assets. Value of participant loans | 2013-12-31 | $28,614 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $233 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $157,500 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $141,548 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $16,068 |
| 2012 : LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $318,932 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $218,078 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $206,510 |
| Total plan assets at end of year | 2012-12-31 | $3,739,042 |
| Total plan assets at beginning of year | 2012-12-31 | $3,638,188 |
| Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $893 |
| Other income received | 2012-12-31 | $134,652 |
| Net income (gross income less expenses) | 2012-12-31 | $100,854 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,739,042 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,638,188 |
| Assets. Value of participant loans | 2012-12-31 | $33,182 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $5,895 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $175,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $184,280 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $10,675 |
| 2011 : LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $49,037 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $642,102 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $630,895 |
| Total plan assets at end of year | 2011-12-31 | $3,638,188 |
| Total plan assets at beginning of year | 2011-12-31 | $4,231,253 |
| Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $2,122 |
| Other income received | 2011-12-31 | $-82,959 |
| Net income (gross income less expenses) | 2011-12-31 | $-593,065 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,638,188 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,231,253 |
| Assets. Value of participant loans | 2011-12-31 | $40,766 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $6,069 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $193,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $131,996 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $9,085 |
| 2010 : LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $356,077 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $174,754 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $174,754 |
| Total plan assets at end of year | 2010-12-31 | $4,231,253 |
| Total plan assets at beginning of year | 2010-12-31 | $4,049,930 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Other income received | 2010-12-31 | $174,654 |
| Net income (gross income less expenses) | 2010-12-31 | $181,323 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,231,253 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,049,930 |
| Assets. Value of participant loans | 2010-12-31 | $78,908 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $5,930 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $324,300 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $181,423 |
| 2022: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LEE, LIVINGSTON, LEE & NICHOLS, P.C. PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
