LANIER & ASSOCIATES CONSULTING ENGI NEERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LANIER & ASSOCIATES RETIREMENT PLAN
Measure | Date | Value |
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2022: LANIER & ASSOCIATES RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 141 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 113 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 27 |
Total of all active and inactive participants | 2022-01-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 141 |
Number of participants with account balances | 2022-01-01 | 141 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: LANIER & ASSOCIATES RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 118 |
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 | 26 |
Total of all active and inactive participants | 2021-01-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 144 |
Number of participants with account balances | 2021-01-01 | 140 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: LANIER & ASSOCIATES RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 123 |
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 | 25 |
Total of all active and inactive participants | 2020-01-01 | 148 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 148 |
Number of participants with account balances | 2020-01-01 | 144 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: LANIER & ASSOCIATES RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 127 |
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 | 24 |
Total of all active and inactive participants | 2019-01-01 | 151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 151 |
Number of participants with account balances | 2019-01-01 | 146 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: LANIER & ASSOCIATES RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 114 |
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 | 30 |
Total of all active and inactive participants | 2018-01-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 144 |
Number of participants with account balances | 2018-01-01 | 143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: LANIER & ASSOCIATES RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 15 |
Total of all active and inactive participants | 2017-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 117 |
Number of participants with account balances | 2017-01-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2014: LANIER & ASSOCIATES RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
Total of all active and inactive participants | 2014-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 113 |
Number of participants with account balances | 2014-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: LANIER & ASSOCIATES RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 11 |
Total of all active and inactive participants | 2013-01-01 | 115 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 115 |
Number of participants with account balances | 2013-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: LANIER & ASSOCIATES RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
Total of all active and inactive participants | 2012-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 104 |
Number of participants with account balances | 2012-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: LANIER & ASSOCIATES RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 75 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 16 |
Total of all active and inactive participants | 2011-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 92 |
Number of participants with account balances | 2011-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: LANIER & ASSOCIATES RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 68 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 19 |
Total of all active and inactive participants | 2010-01-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 87 |
Number of participants with account balances | 2010-01-01 | 84 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: LANIER & ASSOCIATES RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 89 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 14 |
Total of all active and inactive participants | 2009-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 94 |
Number of participants with account balances | 2009-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : LANIER & ASSOCIATES RETIREMENT PLAN 2022 401k financial data |
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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 | $-3,318,300 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,420,219 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,405,829 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,392,999 |
Value of total assets at end of year | 2022-12-31 | $32,780,068 |
Value of total assets at beginning of year | 2022-12-31 | $38,518,587 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $14,390 |
Total interest from all sources | 2022-12-31 | $5,968 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 | $1,451,398 |
Participant contributions at end of year | 2022-12-31 | $134,310 |
Participant contributions at beginning of year | 2022-12-31 | $103,529 |
Participant contributions at beginning of year | 2022-12-31 | $49,205 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $38,663 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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 | $-5,738,519 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $32,780,068 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $38,518,587 |
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 pooled separate accounts at end of year | 2022-12-31 | $28,754,384 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $35,182,413 |
Interest on participant loans | 2022-12-31 | $5,968 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $3,516,877 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $2,820,115 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-5,717,267 |
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 | $902,938 |
Employer contributions (assets) at end of year | 2022-12-31 | $374,497 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $363,325 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,405,829 |
Contract administrator fees | 2022-12-31 | $14,390 |
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 | KUSHNER LAGRAIZE, LLC |
Accountancy firm EIN | 2022-12-31 | 721042866 |
2021 : LANIER & ASSOCIATES RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
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 | $8,188,843 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $144,442 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $134,668 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,549,208 |
Value of total assets at end of year | 2021-12-31 | $38,518,587 |
Value of total assets at beginning of year | 2021-12-31 | $30,474,186 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $9,774 |
Total interest from all sources | 2021-12-31 | $3,783 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
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 | $1,399,033 |
Participant contributions at end of year | 2021-12-31 | $103,529 |
Participant contributions at beginning of year | 2021-12-31 | $38,137 |
Participant contributions at end of year | 2021-12-31 | $49,205 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $313,615 |
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 | $8,044,401 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $38,518,587 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $30,474,186 |
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 pooled separate accounts at end of year | 2021-12-31 | $35,182,413 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $26,155,031 |
Interest on participant loans | 2021-12-31 | $3,783 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,820,115 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $4,037,094 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5,635,852 |
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 | $836,560 |
Employer contributions (assets) at end of year | 2021-12-31 | $363,325 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $243,924 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $134,668 |
Contract administrator fees | 2021-12-31 | $9,774 |
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 | KUSHNER LAGRAIZE, LLC |
Accountancy firm EIN | 2021-12-31 | 721042866 |
2020 : LANIER & ASSOCIATES RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
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 | $5,910,563 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,835,415 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,769,019 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,311,220 |
Value of total assets at end of year | 2020-12-31 | $30,474,186 |
Value of total assets at beginning of year | 2020-12-31 | $27,399,038 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $66,396 |
Total interest from all sources | 2020-12-31 | $2,662 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,364,223 |
Participant contributions at end of year | 2020-12-31 | $38,137 |
Participant contributions at beginning of year | 2020-12-31 | $64,835 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $81,622 |
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 | $3,075,148 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $30,474,186 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $27,399,038 |
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 pooled separate accounts at end of year | 2020-12-31 | $26,155,031 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $24,408,536 |
Interest on participant loans | 2020-12-31 | $2,662 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $4,037,094 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $2,680,263 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,596,681 |
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 | $865,375 |
Employer contributions (assets) at end of year | 2020-12-31 | $243,924 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $245,404 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,769,019 |
Contract administrator fees | 2020-12-31 | $66,396 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | KUSHNER LAGRAIZE, LLC |
Accountancy firm EIN | 2020-12-31 | 721042866 |
2019 : LANIER & ASSOCIATES RETIREMENT PLAN 2019 401k financial data |
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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 | $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 | $7,090,827 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,891,538 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,886,400 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,851 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,303,095 |
Value of total assets at end of year | 2019-12-31 | $27,399,038 |
Value of total assets at beginning of year | 2019-12-31 | $22,199,749 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,287 |
Total interest from all sources | 2019-12-31 | $4,020 |
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 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
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 | $1,240,746 |
Participant contributions at end of year | 2019-12-31 | $64,835 |
Participant contributions at beginning of year | 2019-12-31 | $71,986 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $219,357 |
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 | $5,199,289 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $27,399,038 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $22,199,749 |
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 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $24,408,536 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $18,466,650 |
Interest on participant loans | 2019-12-31 | $4,020 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $2,680,263 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $3,515,813 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,783,712 |
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 | $842,992 |
Employer contributions (assets) at end of year | 2019-12-31 | $245,404 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $145,300 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,886,400 |
Contract administrator fees | 2019-12-31 | $3,287 |
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 |
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 | KUSHNER LAGRAIZE, LLC |
Accountancy firm EIN | 2019-12-31 | 721042866 |
2018 : LANIER & ASSOCIATES RETIREMENT PLAN 2018 401k financial data |
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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 | $1,204,540 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,168,577 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,168,127 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,254,769 |
Value of total assets at end of year | 2018-12-31 | $22,199,749 |
Value of total assets at beginning of year | 2018-12-31 | $23,163,786 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $450 |
Total interest from all sources | 2018-12-31 | $4,089 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,190,872 |
Participant contributions at end of year | 2018-12-31 | $71,986 |
Participant contributions at beginning of year | 2018-12-31 | $65,048 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $50,575 |
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 | $-964,037 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $22,199,749 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $23,163,786 |
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 pooled separate accounts at end of year | 2018-12-31 | $18,466,650 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $23,098,738 |
Interest on participant loans | 2018-12-31 | $4,089 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $3,515,813 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-1,054,318 |
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 | $1,013,322 |
Employer contributions (assets) at end of year | 2018-12-31 | $145,300 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,168,127 |
Contract administrator fees | 2018-12-31 | $450 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KUSHNER LAGRAIZE, LLC |
Accountancy firm EIN | 2018-12-31 | 721042866 |
2017 : LANIER & ASSOCIATES RETIREMENT PLAN 2017 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $2,761,391 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $2,761,391 |
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 | $4,361,660 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $793,552 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $742,573 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $1,408 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,594,723 |
Value of total assets at end of year | 2017-12-31 | $23,163,786 |
Value of total assets at beginning of year | 2017-12-31 | $19,595,678 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $49,571 |
Total interest from all sources | 2017-12-31 | $1,332 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $4,214 |
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 | $4,214 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,013,373 |
Participant contributions at end of year | 2017-12-31 | $65,048 |
Participant contributions at beginning of year | 2017-12-31 | $24,220 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $35,628 |
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 | $3,568,108 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $23,163,786 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $19,595,678 |
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 |
Investment advisory and management fees | 2017-12-31 | $49,571 |
Interest on participant loans | 2017-12-31 | $1,332 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $23,098,738 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $19,571,458 |
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 | Yes |
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 | $545,722 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $742,573 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | KUSHNER LAGRAIZE, LLC |
Accountancy firm EIN | 2017-12-31 | 721042866 |
2014 : LANIER & ASSOCIATES RETIREMENT PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $2,598,075 |
Expenses. Total of all expenses incurred | 2014-12-31 | $571,790 |
Benefits paid (including direct rollovers) | 2014-12-31 | $571,127 |
Total plan assets at end of year | 2014-12-31 | $15,733,287 |
Total plan assets at beginning of year | 2014-12-31 | $13,707,002 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $837,076 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $663 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $11,740 |
Other income received | 2014-12-31 | $1,347,772 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $2,026,285 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $15,733,287 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,707,002 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $401,487 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : LANIER & ASSOCIATES RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $3,436,945 |
Expenses. Total of all expenses incurred | 2013-12-31 | $220,492 |
Benefits paid (including direct rollovers) | 2013-12-31 | $220,242 |
Total plan assets at end of year | 2013-12-31 | $13,707,002 |
Total plan assets at beginning of year | 2013-12-31 | $10,490,549 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $782,356 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $250 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $32,840 |
Other income received | 2013-12-31 | $2,243,354 |
Net income (gross income less expenses) | 2013-12-31 | $3,216,453 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $13,707,002 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,490,549 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $378,395 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : LANIER & ASSOCIATES RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $2,183,627 |
Expenses. Total of all expenses incurred | 2012-12-31 | $275,784 |
Benefits paid (including direct rollovers) | 2012-12-31 | $275,504 |
Total plan assets at end of year | 2012-12-31 | $10,490,549 |
Total plan assets at beginning of year | 2012-12-31 | $8,582,706 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $674,674 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $96,406 |
Other income received | 2012-12-31 | $1,076,273 |
Net income (gross income less expenses) | 2012-12-31 | $1,907,843 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $10,490,549 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,582,706 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $336,274 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $280 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : LANIER & ASSOCIATES RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $824,490 |
Expenses. Total of all expenses incurred | 2011-12-31 | $402,740 |
Benefits paid (including direct rollovers) | 2011-12-31 | $402,362 |
Total plan assets at end of year | 2011-12-31 | $8,582,706 |
Total plan assets at beginning of year | 2011-12-31 | $8,160,956 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $580,305 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $378 |
Other income received | 2011-12-31 | $-43,576 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $421,750 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,582,706 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,160,956 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $287,761 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : LANIER & ASSOCIATES RETIREMENT PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,953,740 |
Expenses. Total of all expenses incurred | 2010-12-31 | $346,455 |
Benefits paid (including direct rollovers) | 2010-12-31 | $346,269 |
Total plan assets at end of year | 2010-12-31 | $8,160,956 |
Total plan assets at beginning of year | 2010-12-31 | $6,553,671 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $595,433 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $186 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $92,363 |
Other income received | 2010-12-31 | $976,428 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $1,607,285 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,160,956 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,553,671 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $289,516 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : LANIER & ASSOCIATES RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |