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LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameLYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN
Plan identification number 002

LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LYONS SPECIALTY COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:LYONS SPECIALTY COMPANY, INC.
Employer identification number (EIN):720791781
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01HUGH RAETZSCH
0022017-01-01HUGH RAETZSCH
0022016-01-01HUGH RAETZSCH
0022015-01-01HUGH RAETZSCH
0022014-01-01HUGH RAETZSCH
0022013-01-01JODI BUCKNER
0022012-01-01HUGH RAETZSCH
0022011-01-01HUGH RAETZSCH
0022010-01-01HUGH RAETZSCH
0022009-01-01JODI BUCKNER
0022009-01-01JODI BUCKNER
0022009-01-01HUGH RAETZSCH
0022009-01-01 HUGH RAETZSCH2010-06-01

Plan Statistics for LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN

Measure Date Value
2022: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0196
Total number of active participants reported on line 7a of the Form 55002022-01-0177
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0119
Total of all active and inactive participants2022-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0197
Number of participants with account balances2022-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0196
Total number of active participants reported on line 7a of the Form 55002021-01-0174
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0122
Total of all active and inactive participants2021-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0196
Number of participants with account balances2021-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0174
Total number of active participants reported on line 7a of the Form 55002020-01-0188
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-0196
Total participants2020-01-0196
Number of participants with account balances2020-01-0191
2019: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0177
Total number of active participants reported on line 7a of the Form 55002019-01-0166
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0174
Number of participants with account balances2019-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0177
Total number of active participants reported on line 7a of the Form 55002018-01-0168
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0177
Number of participants with account balances2018-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0174
Total number of active participants reported on line 7a of the Form 55002017-01-0165
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0177
Number of participants with account balances2017-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0175
Total number of active participants reported on line 7a of the Form 55002016-01-0167
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0174
Number of participants with account balances2016-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0171
Total number of active participants reported on line 7a of the Form 55002015-01-0165
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0175
Number of participants with account balances2015-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0176
Total number of active participants reported on line 7a of the Form 55002014-01-0163
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0171
Number of participants with account balances2014-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0179
Total number of active participants reported on line 7a of the Form 55002013-01-0171
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0176
Number of participants with account balances2013-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0178
Total number of active participants reported on line 7a of the Form 55002012-01-0173
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0179
Number of participants with account balances2012-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0176
Total number of active participants reported on line 7a of the Form 55002011-01-0171
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0178
Number of participants with account balances2011-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0181
Total number of active participants reported on line 7a of the Form 55002010-01-0171
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0176
Number of participants with account balances2010-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0170
Total number of active participants reported on line 7a of the Form 55002009-01-0167
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0181
Number of participants with account balances2009-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-863,287
Expenses. Total of all expenses incurred2022-12-31$530,109
Benefits paid (including direct rollovers)2022-12-31$520,947
Total plan assets at end of year2022-12-31$5,093,665
Total plan assets at beginning of year2022-12-31$6,487,061
Value of fidelity bond covering the plan2022-12-31$600,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$199,545
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,192,692
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,393,396
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,093,665
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,487,061
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$129,860
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$9,162
2021 : LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,309,834
Expenses. Total of all expenses incurred2021-12-31$389,226
Benefits paid (including direct rollovers)2021-12-31$383,365
Total plan assets at end of year2021-12-31$6,487,061
Total plan assets at beginning of year2021-12-31$5,566,453
Value of fidelity bond covering the plan2021-12-31$600,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$212,189
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$957,994
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$920,608
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,487,061
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,566,453
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$139,651
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$5,861
2020 : LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$973,304
Expenses. Total of all expenses incurred2020-12-31$226,578
Benefits paid (including direct rollovers)2020-12-31$226,453
Total plan assets at end of year2020-12-31$5,566,453
Total plan assets at beginning of year2020-12-31$4,819,727
Value of fidelity bond covering the plan2020-12-31$600,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$183,028
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$664,550
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$746,726
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,566,453
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,819,727
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$125,726
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$125
2019 : LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,269,739
Expenses. Total of all expenses incurred2019-12-31$184,653
Benefits paid (including direct rollovers)2019-12-31$184,503
Total plan assets at end of year2019-12-31$4,819,727
Total plan assets at beginning of year2019-12-31$3,734,641
Value of fidelity bond covering the plan2019-12-31$450,000
Total contributions received or receivable from participants2019-12-31$178,163
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$969,214
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,085,086
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,819,727
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,734,641
Total contributions received or receivable from employer(s)2019-12-31$122,362
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$150
2018 : LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$37,842
Expenses. Total of all expenses incurred2018-12-31$230,511
Benefits paid (including direct rollovers)2018-12-31$230,261
Total plan assets at end of year2018-12-31$3,734,641
Total plan assets at beginning of year2018-12-31$3,927,310
Value of fidelity bond covering the plan2018-12-31$450,000
Total contributions received or receivable from participants2018-12-31$171,802
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-255,425
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-192,669
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,734,641
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,927,310
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$121,465
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$250
2017 : LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$910,118
Expenses. Total of all expenses incurred2017-12-31$82,846
Benefits paid (including direct rollovers)2017-12-31$82,746
Total plan assets at end of year2017-12-31$3,927,310
Total plan assets at beginning of year2017-12-31$3,100,038
Value of fidelity bond covering the plan2017-12-31$325,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$193,750
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$579,176
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$827,272
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,927,310
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,100,038
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$137,192
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$100
2016 : LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$564,954
Expenses. Total of all expenses incurred2016-12-31$601,176
Benefits paid (including direct rollovers)2016-12-31$601,051
Total plan assets at end of year2016-12-31$3,100,038
Total plan assets at beginning of year2016-12-31$3,136,260
Value of fidelity bond covering the plan2016-12-31$325,000
Total contributions received or receivable from participants2016-12-31$186,020
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$247,392
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-36,222
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,100,038
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,136,260
Total contributions received or receivable from employer(s)2016-12-31$131,542
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$125
2015 : LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$224,005
Expenses. Total of all expenses incurred2015-12-31$13,205
Benefits paid (including direct rollovers)2015-12-31$13,130
Total plan assets at end of year2015-12-31$3,136,260
Total plan assets at beginning of year2015-12-31$2,925,460
Value of fidelity bond covering the plan2015-12-31$325,000
Total contributions received or receivable from participants2015-12-31$168,555
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-56,951
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$210,800
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,136,260
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,925,460
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$112,401
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$75
2014 : LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$420,300
Expenses. Total of all expenses incurred2014-12-31$70,174
Benefits paid (including direct rollovers)2014-12-31$69,999
Total plan assets at end of year2014-12-31$2,925,460
Total plan assets at beginning of year2014-12-31$2,575,334
Value of fidelity bond covering the plan2014-12-31$275,000
Total contributions received or receivable from participants2014-12-31$163,023
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$141,161
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$350,126
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,925,460
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,575,334
Total contributions received or receivable from employer(s)2014-12-31$116,116
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$175
2013 : LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$732,149
Expenses. Total of all expenses incurred2013-12-31$68,743
Benefits paid (including direct rollovers)2013-12-31$68,642
Total plan assets at end of year2013-12-31$2,575,334
Total plan assets at beginning of year2013-12-31$1,911,928
Value of fidelity bond covering the plan2013-12-31$275,000
Total contributions received or receivable from participants2013-12-31$162,773
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$460,922
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$663,406
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,575,334
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,911,928
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$108,454
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$101
2012 : LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$481,408
Expenses. Total of all expenses incurred2012-12-31$138,613
Benefits paid (including direct rollovers)2012-12-31$138,463
Total plan assets at end of year2012-12-31$1,911,928
Total plan assets at beginning of year2012-12-31$1,569,133
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$164,826
Other income received2012-12-31$206,054
Net income (gross income less expenses)2012-12-31$342,795
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,911,928
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,569,133
Total contributions received or receivable from employer(s)2012-12-31$110,528
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$217,217
Expenses. Total of all expenses incurred2011-12-31$38,551
Benefits paid (including direct rollovers)2011-12-31$38,267
Total plan assets at end of year2011-12-31$1,569,133
Total plan assets at beginning of year2011-12-31$1,390,467
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$149,161
Contributions received from other sources (not participants or employers)2011-12-31$24,021
Other income received2011-12-31$-56,237
Net income (gross income less expenses)2011-12-31$178,666
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,569,133
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,390,467
Total contributions received or receivable from employer(s)2011-12-31$100,272
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$284
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$439,161
Expenses. Total of all expenses incurred2010-12-31$186,194
Benefits paid (including direct rollovers)2010-12-31$178,888
Total plan assets at end of year2010-12-31$1,390,467
Total plan assets at beginning of year2010-12-31$1,137,500
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$154,148
Contributions received from other sources (not participants or employers)2010-12-31$4,539
Other income received2010-12-31$180,785
Net income (gross income less expenses)2010-12-31$252,967
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,390,467
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,137,500
Total contributions received or receivable from employer(s)2010-12-31$99,689
Value of corrective distributions2010-12-31$7,173
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$133
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN

2022: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: LYONS SPECIALTY COMPANY RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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