LUGERT ALTUS IRRIGATION DISTRICT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN
401k plan membership statisitcs for LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 5 |
| Total of all active and inactive participants | 2022-01-01 | 18 |
| Total participants | 2022-01-01 | 18 |
| Number of participants with account balances | 2022-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 15 |
| 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 | 5 |
| Total of all active and inactive participants | 2021-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 20 |
| Number of participants with account balances | 2021-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 15 |
| 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 | 5 |
| Total of all active and inactive participants | 2020-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 20 |
| Number of participants with account balances | 2020-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 16 |
| 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 | 5 |
| Total of all active and inactive participants | 2019-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 21 |
| Number of participants with account balances | 2019-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 15 |
| 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 | 5 |
| Total of all active and inactive participants | 2018-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 21 |
| Number of participants with account balances | 2018-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 16 |
| 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 | 5 |
| Total of all active and inactive participants | 2017-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 21 |
| Number of participants with account balances | 2017-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
| Total of all active and inactive participants | 2016-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 23 |
| Number of participants with account balances | 2016-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
| 2015: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 22 |
| Number of participants with account balances | 2015-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
| 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 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 23 |
| Number of participants with account balances | 2014-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 24 |
| Number of participants with account balances | 2013-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 23 |
| Number of participants with account balances | 2012-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 21 |
| 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 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 25 |
| Number of participants with account balances | 2011-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 22 |
| 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 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 26 |
| Number of participants with account balances | 2009-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $129,173 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $116,719 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $116,719 |
| Total plan assets at end of year | 2022-12-31 | $1,729,786 |
| Total plan assets at beginning of year | 2022-12-31 | $1,717,332 |
| Value of fidelity bond covering the plan | 2022-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $24,788 |
| Other income received | 2022-12-31 | $66,680 |
| Net income (gross income less expenses) | 2022-12-31 | $12,454 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,729,786 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,717,332 |
| Assets. Value of participant loans | 2022-12-31 | $103,993 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $37,705 |
| 2021 : LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $127,571 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $93,374 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $93,374 |
| Total plan assets at end of year | 2021-12-31 | $1,717,332 |
| Total plan assets at beginning of year | 2021-12-31 | $1,683,135 |
| Value of fidelity bond covering the plan | 2021-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $21,345 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $62,682 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $34,197 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,717,332 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,683,135 |
| Assets. Value of participant loans | 2021-12-31 | $71,573 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $43,544 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $43,544 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $43,544 |
| 2020 : LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $127,724 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $6,234 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $6,234 |
| Total plan assets at end of year | 2020-12-31 | $1,683,135 |
| Total plan assets at beginning of year | 2020-12-31 | $1,561,645 |
| Value of fidelity bond covering the plan | 2020-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $23,543 |
| Other income received | 2020-12-31 | $62,395 |
| Net income (gross income less expenses) | 2020-12-31 | $121,490 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,683,135 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,561,645 |
| Assets. Value of participant loans | 2020-12-31 | $110,922 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $41,786 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $41,786 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $41,786 |
| 2019 : LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $119,636 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $56,892 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $56,892 |
| Total plan assets at end of year | 2019-12-31 | $1,561,645 |
| Total plan assets at beginning of year | 2019-12-31 | $1,498,901 |
| Value of fidelity bond covering the plan | 2019-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $22,321 |
| Other income received | 2019-12-31 | $58,378 |
| Net income (gross income less expenses) | 2019-12-31 | $62,744 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,561,645 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,498,901 |
| Assets. Value of participant loans | 2019-12-31 | $133,375 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $38,937 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $38,937 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $38,937 |
| 2018 : LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $117,192 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $35,697 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $35,697 |
| Total plan assets at end of year | 2018-12-31 | $1,498,901 |
| Total plan assets at beginning of year | 2018-12-31 | $1,417,406 |
| Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $20,741 |
| Other income received | 2018-12-31 | $56,890 |
| Net income (gross income less expenses) | 2018-12-31 | $81,495 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,498,901 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,417,406 |
| Assets. Value of participant loans | 2018-12-31 | $113,842 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $39,561 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $39,561 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $39,561 |
| 2017 : LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $109,645 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $161,180 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $161,180 |
| Total plan assets at end of year | 2017-12-31 | $1,417,406 |
| Total plan assets at beginning of year | 2017-12-31 | $1,468,941 |
| Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $12,308 |
| Other income received | 2017-12-31 | $59,314 |
| Net income (gross income less expenses) | 2017-12-31 | $-51,535 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,417,406 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,468,941 |
| Assets. Value of participant loans | 2017-12-31 | $102,717 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $38,023 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $38,023 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $38,023 |
| 2016 : LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $108,801 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $11,959 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $10,201 |
| Total plan assets at end of year | 2016-12-31 | $1,468,941 |
| Total plan assets at beginning of year | 2016-12-31 | $1,372,099 |
| Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $11,312 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,758 |
| Other income received | 2016-12-31 | $58,782 |
| Net income (gross income less expenses) | 2016-12-31 | $96,842 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,468,941 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,372,099 |
| Assets. Value of participant loans | 2016-12-31 | $99,182 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $38,707 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $38,707 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $38,707 |
| 2015 : LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $95,268 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $79,490 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $79,490 |
| Total plan assets at end of year | 2015-12-31 | $1,372,099 |
| Total plan assets at beginning of year | 2015-12-31 | $1,356,321 |
| Value of fidelity bond covering the plan | 2015-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $5,514 |
| Other income received | 2015-12-31 | $57,314 |
| Net income (gross income less expenses) | 2015-12-31 | $15,778 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,372,099 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,356,321 |
| Assets. Value of participant loans | 2015-12-31 | $81,579 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $32,440 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $32,440 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $32,440 |
| 2014 : LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $104,750 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $47,657 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $47,657 |
| Total plan assets at end of year | 2014-12-31 | $1,356,321 |
| Total plan assets at beginning of year | 2014-12-31 | $1,299,228 |
| Value of fidelity bond covering the plan | 2014-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $5,116 |
| Other income received | 2014-12-31 | $67,453 |
| Net income (gross income less expenses) | 2014-12-31 | $57,093 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,356,321 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,299,228 |
| Assets. Value of participant loans | 2014-12-31 | $134,708 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $32,181 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $32,181 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $32,181 |
| 2013 : LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $93,951 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $64,044 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $64,044 |
| Total plan assets at end of year | 2013-12-31 | $1,299,228 |
| Total plan assets at beginning of year | 2013-12-31 | $1,269,321 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $6,034 |
| Other income received | 2013-12-31 | $58,063 |
| Net income (gross income less expenses) | 2013-12-31 | $29,907 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,299,228 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,269,321 |
| Assets. Value of participant loans | 2013-12-31 | $159,446 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $29,854 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $31,112 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $31,112 |
| 2012 : LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $119,613 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $90,970 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $82,668 |
| Total plan assets at end of year | 2012-12-31 | $1,269,321 |
| Total plan assets at beginning of year | 2012-12-31 | $1,240,678 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $12,656 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $8,302 |
| Other income received | 2012-12-31 | $67,290 |
| Net income (gross income less expenses) | 2012-12-31 | $28,643 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,269,321 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,240,678 |
| Assets. Value of participant loans | 2012-12-31 | $161,278 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $39,667 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $47,969 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $47,969 |
| 2011 : LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $119,034 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $43,856 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $43,856 |
| Total plan assets at end of year | 2011-12-31 | $1,240,678 |
| Total plan assets at beginning of year | 2011-12-31 | $1,165,501 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $43,065 |
| Other income received | 2011-12-31 | $60,327 |
| Net income (gross income less expenses) | 2011-12-31 | $75,178 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,240,678 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,165,501 |
| Assets. Value of participant loans | 2011-12-31 | $174,363 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $15,642 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $43,065 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $43,065 |
| 2010 : LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $119,988 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $26,521 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $26,521 |
| Total plan assets at end of year | 2010-12-31 | $1,165,501 |
| Total plan assets at beginning of year | 2010-12-31 | $1,072,034 |
| Total contributions received or receivable from participants | 2010-12-31 | $19,232 |
| Other income received | 2010-12-31 | $56,942 |
| Net income (gross income less expenses) | 2010-12-31 | $93,467 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,165,501 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,072,034 |
| Assets. Value of participant loans | 2010-12-31 | $185,821 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $43,814 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $43,814 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $43,814 |
| 2009 : LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $41,454 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $41,454 |
| 2022: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: LUGERT-ALTUS IRRIGATION DISTRICT RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
