LEDWELL & SON ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN
401k plan membership statisitcs for LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2023: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-05-01 | 501 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-05-01 | 548 |
| Total of all active and inactive participants | 2023-05-01 | 548 |
| 2022: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 488 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 501 |
| Total of all active and inactive participants | 2022-05-01 | 501 |
| 2021: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 447 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 488 |
| Total of all active and inactive participants | 2021-05-01 | 488 |
| 2020: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 475 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 447 |
| Total of all active and inactive participants | 2020-05-01 | 447 |
| 2019: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 454 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 475 |
| Total of all active and inactive participants | 2019-05-01 | 475 |
| 2017: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 443 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 437 |
| Total of all active and inactive participants | 2017-05-01 | 437 |
| 2016: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 454 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 443 |
| Total of all active and inactive participants | 2016-05-01 | 443 |
| 2015: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 439 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 454 |
| Total of all active and inactive participants | 2015-05-01 | 454 |
| 2014: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 394 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 439 |
| Total of all active and inactive participants | 2014-05-01 | 439 |
| 2007: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-05-01 | 285 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-05-01 | 285 |
| Total of all active and inactive participants | 2007-05-01 | 285 |
| Total participants | 2007-05-01 | 285 |
| 2005: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-05-01 | 231 |
| Number of retired or separated participants receiving benefits | 2005-05-01 | 272 |
| Total of all active and inactive participants | 2005-05-01 | 272 |
| Total participants | 2005-05-01 | 272 |
| 2003: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2003 401k membership |
|---|
| Total participants, beginning-of-year | 2003-05-01 | 178 |
| Number of retired or separated participants receiving benefits | 2003-05-01 | 178 |
| Total of all active and inactive participants | 2003-05-01 | 178 |
| Total participants | 2003-05-01 | 178 |
| 2002: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2002 401k membership |
|---|
| Total participants, beginning-of-year | 2002-05-01 | 177 |
| Number of retired or separated participants receiving benefits | 2002-05-01 | 177 |
| Total of all active and inactive participants | 2002-05-01 | 177 |
| Total participants | 2002-05-01 | 177 |
| Measure | Date | Value |
|---|
| 2015 : LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $36,238 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $0 |
| Total income from all sources (including contributions) | 2015-04-30 | $3,829,615 |
| Total of all expenses incurred | 2015-04-30 | $3,443,671 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-04-30 | $3,203,946 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-04-30 | $3,287,201 |
| Value of total assets at end of year | 2015-04-30 | $422,182 |
| Value of total assets at beginning of year | 2015-04-30 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-04-30 | $239,725 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-04-30 | No |
| Was this plan covered by a fidelity bond | 2015-04-30 | No |
| If this is an individual account plan, was there a blackout period | 2015-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-04-30 | No |
| Contributions received from participants | 2015-04-30 | $720,199 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-04-30 | $403,112 |
| Other income not declared elsewhere | 2015-04-30 | $542,414 |
| Administrative expenses (other) incurred | 2015-04-30 | $112,410 |
| Total non interest bearing cash at end of year | 2015-04-30 | $19,070 |
| Total non interest bearing cash at beginning of year | 2015-04-30 | $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 | 2015-04-30 | No |
| Value of net income/loss | 2015-04-30 | $385,944 |
| Value of net assets at end of year (total assets less liabilities) | 2015-04-30 | $385,944 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-04-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-04-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-04-30 | $366,297 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-04-30 | No |
| Contributions received in cash from employer | 2015-04-30 | $2,567,002 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-04-30 | $2,837,649 |
| Contract administrator fees | 2015-04-30 | $127,315 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-04-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-04-30 | $36,238 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-04-30 | $0 |
| Did the plan have assets held for investment | 2015-04-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-04-30 | Unqualified |
| Accountancy firm name | 2015-04-30 | BROUSSARD & COMPANY CPA'S, LLC |
| Accountancy firm EIN | 2015-04-30 | 721447940 |
| 2023: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2023 form 5500 responses |
|---|
| 2023-05-01 | Type of plan entity | Single employer plan |
| 2023-05-01 | Plan funding arrangement – Insurance | Yes |
| 2023-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Plan funding arrangement – Insurance | Yes |
| 2022-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-05-01 | Type of plan entity | Single employer plan |
| 2019-05-01 | Plan funding arrangement – Insurance | Yes |
| 2019-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Plan funding arrangement – Insurance | Yes |
| 2017-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Plan funding arrangement – Insurance | Yes |
| 2016-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Plan funding arrangement – Insurance | Yes |
| 2015-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | First time form 5500 has been submitted | Yes |
| 2014-05-01 | Plan funding arrangement – Insurance | Yes |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2007: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2007 form 5500 responses |
|---|
| 2007-05-01 | Type of plan entity | Single employer plan |
| 2007-05-01 | Submission has been amended | No |
| 2007-05-01 | This submission is the final filing | No |
| 2007-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-05-01 | Plan is a collectively bargained plan | No |
| 2007-05-01 | Plan funding arrangement – Insurance | Yes |
| 2007-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2007-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2005: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2005 form 5500 responses |
|---|
| 2005-05-01 | Type of plan entity | Single employer plan |
| 2005-05-01 | Submission has been amended | No |
| 2005-05-01 | This submission is the final filing | No |
| 2005-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-05-01 | Plan is a collectively bargained plan | No |
| 2005-05-01 | Plan funding arrangement – Insurance | Yes |
| 2005-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2005-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2005-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2003: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2003 form 5500 responses |
|---|
| 2003-05-01 | Type of plan entity | Single employer plan |
| 2003-05-01 | Submission has been amended | No |
| 2003-05-01 | This submission is the final filing | No |
| 2003-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2003-05-01 | Plan is a collectively bargained plan | No |
| 2003-05-01 | Plan funding arrangement – Insurance | Yes |
| 2003-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2003-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2003-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2002: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2002 form 5500 responses |
|---|
| 2002-05-01 | Type of plan entity | Single employer plan |
| 2002-05-01 | Submission has been amended | No |
| 2002-05-01 | This submission is the final filing | No |
| 2002-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2002-05-01 | Plan is a collectively bargained plan | No |
| 2002-05-01 | Plan funding arrangement – Insurance | Yes |
| 2002-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2002-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2002-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 548 | | Insurance policy start date | 2023-05-01 | | Insurance policy end date | 2024-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $370,005 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | HCH-ISU-1000 |
| Policy instance | 1 |
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| IPROCERT (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 4 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | UP08084 |
| Policy instance | 2 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010029473 |
| Policy instance | 4 |
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | 671721 |
| Policy instance | 3 |
| MERITAIN HEALTH (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | GR1470 |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | UP08084 |
| Policy instance | 2 |
| EMPLOYEE BENEFIT SERVICES OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | GR1470 |
| Policy instance | 1 |
| JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 ) |
| Policy contract number | 000010029473 |
| Policy instance | 4 |
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | G71721 |
| Policy instance | 3 |
| JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 ) |
| Policy contract number | 000010029473 |
| Policy instance | 4 |
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | G71721 |
| Policy instance | 3 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | UP8054 |
| Policy instance | 2 |
| EMPLOYEE BENEFIT SERVICES OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | GR#1470 |
| Policy instance | 1 |
| EMPLOYEE BENEFIT SERVICES OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | GR#1470 |
| Policy instance | 1 |
| JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 ) |
| Policy contract number | 000010029473 |
| Policy instance | 4 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | UP8054 |
| Policy instance | 2 |
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | G71721 |
| Policy instance | 3 |
| EMPLOYEE BENEFIT SERVICES OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | GR#1470 |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | UP8054 |
| Policy instance | 2 |
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | G71721 |
| Policy instance | 3 |
| JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 ) |
| Policy contract number | 000010029473 |
| Policy instance | 4 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GUG80S4 |
| Policy instance | 1 |
