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LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameLUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST
Plan identification number 001

LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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

LUTHER KING CAPITAL MANAGEMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:LUTHER KING CAPITAL MANAGEMENT CORPORATION
Employer identification number (EIN):751630300
NAIC Classification:523120
NAIC Description:Securities Brokerage

Additional information about LUTHER KING CAPITAL MANAGEMENT CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1991-12-31
Company Identification Number: 0008999206
Legal Registered Office Address: 301 COMMERCE ST STE 1600

FORT WORTH
United States of America (USA)
76102

More information about LUTHER KING CAPITAL MANAGEMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01LISA RETTEW2023-11-07
0012021-04-01LISA RETTEW2022-10-14
0012020-04-01LISA RETTEW2021-09-24
0012019-04-01LISA RETTEW2020-09-16
0012018-04-01LISA RETTEW2019-09-20
0012017-04-01LISA RETTEW2018-10-09
0012016-04-01LISA RETTEW2017-08-02
0012015-04-01LISA RETTEW2016-08-08
0012014-04-01LISA RETTEW2015-07-08
0012013-04-01LISA RETTEW2014-07-18
0012012-04-01LISA RETTEW2013-07-30
0012011-04-01LISA RETTEW
0012010-04-01LISA RETTEW
0012009-04-01LISA RETTEW

Plan Statistics for LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST

Measure Date Value
2011: LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-04-0163
Total number of active participants reported on line 7a of the Form 55002011-04-0159
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-017
Total of all active and inactive participants2011-04-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-0166
Number of participants with account balances2011-04-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-011
2010: LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-04-0161
Total number of active participants reported on line 7a of the Form 55002010-04-0153
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-017
Total of all active and inactive participants2010-04-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-010
Total participants2010-04-0160
Number of participants with account balances2010-04-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-010
2009: LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-04-0162
Total number of active participants reported on line 7a of the Form 55002009-04-0153
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-018
Total of all active and inactive participants2009-04-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-0161
Number of participants with account balances2009-04-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-012

Financial Data on LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST

Measure Date Value
2012 : LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-03-31$3,165,062
Expenses. Total of all expenses incurred2012-03-31$1,632,985
Benefits paid (including direct rollovers)2012-03-31$1,632,985
Total plan assets at end of year2012-03-31$30,896,712
Total plan assets at beginning of year2012-03-31$29,364,635
Value of fidelity bond covering the plan2012-03-31$1,000,000
Total contributions received or receivable from participants2012-03-31$562,300
Contributions received from other sources (not participants or employers)2012-03-31$303,886
Other income received2012-03-31$1,298,876
Net income (gross income less expenses)2012-03-31$1,532,077
Net plan assets at end of year (total assets less liabilities)2012-03-31$30,896,712
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$29,364,635
Total contributions received or receivable from employer(s)2012-03-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
2011 : LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-03-31$5,211,307
Expenses. Total of all expenses incurred2011-03-31$4,739,505
Benefits paid (including direct rollovers)2011-03-31$4,739,480
Total plan assets at end of year2011-03-31$29,364,635
Total plan assets at beginning of year2011-03-31$28,892,833
Value of fidelity bond covering the plan2011-03-31$1,000,000
Total contributions received or receivable from participants2011-03-31$521,217
Other income received2011-03-31$3,690,090
Net income (gross income less expenses)2011-03-31$471,802
Net plan assets at end of year (total assets less liabilities)2011-03-31$29,364,635
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$28,892,833
Total contributions received or receivable from employer(s)2011-03-31$1,000,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-03-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
2010 : LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST

2011: LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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