Plan Name | LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-04-01 | LISA RETTEW | 2023-11-07 | ||
001 | 2021-04-01 | LISA RETTEW | 2022-10-14 | ||
001 | 2020-04-01 | LISA RETTEW | 2021-09-24 | ||
001 | 2019-04-01 | LISA RETTEW | 2020-09-16 | ||
001 | 2018-04-01 | LISA RETTEW | 2019-09-20 | ||
001 | 2017-04-01 | LISA RETTEW | 2018-10-09 | ||
001 | 2016-04-01 | LISA RETTEW | 2017-08-02 | ||
001 | 2015-04-01 | LISA RETTEW | 2016-08-08 | ||
001 | 2014-04-01 | LISA RETTEW | 2015-07-08 | ||
001 | 2013-04-01 | LISA RETTEW | 2014-07-18 | ||
001 | 2012-04-01 | LISA RETTEW | 2013-07-30 | ||
001 | 2011-04-01 | LISA RETTEW | |||
001 | 2010-04-01 | LISA RETTEW | |||
001 | 2009-04-01 | LISA RETTEW |
Measure | Date | Value |
---|---|---|
2011: LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-04-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 59 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 7 |
Total of all active and inactive participants | 2011-04-01 | 66 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
Total participants | 2011-04-01 | 66 |
Number of participants with account balances | 2011-04-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 1 |
2010: LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-04-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 53 |
Number of retired or separated participants receiving benefits | 2010-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-04-01 | 7 |
Total of all active and inactive participants | 2010-04-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-04-01 | 0 |
Total participants | 2010-04-01 | 60 |
Number of participants with account balances | 2010-04-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-04-01 | 0 |
2009: LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-04-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 53 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 8 |
Total of all active and inactive participants | 2009-04-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
Total participants | 2009-04-01 | 61 |
Number of participants with account balances | 2009-04-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 2 |
Measure | Date | Value |
---|---|---|
2012 : LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 2012 401k financial data | ||
Total income from all sources | 2012-03-31 | $3,165,062 |
Expenses. Total of all expenses incurred | 2012-03-31 | $1,632,985 |
Benefits paid (including direct rollovers) | 2012-03-31 | $1,632,985 |
Total plan assets at end of year | 2012-03-31 | $30,896,712 |
Total plan assets at beginning of year | 2012-03-31 | $29,364,635 |
Value of fidelity bond covering the plan | 2012-03-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-03-31 | $562,300 |
Contributions received from other sources (not participants or employers) | 2012-03-31 | $303,886 |
Other income received | 2012-03-31 | $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 securities | 2012-03-31 | $0 |
2011 : LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 2011 401k financial data | ||
Total income from all sources | 2011-03-31 | $5,211,307 |
Expenses. Total of all expenses incurred | 2011-03-31 | $4,739,505 |
Benefits paid (including direct rollovers) | 2011-03-31 | $4,739,480 |
Total plan assets at end of year | 2011-03-31 | $29,364,635 |
Total plan assets at beginning of year | 2011-03-31 | $28,892,833 |
Value of fidelity bond covering the plan | 2011-03-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-03-31 | $521,217 |
Other income received | 2011-03-31 | $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 securities | 2011-03-31 | $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 securities | 2010-03-31 | $0 |
2011: LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses | ||
---|---|---|
2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Submission has been amended | No |
2011-04-01 | This submission is the final filing | No |
2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-04-01 | Plan is a collectively bargained plan | No |
2011-04-01 | Plan funding arrangement – Trust | Yes |
2011-04-01 | Plan benefit arrangement - Trust | Yes |
2010: LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses | ||
2010-04-01 | Type of plan entity | Single employer plan |
2010-04-01 | Submission has been amended | No |
2010-04-01 | This submission is the final filing | No |
2010-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-04-01 | Plan is a collectively bargained plan | No |
2010-04-01 | Plan funding arrangement – Trust | Yes |
2010-04-01 | Plan benefit arrangement - Trust | Yes |
2009: LUTHER KING CAPITAL MANAGEMENT CORPORATION PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | Submission has been amended | No |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-04-01 | Plan is a collectively bargained plan | No |
2009-04-01 | Plan funding arrangement – Trust | Yes |
2009-04-01 | Plan benefit arrangement - Trust | Yes |