LYKES CARTAGE COMPANY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: LYKES CARTAGE CO INC 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 86 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 71 |
| 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 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 71 |
| 2021: LYKES CARTAGE CO INC 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 86 |
| Number of retired or separated participants receiving benefits | 2021-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 0 |
| Total of all active and inactive participants | 2021-11-01 | 86 |
| 2020: LYKES CARTAGE CO INC 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 77 |
| Number of retired or separated participants receiving benefits | 2020-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 0 |
| Total of all active and inactive participants | 2020-11-01 | 78 |
| 2009: LYKES CARTAGE CO INC 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 70 |
| Number of retired or separated participants receiving benefits | 2009-05-01 | 1 |
| Total of all active and inactive participants | 2009-05-01 | 71 |
| Total participants | 2009-05-01 | 71 |
| Measure | Date | Value |
|---|
| 2022 : LYKES CARTAGE CO INC 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $17,444 |
| Total plan liabilities at beginning of year | 2022-12-31 | $54,896 |
| Total income from all sources | 2022-12-31 | $971,027 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $886,086 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $509,358 |
| Total plan assets at end of year | 2022-12-31 | $49,496 |
| Total plan assets at beginning of year | 2022-12-31 | $2,007 |
| Value of fidelity bond covering the plan | 2022-12-31 | $385,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $243,528 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $343,983 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $84,941 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $32,052 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-52,889 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $727,499 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $32,745 |
| 2021 : LYKES CARTAGE CO INC 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $54,896 |
| Total plan liabilities at beginning of year | 2021-12-31 | $49,632 |
| Total income from all sources | 2021-12-31 | $145,765 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $160,428 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $103,932 |
| Total plan assets at end of year | 2021-12-31 | $2,007 |
| Total plan assets at beginning of year | 2021-12-31 | $11,406 |
| Value of fidelity bond covering the plan | 2021-12-31 | $385,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $43,391 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $51,192 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $49 |
| Net income (gross income less expenses) | 2021-12-31 | $-14,663 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $-52,889 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $-38,226 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $102,325 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $5,304 |
| Total plan liabilities at end of year | 2021-10-31 | $49,632 |
| Total plan liabilities at beginning of year | 2021-10-31 | $0 |
| Total income from all sources | 2021-10-31 | $768,051 |
| Expenses. Total of all expenses incurred | 2021-10-31 | $806,277 |
| Benefits paid (including direct rollovers) | 2021-10-31 | $506,463 |
| Total plan assets at end of year | 2021-10-31 | $11,406 |
| Total plan assets at beginning of year | 2021-10-31 | $0 |
| Value of fidelity bond covering the plan | 2021-10-31 | $385,000 |
| Total contributions received or receivable from participants | 2021-10-31 | $229,383 |
| Expenses. Other expenses not covered elsewhere | 2021-10-31 | $270,808 |
| Contributions received from other sources (not participants or employers) | 2021-10-31 | $792 |
| Other income received | 2021-10-31 | $0 |
| Net income (gross income less expenses) | 2021-10-31 | $-38,226 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $-38,226 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-10-31 | $537,876 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-10-31 | $29,006 |
| 2022: LYKES CARTAGE CO INC 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: LYKES CARTAGE CO INC 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | Submission has been amended | No |
| 2021-11-01 | This submission is the final filing | No |
| 2021-11-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-11-01 | Plan is a collectively bargained plan | No |
| 2021-11-01 | Plan funding arrangement – Insurance | Yes |
| 2021-11-01 | Plan funding arrangement – Trust | Yes |
| 2021-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-11-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LYKES CARTAGE CO INC 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | First time form 5500 has been submitted | Yes |
| 2020-11-01 | Submission has been amended | No |
| 2020-11-01 | This submission is the final filing | No |
| 2020-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-11-01 | Plan is a collectively bargained plan | No |
| 2020-11-01 | Plan funding arrangement – Insurance | Yes |
| 2020-11-01 | Plan funding arrangement – Trust | Yes |
| 2020-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LYKES CARTAGE CO INC 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | First time form 5500 has been submitted | Yes |
| 2009-05-01 | Submission has been amended | No |
| 2009-05-01 | This submission is the final filing | No |
| 2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-05-01 | Plan is a collectively bargained plan | No |
| 2009-05-01 | Plan funding arrangement – Insurance | Yes |
| 2009-05-01 | Plan benefit arrangement – Insurance | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500634 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500634 | | Number of Individuals Covered | 71 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $281,260 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500634 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500634 | | Number of Individuals Covered | 86 | | Insurance policy start date | 2021-11-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $41,086 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500634 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500634 | | Number of Individuals Covered | 78 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $215,543 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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