?>
Plan Name | LEO & SONS, LP 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LEO & SONS, LP |
Employer identification number (EIN): | 752739900 |
NAIC Classification: | 238900 |
Additional information about LEO & SONS, LP
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2004-01-01 |
Company Identification Number: | 0800285850 |
Legal Registered Office Address: |
PO BOX 802 IRAAN United States of America (USA) 79744 |
More information about LEO & SONS, LP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2018-01-01 | LORI TURK | 2019-05-13 | LORI TURK | 2019-05-13 |
001 | 2017-01-01 | LORI TURK | 2018-05-02 | LORI TURK | 2018-05-02 |
001 | 2016-01-01 | LORI TURK | 2017-06-26 | LORI TURK | 2017-06-26 |
001 | 2015-01-01 | LORI TURK | 2016-06-15 | LORI TURK | 2016-06-15 |
001 | 2014-01-01 | LORI TURK | 2015-06-08 | LORI TURK | 2015-06-08 |
001 | 2013-01-01 | LORI TURK | 2014-07-02 | LORI TURK | 2014-07-02 |
001 | 2012-01-01 | LORI TURK | LORI TURK | 2013-05-28 | |
001 | 2011-01-01 | LORI TURK | LORI TURK | 2012-05-07 | |
001 | 2010-01-01 | LORI TURK | LORI TURK | 2011-05-11 | |
001 | 2009-01-01 | LORI TURK | LORI TURK | 2010-07-21 |
Measure | Date | Value |
---|---|---|
2012: LEO & SONS, LP 401K PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 32 |
Number of participants with account balances | 2012-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: LEO & SONS, LP 401K PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 34 |
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 | 5 |
Total of all active and inactive participants | 2011-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 39 |
Number of participants with account balances | 2011-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: LEO & SONS, LP 401K PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
Total of all active and inactive participants | 2010-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 35 |
Number of participants with account balances | 2010-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
2009: LEO & SONS, LP 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 41 |
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 | 2 |
Total of all active and inactive participants | 2009-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 43 |
Number of participants with account balances | 2009-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2012 : LEO & SONS, LP 401K PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $79,250 |
Expenses. Total of all expenses incurred | 2012-12-31 | $17,695 |
Benefits paid (including direct rollovers) | 2012-12-31 | $12,361 |
Total plan assets at end of year | 2012-12-31 | $260,369 |
Total plan assets at beginning of year | 2012-12-31 | $198,814 |
Value of fidelity bond covering the plan | 2012-12-31 | $5,000 |
Total contributions received or receivable from participants | 2012-12-31 | $29,033 |
Other income received | 2012-12-31 | $30,891 |
Net income (gross income less expenses) | 2012-12-31 | $61,555 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $260,369 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $198,814 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $19,326 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $5,334 |
2011 : LEO & SONS, LP 401K PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $28,214 |
Expenses. Total of all expenses incurred | 2011-12-31 | $11,641 |
Benefits paid (including direct rollovers) | 2011-12-31 | $7,903 |
Total plan assets at end of year | 2011-12-31 | $198,814 |
Total plan assets at beginning of year | 2011-12-31 | $182,241 |
Value of fidelity bond covering the plan | 2011-12-31 | $5,000 |
Total contributions received or receivable from participants | 2011-12-31 | $23,037 |
Other income received | 2011-12-31 | $-6,309 |
Net income (gross income less expenses) | 2011-12-31 | $16,573 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $198,814 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $182,241 |
Assets. Value of participant loans | 2011-12-31 | $6,947 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $11,486 |
Value of corrective distributions | 2011-12-31 | $3,738 |
2010 : LEO & SONS, LP 401K PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $56,843 |
Expenses. Total of all expenses incurred | 2010-12-31 | $6,564 |
Benefits paid (including direct rollovers) | 2010-12-31 | $5,970 |
Total plan assets at end of year | 2010-12-31 | $182,241 |
Total plan assets at beginning of year | 2010-12-31 | $131,962 |
Value of fidelity bond covering the plan | 2010-12-31 | $5,000 |
Total contributions received or receivable from participants | 2010-12-31 | $25,884 |
Other income received | 2010-12-31 | $18,034 |
Net income (gross income less expenses) | 2010-12-31 | $50,279 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $182,241 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $131,962 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $12,925 |
Value of corrective distributions | 2010-12-31 | $594 |
2012: LEO & SONS, LP 401K 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LEO & SONS, LP 401K 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: LEO & SONS, LP 401K PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LEO & SONS, LP 401K 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |