401k Plan data: JOINED ALLOYS 401(K) PLAN plan

JOINED ALLOYS 401(K) PLAN 401k Plan overview

Plan Name	JOINED ALLOYS 401(K) PLAN
Plan identification number	001

JOINED ALLOYS 401(K) PLAN Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEADING EDGE MANUFACTURING, LLC has sponsored the creation of one or more 401k plans.

Company Name: LEADING EDGE MANUFACTURING, LLC

Employer identification number (EIN): 823206222

NAIC Classification: 336410

Additional information about LEADING EDGE MANUFACTURING, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2016-04-07

Company Identification Number: 0802432141

More information about LEADING EDGE MANUFACTURING, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOINED ALLOYS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 BRANDON KOZIMOR BRANDON KOZIMOR 2018-10-09

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01	BRANDON KOZIMOR	BRANDON KOZIMOR	2018-10-09

Plan Statistics for JOINED ALLOYS 401(K) PLAN

401k plan membership statisitcs for JOINED ALLOYS 401(K) PLAN

Measure Date Value
2019: JOINED ALLOYS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JOINED ALLOYS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 92
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 20
Total of all active and inactive participants 2018-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 112
Number of participants with account balances 2018-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOINED ALLOYS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 83
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 17
Total of all active and inactive participants 2017-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 100
Number of participants with account balances 2017-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2019: JOINED ALLOYS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JOINED ALLOYS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	92
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	20
Total of all active and inactive participants	2018-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	112
Number of participants with account balances	2018-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOINED ALLOYS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	83
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	17
Total of all active and inactive participants	2017-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	100
Number of participants with account balances	2017-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on JOINED ALLOYS 401(K) PLAN

Measure	Date	Value
2019 : JOINED ALLOYS 401(K) PLAN 2019 401k financial data
Total transfer of assets from this plan	2019-09-16	$1,531,947
Total income from all sources (including contributions)	2019-09-16	$231,545
Total of all expenses incurred	2019-09-16	$67,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-16	$54,716
Value of total corrective distributions	2019-09-16	$1,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-16	$41,439
Value of total assets at end of year	2019-09-16	$0
Value of total assets at beginning of year	2019-09-16	$1,367,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-16	$11,129
Total interest from all sources	2019-09-16	$115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-16	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-09-16	$0
Was this plan covered by a fidelity bond	2019-09-16	Yes
Value of fidelity bond cover	2019-09-16	$150,000
If this is an individual account plan, was there a blackout period	2019-09-16	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-16	$0
Were there any nonexempt tranactions with any party-in-interest	2019-09-16	No
Contributions received from participants	2019-09-16	$41,439
Participant contributions at end of year	2019-09-16	$0
Participant contributions at beginning of year	2019-09-16	$3,707
Total non interest bearing cash at end of year	2019-09-16	$0
Total non interest bearing cash at beginning of year	2019-09-16	$515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-16	No
Value of net income/loss	2019-09-16	$164,365
Value of net assets at end of year (total assets less liabilities)	2019-09-16	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-09-16	$1,367,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-16	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-16	No
Were any leases to which the plan was party in default or uncollectible	2019-09-16	No
Investment advisory and management fees	2019-09-16	$5,058
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-16	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-16	$1,363,360
Interest on participant loans	2019-09-16	$115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-09-16	$189,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-16	No
Was there a failure to transmit to the plan any participant contributions	2019-09-16	No
Has the plan failed to provide any benefit when due under the plan	2019-09-16	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-16	$54,716
Contract administrator fees	2019-09-16	$6,071
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	2019-09-16	Yes
Did the plan have assets held for investment	2019-09-16	Yes
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	2019-09-16	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-16	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-09-16	Yes
Opinion of an independent qualified public accountant for this plan	2019-09-16	Disclaimer
Accountancy firm name	2019-09-16	SEMPLE, MARCHAL & COOPER, LLP
Accountancy firm EIN	2019-09-16	860750046
2018 : JOINED ALLOYS 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$71,964
Total of all expenses incurred	2018-12-31	$143,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$110,000
Expenses. Certain deemed distributions of participant loans	2018-12-31	$9,927
Value of total corrective distributions	2018-12-31	$10,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$93,135
Value of total assets at end of year	2018-12-31	$1,367,582
Value of total assets at beginning of year	2018-12-31	$1,438,943
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,192
Total interest from all sources	2018-12-31	$352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$150,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$93,135
Participant contributions at end of year	2018-12-31	$3,707
Participant contributions at beginning of year	2018-12-31	$14,561
Other income not declared elsewhere	2018-12-31	$16
Total non interest bearing cash at end of year	2018-12-31	$515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-71,361
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,367,582
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,438,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$5,604
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,363,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,424,382
Income. Interest from loans (other than to participants)	2018-12-31	$352
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-21,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$110,000
Contract administrator fees	2018-12-31	$7,588
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	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SEMPLE, MARCHAL & COOPER, LLP
Accountancy firm EIN	2018-12-31	860750046
2017 : JOINED ALLOYS 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$278,285
Total of all expenses incurred	2017-12-31	$4,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$73,619
Value of total assets at end of year	2017-12-31	$1,438,943
Value of total assets at beginning of year	2017-12-31	$1,164,938
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,096
Total interest from all sources	2017-12-31	$341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$150,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$73,619
Participant contributions at end of year	2017-12-31	$14,561
Participant contributions at beginning of year	2017-12-31	$17,758
Other income not declared elsewhere	2017-12-31	$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$274,005
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,438,943
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,164,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,424,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,147,180
Interest on participant loans	2017-12-31	$341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$204,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,184
Contract administrator fees	2017-12-31	$2,096
Did the plan have assets held for investment	2017-12-31	Yes
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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SEMPLE, MARCHAL & COOPER, LLP
Accountancy firm EIN	2017-12-31	860750046

Form 5500 Responses for JOINED ALLOYS 401(K) PLAN

2019: JOINED ALLOYS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOINED ALLOYS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOINED ALLOYS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

133605

Policy instance

Insurance contract or identification number	133605
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-09-16
Total amount of fees paid to insurance company	USD $751
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	751
Additional information about fees paid to insurance broker	TPA COMPENSATION/ADMINISTRATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

133605

Policy instance

Insurance contract or identification number	133605
Number of Individuals Covered	54
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,167
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4167
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker organization code?	5

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Company Name:	LEADING EDGE MANUFACTURING, LLC
Employer identification number (EIN):	823206222
NAIC Classification:	336410

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2016-04-07
Company Identification Number:	0802432141