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Plan Name | LOHMILLER & COMPANY 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LOHMILLER & COMPANY |
Employer identification number (EIN): | 841153193 |
NAIC Classification: | 423700 |
Additional information about LOHMILLER & COMPANY
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1990-09-24 |
Company Identification Number: | 19901089785 |
Legal Registered Office Address: |
4800 Osage Denver United States of America (USA) 80221 |
More information about LOHMILLER & COMPANY
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 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ROGER LEE | ROGER LEE | 2018-10-12 | |
001 | 2016-01-01 | ROGER LEE | ROGER LEE | 2017-10-16 | |
001 | 2015-01-01 | ROGER LEE | |||
001 | 2014-01-01 | ROGER LEE | |||
001 | 2013-01-01 | ROGER LEE | ROGER LEE | 2014-10-15 | |
001 | 2012-01-01 | ROGER A. LEE | ROGER A. LEE | 2013-10-15 | |
001 | 2011-01-01 | ROGER LEE | 2012-10-12 | ROGER LEE | 2012-10-12 |
001 | 2010-01-01 | ROGER A. LEE | 2012-08-02 |
Measure | Date | Value |
---|---|---|
2022: LOHMILLER & COMPANY 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 313 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 187 |
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 | 149 |
Total of all active and inactive participants | 2022-01-01 | 336 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 338 |
Number of participants with account balances | 2022-01-01 | 334 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 11 |
2021: LOHMILLER & COMPANY 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 308 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 169 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 137 |
Total of all active and inactive participants | 2021-01-01 | 306 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 307 |
Number of participants with account balances | 2021-01-01 | 304 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 17 |
2020: LOHMILLER & COMPANY 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 293 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 170 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 136 |
Total of all active and inactive participants | 2020-01-01 | 306 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 307 |
Number of participants with account balances | 2020-01-01 | 303 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 14 |
2019: LOHMILLER & COMPANY 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 289 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 162 |
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 | 124 |
Total of all active and inactive participants | 2019-01-01 | 286 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 287 |
Number of participants with account balances | 2019-01-01 | 284 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 18 |
2018: LOHMILLER & COMPANY 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 271 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 153 |
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 | 133 |
Total of all active and inactive participants | 2018-01-01 | 286 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 286 |
Number of participants with account balances | 2018-01-01 | 283 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 17 |
2017: LOHMILLER & COMPANY 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 259 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 151 |
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 | 116 |
Total of all active and inactive participants | 2017-01-01 | 267 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 268 |
Number of participants with account balances | 2017-01-01 | 264 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 19 |
2016: LOHMILLER & COMPANY 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 209 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 102 |
Total of all active and inactive participants | 2016-01-01 | 251 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 252 |
Number of participants with account balances | 2016-01-01 | 245 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 4 |
2015: LOHMILLER & COMPANY 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 184 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 127 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 78 |
Total of all active and inactive participants | 2015-01-01 | 205 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 205 |
Number of participants with account balances | 2015-01-01 | 197 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 11 |
2014: LOHMILLER & COMPANY 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 155 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 114 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 67 |
Total of all active and inactive participants | 2014-01-01 | 181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 181 |
Number of participants with account balances | 2014-01-01 | 175 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 6 |
2013: LOHMILLER & COMPANY 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 103 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 51 |
Total of all active and inactive participants | 2013-01-01 | 154 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 154 |
Number of participants with account balances | 2013-01-01 | 148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 9 |
2012: LOHMILLER & COMPANY 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 104 |
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 | 33 |
Total of all active and inactive participants | 2012-01-01 | 137 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 137 |
Number of participants with account balances | 2012-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 7 |
Measure | Date | Value |
---|---|---|
2022 : LOHMILLER & COMPANY 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,796,117 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,382,190 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,293,022 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,308,094 |
Value of total assets at end of year | 2022-12-31 | $17,413,629 |
Value of total assets at beginning of year | 2022-12-31 | $20,591,936 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $89,168 |
Total interest from all sources | 2022-12-31 | $15,180 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $280,106 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $280,106 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,186,149 |
Participant contributions at end of year | 2022-12-31 | $93,640 |
Participant contributions at beginning of year | 2022-12-31 | $65,858 |
Participant contributions at end of year | 2022-12-31 | $44,285 |
Participant contributions at beginning of year | 2022-12-31 | $40,540 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $28,541 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-3,178,307 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $17,413,629 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,591,936 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $77,228 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,383,680 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $18,897,050 |
Interest on participant loans | 2022-12-31 | $2,845 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $801,081 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $753,759 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $753,759 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $12,335 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,399,497 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,093,404 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,090,943 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $834,729 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,293,022 |
Contract administrator fees | 2022-12-31 | $11,940 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | EIDE BAILLY |
Accountancy firm EIN | 2022-12-31 | 450250958 |
2021 : LOHMILLER & COMPANY 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $4,287,097 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,721,938 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,631,823 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,942,125 |
Value of total assets at end of year | 2021-12-31 | $20,591,936 |
Value of total assets at beginning of year | 2021-12-31 | $18,026,777 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $90,115 |
Total interest from all sources | 2021-12-31 | $2,478 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $295,017 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $295,017 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,061,614 |
Participant contributions at end of year | 2021-12-31 | $65,858 |
Participant contributions at beginning of year | 2021-12-31 | $40,847 |
Participant contributions at end of year | 2021-12-31 | $40,540 |
Participant contributions at beginning of year | 2021-12-31 | $42,511 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $45,782 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,565,159 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $20,591,936 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,026,777 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $78,350 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $18,897,050 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $15,413,062 |
Interest on participant loans | 2021-12-31 | $2,258 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $753,759 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,621,005 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,621,005 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $220 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,047,477 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $834,729 |
Employer contributions (assets) at end of year | 2021-12-31 | $834,729 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $909,352 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,631,823 |
Contract administrator fees | 2021-12-31 | $11,765 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PLANTE & MORAN,PLLC |
Accountancy firm EIN | 2021-12-31 | 381357951 |
2020 : LOHMILLER & COMPANY 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $4,018,544 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $345,394 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $281,977 |
Value of total corrective distributions | 2020-12-31 | $6,089 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,958,126 |
Value of total assets at end of year | 2020-12-31 | $18,026,777 |
Value of total assets at beginning of year | 2020-12-31 | $14,353,627 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $57,328 |
Total interest from all sources | 2020-12-31 | $8,590 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $198,533 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $198,533 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,019,365 |
Participant contributions at end of year | 2020-12-31 | $40,847 |
Participant contributions at beginning of year | 2020-12-31 | $57,527 |
Participant contributions at end of year | 2020-12-31 | $42,511 |
Participant contributions at beginning of year | 2020-12-31 | $31,278 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $29,409 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,673,150 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $18,026,777 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,353,627 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $42,183 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $15,413,062 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $13,871,383 |
Interest on participant loans | 2020-12-31 | $2,196 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,621,005 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $6,394 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,853,295 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $909,352 |
Employer contributions (assets) at end of year | 2020-12-31 | $909,352 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $393,439 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $281,977 |
Contract administrator fees | 2020-12-31 | $15,145 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PLANTE & MORAN,PLLC |
Accountancy firm EIN | 2020-12-31 | 381357951 |
2019 : LOHMILLER & COMPANY 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,118,522 |
Total income from all sources (including contributions) | 2019-12-31 | $4,118,522 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $939,422 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $923,307 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $923,307 |
Value of total corrective distributions | 2019-12-31 | $10,965 |
Value of total corrective distributions | 2019-12-31 | $10,965 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,435,161 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,435,161 |
Value of total assets at end of year | 2019-12-31 | $14,353,627 |
Value of total assets at end of year | 2019-12-31 | $14,353,627 |
Value of total assets at beginning of year | 2019-12-31 | $11,174,527 |
Value of total assets at beginning of year | 2019-12-31 | $11,174,527 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,150 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,150 |
Total interest from all sources | 2019-12-31 | $4,530 |
Total interest from all sources | 2019-12-31 | $4,530 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $230,835 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $230,835 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $230,835 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $230,835 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $927,704 |
Contributions received from participants | 2019-12-31 | $927,704 |
Participant contributions at end of year | 2019-12-31 | $57,527 |
Participant contributions at end of year | 2019-12-31 | $57,527 |
Participant contributions at beginning of year | 2019-12-31 | $44,510 |
Participant contributions at beginning of year | 2019-12-31 | $44,510 |
Participant contributions at end of year | 2019-12-31 | $31,278 |
Participant contributions at end of year | 2019-12-31 | $31,278 |
Participant contributions at beginning of year | 2019-12-31 | $49,192 |
Participant contributions at beginning of year | 2019-12-31 | $49,192 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $113,689 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $113,689 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,179,100 |
Value of net income/loss | 2019-12-31 | $3,179,100 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,353,627 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,353,627 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,174,527 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,174,527 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,871,383 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,871,383 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,312,962 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,312,962 |
Interest on participant loans | 2019-12-31 | $2,594 |
Interest on participant loans | 2019-12-31 | $2,594 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $197,807 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $197,807 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $197,807 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $197,807 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,936 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,936 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,447,996 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,447,996 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $393,768 |
Contributions received in cash from employer | 2019-12-31 | $393,768 |
Employer contributions (assets) at end of year | 2019-12-31 | $393,439 |
Employer contributions (assets) at end of year | 2019-12-31 | $393,439 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $570,056 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $570,056 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $923,307 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $923,307 |
Contract administrator fees | 2019-12-31 | $5,150 |
Contract administrator fees | 2019-12-31 | $5,150 |
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 | 2019-12-31 | Yes |
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 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PLANTE & MORAN,PLLC |
Accountancy firm name | 2019-12-31 | PLANTE & MORAN,PLLC |
Accountancy firm EIN | 2019-12-31 | 381357951 |
Accountancy firm EIN | 2019-12-31 | 381357951 |
2018 : LOHMILLER & COMPANY 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $387,988 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,357,160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,354,090 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,392,519 |
Value of total assets at end of year | 2018-12-31 | $11,174,527 |
Value of total assets at beginning of year | 2018-12-31 | $12,143,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,070 |
Total interest from all sources | 2018-12-31 | $3,770 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $141,087 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $141,087 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
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 | $819,516 |
Participant contributions at end of year | 2018-12-31 | $44,510 |
Participant contributions at beginning of year | 2018-12-31 | $40,132 |
Participant contributions at end of year | 2018-12-31 | $49,192 |
Participant contributions at beginning of year | 2018-12-31 | $29,506 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,947 |
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 | $-969,172 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,174,527 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,143,699 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $10,312,962 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $11,683,963 |
Interest on participant loans | 2018-12-31 | $850 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $197,807 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $167,499 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $167,499 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $2,920 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,149,388 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $570,056 |
Employer contributions (assets) at end of year | 2018-12-31 | $570,056 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $222,599 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,354,090 |
Contract administrator fees | 2018-12-31 | $3,070 |
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 | PLANTE & MORAN,PLLC |
Accountancy firm EIN | 2018-12-31 | 381357951 |
2017 : LOHMILLER & COMPANY 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $3,011,324 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $554,860 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $551,858 |
Value of total corrective distributions | 2017-12-31 | $1,052 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $896,108 |
Value of total assets at end of year | 2017-12-31 | $12,143,699 |
Value of total assets at beginning of year | 2017-12-31 | $9,687,235 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,950 |
Total interest from all sources | 2017-12-31 | $1,910 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $128,372 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $128,372 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
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 | $673,509 |
Participant contributions at end of year | 2017-12-31 | $40,132 |
Participant contributions at beginning of year | 2017-12-31 | $69,665 |
Participant contributions at end of year | 2017-12-31 | $29,506 |
Participant contributions at beginning of year | 2017-12-31 | $33,553 |
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 | $2,456,464 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $12,143,699 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,687,235 |
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 | $11,683,963 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,024,222 |
Interest on participant loans | 2017-12-31 | $1,605 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $167,499 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $263,952 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $263,952 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $305 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,984,934 |
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 |
Contributions received in cash from employer | 2017-12-31 | $222,599 |
Employer contributions (assets) at end of year | 2017-12-31 | $222,599 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $295,843 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $551,858 |
Contract administrator fees | 2017-12-31 | $1,950 |
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 | EKS&H LLLP |
Accountancy firm EIN | 2017-12-31 | 461497033 |
2016 : LOHMILLER & COMPANY 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,637,429 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $564,084 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $559,903 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $950,030 |
Value of total assets at end of year | 2016-12-31 | $9,687,235 |
Value of total assets at beginning of year | 2016-12-31 | $8,613,890 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,181 |
Total interest from all sources | 2016-12-31 | $2,641 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $110,479 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $110,479 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $615,896 |
Participant contributions at end of year | 2016-12-31 | $69,665 |
Participant contributions at beginning of year | 2016-12-31 | $93,036 |
Participant contributions at end of year | 2016-12-31 | $33,553 |
Participant contributions at beginning of year | 2016-12-31 | $27,658 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $38,291 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,073,345 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,687,235 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,613,890 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,024,222 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $8,106,602 |
Interest on participant loans | 2016-12-31 | $2,409 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $263,952 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $138,667 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $138,667 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $232 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $574,279 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $295,843 |
Employer contributions (assets) at end of year | 2016-12-31 | $295,843 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $247,927 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $559,903 |
Contract administrator fees | 2016-12-31 | $4,181 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | EKS&H LLLP |
Accountancy firm EIN | 2016-12-31 | 461497033 |
2015 : LOHMILLER & COMPANY 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $723,158 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $251,344 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $248,614 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $793,439 |
Value of total assets at end of year | 2015-12-31 | $8,613,890 |
Value of total assets at beginning of year | 2015-12-31 | $8,142,076 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,730 |
Total interest from all sources | 2015-12-31 | $2,574 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $105,540 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $105,540 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $538,888 |
Participant contributions at end of year | 2015-12-31 | $93,036 |
Participant contributions at beginning of year | 2015-12-31 | $38,246 |
Participant contributions at end of year | 2015-12-31 | $27,658 |
Participant contributions at beginning of year | 2015-12-31 | $22,782 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $6,624 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $471,814 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $8,613,890 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,142,076 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $8,106,602 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $7,727,996 |
Interest on participant loans | 2015-12-31 | $2,570 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $138,667 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $177,992 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $177,992 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $4 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-178,395 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $247,927 |
Employer contributions (assets) at end of year | 2015-12-31 | $247,927 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $175,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $248,614 |
Contract administrator fees | 2015-12-31 | $2,730 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | EKS&H LLLP |
Accountancy firm EIN | 2015-12-31 | 461497033 |
2014 : LOHMILLER & COMPANY 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,098,639 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $153,331 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $151,976 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $816,638 |
Value of total assets at end of year | 2014-12-31 | $8,142,076 |
Value of total assets at beginning of year | 2014-12-31 | $7,196,768 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,355 |
Total interest from all sources | 2014-12-31 | $1,368 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $87,376 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $87,376 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $437,649 |
Participant contributions at end of year | 2014-12-31 | $38,246 |
Participant contributions at beginning of year | 2014-12-31 | $74,246 |
Participant contributions at end of year | 2014-12-31 | $22,782 |
Participant contributions at beginning of year | 2014-12-31 | $20,986 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $41,357 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $945,308 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,142,076 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,196,768 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $65 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $7,727,996 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,833,496 |
Interest on participant loans | 2014-12-31 | $1,356 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $177,992 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $268,040 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $268,040 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $12 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $193,257 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $337,632 |
Employer contributions (assets) at end of year | 2014-12-31 | $175,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $151,976 |
Contract administrator fees | 2014-12-31 | $1,290 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | EKS&H LLLP |
Accountancy firm EIN | 2014-12-31 | 461497033 |
2013 : LOHMILLER & COMPANY 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,595,101 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $157,446 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $155,791 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $360,044 |
Value of total assets at end of year | 2013-12-31 | $7,196,768 |
Value of total assets at beginning of year | 2013-12-31 | $5,759,113 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,655 |
Total interest from all sources | 2013-12-31 | $2,098 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $76,100 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $76,100 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $361,318 |
Participant contributions at end of year | 2013-12-31 | $74,246 |
Participant contributions at beginning of year | 2013-12-31 | $99,968 |
Participant contributions at end of year | 2013-12-31 | $20,986 |
Participant contributions at beginning of year | 2013-12-31 | $21,650 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,437,655 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,196,768 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,759,113 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $65 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,833,496 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,104,052 |
Interest on participant loans | 2013-12-31 | $2,089 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $268,040 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $407,987 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $407,987 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $9 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,156,859 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $-1,274 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $125,456 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $155,791 |
Contract administrator fees | 2013-12-31 | $1,590 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | EKS&H LLLP |
Accountancy firm EIN | 2013-12-31 | 461497033 |
2012 : LOHMILLER & COMPANY 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,174,941 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $30,676 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $28,621 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $594,751 |
Value of total assets at end of year | 2012-12-31 | $5,759,113 |
Value of total assets at beginning of year | 2012-12-31 | $4,614,848 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,055 |
Total interest from all sources | 2012-12-31 | $4,031 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $80,428 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $80,428 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $389,318 |
Participant contributions at end of year | 2012-12-31 | $99,968 |
Participant contributions at beginning of year | 2012-12-31 | $110,635 |
Participant contributions at end of year | 2012-12-31 | $21,650 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,144,265 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,759,113 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,614,848 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $65 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,104,052 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,367,654 |
Interest on participant loans | 2012-12-31 | $4,029 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $407,987 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $136,559 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $136,559 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $495,731 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $205,433 |
Employer contributions (assets) at end of year | 2012-12-31 | $125,456 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $28,621 |
Contract administrator fees | 2012-12-31 | $1,990 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | EKS&H LLLP |
Accountancy firm EIN | 2012-12-31 | 461497033 |
2022: LOHMILLER & COMPANY 401(K) PLAN 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 – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: LOHMILLER & COMPANY 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: LOHMILLER & COMPANY 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LOHMILLER & COMPANY 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LOHMILLER & COMPANY 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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LOHMILLER & COMPANY 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 |
2016: LOHMILLER & COMPANY 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: LOHMILLER & COMPANY 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: LOHMILLER & COMPANY 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: LOHMILLER & COMPANY 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LOHMILLER & COMPANY 401(K) 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 |