?>
| Plan Name | L&M TECHNOLOGIES, INC. PENSION PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | L&M TECHNOLOGIES, INC. |
| Employer identification number (EIN): | 850351641 |
| NAIC Classification: | 541330 |
| NAIC Description: | Engineering Services |
Additional information about L&M TECHNOLOGIES, INC.
| Jurisdiction of Incorporation: | Alabama Secretary of State |
| Incorporation Date: | 2012-10-10 |
| Company Identification Number: | 269-501 |
| Legal Registered Office Address: |
110 KNOLLCREST DRIVE MADISON, United States of America (USA) 35756 |
More information about L&M TECHNOLOGIES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2015-01-01 | KAREN MONTY | KAREN MONTY | 2015-07-16 | |
| 003 | 2014-01-01 | KAREN MONTY | KAREN MONTY | 2015-07-08 | |
| 003 | 2013-01-01 | KAREN MONTY | KAREN MONTY | 2014-07-23 | |
| 003 | 2012-01-01 | KAREN MONTY | |||
| 003 | 2011-01-01 | KAREN MONTY | |||
| 003 | 2009-01-01 | KAREN MONTY | KAREN MONTY | 2010-10-05 |
| Measure | Date | Value |
|---|---|---|
| 2015: L&M TECHNOLOGIES, INC. PENSION PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: L&M TECHNOLOGIES, INC. PENSION PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: L&M TECHNOLOGIES, INC. PENSION PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: L&M TECHNOLOGIES, INC. PENSION PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: L&M TECHNOLOGIES, INC. PENSION PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: L&M TECHNOLOGIES, INC. PENSION PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2015 : L&M TECHNOLOGIES, INC. PENSION PLAN 2015 401k financial data | ||
| Transfers to/from the plan | 2015-04-30 | $0 |
| Total plan liabilities at end of year | 2015-04-30 | $0 |
| Total plan liabilities at beginning of year | 2015-04-30 | $0 |
| Total income from all sources | 2015-04-30 | $28,224 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $1,153,705 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $1,149,078 |
| Total plan assets at end of year | 2015-04-30 | $0 |
| Total plan assets at beginning of year | 2015-04-30 | $1,125,481 |
| Value of fidelity bond covering the plan | 2015-04-30 | $500,000 |
| Total contributions received or receivable from participants | 2015-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-04-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-04-30 | $0 |
| Other income received | 2015-04-30 | $28,224 |
| Noncash contributions received | 2015-04-30 | $0 |
| Net income (gross income less expenses) | 2015-04-30 | $-1,125,481 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $1,125,481 |
| Total contributions received or receivable from employer(s) | 2015-04-30 | $0 |
| Value of certain deemed distributions of participant loans | 2015-04-30 | $0 |
| Value of corrective distributions | 2015-04-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-04-30 | $4,627 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-04-30 | $0 |
| 2014 : L&M TECHNOLOGIES, INC. PENSION PLAN 2014 401k financial data | ||
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $46,330 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $43,086 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $43,086 |
| Total plan assets at end of year | 2014-12-31 | $1,125,481 |
| Total plan assets at beginning of year | 2014-12-31 | $1,122,237 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $46,330 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $3,244 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,125,481 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,122,237 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : L&M TECHNOLOGIES, INC. PENSION PLAN 2013 401k financial data | ||
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $100,695 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $43,086 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $43,086 |
| Total plan assets at end of year | 2013-12-31 | $1,122,237 |
| Total plan assets at beginning of year | 2013-12-31 | $1,064,628 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $100,695 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $57,609 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,122,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,064,628 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2012 : L&M TECHNOLOGIES, INC. PENSION PLAN 2012 401k financial data | ||
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $93,613 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $43,086 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $43,086 |
| Total plan assets at end of year | 2012-12-31 | $1,064,628 |
| Total plan assets at beginning of year | 2012-12-31 | $1,014,101 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $93,613 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $50,527 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,064,628 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,014,101 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : L&M TECHNOLOGIES, INC. PENSION PLAN 2011 401k financial data | ||
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $23,122 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $64,990 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $64,990 |
| Total plan assets at end of year | 2011-12-31 | $1,014,101 |
| Total plan assets at beginning of year | 2011-12-31 | $1,055,969 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $23,122 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-41,868 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,014,101 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,055,969 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : L&M TECHNOLOGIES, INC. PENSION PLAN 2010 401k financial data | ||
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $115,151 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $25,869 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $25,869 |
| Total plan assets at end of year | 2010-12-31 | $1,055,969 |
| Total plan assets at beginning of year | 2010-12-31 | $966,687 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $2,458 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $112,693 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $89,282 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,055,969 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $966,687 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : L&M TECHNOLOGIES, INC. PENSION PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2015: L&M TECHNOLOGIES, INC. PENSION 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 | Yes |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 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: L&M TECHNOLOGIES, INC. PENSION 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: L&M TECHNOLOGIES, INC. PENSION 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: L&M TECHNOLOGIES, INC. PENSION PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: L&M TECHNOLOGIES, INC. PENSION PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: L&M TECHNOLOGIES, INC. PENSION PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |