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MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN
Plan identification number 001

MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MITCHELL LEWIS & STAVER CO. has sponsored the creation of one or more 401k plans.

Company Name:MITCHELL LEWIS & STAVER CO.
Employer identification number (EIN):930332159
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHRIS SEELEY2023-09-25
0012021-01-01EAN REVES2022-10-13
0012020-01-01EAN REVES2021-10-12
0012019-01-01EAN REVES2020-10-11
0012018-01-01EAN REVES2019-10-14
0012017-11-01
0012016-11-01
0012015-11-01EAN REVES
0012014-11-01BOB BOX
0012013-11-01BOB BOX
0012012-11-01BOB BOX
0012011-11-01BOB BOX
0012010-11-01BOB BOX
0012009-11-01ROBERT BOX
0012008-11-01

Plan Statistics for MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN

401k plan membership statisitcs for MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN

Measure Date Value
2022: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01247
Total number of active participants reported on line 7a of the Form 55002022-01-01216
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0173
Total of all active and inactive participants2022-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01289
Number of participants with account balances2022-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0138
2021: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01231
Total number of active participants reported on line 7a of the Form 55002021-01-01182
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0159
Total of all active and inactive participants2021-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01241
Number of participants with account balances2021-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01238
Total number of active participants reported on line 7a of the Form 55002020-01-01164
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01229
Number of participants with account balances2020-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01221
Total number of active participants reported on line 7a of the Form 55002019-01-01178
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01237
Number of participants with account balances2019-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01205
Total number of active participants reported on line 7a of the Form 55002018-01-01187
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01221
Number of participants with account balances2018-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01214
Total number of active participants reported on line 7a of the Form 55002017-11-01163
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-0140
Total of all active and inactive participants2017-11-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-01203
Number of participants with account balances2017-11-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-016
2016: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01188
Total number of active participants reported on line 7a of the Form 55002016-11-01174
Number of retired or separated participants receiving benefits2016-11-012
Number of other retired or separated participants entitled to future benefits2016-11-0131
Total of all active and inactive participants2016-11-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-01207
Number of participants with account balances2016-11-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-016
2015: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01193
Total number of active participants reported on line 7a of the Form 55002015-11-01140
Number of other retired or separated participants entitled to future benefits2015-11-0123
Total of all active and inactive participants2015-11-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-01163
Number of participants with account balances2015-11-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01168
Total number of active participants reported on line 7a of the Form 55002014-11-01162
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-0130
Total of all active and inactive participants2014-11-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-01192
Number of participants with account balances2014-11-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-012
2013: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-01155
Total number of active participants reported on line 7a of the Form 55002013-11-01145
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-0121
Total of all active and inactive participants2013-11-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-01166
Number of participants with account balances2013-11-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-015
2012: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-01133
Total number of active participants reported on line 7a of the Form 55002012-11-01130
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-0124
Total of all active and inactive participants2012-11-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-01154
Number of participants with account balances2012-11-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-018
2011: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-01126
Total number of active participants reported on line 7a of the Form 55002011-11-01118
Number of other retired or separated participants entitled to future benefits2011-11-0114
Total of all active and inactive participants2011-11-01132
Total participants2011-11-01132
Number of participants with account balances2011-11-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2010: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-01117
Total number of active participants reported on line 7a of the Form 55002010-11-01102
Number of retired or separated participants receiving benefits2010-11-010
Number of other retired or separated participants entitled to future benefits2010-11-0122
Total of all active and inactive participants2010-11-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-010
Total participants2010-11-01124
Number of participants with account balances2010-11-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-010
2009: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01127
Total number of active participants reported on line 7a of the Form 55002009-11-0186
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-0131
Total of all active and inactive participants2009-11-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-01117
Number of participants with account balances2009-11-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-015

Financial Data on MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN

Measure Date Value
2022 : MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-494,109
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,386,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,288,126
Value of total corrective distributions2022-12-31$16,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,315,203
Value of total assets at end of year2022-12-31$10,134,984
Value of total assets at beginning of year2022-12-31$12,015,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$82,086
Total interest from all sources2022-12-31$39,575
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$198,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$198,852
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$878,042
Participant contributions at end of year2022-12-31$101,146
Participant contributions at beginning of year2022-12-31$107,941
Participant contributions at beginning of year2022-12-31$87,979
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$151,253
Total non interest bearing cash at end of year2022-12-31$6
Total non interest bearing cash at beginning of year2022-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,880,715
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,134,984
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,015,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,396,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,079,608
Interest on participant loans2022-12-31$4,428
Interest earned on other investments2022-12-31$35,147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,637,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,710,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,047,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$285,908
Employer contributions (assets) at beginning of year2022-12-31$29,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,288,126
Contract administrator fees2022-12-31$82,086
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KERNUTT STOKES LLP
Accountancy firm EIN2022-12-31930396435
2021 : MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,756,000
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$328,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$218,521
Value of total corrective distributions2021-12-31$31,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,534,861
Value of total assets at end of year2021-12-31$12,015,699
Value of total assets at beginning of year2021-12-31$9,587,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$78,308
Total interest from all sources2021-12-31$38,715
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$265,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$265,185
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$853,606
Participant contributions at end of year2021-12-31$107,941
Participant contributions at beginning of year2021-12-31$121,982
Participant contributions at end of year2021-12-31$87,979
Participant contributions at beginning of year2021-12-31$57,649
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$408,977
Total non interest bearing cash at end of year2021-12-31$2
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,427,957
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,015,699
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,587,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,079,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,946,255
Interest on participant loans2021-12-31$3,916
Interest earned on other investments2021-12-31$34,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,710,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,440,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$917,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$272,278
Employer contributions (assets) at end of year2021-12-31$29,629
Employer contributions (assets) at beginning of year2021-12-31$21,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$218,521
Contract administrator fees2021-12-31$78,308
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KERNUTT STOKES LLP
Accountancy firm EIN2021-12-31930396435
2020 : MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$2,415,964
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,199,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,086,701
Value of total corrective distributions2020-12-31$47,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,088,016
Value of total assets at end of year2020-12-31$9,587,742
Value of total assets at beginning of year2020-12-31$8,371,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,602
Total interest from all sources2020-12-31$33,344
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$248,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$248,153
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$714,853
Participant contributions at end of year2020-12-31$121,982
Participant contributions at beginning of year2020-12-31$82,449
Participant contributions at end of year2020-12-31$57,649
Participant contributions at beginning of year2020-12-31$66,421
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$135,819
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,216,575
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,587,742
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,371,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$65,602
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,946,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,915,035
Interest on participant loans2020-12-31$3,405
Interest earned on other investments2020-12-31$29,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,440,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,284,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,046,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$237,344
Employer contributions (assets) at end of year2020-12-31$21,036
Employer contributions (assets) at beginning of year2020-12-31$23,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,086,701
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KERNUTT STOKES LLP
Accountancy firm EIN2020-12-31930396435
2019 : MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$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$2,332,436
Total income from all sources (including contributions)2019-12-31$2,332,436
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$808,415
Total of all expenses incurred2019-12-31$808,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$734,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$734,975
Value of total corrective distributions2019-12-31$10,858
Value of total corrective distributions2019-12-31$10,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$929,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$929,842
Value of total assets at end of year2019-12-31$8,371,167
Value of total assets at end of year2019-12-31$8,371,167
Value of total assets at beginning of year2019-12-31$6,847,146
Value of total assets at beginning of year2019-12-31$6,847,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,582
Total interest from all sources2019-12-31$30,122
Total interest from all sources2019-12-31$30,122
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$682,141
Contributions received from participants2019-12-31$682,141
Participant contributions at end of year2019-12-31$82,449
Participant contributions at end of year2019-12-31$82,449
Participant contributions at beginning of year2019-12-31$66,271
Participant contributions at beginning of year2019-12-31$66,271
Participant contributions at end of year2019-12-31$66,421
Participant contributions at end of year2019-12-31$66,421
Participant contributions at beginning of year2019-12-31$50,983
Participant contributions at beginning of year2019-12-31$50,983
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,510
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,510
Total non interest bearing cash at end of year2019-12-31$4
Total non interest bearing cash at end of year2019-12-31$4
Total non interest bearing cash at beginning of year2019-12-31$2
Total non interest bearing cash at beginning of year2019-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,524,021
Value of net income/loss2019-12-31$1,524,021
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,371,167
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,371,167
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,847,146
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,847,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,915,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,915,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,884,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,884,020
Interest on participant loans2019-12-31$3,236
Interest on participant loans2019-12-31$3,236
Interest earned on other investments2019-12-31$26,886
Interest earned on other investments2019-12-31$26,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,284,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,284,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$824,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$824,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,372,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,372,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$235,191
Contributions received in cash from employer2019-12-31$235,191
Employer contributions (assets) at end of year2019-12-31$23,212
Employer contributions (assets) at end of year2019-12-31$23,212
Employer contributions (assets) at beginning of year2019-12-31$21,707
Employer contributions (assets) at beginning of year2019-12-31$21,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$734,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$734,975
Contract administrator fees2019-12-31$62,582
Contract administrator fees2019-12-31$62,582
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KERNUTT STOKES LLP
Accountancy firm name2019-12-31KERNUTT STOKES LLP
Accountancy firm EIN2019-12-31930396435
Accountancy firm EIN2019-12-31930396435
2018 : MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$479,278
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$263,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$212,620
Value of total corrective distributions2018-12-31$4,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$717,715
Value of total assets at end of year2018-12-31$6,847,146
Value of total assets at beginning of year2018-12-31$6,630,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,263
Total interest from all sources2018-12-31$23,056
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$519,135
Participant contributions at end of year2018-12-31$66,271
Participant contributions at beginning of year2018-12-31$47,156
Participant contributions at end of year2018-12-31$50,983
Participant contributions at beginning of year2018-12-31$42,241
Total non interest bearing cash at end of year2018-12-31$2
Total non interest bearing cash at beginning of year2018-12-31$2,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$216,202
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,847,146
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,630,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,884,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,917,252
Interest on participant loans2018-12-31$2,424
Interest earned on other investments2018-12-31$20,632
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$824,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$604,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-261,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$198,580
Employer contributions (assets) at end of year2018-12-31$21,707
Employer contributions (assets) at beginning of year2018-12-31$17,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$212,620
Contract administrator fees2018-12-31$46,263
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KERNUTT STOKES LLP
Accountancy firm EIN2018-12-31930396435
2017 : MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$202,054
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$100,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$100,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$107,886
Value of total assets at end of year2017-12-31$6,630,944
Value of total assets at beginning of year2017-12-31$6,529,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$143
Total interest from all sources2017-12-31$822
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$76,963
Participant contributions at end of year2017-12-31$47,156
Participant contributions at beginning of year2017-12-31$46,783
Participant contributions at end of year2017-12-31$42,241
Participant contributions at beginning of year2017-12-31$36,390
Other income not declared elsewhere2017-12-31$-514
Total non interest bearing cash at end of year2017-12-31$2,081
Total non interest bearing cash at beginning of year2017-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$101,845
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,630,944
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,529,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,917,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,312,368
Interest on participant loans2017-12-31$433
Interest earned on other investments2017-12-31$389
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$132,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$604,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$93,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$30,923
Employer contributions (assets) at end of year2017-12-31$17,292
Employer contributions (assets) at beginning of year2017-12-31$1,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$100,066
Contract administrator fees2017-12-31$143
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$438,664
Total income from all sources (including contributions)2017-10-31$1,652,788
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$302,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$252,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$592,731
Value of total assets at end of year2017-10-31$6,529,099
Value of total assets at beginning of year2017-10-31$5,617,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$49,463
Total interest from all sources2017-10-31$2,674
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$170,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-10-31$170,293
Administrative expenses professional fees incurred2017-10-31$17,558
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$500,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Contributions received from participants2017-10-31$490,302
Participant contributions at end of year2017-10-31$46,783
Participant contributions at beginning of year2017-10-31$71,027
Participant contributions at end of year2017-10-31$36,390
Participant contributions at beginning of year2017-10-31$40,054
Income. Received or receivable in cash from other sources (including rollovers)2017-10-31$3,730
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-10-31$438,664
Other income not declared elsewhere2017-10-31$1,773
Administrative expenses (other) incurred2017-10-31$3,637
Total non interest bearing cash at end of year2017-10-31$2
Total non interest bearing cash at beginning of year2017-10-31$428,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$1,350,491
Value of net assets at end of year (total assets less liabilities)2017-10-31$6,529,099
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$5,178,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Investment advisory and management fees2017-10-31$28,268
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-10-31$6,312,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-10-31$4,940,768
Interest on participant loans2017-10-31$2,674
Value of interest in common/collective trusts at end of year2017-10-31$132,230
Value of interest in common/collective trusts at beginning of year2017-10-31$120,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-10-31$883,625
Net investment gain or loss from common/collective trusts2017-10-31$1,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31No
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Contributions received in cash from employer2017-10-31$98,699
Employer contributions (assets) at end of year2017-10-31$1,326
Employer contributions (assets) at beginning of year2017-10-31$15,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$252,834
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31Yes
Opinion of an independent qualified public accountant for this plan2017-10-31Disclaimer
Accountancy firm name2017-10-31KERNUTT STOKES LLP
Accountancy firm EIN2017-10-31930396435
2016 : MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$438,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total income from all sources (including contributions)2016-10-31$1,007,335
Total loss/gain on sale of assets2016-10-31$0
Total of all expenses incurred2016-10-31$821,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$773,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$793,757
Value of total assets at end of year2016-10-31$5,617,272
Value of total assets at beginning of year2016-10-31$4,993,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$48,802
Total interest from all sources2016-10-31$3,561
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$145,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-10-31$145,605
Administrative expenses professional fees incurred2016-10-31$270
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$500,000
If this is an individual account plan, was there a blackout period2016-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Contributions received from participants2016-10-31$504,342
Participant contributions at end of year2016-10-31$71,027
Participant contributions at beginning of year2016-10-31$68,611
Participant contributions at end of year2016-10-31$40,054
Participant contributions at beginning of year2016-10-31$43,704
Income. Received or receivable in cash from other sources (including rollovers)2016-10-31$96,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-10-31$438,664
Other income not declared elsewhere2016-10-31$3,416
Administrative expenses (other) incurred2016-10-31$3,214
Total non interest bearing cash at end of year2016-10-31$428,835
Total non interest bearing cash at beginning of year2016-10-31$598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$185,522
Value of net assets at end of year (total assets less liabilities)2016-10-31$5,178,608
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$4,993,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Investment advisory and management fees2016-10-31$28,871
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-10-31$4,940,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-10-31$4,745,495
Interest on participant loans2016-10-31$3,561
Value of interest in common/collective trusts at end of year2016-10-31$120,627
Value of interest in common/collective trusts at beginning of year2016-10-31$118,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-10-31$59,686
Net investment gain or loss from common/collective trusts2016-10-31$1,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$192,741
Employer contributions (assets) at end of year2016-10-31$15,961
Employer contributions (assets) at beginning of year2016-10-31$16,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$773,011
Contract administrator fees2016-10-31$16,447
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31Yes
Opinion of an independent qualified public accountant for this plan2016-10-31Disclaimer
Accountancy firm name2016-10-31KERNUTT STOKES LLP
Accountancy firm EIN2016-10-31930396435
2015 : MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total income from all sources (including contributions)2015-10-31$1,016,853
Total loss/gain on sale of assets2015-10-31$0
Total of all expenses incurred2015-10-31$99,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$49,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$924,690
Value of total assets at end of year2015-10-31$4,993,086
Value of total assets at beginning of year2015-10-31$4,075,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$49,800
Total interest from all sources2015-10-31$3,543
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$111,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-10-31$111,607
Administrative expenses professional fees incurred2015-10-31$38,164
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$500,000
If this is an individual account plan, was there a blackout period2015-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Contributions received from participants2015-10-31$462,834
Participant contributions at end of year2015-10-31$68,611
Participant contributions at beginning of year2015-10-31$74,687
Participant contributions at end of year2015-10-31$43,704
Participant contributions at beginning of year2015-10-31$36,999
Income. Received or receivable in cash from other sources (including rollovers)2015-10-31$292,256
Other income not declared elsewhere2015-10-31$3,213
Administrative expenses (other) incurred2015-10-31$659
Total non interest bearing cash at end of year2015-10-31$598
Total non interest bearing cash at beginning of year2015-10-31$23,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$917,542
Value of net assets at end of year (total assets less liabilities)2015-10-31$4,993,086
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$4,075,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-31$4,745,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-31$3,808,731
Interest on participant loans2015-10-31$3,543
Value of interest in common/collective trusts at end of year2015-10-31$118,007
Value of interest in common/collective trusts at beginning of year2015-10-31$119,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-31$-27,342
Net investment gain or loss from common/collective trusts2015-10-31$1,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31No
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$169,600
Employer contributions (assets) at end of year2015-10-31$16,671
Employer contributions (assets) at beginning of year2015-10-31$12,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$49,511
Contract administrator fees2015-10-31$10,977
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31Yes
Opinion of an independent qualified public accountant for this plan2015-10-31Disclaimer
Accountancy firm name2015-10-31KERNUTT STOKES LLP
Accountancy firm EIN2015-10-31930396435
2014 : MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$1,041,750
Total loss/gain on sale of assets2014-10-31$128,239
Total of all expenses incurred2014-10-31$174,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$136,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$683,613
Value of total assets at end of year2014-10-31$4,075,544
Value of total assets at beginning of year2014-10-31$3,208,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$38,118
Total interest from all sources2014-10-31$3,018
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$76,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-10-31$76,241
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$500,000
If this is an individual account plan, was there a blackout period2014-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Contributions received from participants2014-10-31$375,950
Participant contributions at end of year2014-10-31$74,687
Participant contributions at beginning of year2014-10-31$36,198
Participant contributions at end of year2014-10-31$36,999
Participant contributions at beginning of year2014-10-31$10,725
Income. Received or receivable in cash from other sources (including rollovers)2014-10-31$172,093
Other income not declared elsewhere2014-10-31$3,451
Administrative expenses (other) incurred2014-10-31$2,358
Total non interest bearing cash at end of year2014-10-31$23,119
Total non interest bearing cash at beginning of year2014-10-31$1,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$866,988
Value of net assets at end of year (total assets less liabilities)2014-10-31$4,075,544
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$3,208,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Investment advisory and management fees2014-10-31$25,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-31$3,808,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-31$3,133,117
Interest on participant loans2014-10-31$3,012
Value of interest in common/collective trusts at end of year2014-10-31$119,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-10-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-31$146,727
Net investment gain or loss from common/collective trusts2014-10-31$461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31No
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$135,570
Employer contributions (assets) at end of year2014-10-31$12,850
Employer contributions (assets) at beginning of year2014-10-31$27,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$136,644
Contract administrator fees2014-10-31$10,652
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Aggregate proceeds on sale of assets2014-10-31$1,062,085
Aggregate carrying amount (costs) on sale of assets2014-10-31$933,846
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31Yes
Opinion of an independent qualified public accountant for this plan2014-10-31Disclaimer
Accountancy firm name2014-10-31KERNUTT STOKES LLP
Accountancy firm EIN2014-10-31930396435
2013 : MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-10-31$950,450
Total of all expenses incurred2013-10-31$69,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$36,709
Value of total corrective distributions2013-10-31$885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$457,438
Value of total assets at end of year2013-10-31$3,208,556
Value of total assets at beginning of year2013-10-31$2,328,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$32,347
Total interest from all sources2013-10-31$1,835
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$86,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-10-31$86,338
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$250,000
If this is an individual account plan, was there a blackout period2013-10-31No
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Contributions received from participants2013-10-31$322,222
Participant contributions at end of year2013-10-31$36,198
Participant contributions at beginning of year2013-10-31$35,209
Participant contributions at end of year2013-10-31$10,725
Participant contributions at beginning of year2013-10-31$24,317
Income. Received or receivable in cash from other sources (including rollovers)2013-10-31$10,428
Other income not declared elsewhere2013-10-31$3,139
Administrative expenses (other) incurred2013-10-31$1,845
Total non interest bearing cash at end of year2013-10-31$1,046
Total non interest bearing cash at beginning of year2013-10-31$891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$880,509
Value of net assets at end of year (total assets less liabilities)2013-10-31$3,208,556
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$2,328,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Investment advisory and management fees2013-10-31$20,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-10-31$3,133,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-10-31$2,267,630
Interest on participant loans2013-10-31$1,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-10-31$401,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31No
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Contributions received in cash from employer2013-10-31$124,788
Employer contributions (assets) at end of year2013-10-31$27,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$36,709
Contract administrator fees2013-10-31$9,604
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31Yes
Opinion of an independent qualified public accountant for this plan2013-10-31Disclaimer
Accountancy firm name2013-10-31KERNUTT STOKES LLP
Accountancy firm EIN2013-10-31930396435
2012 : MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-10-31$370,381
Total of all expenses incurred2012-10-31$119,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$88,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$188,319
Value of total assets at end of year2012-10-31$2,328,047
Value of total assets at beginning of year2012-10-31$2,077,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$31,727
Total interest from all sources2012-10-31$2,120
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$52,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-10-31$52,494
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$250,000
If this is an individual account plan, was there a blackout period2012-10-31No
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Contributions received from participants2012-10-31$186,450
Participant contributions at end of year2012-10-31$35,209
Participant contributions at beginning of year2012-10-31$44,854
Participant contributions at end of year2012-10-31$24,317
Participant contributions at beginning of year2012-10-31$14,802
Income. Received or receivable in cash from other sources (including rollovers)2012-10-31$1,869
Other income not declared elsewhere2012-10-31$3,757
Total non interest bearing cash at end of year2012-10-31$891
Total non interest bearing cash at beginning of year2012-10-31$1,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$250,636
Value of net assets at end of year (total assets less liabilities)2012-10-31$2,328,047
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$2,077,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Investment advisory and management fees2012-10-31$31,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-10-31$2,267,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-10-31$2,016,717
Interest on participant loans2012-10-31$2,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-10-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-10-31$123,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$88,018
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31Yes
Opinion of an independent qualified public accountant for this plan2012-10-31Disclaimer
Accountancy firm name2012-10-31KERNUTT STOKES LLP
Accountancy firm EIN2012-10-31930396435
2011 : MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total income from all sources (including contributions)2011-10-31$244,104
Total loss/gain on sale of assets2011-10-31$0
Total of all expenses incurred2011-10-31$742,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$705,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$178,248
Value of total assets at end of year2011-10-31$2,077,411
Value of total assets at beginning of year2011-10-31$2,575,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$36,736
Total interest from all sources2011-10-31$1,200
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$51,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-10-31$51,698
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$250,000
If this is an individual account plan, was there a blackout period2011-10-31No
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Contributions received from participants2011-10-31$178,248
Participant contributions at end of year2011-10-31$44,854
Participant contributions at beginning of year2011-10-31$12,749
Participant contributions at end of year2011-10-31$14,802
Participant contributions at beginning of year2011-10-31$15,998
Assets. Other investments not covered elsewhere at beginning of year2011-10-31$209,487
Other income not declared elsewhere2011-10-31$3,021
Total non interest bearing cash at end of year2011-10-31$1,038
Total non interest bearing cash at beginning of year2011-10-31$115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$-498,423
Value of net assets at end of year (total assets less liabilities)2011-10-31$2,077,411
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$2,575,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Investment advisory and management fees2011-10-31$20,737
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-10-31$2,016,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-10-31$2,184,839
Interest on participant loans2011-10-31$1,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-10-31$152,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-10-31$152,647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-10-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-10-31$9,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31No
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Income. Dividends from common stock2011-10-31$161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$705,791
Contract administrator fees2011-10-31$15,999
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31Yes
Opinion of an independent qualified public accountant for this plan2011-10-31Disclaimer
Accountancy firm name2011-10-31KERNUTT STOKES LLP
Accountancy firm EIN2011-10-31930396435

Form 5500 Responses for MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN

2022: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement – InsuranceYes
2017-11-01Plan benefit arrangement - TrustYes
2016: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedYes
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2010: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement - TrustYes
2009: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: MITCHELL LEWIS & STAVER CO. 401 (K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedYes
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811874
Policy instance 1
Insurance contract or identification number811874
Number of Individuals Covered289
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811874
Policy instance 1
Insurance contract or identification number811874
Number of Individuals Covered241
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811874
Policy instance 1
Insurance contract or identification number811874
Number of Individuals Covered229
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811874
Policy instance 1
Insurance contract or identification number811874
Number of Individuals Covered237
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811874
Policy instance 1
Insurance contract or identification number811874
Number of Individuals Covered221
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811874
Policy instance 1
Insurance contract or identification number811874
Number of Individuals Covered203
Insurance policy start date2017-12-19
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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