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LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameLSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST
Plan identification number 003

LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LSA ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:LSA ASSOCIATES, INC.
Employer identification number (EIN):942341614
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-06-01
0032021-06-01
0032020-06-01
0032019-06-01
0032018-06-01MIKE TROTTA2020-03-12
0032017-06-01ROB MCCANN
0032016-06-01
0032015-06-01LES CARD LES CARD2017-03-15
0032014-06-01LESLIE CARD LESLIE CARD2016-03-14
0032013-06-01LES CARD LES CARD2015-03-13
0032012-06-01LES CARD LES CARD2014-03-13
0032011-06-01LESLIE CARD LESLIE CARD2013-03-12
0032009-06-01LESLIE CARD LESLIE CARD2011-03-14

Plan Statistics for LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST

401k plan membership statisitcs for LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST

Measure Date Value
2022: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-06-01397
Total number of active participants reported on line 7a of the Form 55002022-06-01168
Number of retired or separated participants receiving benefits2022-06-0160
Number of other retired or separated participants entitled to future benefits2022-06-01168
Total of all active and inactive participants2022-06-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-015
Total participants2022-06-01401
Number of participants with account balances2022-06-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-06-018
2021: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-06-01391
Total number of active participants reported on line 7a of the Form 55002021-06-01178
Number of retired or separated participants receiving benefits2021-06-0134
Number of other retired or separated participants entitled to future benefits2021-06-01179
Total of all active and inactive participants2021-06-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-013
Total participants2021-06-01394
Number of participants with account balances2021-06-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-0116
2020: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-06-01385
Total number of active participants reported on line 7a of the Form 55002020-06-01205
Number of retired or separated participants receiving benefits2020-06-0131
Number of other retired or separated participants entitled to future benefits2020-06-01155
Total of all active and inactive participants2020-06-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-010
Total participants2020-06-01391
Number of participants with account balances2020-06-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-014
2019: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-06-01409
Total number of active participants reported on line 7a of the Form 55002019-06-01205
Number of retired or separated participants receiving benefits2019-06-0137
Number of other retired or separated participants entitled to future benefits2019-06-01143
Total of all active and inactive participants2019-06-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-010
Total participants2019-06-01385
Number of participants with account balances2019-06-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-0119
2018: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-06-01427
Total number of active participants reported on line 7a of the Form 55002018-06-01220
Number of retired or separated participants receiving benefits2018-06-0123
Number of other retired or separated participants entitled to future benefits2018-06-01166
Total of all active and inactive participants2018-06-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-01409
Number of participants with account balances2018-06-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-0113
2017: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-06-01460
Total number of active participants reported on line 7a of the Form 55002017-06-01238
Number of retired or separated participants receiving benefits2017-06-0119
Number of other retired or separated participants entitled to future benefits2017-06-01170
Total of all active and inactive participants2017-06-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-01427
Number of participants with account balances2017-06-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-0130
2016: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-06-01430
Total number of active participants reported on line 7a of the Form 55002016-06-01294
Number of retired or separated participants receiving benefits2016-06-0124
Number of other retired or separated participants entitled to future benefits2016-06-01140
Total of all active and inactive participants2016-06-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-012
Total participants2016-06-01460
Number of participants with account balances2016-06-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-0111
2015: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-06-01374
Total number of active participants reported on line 7a of the Form 55002015-06-01264
Number of retired or separated participants receiving benefits2015-06-0124
Number of other retired or separated participants entitled to future benefits2015-06-01135
Total of all active and inactive participants2015-06-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-017
Total participants2015-06-01430
Number of participants with account balances2015-06-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-0113
2014: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-06-01359
Total number of active participants reported on line 7a of the Form 55002014-06-01253
Number of retired or separated participants receiving benefits2014-06-0123
Number of other retired or separated participants entitled to future benefits2014-06-0195
Total of all active and inactive participants2014-06-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-013
Total participants2014-06-01374
Number of participants with account balances2014-06-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-019
2013: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-06-01338
Total number of active participants reported on line 7a of the Form 55002013-06-01243
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-01111
Total of all active and inactive participants2013-06-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-013
Total participants2013-06-01357
Number of participants with account balances2013-06-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-018
2012: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-06-01384
Total number of active participants reported on line 7a of the Form 55002012-06-01242
Number of other retired or separated participants entitled to future benefits2012-06-01105
Total of all active and inactive participants2012-06-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-012
Total participants2012-06-01349
Number of participants with account balances2012-06-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-0117
2011: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-06-01371
Total number of active participants reported on line 7a of the Form 55002011-06-01259
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-01121
Total of all active and inactive participants2011-06-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-011
Total participants2011-06-01381
Number of participants with account balances2011-06-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-0112
2009: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-06-01389
Total number of active participants reported on line 7a of the Form 55002009-06-01279
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-0179
Total of all active and inactive participants2009-06-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-01358
Number of participants with account balances2009-06-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-0119

Financial Data on LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST

Measure Date Value
2023 : LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-05-31$0
Total transfer of assets to this plan2023-05-31$447,207
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$0
Total income from all sources (including contributions)2023-05-31$705,656
Total loss/gain on sale of assets2023-05-31$0
Total of all expenses incurred2023-05-31$5,438,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$5,424,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-31$1,832,524
Value of total assets at end of year2023-05-31$67,877,306
Value of total assets at beginning of year2023-05-31$72,162,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$13,842
Total interest from all sources2023-05-31$16,432
Total dividends received (eg from common stock, registered investment company shares)2023-05-31$84,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-05-31$84,003
Was this plan covered by a fidelity bond2023-05-31Yes
Value of fidelity bond cover2023-05-31$1,500,000
If this is an individual account plan, was there a blackout period2023-05-31No
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Contributions received from participants2023-05-31$1,074,741
Participant contributions at end of year2023-05-31$318,563
Participant contributions at beginning of year2023-05-31$404,694
Participant contributions at end of year2023-05-31$0
Participant contributions at beginning of year2023-05-31$1,759
Income. Received or receivable in cash from other sources (including rollovers)2023-05-31$255,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$-4,732,714
Value of net assets at end of year (total assets less liabilities)2023-05-31$67,877,306
Value of net assets at beginning of year (total assets less liabilities)2023-05-31$72,162,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-05-31$67,558,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-05-31$71,738,698
Interest on participant loans2023-05-31$16,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-05-31$-1,227,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31No
Was there a failure to transmit to the plan any participant contributions2023-05-31No
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Contributions received in cash from employer2023-05-31$502,624
Employer contributions (assets) at end of year2023-05-31$0
Employer contributions (assets) at beginning of year2023-05-31$17,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-31$5,424,528
Contract administrator fees2023-05-31$13,842
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Opinion of an independent qualified public accountant for this plan2023-05-31Unqualified
Accountancy firm name2023-05-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2023-05-31953288054
2022 : LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-05-31$0
Total transfer of assets to this plan2022-05-31$1,323,915
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total income from all sources (including contributions)2022-05-31$-3,928,898
Total loss/gain on sale of assets2022-05-31$0
Total of all expenses incurred2022-05-31$7,283,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$7,269,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$1,787,815
Value of total assets at end of year2022-05-31$72,162,813
Value of total assets at beginning of year2022-05-31$82,051,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$14,497
Total interest from all sources2022-05-31$20,883
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$41,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$41,850
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$1,500,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$1,159,585
Participant contributions at end of year2022-05-31$404,694
Participant contributions at beginning of year2022-05-31$444,592
Participant contributions at end of year2022-05-31$1,759
Participant contributions at beginning of year2022-05-31$16,370
Income. Received or receivable in cash from other sources (including rollovers)2022-05-31$86,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-11,212,779
Value of net assets at end of year (total assets less liabilities)2022-05-31$72,162,813
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$82,051,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$71,738,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$80,532,641
Interest on participant loans2022-05-31$20,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-5,779,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$541,701
Employer contributions (assets) at end of year2022-05-31$17,662
Employer contributions (assets) at beginning of year2022-05-31$1,058,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$7,269,384
Contract administrator fees2022-05-31$14,497
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2022-05-31953288054
2021 : LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-05-31$0
Total transfer of assets to this plan2021-05-31$340,249
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$0
Total income from all sources (including contributions)2021-05-31$20,569,246
Total loss/gain on sale of assets2021-05-31$0
Total of all expenses incurred2021-05-31$3,033,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$3,022,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$2,385,131
Value of total assets at end of year2021-05-31$82,051,677
Value of total assets at beginning of year2021-05-31$64,175,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$11,280
Total interest from all sources2021-05-31$25,291
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$40,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$40,718
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$1,500,000
If this is an individual account plan, was there a blackout period2021-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$1,135,336
Participant contributions at end of year2021-05-31$444,592
Participant contributions at beginning of year2021-05-31$555,115
Participant contributions at end of year2021-05-31$16,370
Participant contributions at beginning of year2021-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-05-31$173,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$17,535,944
Value of net assets at end of year (total assets less liabilities)2021-05-31$82,051,677
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$64,175,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$80,532,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$63,597,936
Interest on participant loans2021-05-31$25,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$18,118,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$1,076,610
Employer contributions (assets) at end of year2021-05-31$1,058,074
Employer contributions (assets) at beginning of year2021-05-31$22,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$3,022,022
Contract administrator fees2021-05-31$11,280
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2021-05-31953288054
2020 : LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-05-31$0
Total transfer of assets to this plan2020-05-31$850,192
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Total income from all sources (including contributions)2020-05-31$4,394,731
Total loss/gain on sale of assets2020-05-31$0
Total of all expenses incurred2020-05-31$11,100,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$11,080,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$2,078,464
Value of total assets at end of year2020-05-31$64,175,484
Value of total assets at beginning of year2020-05-31$70,031,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$20,402
Total interest from all sources2020-05-31$30,691
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$27,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$27,161
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$2,100,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$1,203,565
Participant contributions at end of year2020-05-31$555,115
Participant contributions at beginning of year2020-05-31$662,081
Income. Received or receivable in cash from other sources (including rollovers)2020-05-31$288,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$-6,706,177
Value of net assets at end of year (total assets less liabilities)2020-05-31$64,175,484
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$70,031,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$63,597,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$69,369,388
Interest on participant loans2020-05-31$30,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$2,258,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$585,981
Employer contributions (assets) at end of year2020-05-31$22,433
Employer contributions (assets) at beginning of year2020-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$11,080,506
Contract administrator fees2020-05-31$20,402
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31Yes
Opinion of an independent qualified public accountant for this plan2020-05-31Disclaimer
Accountancy firm name2020-05-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2020-05-31953288054
2019 : LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-05-31$0
Total transfer of assets to this plan2019-05-31$276,848
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total income from all sources (including contributions)2019-05-31$3,041,343
Total loss/gain on sale of assets2019-05-31$0
Total of all expenses incurred2019-05-31$7,572,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$7,555,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$1,990,394
Value of total assets at end of year2019-05-31$70,031,469
Value of total assets at beginning of year2019-05-31$74,286,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$17,652
Total interest from all sources2019-05-31$34,790
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$6,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$6,266
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$2,100,000
If this is an individual account plan, was there a blackout period2019-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$1,310,221
Participant contributions at end of year2019-05-31$662,081
Participant contributions at beginning of year2019-05-31$796,270
Income. Received or receivable in cash from other sources (including rollovers)2019-05-31$59,611
Liabilities. Value of operating payables at end of year2019-05-31$0
Liabilities. Value of operating payables at beginning of year2019-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$-4,531,419
Value of net assets at end of year (total assets less liabilities)2019-05-31$70,031,469
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$74,286,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$69,369,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$73,489,770
Interest on participant loans2019-05-31$34,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$1,009,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$620,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$7,555,110
Contract administrator fees2019-05-31$17,652
Liabilities. Value of benefit claims payable at end of year2019-05-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-05-31$0
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31Yes
Opinion of an independent qualified public accountant for this plan2019-05-31Disclaimer
Accountancy firm name2019-05-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2019-05-31953288054
2018 : LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-05-31$0
Total transfer of assets to this plan2018-05-31$658,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total income from all sources (including contributions)2018-05-31$9,821,231
Total loss/gain on sale of assets2018-05-31$0
Total of all expenses incurred2018-05-31$4,379,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$4,312,662
Expenses. Certain deemed distributions of participant loans2018-05-31$48,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$3,704,803
Value of total assets at end of year2018-05-31$74,286,040
Value of total assets at beginning of year2018-05-31$68,185,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$18,259
Total interest from all sources2018-05-31$35,950
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$4,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$4,222
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$2,100,000
If this is an individual account plan, was there a blackout period2018-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$1,443,370
Participant contributions at end of year2018-05-31$796,270
Participant contributions at beginning of year2018-05-31$867,848
Income. Received or receivable in cash from other sources (including rollovers)2018-05-31$1,563,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$5,441,733
Value of net assets at end of year (total assets less liabilities)2018-05-31$74,286,040
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$68,185,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$73,489,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$67,071,514
Interest on participant loans2018-05-31$35,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$6,076,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$697,484
Employer contributions (assets) at end of year2018-05-31$0
Employer contributions (assets) at beginning of year2018-05-31$246,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$4,312,662
Contract administrator fees2018-05-31$18,259
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31Yes
Opinion of an independent qualified public accountant for this plan2018-05-31Disclaimer
Accountancy firm name2018-05-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2018-05-31953288054
2017 : LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-05-31$0
Total transfer of assets to this plan2017-05-31$359,545
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total income from all sources (including contributions)2017-05-31$10,475,019
Total loss/gain on sale of assets2017-05-31$0
Total of all expenses incurred2017-05-31$1,990,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$1,979,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$2,619,280
Value of total assets at end of year2017-05-31$68,185,637
Value of total assets at beginning of year2017-05-31$59,341,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$10,666
Total interest from all sources2017-05-31$35,326
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$1,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$1,167
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$2,100,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$1,455,788
Participant contributions at end of year2017-05-31$867,848
Participant contributions at beginning of year2017-05-31$843,815
Income. Received or receivable in cash from other sources (including rollovers)2017-05-31$188,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$8,484,886
Value of net assets at end of year (total assets less liabilities)2017-05-31$68,185,637
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$59,341,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$67,071,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$57,876,364
Interest on participant loans2017-05-31$35,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$7,819,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$974,914
Employer contributions (assets) at end of year2017-05-31$246,275
Employer contributions (assets) at beginning of year2017-05-31$621,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$1,979,467
Contract administrator fees2017-05-31$10,666
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31Yes
Opinion of an independent qualified public accountant for this plan2017-05-31Disclaimer
Accountancy firm name2017-05-31BPM LLP
Accountancy firm EIN2017-05-31814234542
2016 : LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2016 401k financial data
Total transfer of assets to this plan2016-05-31$5,276,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total income from all sources (including contributions)2016-05-31$2,445,207
Total of all expenses incurred2016-05-31$2,352,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$2,339,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$2,604,820
Value of total assets at end of year2016-05-31$59,341,206
Value of total assets at beginning of year2016-05-31$53,972,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$12,807
Total interest from all sources2016-05-31$39,892
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$90
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$90
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$2,100,000
If this is an individual account plan, was there a blackout period2016-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$1,340,770
Participant contributions at end of year2016-05-31$843,815
Participant contributions at beginning of year2016-05-31$905,775
Participant contributions at end of year2016-05-31$0
Participant contributions at beginning of year2016-05-31$47,613
Income. Received or receivable in cash from other sources (including rollovers)2016-05-31$6,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$92,594
Value of net assets at end of year (total assets less liabilities)2016-05-31$59,341,206
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$53,972,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$57,876,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$52,520,937
Interest on participant loans2016-05-31$39,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-199,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$1,257,352
Employer contributions (assets) at end of year2016-05-31$621,027
Employer contributions (assets) at beginning of year2016-05-31$498,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$2,339,806
Contract administrator fees2016-05-31$12,807
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31Yes
Opinion of an independent qualified public accountant for this plan2016-05-31Disclaimer
Accountancy firm name2016-05-31BPM LLP
Accountancy firm EIN2016-05-31814234542
2015 : LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total income from all sources (including contributions)2015-05-31$5,013,338
Total of all expenses incurred2015-05-31$2,995,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$2,985,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$2,295,666
Value of total assets at end of year2015-05-31$53,972,513
Value of total assets at beginning of year2015-05-31$51,955,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$10,755
Total interest from all sources2015-05-31$34,776
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$1,002,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$1,002,708
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$2,100,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$1,222,924
Participant contributions at end of year2015-05-31$905,775
Participant contributions at beginning of year2015-05-31$685,325
Participant contributions at end of year2015-05-31$47,613
Participant contributions at beginning of year2015-05-31$58,415
Income. Received or receivable in cash from other sources (including rollovers)2015-05-31$7,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$2,017,391
Value of net assets at end of year (total assets less liabilities)2015-05-31$53,972,513
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$51,955,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$52,520,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$50,843,075
Interest on participant loans2015-05-31$34,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$1,680,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$1,064,901
Employer contributions (assets) at end of year2015-05-31$498,188
Employer contributions (assets) at beginning of year2015-05-31$368,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$2,985,192
Contract administrator fees2015-05-31$10,755
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31Yes
Opinion of an independent qualified public accountant for this plan2015-05-31Disclaimer
Accountancy firm name2015-05-31BURR PILGER MAYER, INC.
Accountancy firm EIN2015-05-31263839190
2014 : LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$115,672
Total income from all sources (including contributions)2014-05-31$9,339,910
Total of all expenses incurred2014-05-31$4,265,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$4,249,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$3,458,664
Value of total assets at end of year2014-05-31$51,955,122
Value of total assets at beginning of year2014-05-31$46,995,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$15,463
Total interest from all sources2014-05-31$32,850
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$831,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$831,884
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$2,100,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$1,203,518
Participant contributions at end of year2014-05-31$685,325
Participant contributions at beginning of year2014-05-31$807,106
Participant contributions at end of year2014-05-31$58,415
Income. Received or receivable in cash from other sources (including rollovers)2014-05-31$1,304,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-05-31$20,033
Other income not declared elsewhere2014-05-31$96
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$5,074,841
Value of net assets at end of year (total assets less liabilities)2014-05-31$51,955,122
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$46,880,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$50,843,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$45,533,802
Interest on participant loans2014-05-31$32,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$193,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$193,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$5,016,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$950,316
Employer contributions (assets) at end of year2014-05-31$368,307
Employer contributions (assets) at beginning of year2014-05-31$461,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$4,249,606
Contract administrator fees2014-05-31$15,463
Liabilities. Value of benefit claims payable at beginning of year2014-05-31$95,639
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31BURR PILGER MAYER, INC.
Accountancy firm EIN2014-05-31263839190
2013 : LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$115,672
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$10,074
Total income from all sources (including contributions)2013-05-31$11,045,371
Total of all expenses incurred2013-05-31$2,446,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$2,434,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$3,256,978
Value of total assets at end of year2013-05-31$46,995,953
Value of total assets at beginning of year2013-05-31$38,291,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$12,241
Total interest from all sources2013-05-31$34,742
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$921,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$921,649
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$2,075,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$1,237,373
Participant contributions at end of year2013-05-31$807,106
Participant contributions at beginning of year2013-05-31$692,813
Income. Received or receivable in cash from other sources (including rollovers)2013-05-31$951,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-05-31$20,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-05-31$9,974
Other income not declared elsewhere2013-05-31$2,979
Liabilities. Value of operating payables at beginning of year2013-05-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$8,598,488
Value of net assets at end of year (total assets less liabilities)2013-05-31$46,880,281
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$38,281,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$45,533,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$36,612,147
Interest on participant loans2013-05-31$34,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$193,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$84,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$84,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$6,829,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$1,067,946
Employer contributions (assets) at end of year2013-05-31$461,595
Employer contributions (assets) at beginning of year2013-05-31$902,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$2,434,642
Contract administrator fees2013-05-31$12,241
Liabilities. Value of benefit claims payable at end of year2013-05-31$95,639
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31Yes
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31BURR PILGER MAYER, INC.
Accountancy firm EIN2013-05-31263839190
2012 : LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$10,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total income from all sources (including contributions)2012-05-31$732,281
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$1,889,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$1,886,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$2,781,638
Value of total assets at end of year2012-05-31$38,291,867
Value of total assets at beginning of year2012-05-31$39,439,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$2,780
Total interest from all sources2012-05-31$34,234
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$710,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$710,364
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$2,075,000
If this is an individual account plan, was there a blackout period2012-05-31No
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$1,231,451
Participant contributions at end of year2012-05-31$692,813
Participant contributions at beginning of year2012-05-31$662,116
Participant contributions at beginning of year2012-05-31$47,380
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$43,292
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-05-31$9,974
Liabilities. Value of operating payables at end of year2012-05-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-1,157,221
Value of net assets at end of year (total assets less liabilities)2012-05-31$38,281,793
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$39,439,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$36,612,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$37,848,063
Interest on participant loans2012-05-31$34,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$84,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-2,793,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$1,506,895
Employer contributions (assets) at end of year2012-05-31$902,187
Employer contributions (assets) at beginning of year2012-05-31$881,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$1,886,722
Contract administrator fees2012-05-31$2,780
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31BURR PILGER MAYER, INC.
Accountancy firm EIN2012-05-31263839190
2011 : LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total income from all sources (including contributions)2011-05-31$9,638,267
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$1,197,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$1,194,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$2,991,358
Value of total assets at end of year2011-05-31$39,439,014
Value of total assets at beginning of year2011-05-31$30,998,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$2,900
Total interest from all sources2011-05-31$28,703
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$665,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$665,906
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$2,075,000
If this is an individual account plan, was there a blackout period2011-05-31No
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$1,327,747
Participant contributions at end of year2011-05-31$662,116
Participant contributions at beginning of year2011-05-31$467,506
Participant contributions at end of year2011-05-31$47,380
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$138,267
Total non interest bearing cash at beginning of year2011-05-31$563,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$8,440,447
Value of net assets at end of year (total assets less liabilities)2011-05-31$39,439,014
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$30,998,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$37,848,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$27,542,439
Interest on participant loans2011-05-31$28,703
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$1,267,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$1,267,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$5,952,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$1,525,344
Employer contributions (assets) at end of year2011-05-31$881,455
Employer contributions (assets) at beginning of year2011-05-31$1,157,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$1,194,920
Contract administrator fees2011-05-31$2,900
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31BURR PILGER MAYER, INC.
Accountancy firm EIN2011-05-31263839190

Form 5500 Responses for LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST

2022: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01Submission has been amendedNo
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planNo
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement - TrustYes
2021: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planNo
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2009: LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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