401k Plan data: JOHN LENORE & CO. 401(K) PLAN plan

JOHN LENORE & CO. 401(K) PLAN 401k Plan overview

Plan Name	JOHN LENORE & CO. 401(K) PLAN
Plan identification number	001

JOHN LENORE & CO. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHN LENORE & CO. has sponsored the creation of one or more 401k plans.

Company Name: JOHN LENORE & CO.

Employer identification number (EIN): 952425132

NAIC Classification: 424990
NAIC Description: Other Miscellaneous Nondurable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN LENORE & CO. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DORIS ANTHONY 2023-10-02 DORIS ANTHONY 2023-10-02
001 2021-01-01 DORIS ANTHONY 2022-05-06 DORIS ANTHONY 2022-05-06
001 2020-01-01 DORIS ANTHONY 2021-04-12 DORIS ANTHONY 2021-04-12
001 2019-01-01 DORIS ANN ANTHONY 2020-07-14 DORIS ANN ANTHONY 2020-07-14
001 2018-01-01 DORIS ANTHONY 2019-07-09
001 2017-01-01 JAMIE LENORE
001 2016-01-01 JAMIE LENORE
001 2016-01-01
001 2016-01-01
001 2015-01-01 JAMIE LENORE
001 2014-01-01 JAMIE LENORE
001 2013-01-01 JAMIE LENORE
001 2012-01-01 JAMIE LENORE
001 2011-01-01 JAMIE LENORE
001 2010-01-01 JAMIE LENORE
001 2009-01-01 JAMIE LENORE JAMIE LENORE 2010-10-15
001 2009-01-01 WENDY PEVERI
001 2008-01-01 JAMIE LENORE
001 2007-01-01 JAMIE LENORE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DORIS ANTHONY	2023-10-02	DORIS ANTHONY	2023-10-02
001	2021-01-01	DORIS ANTHONY	2022-05-06	DORIS ANTHONY	2022-05-06
001	2020-01-01	DORIS ANTHONY	2021-04-12	DORIS ANTHONY	2021-04-12
001	2019-01-01	DORIS ANN ANTHONY	2020-07-14	DORIS ANN ANTHONY	2020-07-14
001	2018-01-01	DORIS ANTHONY	2019-07-09
001	2017-01-01	JAMIE LENORE
001	2016-01-01	JAMIE LENORE
001	2016-01-01
001	2016-01-01
001	2015-01-01	JAMIE LENORE
001	2014-01-01	JAMIE LENORE
001	2013-01-01	JAMIE LENORE
001	2012-01-01	JAMIE LENORE
001	2011-01-01	JAMIE LENORE
001	2010-01-01	JAMIE LENORE
001	2009-01-01	JAMIE LENORE		JAMIE LENORE	2010-10-15
001	2009-01-01	WENDY PEVERI
001	2008-01-01	JAMIE LENORE
001	2007-01-01	JAMIE LENORE

Plan Statistics for JOHN LENORE & CO. 401(K) PLAN

401k plan membership statisitcs for JOHN LENORE & CO. 401(K) PLAN

Measure Date Value
2017: JOHN LENORE & CO. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 356
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 123
Number of retired or separated participants receiving benefits 2017-01-01 15
Number of other retired or separated participants entitled to future benefits 2017-01-01 40
Total of all active and inactive participants 2017-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 178
Number of participants with account balances 2017-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: JOHN LENORE & CO. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 264
Number of retired or separated participants receiving benefits 2016-01-01 16
Number of other retired or separated participants entitled to future benefits 2016-01-01 46
Total of all active and inactive participants 2016-01-01 326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 326
Number of participants with account balances 2016-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: JOHN LENORE & CO. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 268
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 43
Total of all active and inactive participants 2015-01-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 314
Number of participants with account balances 2015-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: JOHN LENORE & CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 267
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 44
Total of all active and inactive participants 2014-01-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 311
Number of participants with account balances 2014-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: JOHN LENORE & CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 272
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 37
Total of all active and inactive participants 2013-01-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 313
Number of participants with account balances 2013-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: JOHN LENORE & CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 339
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 289
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 35
Total of all active and inactive participants 2012-01-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 324
Number of participants with account balances 2012-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: JOHN LENORE & CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 339
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 284
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 41
Total of all active and inactive participants 2011-01-01 328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 328
Number of participants with account balances 2011-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2010: JOHN LENORE & CO. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 300
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 37
Total of all active and inactive participants 2010-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 338
Number of participants with account balances 2010-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 7
2009: JOHN LENORE & CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 126
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 136
Number of participants with account balances 2009-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2
2008: JOHN LENORE & CO. 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 131
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 3
Total of all active and inactive participants 2008-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 134
Number of participants with account balances 2008-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 1
Number of employers contributing to the scheme 2008-01-01 0
2007: JOHN LENORE & CO. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 117
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 4
Total of all active and inactive participants 2007-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 121
Number of participants with account balances 2007-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 1

Measure	Date	Value
2017: JOHN LENORE & CO. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	356
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	123
Number of retired or separated participants receiving benefits	2017-01-01	15
Number of other retired or separated participants entitled to future benefits	2017-01-01	40
Total of all active and inactive participants	2017-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	178
Number of participants with account balances	2017-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: JOHN LENORE & CO. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	264
Number of retired or separated participants receiving benefits	2016-01-01	16
Number of other retired or separated participants entitled to future benefits	2016-01-01	46
Total of all active and inactive participants	2016-01-01	326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	326
Number of participants with account balances	2016-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: JOHN LENORE & CO. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	268
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	43
Total of all active and inactive participants	2015-01-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	314
Number of participants with account balances	2015-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: JOHN LENORE & CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	267
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	44
Total of all active and inactive participants	2014-01-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	311
Number of participants with account balances	2014-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: JOHN LENORE & CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	272
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	37
Total of all active and inactive participants	2013-01-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	313
Number of participants with account balances	2013-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: JOHN LENORE & CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	339
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	289
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	35
Total of all active and inactive participants	2012-01-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	324
Number of participants with account balances	2012-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: JOHN LENORE & CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	339
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	284
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	41
Total of all active and inactive participants	2011-01-01	328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	328
Number of participants with account balances	2011-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2010: JOHN LENORE & CO. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	300
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	37
Total of all active and inactive participants	2010-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	338
Number of participants with account balances	2010-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	7
2009: JOHN LENORE & CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	126
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	136
Number of participants with account balances	2009-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2
2008: JOHN LENORE & CO. 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	131
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	3
Total of all active and inactive participants	2008-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	134
Number of participants with account balances	2008-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	1
Number of employers contributing to the scheme	2008-01-01	0
2007: JOHN LENORE & CO. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	117
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	4
Total of all active and inactive participants	2007-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	121
Number of participants with account balances	2007-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	1

Financial Data on JOHN LENORE & CO. 401(K) PLAN

Measure	Date	Value
2017 : JOHN LENORE & CO. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$4,921,016
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	$1,951,708
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$854,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$844,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$773,045
Value of total assets at end of year	2017-12-31	$3,159,304
Value of total assets at beginning of year	2017-12-31	$6,983,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,783
Total interest from all sources	2017-12-31	$7,004
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$550,149
Participant contributions at end of year	2017-12-31	$67,658
Participant contributions at beginning of year	2017-12-31	$170,356
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$32,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,097,173
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,159,304
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,983,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$9,783
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,979,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,651,474
Interest on participant loans	2017-12-31	$7,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$112,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$161,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,171,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$190,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$844,752
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LEVITZACKS CPA
Accountancy firm EIN	2017-12-31	953159181
2016 : JOHN LENORE & CO. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,426,500
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$589,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$563,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$939,811
Value of total assets at end of year	2016-12-31	$6,983,147
Value of total assets at beginning of year	2016-12-31	$6,146,610
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$26,902
Total interest from all sources	2016-12-31	$7,871
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$591,318
Participant contributions at end of year	2016-12-31	$170,356
Participant contributions at beginning of year	2016-12-31	$197,656
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$131,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$836,537
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,983,147
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,146,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$26,902
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,651,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,832,268
Interest on participant loans	2016-12-31	$7,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$161,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$116,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$478,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$217,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$563,061
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LEVITZACKS CPS
Accountancy firm EIN	2016-12-31	953159181
2015 : JOHN LENORE & CO. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$817,484
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$749,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$718,299
Expenses. Certain deemed distributions of participant loans	2015-12-31	$17,745
Value of total corrective distributions	2015-12-31	$6,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$835,122
Value of total assets at end of year	2015-12-31	$6,146,610
Value of total assets at beginning of year	2015-12-31	$6,079,102
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,622
Total interest from all sources	2015-12-31	$6,901
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$591,049
Participant contributions at end of year	2015-12-31	$197,656
Participant contributions at beginning of year	2015-12-31	$136,592
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$-15
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$858
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$-1,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$67,508
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,146,610
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,079,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$7,622
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,832,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,816,933
Interest on participant loans	2015-12-31	$6,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$116,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$126,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-24,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$243,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$718,299
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LEVITZACKS CPAS
Accountancy firm EIN	2015-12-31	953159181
2014 : JOHN LENORE & CO. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$886,667
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$900,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$879,267
Value of total corrective distributions	2014-12-31	$12,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$569,737
Value of total assets at end of year	2014-12-31	$6,079,102
Value of total assets at beginning of year	2014-12-31	$6,092,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,737
Total interest from all sources	2014-12-31	$5,320
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$517,944
Participant contributions at end of year	2014-12-31	$136,592
Participant contributions at beginning of year	2014-12-31	$126,011
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$-15
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$-1,150
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$-7,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-13,626
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,079,102
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,092,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$8,737
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,816,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,723,170
Interest on participant loans	2014-12-31	$5,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$126,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$251,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$311,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$51,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$879,267
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LEVITZACKS CPAS
Accountancy firm EIN	2014-12-31	953159181
2013 : JOHN LENORE & CO. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,538,118
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$593,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$579,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$572,603
Value of total assets at end of year	2013-12-31	$6,092,728
Value of total assets at beginning of year	2013-12-31	$5,148,316
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$13,740
Total interest from all sources	2013-12-31	$6,963
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$519,108
Participant contributions at end of year	2013-12-31	$126,011
Participant contributions at beginning of year	2013-12-31	$218,961
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,636
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$-7,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$-3,413
Administrative expenses (other) incurred	2013-12-31	$13,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$944,412
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,092,728
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,148,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,723,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,751,029
Interest on participant loans	2013-12-31	$6,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$251,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$181,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$958,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$51,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$579,966
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LEVITZACKS CPAS
Accountancy firm EIN	2013-12-31	953159181
2012 : JOHN LENORE & CO. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,225,202
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$311,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$297,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$628,990
Value of total assets at end of year	2012-12-31	$5,148,316
Value of total assets at beginning of year	2012-12-31	$4,234,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$13,928
Total interest from all sources	2012-12-31	$8,190
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$568,095
Participant contributions at end of year	2012-12-31	$218,961
Participant contributions at beginning of year	2012-12-31	$189,404
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$4,085
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$-3,413
Administrative expenses (other) incurred	2012-12-31	$13,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$913,915
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,148,316
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,234,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,751,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,899,670
Interest on participant loans	2012-12-31	$8,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$181,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$145,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$588,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$56,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$297,359
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LEVITZACKS CPAS
Accountancy firm EIN	2012-12-31	953159181
2011 : JOHN LENORE & CO. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$3,115
Total income from all sources (including contributions)	2011-12-31	$720,007
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$125,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$101,998
Expenses. Certain deemed distributions of participant loans	2011-12-31	$19,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$792,807
Value of total assets at end of year	2011-12-31	$4,234,401
Value of total assets at beginning of year	2011-12-31	$3,642,801
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,631
Total interest from all sources	2011-12-31	$7,552
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$576,783
Participant contributions at end of year	2011-12-31	$189,404
Participant contributions at beginning of year	2011-12-31	$154,369
Other income not declared elsewhere	2011-12-31	$1,323
Administrative expenses (other) incurred	2011-12-31	$3,631
Liabilities. Value of operating payables at beginning of year	2011-12-31	$3,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$594,715
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,234,401
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,639,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,899,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,386,519
Interest on participant loans	2011-12-31	$7,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$145,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$101,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-81,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$216,024
Employer contributions (assets) at beginning of year	2011-12-31	$411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$101,998
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LEVITZACKS CPAS
Accountancy firm EIN	2011-12-31	953159181
2010 : JOHN LENORE & CO. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$1,900,909
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$3,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,155,029
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$173,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$171,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$639,086
Value of total assets at end of year	2010-12-31	$3,642,801
Value of total assets at beginning of year	2010-12-31	$757,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,315
Total interest from all sources	2010-12-31	$4,050
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$67,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$343,528
Participant contributions at end of year	2010-12-31	$154,369
Participant contributions at beginning of year	2010-12-31	$28,374
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$160,503
Administrative expenses (other) incurred	2010-12-31	$2,315
Liabilities. Value of operating payables at end of year	2010-12-31	$3,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$981,099
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,639,686
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$757,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,386,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$729,304
Interest on participant loans	2010-12-31	$4,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$101,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$511,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$135,055
Employer contributions (assets) at end of year	2010-12-31	$411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$171,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LEVITZACKS CPAS
Accountancy firm EIN	2010-12-31	953159181
2009 : JOHN LENORE & CO. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JOHN LENORE & CO. 401(K) PLAN

2017: JOHN LENORE & CO. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN LENORE & CO. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN LENORE & CO. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN LENORE & CO. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN LENORE & CO. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN LENORE & CO. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN LENORE & CO. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOHN LENORE & CO. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN LENORE & CO. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: JOHN LENORE & CO. 401(K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: JOHN LENORE & CO. 401(K) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

877795

Policy instance

Insurance contract or identification number	877795
Number of Individuals Covered	86
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $24,305
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $24,305
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

877795

Policy instance

Insurance contract or identification number	877795
Number of Individuals Covered	209
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $21,290
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $17,830
Insurance broker organization code?	3
Insurance broker name	NEXT FINANCIAL GROUP INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

877795

Policy instance

Insurance contract or identification number	877795
Number of Individuals Covered	216
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $20,489
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $20,489
Insurance broker organization code?	3
Insurance broker name	NEXT FINANCIAL GROUP INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

877795

Policy instance

Insurance contract or identification number	877795
Number of Individuals Covered	218
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $19,090
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $19,090
Insurance broker organization code?	3
Insurance broker name	NEXT FINANCIAL GROUP INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

877795

Policy instance

Insurance contract or identification number	877795
Number of Individuals Covered	226
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $15,713
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $15,713
Insurance broker organization code?	3
Insurance broker name	NEXT FINANCIAL GROUP INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

877795

Policy instance

Insurance contract or identification number	877795
Number of Individuals Covered	235
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $10,263
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

877795

Policy instance

Insurance contract or identification number	877795
Number of Individuals Covered	236
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $31,033
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	JOHN LENORE & CO.
Employer identification number (EIN):	952425132
NAIC Classification:	424990
NAIC Description:	Other Miscellaneous Nondurable Goods Merchant Wholesalers