401k Plan data: LORIX 401(K) PLAN plan

LORIX 401(K) PLAN 401k Plan overview

Plan Name	LORIX 401(K) PLAN
Plan identification number	001

LORIX 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

LORIX CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: LORIX CORPORATION

Employer identification number (EIN): 954002215

NAIC Classification: 561300

Additional information about LORIX CORPORATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1289333

More information about LORIX CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LORIX 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01 CINDY JALAJAS
001 2014-01-01 CINDY JALAJAS
001 2013-01-01 CINDY JALAJAS
001 2012-01-01 CINDY JALAJAS
001 2011-01-01 CINDY JALAJAS
001 2010-01-01 CINDY JALAJAS
001 2009-01-01 CINDY JALAJAS

Plan Statistics for LORIX 401(K) PLAN

401k plan membership statisitcs for LORIX 401(K) PLAN

Measure Date Value
2016: LORIX 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
2015: LORIX 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 143
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 39
Total of all active and inactive participants 2015-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 183
Number of participants with account balances 2015-01-01 183
2014: LORIX 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 87
Number of other retired or separated participants entitled to future benefits 2014-01-01 31
Total of all active and inactive participants 2014-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 121
Number of participants with account balances 2014-01-01 113
2013: LORIX 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 89
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 28
Total of all active and inactive participants 2013-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 119
Number of participants with account balances 2013-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LORIX 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 155
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 26
Total of all active and inactive participants 2012-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 181
Number of participants with account balances 2012-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LORIX 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 154
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 23
Total of all active and inactive participants 2011-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 177
Number of participants with account balances 2011-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LORIX 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 120
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 25
Total of all active and inactive participants 2010-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 145
Number of participants with account balances 2010-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: LORIX 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 131
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 32
Total of all active and inactive participants 2009-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 163
Number of participants with account balances 2009-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 19

Measure	Date	Value
2016: LORIX 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
2015: LORIX 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	143
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	39
Total of all active and inactive participants	2015-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	183
Number of participants with account balances	2015-01-01	183
2014: LORIX 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	87
Number of other retired or separated participants entitled to future benefits	2014-01-01	31
Total of all active and inactive participants	2014-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	121
Number of participants with account balances	2014-01-01	113
2013: LORIX 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	89
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	28
Total of all active and inactive participants	2013-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	119
Number of participants with account balances	2013-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LORIX 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	155
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	26
Total of all active and inactive participants	2012-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	181
Number of participants with account balances	2012-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LORIX 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	154
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	23
Total of all active and inactive participants	2011-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	177
Number of participants with account balances	2011-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LORIX 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	120
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	25
Total of all active and inactive participants	2010-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	145
Number of participants with account balances	2010-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: LORIX 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	131
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	32
Total of all active and inactive participants	2009-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	163
Number of participants with account balances	2009-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	19

Financial Data on LORIX 401(K) PLAN

Measure	Date	Value
2016 : LORIX 401(K) PLAN 2016 401k financial data
Total transfer of assets from this plan	2016-01-04	$4,451,436
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-01-04	$6,789
Total income from all sources (including contributions)	2016-01-04	$-40,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-01-04	$0
Value of total assets at end of year	2016-01-04	$0
Value of total assets at beginning of year	2016-01-04	$4,498,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-01-04	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-01-04	$0
Was this plan covered by a fidelity bond	2016-01-04	Yes
Value of fidelity bond cover	2016-01-04	$1,000,000
If this is an individual account plan, was there a blackout period	2016-01-04	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-01-04	No
Participant contributions at end of year	2016-01-04	$0
Participant contributions at beginning of year	2016-01-04	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-01-04	$6,789
Total non interest bearing cash at end of year	2016-01-04	$0
Total non interest bearing cash at beginning of year	2016-01-04	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-01-04	No
Value of net income/loss	2016-01-04	$-40,673
Value of net assets at end of year (total assets less liabilities)	2016-01-04	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-01-04	$4,492,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-01-04	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-01-04	No
Were any leases to which the plan was party in default or uncollectible	2016-01-04	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-01-04	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-01-04	$3,674,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-01-04	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-01-04	$787,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-01-04	$787,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-01-04	$-40,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-01-04	No
Was there a failure to transmit to the plan any participant contributions	2016-01-04	No
Has the plan failed to provide any benefit when due under the plan	2016-01-04	No
Contributions received in cash from employer	2016-01-04	$0
Employer contributions (assets) at end of year	2016-01-04	$0
Employer contributions (assets) at beginning of year	2016-01-04	$37,301
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	2016-01-04	Yes
Did the plan have assets held for investment	2016-01-04	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-01-04	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-01-04	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-01-04	Yes
Opinion of an independent qualified public accountant for this plan	2016-01-04	Disclaimer
Accountancy firm name	2016-01-04	GROSSMAN YANAK & FORD LLP
Accountancy firm EIN	2016-01-04	252638525
2015 : LORIX 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$6,789
Total income from all sources (including contributions)	2015-12-31	$290,445
Total of all expenses incurred	2015-12-31	$354,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$352,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$318,448
Value of total assets at end of year	2015-12-31	$4,498,898
Value of total assets at beginning of year	2015-12-31	$4,555,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,776
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$249,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$249,952
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$281,147
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$5,193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$6,789
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$24,664
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	$-63,786
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,492,109
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,555,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,674,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,691,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$787,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$788,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$788,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-277,955
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	No
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	$37,301
Employer contributions (assets) at end of year	2015-12-31	$37,301
Employer contributions (assets) at beginning of year	2015-12-31	$45,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$352,455
Contract administrator fees	2015-12-31	$1,776
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	GROSSMAN YANAK & FORD LLP
Accountancy firm EIN	2015-12-31	252638525
2014 : LORIX 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$697,136
Total of all expenses incurred	2014-12-31	$370,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$368,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$376,691
Value of total assets at end of year	2014-12-31	$4,555,895
Value of total assets at beginning of year	2014-12-31	$4,228,915
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,606
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$278,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$278,198
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$330,726
Participant contributions at end of year	2014-12-31	$5,193
Participant contributions at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$24,664
Total non interest bearing cash at beginning of year	2014-12-31	$21,886
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	$326,980
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,555,895
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,228,915
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,691,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,539,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$788,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$625,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$625,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$42,247
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	$45,965
Employer contributions (assets) at end of year	2014-12-31	$45,965
Employer contributions (assets) at beginning of year	2014-12-31	$42,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$368,550
Contract administrator fees	2014-12-31	$1,606
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	GROSSMAN YANAK & FORD LLP
Accountancy firm EIN	2014-12-31	252638525
2013 : LORIX 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,034,316
Total of all expenses incurred	2013-12-31	$108,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$107,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$367,901
Value of total assets at end of year	2013-12-31	$4,228,915
Value of total assets at beginning of year	2013-12-31	$3,303,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,423
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$224,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$224,350
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$318,237
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$7,007
Total non interest bearing cash at end of year	2013-12-31	$21,886
Total non interest bearing cash at beginning of year	2013-12-31	$24,964
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	$925,355
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,228,915
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,303,560
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	$3,539,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,657,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$625,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$583,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$583,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$442,065
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	$42,657
Employer contributions (assets) at end of year	2013-12-31	$42,657
Employer contributions (assets) at beginning of year	2013-12-31	$37,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$107,538
Contract administrator fees	2013-12-31	$1,423
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	2013-12-31	No
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	GROSSMAN YANAK & FORD LLP
Accountancy firm EIN	2013-12-31	251638525
2012 : LORIX 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$627,050
Total of all expenses incurred	2012-12-31	$195,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$194,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$329,743
Value of total assets at end of year	2012-12-31	$3,303,560
Value of total assets at beginning of year	2012-12-31	$2,872,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,013
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$91,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$91,548
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$292,188
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$22,722
Total non interest bearing cash at end of year	2012-12-31	$24,964
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$431,380
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,303,560
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,872,180
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	$2,657,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,258,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$583,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$556,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$556,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$205,759
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	$37,555
Employer contributions (assets) at end of year	2012-12-31	$37,555
Employer contributions (assets) at beginning of year	2012-12-31	$34,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$194,657
Contract administrator fees	2012-12-31	$1,013
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	2012-12-31	No
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	GROSSMAN YANAK & FORD LLP
Accountancy firm EIN	2012-12-31	251638525
2011 : LORIX 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$311,456
Total of all expenses incurred	2011-12-31	$228,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$227,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$311,843
Value of total assets at end of year	2011-12-31	$2,872,180
Value of total assets at beginning of year	2011-12-31	$2,789,040
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,170
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$55,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$55,860
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$276,493
Participant contributions at end of year	2011-12-31	$22,722
Participant contributions at beginning of year	2011-12-31	$3,672
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	$83,140
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,872,180
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,789,040
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	$2,258,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,152,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$556,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$605,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$605,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-56,247
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	$35,350
Employer contributions (assets) at end of year	2011-12-31	$34,202
Employer contributions (assets) at beginning of year	2011-12-31	$27,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$227,146
Contract administrator fees	2011-12-31	$1,170
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	2011-12-31	No
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	GROSSMAN YANAK & FORD LLP
Accountancy firm EIN	2011-12-31	251638525
2010 : LORIX 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
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	$428,916
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$317,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$315,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$238,088
Value of total assets at end of year	2010-12-31	$2,789,040
Value of total assets at beginning of year	2010-12-31	$2,677,439
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,437
Total interest from all sources	2010-12-31	$0
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	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$210,425
Participant contributions at end of year	2010-12-31	$3,672
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	$111,601
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,789,040
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,677,439
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	$2,152,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,002,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$605,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$649,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$649,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$190,828
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	$27,663
Employer contributions (assets) at end of year	2010-12-31	$27,663
Employer contributions (assets) at beginning of year	2010-12-31	$26,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$315,878
Contract administrator fees	2010-12-31	$1,437
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	ROBERT E. MOE, CPA
Accountancy firm EIN	2010-12-31	330800760
2009 : LORIX 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 LORIX 401(K) PLAN

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

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Company Name:	LORIX CORPORATION
Employer identification number (EIN):	954002215
NAIC Classification:	561300

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1289333

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01
001	2015-01-01	CINDY JALAJAS
001	2014-01-01	CINDY JALAJAS
001	2013-01-01	CINDY JALAJAS
001	2012-01-01	CINDY JALAJAS
001	2011-01-01	CINDY JALAJAS
001	2010-01-01	CINDY JALAJAS
001	2009-01-01	CINDY JALAJAS