LEAVITT MACHINERY has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2022: LEAVITT MACHINERY 401K PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 137 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 29 |
Total of all active and inactive participants | 2022-01-01 | 166 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 166 |
Number of participants with account balances | 2022-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2016: LEAVITT MACHINERY 401K PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 26 |
Total participants | 2016-01-01 | 34 |
Number of participants with account balances | 2016-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
Measure | Date | Value |
---|
2022 : LEAVITT MACHINERY 401K PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $344,379 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $220,185 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $131,539 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $98,245 |
Value of total corrective distributions | 2022-12-31 | $3,710 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $660,021 |
Value of total assets at end of year | 2022-12-31 | $2,732,243 |
Value of total assets at beginning of year | 2022-12-31 | $2,299,218 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $29,584 |
Total interest from all sources | 2022-12-31 | $229 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $71,736 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $71,736 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $50,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $357,113 |
Participant contributions at end of year | 2022-12-31 | $1,648 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $104,500 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $88,646 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,732,243 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,299,218 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $29,584 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,683,347 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,286,758 |
Interest earned on other investments | 2022-12-31 | $229 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $29,391 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $12,460 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-511,801 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $198,408 |
Employer contributions (assets) at end of year | 2022-12-31 | $17,857 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $98,245 |
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 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | COOPER SAVAS LLC |
Accountancy firm EIN | 2022-12-31 | 275169784 |
2022: LEAVITT MACHINERY 401K PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LEAVITT MACHINERY 401K PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Multi-employer plan |
2016-01-01 | Submission has been amended | No |
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 |