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| Plan Name | LAWRENCE R. MCCOY & CO., INC. STOCK BONUS PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | LAWRENCE R. MCCOY & CO., INC. |
| Employer identification number (EIN): | 041599890 |
| NAIC Classification: | 423300 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2010-01-01 | RICHARD DALE | |||
| 002 | 2009-01-01 | RICHARD DALE | 2010-07-09 | ||
| 002 | 2009-01-01 | RICHARD DALE | |||
| 002 | 2009-01-01 | RICHARD DALE | 2010-07-08 |
| Measure | Date | Value |
|---|---|---|
| 2010: LAWRENCE R. MCCOY & CO., INC. STOCK BONUS PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 14 |
| Total of all active and inactive participants | 2010-01-01 | 47 |
| Total participants | 2010-01-01 | 47 |
| Number of participants with account balances | 2010-01-01 | 34 |
| 2009: LAWRENCE R. MCCOY & CO., INC. STOCK BONUS PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 43 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 6 |
| Total of all active and inactive participants | 2009-01-01 | 49 |
| Total participants | 2009-01-01 | 49 |
| Number of participants with account balances | 2009-01-01 | 37 |
| Measure | Date | Value |
|---|---|---|
| 2010 : LAWRENCE R. MCCOY & CO., INC. STOCK BONUS PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $410,972 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $410,972 |
| Total plan assets at end of year | 2010-12-31 | $2,765,729 |
| Total plan assets at beginning of year | 2010-12-31 | $3,320,005 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Net income (gross income less expenses) | 2010-12-31 | $-410,972 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,765,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,320,005 |
| Assets. Value of employer securities | 2010-12-31 | $2,765,729 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $410,934 |
| 2009 : LAWRENCE R. MCCOY & CO., INC. STOCK BONUS 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 | $450,540 |
| 2010: LAWRENCE R. MCCOY & CO., INC. STOCK BONUS 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 – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LAWRENCE R. MCCOY & CO., INC. STOCK BONUS 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 |
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