LEWIS & CLARK, INC. has sponsored the creation of one or more 401k plans.
Additional information about LEWIS & CLARK, INC.
Submission information for form 5500 for 401k plan LEWIS & CLARK, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for LEWIS & CLARK, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2023: LEWIS & CLARK, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 5 |
Total of all active and inactive participants | 2023-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 12 |
Number of participants with account balances | 2023-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: LEWIS & CLARK, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 7 |
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 | 5 |
Total of all active and inactive participants | 2022-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 12 |
Number of participants with account balances | 2022-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: LEWIS & CLARK, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
Total of all active and inactive participants | 2021-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 14 |
Number of participants with account balances | 2021-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
Measure | Date | Value |
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2023 : LEWIS & CLARK, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $152,230 |
Expenses. Total of all expenses incurred | 2023-12-31 | $9,271 |
Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
Total plan assets at end of year | 2023-12-31 | $633,523 |
Total plan assets at beginning of year | 2023-12-31 | $490,564 |
Value of fidelity bond covering the plan | 2023-12-31 | $200,000 |
Total contributions received or receivable from participants | 2023-12-31 | $42,966 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $93,028 |
Net income (gross income less expenses) | 2023-12-31 | $142,959 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $633,523 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $490,564 |
Assets. Value of participant loans | 2023-12-31 | $3,733 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $16,236 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $9,271 |
2022 : LEWIS & CLARK, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-60,472 |
Expenses. Total of all expenses incurred | 2022-12-31 | $9,168 |
Benefits paid (including direct rollovers) | 2022-12-31 | $135 |
Total plan assets at end of year | 2022-12-31 | $490,564 |
Total plan assets at beginning of year | 2022-12-31 | $560,204 |
Value of fidelity bond covering the plan | 2022-12-31 | $200,000 |
Total contributions received or receivable from participants | 2022-12-31 | $22,927 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-95,530 |
Net income (gross income less expenses) | 2022-12-31 | $-69,640 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $490,564 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $560,204 |
Assets. Value of participant loans | 2022-12-31 | $9,202 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $12,131 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $9,033 |
2021 : LEWIS & CLARK, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $348,829 |
Expenses. Total of all expenses incurred | 2021-12-31 | $2,121,074 |
Benefits paid (including direct rollovers) | 2021-12-31 | $2,114,335 |
Total plan assets at end of year | 2021-12-31 | $560,204 |
Total plan assets at beginning of year | 2021-12-31 | $2,332,449 |
Value of fidelity bond covering the plan | 2021-12-31 | $200,000 |
Total contributions received or receivable from participants | 2021-12-31 | $39,517 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $285,173 |
Net income (gross income less expenses) | 2021-12-31 | $-1,772,245 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $560,204 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,332,449 |
Assets. Value of participant loans | 2021-12-31 | $14,302 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $24,139 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $6,739 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
2023: LEWIS & CLARK, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: LEWIS & CLARK, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
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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 – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: LEWIS & CLARK, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |