LUXURY BRAND HOLDING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LUXURY BRAND HOLDING, INC. 401 K PLAN
401k plan membership statisitcs for LUXURY BRAND HOLDING, INC. 401 K PLAN
Measure | Date | Value |
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2023 : LUXURY BRAND HOLDING, INC. 401 K PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $4,865,554 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $811,440 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $803,930 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,558,138 |
Value of total assets at end of year | 2023-12-31 | $19,723,617 |
Value of total assets at beginning of year | 2023-12-31 | $15,669,503 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $7,510 |
Total interest from all sources | 2023-12-31 | $19,877 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $1,042,541 |
Participant contributions at end of year | 2023-12-31 | $99,508 |
Participant contributions at beginning of year | 2023-12-31 | $97,895 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $81,461 |
Other income not declared elsewhere | 2023-12-31 | $2,140 |
Administrative expenses (other) incurred | 2023-12-31 | $450 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $4,054,114 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $19,723,617 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $15,669,503 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $35 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $18,395,207 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $14,422,758 |
Interest on participant loans | 2023-12-31 | $3,321 |
Interest earned on other investments | 2023-12-31 | $16,556 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $1,228,902 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $1,148,850 |
Net investment gain/loss from pooled separate accounts | 2023-12-31 | $3,285,399 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $434,136 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $803,930 |
Contract administrator fees | 2023-12-31 | $7,025 |
Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | SANSIVERI, KIMBALL & CO |
Accountancy firm EIN | 2023-12-31 | 050255779 |
2022 : LUXURY BRAND HOLDING, INC. 401 K PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
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 | $-2,302,992 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,519,695 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,495,227 |
Value of total corrective distributions | 2022-12-31 | $19,333 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,505,736 |
Value of total assets at end of year | 2022-12-31 | $15,669,503 |
Value of total assets at beginning of year | 2022-12-31 | $19,492,190 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $5,135 |
Total interest from all sources | 2022-12-31 | $17,550 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
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 | $937,768 |
Participant contributions at end of year | 2022-12-31 | $97,895 |
Participant contributions at beginning of year | 2022-12-31 | $139,070 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $158,577 |
Other income not declared elsewhere | 2022-12-31 | $362 |
Administrative expenses (other) incurred | 2022-12-31 | $5,135 |
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 | $-3,822,687 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $15,669,503 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $19,492,190 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $14,422,758 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $17,862,562 |
Interest on participant loans | 2022-12-31 | $4,057 |
Interest earned on other investments | 2022-12-31 | $13,493 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,148,850 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,490,558 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-3,826,640 |
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 | No |
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 | $409,391 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,495,227 |
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 | SANSIVERI, KIMBALL & CO |
Accountancy firm EIN | 2022-12-31 | 050255779 |
2021 : LUXURY BRAND HOLDING, INC. 401 K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $4,141,515 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,569,244 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,557,686 |
Value of total corrective distributions | 2021-12-31 | $8,233 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,472,024 |
Value of total assets at end of year | 2021-12-31 | $19,492,190 |
Value of total assets at beginning of year | 2021-12-31 | $17,919,919 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,325 |
Total interest from all sources | 2021-12-31 | $38,960 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,020,834 |
Participant contributions at end of year | 2021-12-31 | $139,070 |
Participant contributions at beginning of year | 2021-12-31 | $141,453 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $54,446 |
Other income not declared elsewhere | 2021-12-31 | $322 |
Administrative expenses (other) incurred | 2021-12-31 | $3,325 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,572,271 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $19,492,190 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,919,919 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $17,862,562 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $15,209,571 |
Interest on participant loans | 2021-12-31 | $4,824 |
Interest earned on other investments | 2021-12-31 | $34,136 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,490,558 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $2,568,895 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $2,630,209 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $396,744 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,557,686 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SANSIVERI, KIMBALL & CO |
Accountancy firm EIN | 2021-12-31 | 050255779 |
2020 : LUXURY BRAND HOLDING, INC. 401 K PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $3,679,415 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $733,462 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $717,355 |
Value of total corrective distributions | 2020-12-31 | $14,157 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $996,714 |
Value of total assets at end of year | 2020-12-31 | $17,919,919 |
Value of total assets at beginning of year | 2020-12-31 | $14,973,966 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,950 |
Total interest from all sources | 2020-12-31 | $42,974 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $818,622 |
Participant contributions at end of year | 2020-12-31 | $141,453 |
Participant contributions at beginning of year | 2020-12-31 | $162,953 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $43,496 |
Other income not declared elsewhere | 2020-12-31 | $482 |
Administrative expenses (other) incurred | 2020-12-31 | $1,950 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,945,953 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $17,919,919 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,973,966 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $15,209,571 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $13,681,431 |
Interest on participant loans | 2020-12-31 | $6,644 |
Interest earned on other investments | 2020-12-31 | $36,330 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $2,568,895 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,129,582 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $2,639,245 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $134,596 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $717,355 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | SANSIVERI, KIMBALL & CO |
Accountancy firm EIN | 2020-12-31 | 050255779 |
2019 : LUXURY BRAND HOLDING, INC. 401 K PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,051,291 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,734,401 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,730,899 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $178 |
Value of total corrective distributions | 2019-12-31 | $124 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,050,098 |
Value of total assets at end of year | 2019-12-31 | $14,973,966 |
Value of total assets at beginning of year | 2019-12-31 | $13,657,076 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,200 |
Total interest from all sources | 2019-12-31 | $50,706 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $841,917 |
Participant contributions at end of year | 2019-12-31 | $162,953 |
Participant contributions at beginning of year | 2019-12-31 | $191,962 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $64,830 |
Other income not declared elsewhere | 2019-12-31 | $484 |
Administrative expenses (other) incurred | 2019-12-31 | $3,200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,316,890 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,973,966 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,657,076 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,681,431 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $11,907,544 |
Interest on participant loans | 2019-12-31 | $7,266 |
Interest earned on other investments | 2019-12-31 | $43,440 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,129,582 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,557,570 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $2,950,003 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $143,351 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,730,899 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SANSIVERI, KIMBALL & CO |
Accountancy firm EIN | 2019-12-31 | 050255779 |
2018 : LUXURY BRAND HOLDING, INC. 401 K PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $787,637 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $679,349 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $652,383 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $15,505 |
Value of total corrective distributions | 2018-12-31 | $7,711 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,383,854 |
Value of total assets at end of year | 2018-12-31 | $13,657,076 |
Value of total assets at beginning of year | 2018-12-31 | $13,548,788 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,750 |
Total interest from all sources | 2018-12-31 | $52,046 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $851,603 |
Participant contributions at end of year | 2018-12-31 | $191,962 |
Participant contributions at beginning of year | 2018-12-31 | $260,162 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $394,209 |
Other income not declared elsewhere | 2018-12-31 | $583 |
Administrative expenses (other) incurred | 2018-12-31 | $3,750 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $108,288 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $13,657,076 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $13,548,788 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $11,907,544 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $11,840,048 |
Interest on participant loans | 2018-12-31 | $8,165 |
Interest earned on other investments | 2018-12-31 | $43,881 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,557,570 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,448,578 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-648,846 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $138,042 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $652,383 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SANSIVERI, KIMBALL & CO |
Accountancy firm EIN | 2018-12-31 | 050255779 |
2017 : LUXURY BRAND HOLDING, INC. 401 K PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
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 | $2,853,438 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,410,824 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,359,776 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $29,815 |
Value of total corrective distributions | 2017-12-31 | $17,383 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $919,366 |
Value of total assets at end of year | 2017-12-31 | $13,548,788 |
Value of total assets at beginning of year | 2017-12-31 | $12,106,174 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,850 |
Total interest from all sources | 2017-12-31 | $51,701 |
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 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $742,679 |
Participant contributions at end of year | 2017-12-31 | $260,162 |
Participant contributions at beginning of year | 2017-12-31 | $349,316 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $45,173 |
Other income not declared elsewhere | 2017-12-31 | $1,316 |
Administrative expenses (other) incurred | 2017-12-31 | $3,850 |
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 | $1,442,614 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $13,548,788 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,106,174 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $11,840,048 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $10,298,256 |
Interest on participant loans | 2017-12-31 | $9,279 |
Interest earned on other investments | 2017-12-31 | $42,422 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,448,578 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,458,602 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,881,055 |
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 | $131,514 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,359,776 |
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 | SANSIVERI, KIMBALL & CO |
Accountancy firm EIN | 2017-12-31 | 050255779 |
2016 : LUXURY BRAND HOLDING, INC. 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 | $1,679,820 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $535,611 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $524,411 |
Value of total corrective distributions | 2016-12-31 | $8,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $839,276 |
Value of total assets at end of year | 2016-12-31 | $12,106,174 |
Value of total assets at beginning of year | 2016-12-31 | $10,961,965 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,200 |
Total interest from all sources | 2016-12-31 | $52,827 |
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 | $3,000,000 |
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 | $683,973 |
Participant contributions at end of year | 2016-12-31 | $349,316 |
Participant contributions at beginning of year | 2016-12-31 | $355,589 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $25,799 |
Other income not declared elsewhere | 2016-12-31 | $333 |
Administrative expenses (other) incurred | 2016-12-31 | $3,200 |
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 | $1,144,209 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $12,106,174 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,961,965 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $10,298,256 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,250,735 |
Interest on participant loans | 2016-12-31 | $11,147 |
Interest earned on other investments | 2016-12-31 | $41,680 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,458,602 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,355,641 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $787,384 |
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 | $129,504 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $524,411 |
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 | SANSIVERI, KIMBALL & CO |
Accountancy firm EIN | 2016-12-31 | 050255779 |
2015 : LUXURY BRAND HOLDING, INC. 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 | $986,510 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $621,286 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $600,296 |
Value of total corrective distributions | 2015-12-31 | $17,190 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $803,556 |
Value of total assets at end of year | 2015-12-31 | $10,961,965 |
Value of total assets at beginning of year | 2015-12-31 | $10,596,741 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,800 |
Total interest from all sources | 2015-12-31 | $48,344 |
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 | $3,000,000 |
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 | $670,769 |
Participant contributions at end of year | 2015-12-31 | $355,589 |
Participant contributions at beginning of year | 2015-12-31 | $235,608 |
Other income not declared elsewhere | 2015-12-31 | $486 |
Administrative expenses (other) incurred | 2015-12-31 | $3,800 |
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 | $365,224 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,961,965 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,596,741 |
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 | $9,250,735 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $9,056,158 |
Interest on participant loans | 2015-12-31 | $9,241 |
Interest earned on other investments | 2015-12-31 | $39,103 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,355,641 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,304,975 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $134,124 |
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 | $132,787 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $600,296 |
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 | SANSIVERI, KIMBALL & CO |
Accountancy firm EIN | 2015-12-31 | 050255779 |
2014 : LUXURY BRAND HOLDING, INC. 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 | $1,546,597 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,841,265 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,807,926 |
Value of total corrective distributions | 2014-12-31 | $29,989 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $802,831 |
Value of total assets at end of year | 2014-12-31 | $10,596,741 |
Value of total assets at beginning of year | 2014-12-31 | $11,891,409 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,350 |
Total interest from all sources | 2014-12-31 | $45,761 |
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 | $3,000,000 |
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 | $658,008 |
Participant contributions at end of year | 2014-12-31 | $235,608 |
Participant contributions at beginning of year | 2014-12-31 | $231,910 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $7,401 |
Other income not declared elsewhere | 2014-12-31 | $153 |
Administrative expenses (other) incurred | 2014-12-31 | $3,350 |
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 | $-1,294,668 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $10,596,741 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,891,409 |
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 | $9,056,158 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $10,499,525 |
Interest on participant loans | 2014-12-31 | $7,628 |
Interest earned on other investments | 2014-12-31 | $38,133 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,304,975 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,159,974 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $697,852 |
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 | $137,422 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,807,926 |
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 | SANSIVERI, KIMBALL & CO |
Accountancy firm EIN | 2014-12-31 | 050255779 |
2013 : LUXURY BRAND HOLDING, INC. 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 | $3,044,749 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $707,976 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $702,801 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $808,647 |
Value of total assets at end of year | 2013-12-31 | $11,891,409 |
Value of total assets at beginning of year | 2013-12-31 | $9,554,636 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,175 |
Total interest from all sources | 2013-12-31 | $41,139 |
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 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
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 | $622,035 |
Participant contributions at end of year | 2013-12-31 | $231,910 |
Participant contributions at beginning of year | 2013-12-31 | $226,267 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $79,137 |
Other income not declared elsewhere | 2013-12-31 | $1,643 |
Administrative expenses (other) incurred | 2013-12-31 | $5,175 |
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 | $2,336,773 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,891,409 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,554,636 |
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 | $10,499,525 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $8,089,738 |
Interest on participant loans | 2013-12-31 | $6,824 |
Interest earned on other investments | 2013-12-31 | $34,315 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,159,974 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,238,631 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $2,193,320 |
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 | $107,475 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $702,801 |
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 | SANSIVERI, KIMBALL & CO |
Accountancy firm EIN | 2013-12-31 | 050255779 |
2012 : LUXURY BRAND HOLDING, INC. 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 | $2,067,295 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,972,316 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,962,928 |
Value of total corrective distributions | 2012-12-31 | $6,913 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $681,210 |
Value of total assets at end of year | 2012-12-31 | $9,554,636 |
Value of total assets at beginning of year | 2012-12-31 | $10,459,657 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,475 |
Total interest from all sources | 2012-12-31 | $41,144 |
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 | $3,000,000 |
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 | $574,722 |
Participant contributions at end of year | 2012-12-31 | $226,267 |
Participant contributions at beginning of year | 2012-12-31 | $255,271 |
Other income not declared elsewhere | 2012-12-31 | $905 |
Administrative expenses (other) incurred | 2012-12-31 | $2,475 |
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 | $-905,021 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,554,636 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,459,657 |
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 | $8,089,738 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $9,067,019 |
Interest on participant loans | 2012-12-31 | $8,163 |
Interest earned on other investments | 2012-12-31 | $32,981 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,238,631 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,137,367 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $1,344,036 |
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 | $106,488 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,962,928 |
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 | SANSIVERI, KIMBALL & CO |
Accountancy firm EIN | 2012-12-31 | 050255779 |
2011 : LUXURY BRAND HOLDING, INC. 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 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $608,144 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $525,304 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $510,960 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $12 |
Value of total corrective distributions | 2011-12-31 | $11,757 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $777,295 |
Value of total assets at end of year | 2011-12-31 | $10,459,657 |
Value of total assets at beginning of year | 2011-12-31 | $10,376,817 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,575 |
Total interest from all sources | 2011-12-31 | $40,363 |
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 | $3,000,000 |
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 | $576,974 |
Participant contributions at end of year | 2011-12-31 | $255,271 |
Participant contributions at beginning of year | 2011-12-31 | $224,356 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $80,740 |
Other income not declared elsewhere | 2011-12-31 | $84 |
Administrative expenses (other) incurred | 2011-12-31 | $2,575 |
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 | $82,840 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,459,657 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,376,817 |
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 | $9,067,019 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $9,180,966 |
Interest on participant loans | 2011-12-31 | $8,896 |
Interest earned on other investments | 2011-12-31 | $31,467 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,137,367 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $971,495 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-209,598 |
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 | $119,581 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $510,960 |
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 | SANSIVERI, KIMBALL & CO |
Accountancy firm EIN | 2011-12-31 | 050255779 |
2010 : LUXURY BRAND HOLDING, INC. 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 | $1,703,511 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $800,703 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $778,742 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $44 |
Value of total corrective distributions | 2010-12-31 | $19,117 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $687,540 |
Value of total assets at end of year | 2010-12-31 | $10,376,817 |
Value of total assets at beginning of year | 2010-12-31 | $9,474,009 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,800 |
Total interest from all sources | 2010-12-31 | $37,998 |
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 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $528,306 |
Participant contributions at end of year | 2010-12-31 | $224,356 |
Participant contributions at beginning of year | 2010-12-31 | $161,907 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $50,306 |
Other income not declared elsewhere | 2010-12-31 | $43 |
Administrative expenses (other) incurred | 2010-12-31 | $2,800 |
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 | $902,808 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,376,817 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,474,009 |
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 | $9,180,966 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $8,256,248 |
Interest on participant loans | 2010-12-31 | $8,559 |
Interest earned on other investments | 2010-12-31 | $29,439 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $971,495 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,055,854 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $977,930 |
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 | $108,928 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $778,742 |
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 | SANSIVERI, KIMBALL & CO |
Accountancy firm EIN | 2010-12-31 | 050255779 |