401k Plan data: LEWIS BRASS & COPPER COMPANY ESOP plan

LEWIS BRASS & COPPER COMPANY ESOP 401k Plan overview

Plan Name	LEWIS BRASS & COPPER COMPANY ESOP
Plan identification number	004

LEWIS BRASS & COPPER COMPANY ESOP Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEWIS BRASS & COPPER COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: LEWIS BRASS & COPPER COMPANY, INC.

Employer identification number (EIN): 202114641

NAIC Classification: 423500

Additional information about LEWIS BRASS & COPPER COMPANY, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2548656

More information about LEWIS BRASS & COPPER COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEWIS BRASS & COPPER COMPANY ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-07-01 MARTIN ERDFARB 2024-04-01
004 2021-07-01 MARTIN ERDFARB 2023-01-30
004 2020-07-01 MARTIN ERDFARB 2021-11-15
004 2019-07-01 MARTIN ERDFARB 2021-01-25
004 2018-07-01
004 2017-07-01 MARTIN ERDFARB MARTIN ERDFARB 2018-12-17
004 2016-07-01 MARTIN ERDFARB MARTIN ERDFARB 2017-12-07
004 2015-07-01 MARTIN ERDFARB MARTIN ERDFARB 2016-10-21
004 2014-07-01 MARTIN ERDFARB MARTIN ERDFARB 2015-10-15
004 2013-07-01 MARTIN ERDFARB MARTIN ERDFARB 2014-12-03
004 2012-07-01 MARTIN ERDFARB
004 2011-07-01 MARTIN ERDFARB
004 2009-07-01 MARTIN ERDFARB
004 2009-07-01 MARTIN ERDFARB 2010-10-12
004 2007-07-01 MARTIN ERDFARB

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2022-07-01	MARTIN ERDFARB	2024-04-01
004	2021-07-01	MARTIN ERDFARB	2023-01-30
004	2020-07-01	MARTIN ERDFARB	2021-11-15
004	2019-07-01	MARTIN ERDFARB	2021-01-25
004	2018-07-01
004	2017-07-01	MARTIN ERDFARB		MARTIN ERDFARB	2018-12-17
004	2016-07-01	MARTIN ERDFARB		MARTIN ERDFARB	2017-12-07
004	2015-07-01	MARTIN ERDFARB		MARTIN ERDFARB	2016-10-21
004	2014-07-01	MARTIN ERDFARB		MARTIN ERDFARB	2015-10-15
004	2013-07-01	MARTIN ERDFARB		MARTIN ERDFARB	2014-12-03
004	2012-07-01	MARTIN ERDFARB
004	2011-07-01	MARTIN ERDFARB
004	2009-07-01	MARTIN ERDFARB
004	2009-07-01			MARTIN ERDFARB	2010-10-12
004	2007-07-01	MARTIN ERDFARB

Plan Statistics for LEWIS BRASS & COPPER COMPANY ESOP

401k plan membership statisitcs for LEWIS BRASS & COPPER COMPANY ESOP

Measure Date Value
2022: LEWIS BRASS & COPPER COMPANY ESOP 2022 401k membership
Total participants, beginning-of-year 2022-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 6
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 1
Total of all active and inactive participants 2022-07-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 7
Number of participants with account balances 2022-07-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: LEWIS BRASS & COPPER COMPANY ESOP 2021 401k membership
Total participants, beginning-of-year 2021-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 6
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 1
Total of all active and inactive participants 2021-07-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 7
Number of participants with account balances 2021-07-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 1
2020: LEWIS BRASS & COPPER COMPANY ESOP 2020 401k membership
Total participants, beginning-of-year 2020-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 7
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 7
Number of participants with account balances 2020-07-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: LEWIS BRASS & COPPER COMPANY ESOP 2019 401k membership
Total participants, beginning-of-year 2019-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 7
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 7
Number of participants with account balances 2019-07-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: LEWIS BRASS & COPPER COMPANY ESOP 2018 401k membership
Total participants, beginning-of-year 2018-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 7
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 1
Total of all active and inactive participants 2018-07-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 8
Number of participants with account balances 2018-07-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: LEWIS BRASS & COPPER COMPANY ESOP 2017 401k membership
Total participants, beginning-of-year 2017-07-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 6
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 1
Total of all active and inactive participants 2017-07-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 7
Number of participants with account balances 2017-07-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: LEWIS BRASS & COPPER COMPANY ESOP 2016 401k membership
Total participants, beginning-of-year 2016-07-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 7
Number of retired or separated participants receiving benefits 2016-07-01 6
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 13
Number of participants with account balances 2016-07-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: LEWIS BRASS & COPPER COMPANY ESOP 2015 401k membership
Total participants, beginning-of-year 2015-07-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 7
Number of retired or separated participants receiving benefits 2015-07-01 6
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 13
Total participants 2015-07-01 13
Number of participants with account balances 2015-07-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: LEWIS BRASS & COPPER COMPANY ESOP 2014 401k membership
Total participants, beginning-of-year 2014-07-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 7
Number of retired or separated participants receiving benefits 2014-07-01 1
Number of other retired or separated participants entitled to future benefits 2014-07-01 5
Total of all active and inactive participants 2014-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 13
Number of participants with account balances 2014-07-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: LEWIS BRASS & COPPER COMPANY ESOP 2013 401k membership
Total participants, beginning-of-year 2013-07-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 7
Number of retired or separated participants receiving benefits 2013-07-01 1
Number of other retired or separated participants entitled to future benefits 2013-07-01 6
Total of all active and inactive participants 2013-07-01 14
Total participants 2013-07-01 14
Number of participants with account balances 2013-07-01 14
2012: LEWIS BRASS & COPPER COMPANY ESOP 2012 401k membership
Total participants, beginning-of-year 2012-07-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 7
Number of retired or separated participants receiving benefits 2012-07-01 1
Number of other retired or separated participants entitled to future benefits 2012-07-01 9
Total of all active and inactive participants 2012-07-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 17
Number of participants with account balances 2012-07-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: LEWIS BRASS & COPPER COMPANY ESOP 2011 401k membership
Total participants, beginning-of-year 2011-07-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 11
Number of retired or separated participants receiving benefits 2011-07-01 1
Number of other retired or separated participants entitled to future benefits 2011-07-01 5
Total of all active and inactive participants 2011-07-01 17
Total participants 2011-07-01 17
Number of participants with account balances 2011-07-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: LEWIS BRASS & COPPER COMPANY ESOP 2009 401k membership
Total participants, beginning-of-year 2009-07-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 12
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 3
Total of all active and inactive participants 2009-07-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 1
Total participants 2009-07-01 16
Number of participants with account balances 2009-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
2007: LEWIS BRASS & COPPER COMPANY ESOP 2007 401k membership
Total participants, beginning-of-year 2007-07-01 16
Total number of active participants reported on line 7a of the Form 5500 2007-07-01 13
Number of other retired or separated participants entitled to future benefits 2007-07-01 3
Total of all active and inactive participants 2007-07-01 16
Total participants 2007-07-01 16
Number of participants with account balances 2007-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-07-01 3

Measure	Date	Value
2022: LEWIS BRASS & COPPER COMPANY ESOP 2022 401k membership
Total participants, beginning-of-year	2022-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	6
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	1
Total of all active and inactive participants	2022-07-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	7
Number of participants with account balances	2022-07-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: LEWIS BRASS & COPPER COMPANY ESOP 2021 401k membership
Total participants, beginning-of-year	2021-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	6
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	1
Total of all active and inactive participants	2021-07-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	7
Number of participants with account balances	2021-07-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	1
2020: LEWIS BRASS & COPPER COMPANY ESOP 2020 401k membership
Total participants, beginning-of-year	2020-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	7
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	7
Number of participants with account balances	2020-07-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: LEWIS BRASS & COPPER COMPANY ESOP 2019 401k membership
Total participants, beginning-of-year	2019-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	7
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	7
Number of participants with account balances	2019-07-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: LEWIS BRASS & COPPER COMPANY ESOP 2018 401k membership
Total participants, beginning-of-year	2018-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	7
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	1
Total of all active and inactive participants	2018-07-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	8
Number of participants with account balances	2018-07-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: LEWIS BRASS & COPPER COMPANY ESOP 2017 401k membership
Total participants, beginning-of-year	2017-07-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	6
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	1
Total of all active and inactive participants	2017-07-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	7
Number of participants with account balances	2017-07-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: LEWIS BRASS & COPPER COMPANY ESOP 2016 401k membership
Total participants, beginning-of-year	2016-07-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	7
Number of retired or separated participants receiving benefits	2016-07-01	6
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	13
Number of participants with account balances	2016-07-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: LEWIS BRASS & COPPER COMPANY ESOP 2015 401k membership
Total participants, beginning-of-year	2015-07-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	7
Number of retired or separated participants receiving benefits	2015-07-01	6
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	13
Total participants	2015-07-01	13
Number of participants with account balances	2015-07-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: LEWIS BRASS & COPPER COMPANY ESOP 2014 401k membership
Total participants, beginning-of-year	2014-07-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	7
Number of retired or separated participants receiving benefits	2014-07-01	1
Number of other retired or separated participants entitled to future benefits	2014-07-01	5
Total of all active and inactive participants	2014-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	13
Number of participants with account balances	2014-07-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: LEWIS BRASS & COPPER COMPANY ESOP 2013 401k membership
Total participants, beginning-of-year	2013-07-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	7
Number of retired or separated participants receiving benefits	2013-07-01	1
Number of other retired or separated participants entitled to future benefits	2013-07-01	6
Total of all active and inactive participants	2013-07-01	14
Total participants	2013-07-01	14
Number of participants with account balances	2013-07-01	14
2012: LEWIS BRASS & COPPER COMPANY ESOP 2012 401k membership
Total participants, beginning-of-year	2012-07-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	7
Number of retired or separated participants receiving benefits	2012-07-01	1
Number of other retired or separated participants entitled to future benefits	2012-07-01	9
Total of all active and inactive participants	2012-07-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	17
Number of participants with account balances	2012-07-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: LEWIS BRASS & COPPER COMPANY ESOP 2011 401k membership
Total participants, beginning-of-year	2011-07-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	11
Number of retired or separated participants receiving benefits	2011-07-01	1
Number of other retired or separated participants entitled to future benefits	2011-07-01	5
Total of all active and inactive participants	2011-07-01	17
Total participants	2011-07-01	17
Number of participants with account balances	2011-07-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: LEWIS BRASS & COPPER COMPANY ESOP 2009 401k membership
Total participants, beginning-of-year	2009-07-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	12
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	3
Total of all active and inactive participants	2009-07-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	1
Total participants	2009-07-01	16
Number of participants with account balances	2009-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
2007: LEWIS BRASS & COPPER COMPANY ESOP 2007 401k membership
Total participants, beginning-of-year	2007-07-01	16
Total number of active participants reported on line 7a of the Form 5500	2007-07-01	13
Number of other retired or separated participants entitled to future benefits	2007-07-01	3
Total of all active and inactive participants	2007-07-01	16
Total participants	2007-07-01	16
Number of participants with account balances	2007-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-07-01	3

Financial Data on LEWIS BRASS & COPPER COMPANY ESOP

Measure	Date	Value
2023 : LEWIS BRASS & COPPER COMPANY ESOP 2023 401k financial data
Total plan liabilities at end of year	2023-06-30	$3,527
Total income from all sources	2023-06-30	$5,695,699
Expenses. Total of all expenses incurred	2023-06-30	$21,921,815
Benefits paid (including direct rollovers)	2023-06-30	$21,903,992
Total plan assets at end of year	2023-06-30	$1,099,414
Total plan assets at beginning of year	2023-06-30	$17,322,003
Value of fidelity bond covering the plan	2023-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2023-06-30	$823
Other income received	2023-06-30	$5,695,699
Net income (gross income less expenses)	2023-06-30	$-16,226,116
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$1,095,887
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$17,322,003
Expenses. Administrative service providers (salaries,fees and commissions)	2023-06-30	$17,000
2022 : LEWIS BRASS & COPPER COMPANY ESOP 2022 401k financial data
Total income from all sources	2022-06-30	$4,782,038
Expenses. Total of all expenses incurred	2022-06-30	$0
Total plan assets at end of year	2022-06-30	$17,322,003
Total plan assets at beginning of year	2022-06-30	$12,539,965
Value of fidelity bond covering the plan	2022-06-30	$1,000,000
Other income received	2022-06-30	$4,782,038
Net income (gross income less expenses)	2022-06-30	$4,782,038
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$17,322,003
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$12,539,965
Assets. Value of employer securities	2022-06-30	$17,322,003
2021 : LEWIS BRASS & COPPER COMPANY ESOP 2021 401k financial data
Total income from all sources	2021-06-30	$5,470,565
Expenses. Total of all expenses incurred	2021-06-30	$441,073
Benefits paid (including direct rollovers)	2021-06-30	$441,073
Total plan assets at end of year	2021-06-30	$12,539,965
Total plan assets at beginning of year	2021-06-30	$7,510,473
Value of fidelity bond covering the plan	2021-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2021-06-30	$0
Other income received	2021-06-30	$5,470,565
Net income (gross income less expenses)	2021-06-30	$5,029,492
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$12,539,965
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$7,510,473
Assets. Value of employer securities	2021-06-30	$12,539,965
Total contributions received or receivable from employer(s)	2021-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$441,073
2020 : LEWIS BRASS & COPPER COMPANY ESOP 2020 401k financial data
Total income from all sources	2020-06-30	$-808,043
Expenses. Total of all expenses incurred	2020-06-30	$184,650
Benefits paid (including direct rollovers)	2020-06-30	$184,650
Total plan assets at end of year	2020-06-30	$7,510,473
Total plan assets at beginning of year	2020-06-30	$8,503,166
Value of fidelity bond covering the plan	2020-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2020-06-30	$0
Other income received	2020-06-30	$-808,043
Net income (gross income less expenses)	2020-06-30	$-992,693
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$7,510,473
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$8,503,166
Assets. Value of employer securities	2020-06-30	$7,510,473
Total contributions received or receivable from employer(s)	2020-06-30	$0
2019 : LEWIS BRASS & COPPER COMPANY ESOP 2019 401k financial data
Total plan liabilities at beginning of year	2019-06-30	$1,371,873
Total income from all sources	2019-06-30	$943,387
Expenses. Total of all expenses incurred	2019-06-30	$1,298,641
Benefits paid (including direct rollovers)	2019-06-30	$1,230,047
Total plan assets at end of year	2019-06-30	$8,503,166
Total plan assets at beginning of year	2019-06-30	$10,230,293
Value of fidelity bond covering the plan	2019-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2019-06-30	$68,594
Other income received	2019-06-30	$639,670
Net income (gross income less expenses)	2019-06-30	$-355,254
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$8,503,166
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$8,858,420
Assets. Value of employer securities	2019-06-30	$8,503,166
Total contributions received or receivable from employer(s)	2019-06-30	$303,717
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
2018 : LEWIS BRASS & COPPER COMPANY ESOP 2018 401k financial data
Total plan liabilities at end of year	2018-06-30	$1,371,873
Total plan liabilities at beginning of year	2018-06-30	$3,098,123
Total income from all sources	2018-06-30	$4,914,360
Expenses. Total of all expenses incurred	2018-06-30	$1,379,534
Benefits paid (including direct rollovers)	2018-06-30	$1,224,628
Total plan assets at end of year	2018-06-30	$10,230,293
Total plan assets at beginning of year	2018-06-30	$8,421,717
Value of fidelity bond covering the plan	2018-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2018-06-30	$154,906
Other income received	2018-06-30	$3,033,204
Net income (gross income less expenses)	2018-06-30	$3,534,826
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$8,858,420
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$5,323,594
Assets. Value of employer securities	2018-06-30	$10,230,293
Total contributions received or receivable from employer(s)	2018-06-30	$1,881,156
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
2017 : LEWIS BRASS & COPPER COMPANY ESOP 2017 401k financial data
Total plan liabilities at end of year	2017-06-30	$3,098,123
Total plan liabilities at beginning of year	2017-06-30	$3,858,123
Total income from all sources	2017-06-30	$2,033,916
Expenses. Total of all expenses incurred	2017-06-30	$980,475
Benefits paid (including direct rollovers)	2017-06-30	$787,569
Total plan assets at end of year	2017-06-30	$8,421,717
Total plan assets at beginning of year	2017-06-30	$8,128,276
Value of fidelity bond covering the plan	2017-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2017-06-30	$192,906
Other income received	2017-06-30	$1,606,410
Net income (gross income less expenses)	2017-06-30	$1,053,441
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$5,323,594
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$4,270,153
Assets. Value of employer securities	2017-06-30	$8,421,717
Total contributions received or receivable from employer(s)	2017-06-30	$427,506
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-06-30	$0
2016 : LEWIS BRASS & COPPER COMPANY ESOP 2016 401k financial data
Total plan liabilities at end of year	2016-06-30	$3,858,123
Total plan liabilities at beginning of year	2016-06-30	$4,618,123
Total income from all sources	2016-06-30	$2,036,677
Expenses. Total of all expenses incurred	2016-06-30	$908,386
Benefits paid (including direct rollovers)	2016-06-30	$677,480
Total plan assets at end of year	2016-06-30	$8,128,276
Total plan assets at beginning of year	2016-06-30	$7,759,985
Value of fidelity bond covering the plan	2016-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2016-06-30	$230,906
Other income received	2016-06-30	$1,580,771
Net income (gross income less expenses)	2016-06-30	$1,128,291
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$4,270,153
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$3,141,862
Assets. Value of employer securities	2016-06-30	$8,128,276
Total contributions received or receivable from employer(s)	2016-06-30	$455,906
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : LEWIS BRASS & COPPER COMPANY ESOP 2015 401k financial data
Total plan liabilities at end of year	2015-06-30	$4,618,123
Total plan liabilities at beginning of year	2015-06-30	$5,843,102
Total income from all sources	2015-06-30	$3,122,297
Expenses. Total of all expenses incurred	2015-06-30	$407,810
Benefits paid (including direct rollovers)	2015-06-30	$115,655
Total plan assets at end of year	2015-06-30	$7,759,985
Total plan assets at beginning of year	2015-06-30	$6,270,477
Value of fidelity bond covering the plan	2015-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2015-06-30	$292,155
Other income received	2015-06-30	$2,605,163
Net income (gross income less expenses)	2015-06-30	$2,714,487
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$3,141,862
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$427,375
Assets. Value of employer securities	2015-06-30	$7,759,985
Total contributions received or receivable from employer(s)	2015-06-30	$517,134
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : LEWIS BRASS & COPPER COMPANY ESOP 2014 401k financial data
Total plan liabilities at end of year	2014-06-30	$5,843,102
Total plan liabilities at beginning of year	2014-06-30	$6,800,892
Total income from all sources	2014-06-30	$2,148,968
Expenses. Total of all expenses incurred	2014-06-30	$512,301
Benefits paid (including direct rollovers)	2014-06-30	$172,256
Total plan assets at end of year	2014-06-30	$6,270,477
Total plan assets at beginning of year	2014-06-30	$5,591,600
Value of fidelity bond covering the plan	2014-06-30	$500,000
Expenses. Other expenses not covered elsewhere	2014-06-30	$340,045
Other income received	2014-06-30	$851,133
Net income (gross income less expenses)	2014-06-30	$1,636,667
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$427,375
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$-1,209,292
Assets. Value of employer securities	2014-06-30	$6,270,477
Total contributions received or receivable from employer(s)	2014-06-30	$1,297,835
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : LEWIS BRASS & COPPER COMPANY ESOP 2013 401k financial data
Total plan liabilities at end of year	2013-06-30	$6,800,892
Total plan liabilities at beginning of year	2013-06-30	$7,480,009
Total income from all sources	2013-06-30	$1,624,453
Expenses. Total of all expenses incurred	2013-06-30	$412,909
Benefits paid (including direct rollovers)	2013-06-30	$38,909
Total plan assets at end of year	2013-06-30	$5,591,600
Total plan assets at beginning of year	2013-06-30	$5,059,173
Value of fidelity bond covering the plan	2013-06-30	$670,000
Expenses. Other expenses not covered elsewhere	2013-06-30	$374,000
Other income received	2013-06-30	$1,044,741
Net income (gross income less expenses)	2013-06-30	$1,211,544
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$-1,209,292
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$-2,420,836
Assets. Value of employer securities	2013-06-30	$5,591,600
Total contributions received or receivable from employer(s)	2013-06-30	$579,712
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : LEWIS BRASS & COPPER COMPANY ESOP 2012 401k financial data
Total plan liabilities at end of year	2012-06-30	$7,480,009
Total plan liabilities at beginning of year	2012-06-30	$8,723,148
Total income from all sources	2012-06-30	$1,366,355
Expenses. Total of all expenses incurred	2012-06-30	$490,947
Benefits paid (including direct rollovers)	2012-06-30	$41,121
Total plan assets at end of year	2012-06-30	$5,059,173
Total plan assets at beginning of year	2012-06-30	$5,426,904
Value of fidelity bond covering the plan	2012-06-30	$500,000
Expenses. Other expenses not covered elsewhere	2012-06-30	$449,826
Other income received	2012-06-30	$673,390
Net income (gross income less expenses)	2012-06-30	$875,408
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$-2,420,836
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$-3,296,244
Assets. Value of employer securities	2012-06-30	$5,059,173
Total contributions received or receivable from employer(s)	2012-06-30	$692,965
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : LEWIS BRASS & COPPER COMPANY ESOP 2011 401k financial data
Total plan liabilities at end of year	2011-06-30	$8,723,148
Total plan liabilities at beginning of year	2011-06-30	$9,950,148
Total income from all sources	2011-06-30	$1,562,336
Expenses. Total of all expenses incurred	2011-06-30	$568,610
Benefits paid (including direct rollovers)	2011-06-30	$41,015
Total plan assets at end of year	2011-06-30	$5,426,904
Total plan assets at beginning of year	2011-06-30	$5,660,178
Value of fidelity bond covering the plan	2011-06-30	$500,000
Expenses. Other expenses not covered elsewhere	2011-06-30	$527,595
Other income received	2011-06-30	$807,741
Net income (gross income less expenses)	2011-06-30	$993,726
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$-3,296,244
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$-4,289,970
Assets. Value of employer securities	2011-06-30	$5,426,904
Total contributions received or receivable from employer(s)	2011-06-30	$754,595
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : LEWIS BRASS & COPPER COMPANY ESOP 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for LEWIS BRASS & COPPER COMPANY ESOP

2022: LEWIS BRASS & COPPER COMPANY ESOP 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: LEWIS BRASS & COPPER COMPANY ESOP 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: LEWIS BRASS & COPPER COMPANY ESOP 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: LEWIS BRASS & COPPER COMPANY ESOP 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: LEWIS BRASS & COPPER COMPANY ESOP 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: LEWIS BRASS & COPPER COMPANY ESOP 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: LEWIS BRASS & COPPER COMPANY ESOP 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: LEWIS BRASS & COPPER COMPANY ESOP 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: LEWIS BRASS & COPPER COMPANY ESOP 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: LEWIS BRASS & COPPER COMPANY ESOP 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: LEWIS BRASS & COPPER COMPANY ESOP 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: LEWIS BRASS & COPPER COMPANY ESOP 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	Yes
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: LEWIS BRASS & COPPER COMPANY ESOP 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
2007: LEWIS BRASS & COPPER COMPANY ESOP 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Submission has been amended	Yes
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No
2007-07-01	Plan funding arrangement – Trust	Yes
2007-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LEWIS BRASS & COPPER COMPANY, INC.
Employer identification number (EIN):	202114641
NAIC Classification:	423500

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2548656