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L & L REDI - MIX, INC. 401(K) PLAN 401k Plan overview

Plan NameL & L REDI - MIX, INC. 401(K) PLAN
Plan identification number 001

L & L REDI - MIX, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

L&L REDI-MIX, INC. has sponsored the creation of one or more 401k plans.

Company Name:L&L REDI-MIX, INC.
Employer identification number (EIN):221933037
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L & L REDI - MIX, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LINWOOD C. GERBER2022-10-04
0012021-01-01LINWOOD C.GERBER2022-10-03
0012020-01-01LINWOOD C.GERBER2021-10-11
0012019-01-01LINWOOD C.GERBER2020-10-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01LINWOOD C.GERBER2015-07-14
0012013-01-01LINWOOD C.GERBER2014-10-02
0012012-01-01LINWOOD C.GERBER2013-06-07
0012011-01-01MARIANNE MUNDY2012-06-22
0012010-01-01MARIANNE MUNDY2011-07-14

Plan Statistics for L & L REDI - MIX, INC. 401(K) PLAN

401k plan membership statisitcs for L & L REDI - MIX, INC. 401(K) PLAN

Measure Date Value
2022: L & L REDI - MIX, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01131
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: L & L REDI - MIX, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01136
Total number of active participants reported on line 7a of the Form 55002021-01-01131
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01131
Number of participants with account balances2021-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: L & L REDI - MIX, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01133
Total number of active participants reported on line 7a of the Form 55002020-01-01124
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01136
Number of participants with account balances2020-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: L & L REDI - MIX, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01124
Total number of active participants reported on line 7a of the Form 55002019-01-01130
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01133
Number of participants with account balances2019-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: L & L REDI - MIX, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01126
Total number of active participants reported on line 7a of the Form 55002018-01-01121
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01124
Number of participants with account balances2018-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on L & L REDI - MIX, INC. 401(K) PLAN

Measure Date Value
2022 : L & L REDI - MIX, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-04-13$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-13$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-13$0
Total income from all sources (including contributions)2022-04-13$-658,987
Total loss/gain on sale of assets2022-04-13$0
Total of all expenses incurred2022-04-13$9,115,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-13$9,094,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-13$0
Value of total assets at end of year2022-04-13$0
Value of total assets at beginning of year2022-04-13$9,774,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-13$20,610
Total interest from all sources2022-04-13$990
Total dividends received (eg from common stock, registered investment company shares)2022-04-13$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-13Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-04-13$0
Administrative expenses professional fees incurred2022-04-13$20,610
Was this plan covered by a fidelity bond2022-04-13Yes
Value of fidelity bond cover2022-04-13$500,000
If this is an individual account plan, was there a blackout period2022-04-13No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-04-13$0
Were there any nonexempt tranactions with any party-in-interest2022-04-13No
Participant contributions at end of year2022-04-13$0
Participant contributions at beginning of year2022-04-13$128,591
Income. Received or receivable in cash from other sources (including rollovers)2022-04-13$0
Total non interest bearing cash at end of year2022-04-13$0
Total non interest bearing cash at beginning of year2022-04-13$59,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-13No
Value of net income/loss2022-04-13$-9,774,274
Value of net assets at end of year (total assets less liabilities)2022-04-13$0
Value of net assets at beginning of year (total assets less liabilities)2022-04-13$9,774,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-13No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-13No
Were any leases to which the plan was party in default or uncollectible2022-04-13No
Value of interest in pooled separate accounts at end of year2022-04-13$0
Value of interest in pooled separate accounts at beginning of year2022-04-13$9,586,405
Interest on participant loans2022-04-13$990
Net investment gain/loss from pooled separate accounts2022-04-13$-659,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-13No
Was there a failure to transmit to the plan any participant contributions2022-04-13No
Has the plan failed to provide any benefit when due under the plan2022-04-13No
Contributions received in cash from employer2022-04-13$0
Employer contributions (assets) at end of year2022-04-13$0
Employer contributions (assets) at beginning of year2022-04-13$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-13$9,094,677
Did the plan have assets held for investment2022-04-13No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-13No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-13Yes
Opinion of an independent qualified public accountant for this plan2022-04-13Unqualified
Accountancy firm name2022-04-13MORGENSTERN, WAXMAN, ELLERSHAW, LLC
Accountancy firm EIN2022-04-13814670608
2021 : L & L REDI - MIX, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$1,464,328
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$634,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$568,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$438,772
Value of total assets at end of year2021-12-31$9,774,274
Value of total assets at beginning of year2021-12-31$8,944,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,950
Total interest from all sources2021-12-31$5,936
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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$383,272
Participant contributions at end of year2021-12-31$128,591
Participant contributions at beginning of year2021-12-31$103,386
Total non interest bearing cash at end of year2021-12-31$59,278
Total non interest bearing cash at beginning of year2021-12-31$356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$830,089
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,774,274
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,944,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$9,586,405
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,783,183
Interest on participant loans2021-12-31$5,936
Net investment gain/loss from pooled separate accounts2021-12-31$1,019,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$55,500
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$57,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$568,289
Contract administrator fees2021-12-31$65,950
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MORGENSTERN, WAXMAN, ELLERSHAW, LLC
Accountancy firm EIN2021-12-31814670608
2020 : L & L REDI - MIX, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,573,153
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$539,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$479,973
Value of total corrective distributions2020-12-31$2,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$449,317
Value of total assets at end of year2020-12-31$8,944,185
Value of total assets at beginning of year2020-12-31$7,910,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$57,638
Total interest from all sources2020-12-31$6,321
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$389,391
Participant contributions at end of year2020-12-31$103,386
Participant contributions at beginning of year2020-12-31$128,222
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,666
Total non interest bearing cash at end of year2020-12-31$356
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,033,327
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,944,185
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,910,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$8,783,183
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,721,536
Interest on participant loans2020-12-31$6,321
Net investment gain/loss from pooled separate accounts2020-12-31$1,117,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$57,260
Employer contributions (assets) at end of year2020-12-31$57,260
Employer contributions (assets) at beginning of year2020-12-31$61,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$479,973
Contract administrator fees2020-12-31$57,638
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MORGENSTERN, WAXMAN, ELLERSHAW, LLC
Accountancy firm EIN2020-12-31814670608
2019 : L & L REDI - MIX, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$1,705,107
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$143,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$90,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$416,722
Value of total assets at end of year2019-12-31$7,910,858
Value of total assets at beginning of year2019-12-31$6,349,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,248
Total interest from all sources2019-12-31$7,752
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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$358,167
Participant contributions at end of year2019-12-31$128,222
Participant contributions at beginning of year2019-12-31$155,212
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$5,794
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,561,604
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,910,858
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,349,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$7,721,536
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,131,748
Interest on participant loans2019-12-31$7,752
Net investment gain/loss from pooled separate accounts2019-12-31$1,280,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$58,555
Employer contributions (assets) at end of year2019-12-31$61,100
Employer contributions (assets) at beginning of year2019-12-31$56,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$90,255
Contract administrator fees2019-12-31$53,248
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MORGENSTERN, WAXMAN, ELLERSHAW, LLC
Accountancy firm EIN2019-12-31814670608
2018 : L & L REDI - MIX, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$110,478
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$88,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$41,008
Value of total corrective distributions2018-12-31$2,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$429,695
Value of total assets at end of year2018-12-31$6,349,254
Value of total assets at beginning of year2018-12-31$6,327,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,603
Total interest from all sources2018-12-31$7,935
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$320,445
Participant contributions at end of year2018-12-31$155,212
Participant contributions at beginning of year2018-12-31$181,649
Participant contributions at end of year2018-12-31$5,794
Participant contributions at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$22,123
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,349,254
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,327,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$6,131,748
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,145,482
Interest on participant loans2018-12-31$7,935
Net investment gain/loss from pooled separate accounts2018-12-31$-327,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$109,250
Employer contributions (assets) at end of year2018-12-31$56,500
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$41,008
Contract administrator fees2018-12-31$44,603
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MORGENSTERN, WAXMAN, ELLERSHAW, LLC
Accountancy firm EIN2018-12-31814670608

Form 5500 Responses for L & L REDI - MIX, INC. 401(K) PLAN

2022: L & L REDI - MIX, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: L & L REDI - MIX, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: L & L REDI - MIX, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: L & L REDI - MIX, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: L & L REDI - MIX, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95311
Policy instance 1
Insurance contract or identification number95311
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-04-13
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,434
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9350
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95311
Policy instance 1
Insurance contract or identification number95311
Number of Individuals Covered125
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,681
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4336
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95311
Policy instance 1
Insurance contract or identification number95311
Number of Individuals Covered136
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,964
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3924
Additional information about fees paid to insurance brokerTPA COMPENSATION / FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95311
Policy instance 1
Insurance contract or identification number95311
Number of Individuals Covered135
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,679
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5679
Additional information about fees paid to insurance brokerTPA COMPENSATION / FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95311
Policy instance 1
Insurance contract or identification number95311
Number of Individuals Covered128
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,577
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5577
Additional information about fees paid to insurance brokerTPA COMPENSATION / FEES
Insurance broker organization code?5

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