LEWIS DIBIASI ZAITA & HIGGINS has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2021: LEWIS & MCKENNA KEOGH PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 0 |
| Number of participants with account balances | 2021-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: LEWIS & MCKENNA KEOGH PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 9 |
| Number of participants with account balances | 2020-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: LEWIS & MCKENNA KEOGH PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 9 |
| Number of participants with account balances | 2019-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: LEWIS & MCKENNA KEOGH PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 12 |
| Number of participants with account balances | 2018-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : LEWIS & MCKENNA KEOGH PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-07-26 | $0 |
| Total plan liabilities at beginning of year | 2021-07-26 | $0 |
| Total income from all sources | 2021-07-26 | $40,357 |
| Expenses. Total of all expenses incurred | 2021-07-26 | $566,937 |
| Benefits paid (including direct rollovers) | 2021-07-26 | $566,937 |
| Total plan assets at end of year | 2021-07-26 | $0 |
| Total plan assets at beginning of year | 2021-07-26 | $526,580 |
| Value of fidelity bond covering the plan | 2021-07-26 | $300,000 |
| Total contributions received or receivable from participants | 2021-07-26 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-07-26 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-07-26 | $0 |
| Other income received | 2021-07-26 | $40,357 |
| Noncash contributions received | 2021-07-26 | $0 |
| Net income (gross income less expenses) | 2021-07-26 | $-526,580 |
| Net plan assets at end of year (total assets less liabilities) | 2021-07-26 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-07-26 | $526,580 |
| Assets. Value of participant loans | 2021-07-26 | $0 |
| Total contributions received or receivable from employer(s) | 2021-07-26 | $0 |
| Value of certain deemed distributions of participant loans | 2021-07-26 | $0 |
| Value of corrective distributions | 2021-07-26 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-07-26 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-07-26 | $0 |
| 2020 : LEWIS & MCKENNA KEOGH PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $-193,691 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,510,794 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,504,544 |
| Total plan assets at end of year | 2020-12-31 | $526,580 |
| Total plan assets at beginning of year | 2020-12-31 | $3,231,065 |
| Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $-193,691 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $-2,704,485 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $526,580 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,231,065 |
| Assets. Value of participant loans | 2020-12-31 | $12,653 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $6,250 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : LEWIS & MCKENNA KEOGH PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $698,091 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,403,641 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,390,339 |
| Total plan assets at end of year | 2019-12-31 | $3,231,065 |
| Total plan assets at beginning of year | 2019-12-31 | $3,936,615 |
| Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $578,996 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-705,550 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,231,065 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,936,615 |
| Assets. Value of participant loans | 2019-12-31 | $15,160 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $119,095 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $13,302 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : LEWIS & MCKENNA KEOGH PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $73,920 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $157,540 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $138,009 |
| Total plan assets at end of year | 2018-12-31 | $3,936,615 |
| Total plan assets at beginning of year | 2018-12-31 | $4,020,235 |
| Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-205,127 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-83,620 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,936,615 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,020,235 |
| Assets. Value of participant loans | 2018-12-31 | $17,464 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $279,047 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $19,531 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2021: LEWIS & MCKENNA KEOGH PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | Yes |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LEWIS & MCKENNA KEOGH PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: LEWIS & MCKENNA KEOGH PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LEWIS & MCKENNA KEOGH PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
