JOHN C. LEO & SON, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST
401k plan membership statisitcs for JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST
| Measure | Date | Value |
|---|
| 2016: JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
| Total of all active and inactive participants | 2016-01-01 | 12 |
| Total participants | 2016-01-01 | 12 |
| Number of participants with account balances | 2016-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 13 |
| Total of all active and inactive participants | 2015-01-01 | 13 |
| Total participants | 2015-01-01 | 13 |
| Number of participants with account balances | 2015-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
| Total of all active and inactive participants | 2014-01-01 | 13 |
| Total participants | 2014-01-01 | 13 |
| Number of participants with account balances | 2014-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9 |
| Total of all active and inactive participants | 2013-01-01 | 9 |
| Total participants | 2013-01-01 | 9 |
| Number of participants with account balances | 2013-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $98,939 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $19,468 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $19,468 |
| Total plan assets at end of year | 2016-12-31 | $343,120 |
| Total plan assets at beginning of year | 2016-12-31 | $263,649 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $52,592 |
| Other income received | 2016-12-31 | $24,325 |
| Net income (gross income less expenses) | 2016-12-31 | $79,471 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $343,120 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $263,649 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $22,022 |
| 2015 : JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $88,922 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $802 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $802 |
| Total plan assets at end of year | 2015-12-31 | $263,649 |
| Total plan assets at beginning of year | 2015-12-31 | $175,529 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $63,836 |
| Other income received | 2015-12-31 | $4,074 |
| Net income (gross income less expenses) | 2015-12-31 | $88,120 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $263,649 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $175,529 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $21,012 |
| 2014 : JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $102,289 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $175,529 |
| Total plan assets at beginning of year | 2014-12-31 | $73,240 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $64,778 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $3,066 |
| Other income received | 2014-12-31 | $11,908 |
| Net income (gross income less expenses) | 2014-12-31 | $102,289 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $175,529 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $73,240 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $22,537 |
| 2013 : JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $73,240 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $73,240 |
| Total plan assets at beginning of year | 2013-12-31 | $0 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $56,360 |
| Other income received | 2013-12-31 | $3,421 |
| Net income (gross income less expenses) | 2013-12-31 | $73,240 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $73,240 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $13,459 |
| 2016: JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
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