THE LOCKHART COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE LOCKHART COMPANY RETIREMENT PLAN
Measure | Date | Value |
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2022: THE LOCKHART COMPANY RETIREMENT PLAN 2022 401k membership |
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Market value of plan assets | 2022-07-31 | 3,885,729 |
Acturial value of plan assets | 2022-07-31 | 3,885,729 |
Funding target for retired participants and beneficiaries receiving payment | 2022-07-31 | 1,558,768 |
Number of terminated vested participants | 2022-07-31 | 12 |
Fundng target for terminated vested participants | 2022-07-31 | 1,267,548 |
Active participant vested funding target | 2022-07-31 | 469,520 |
Number of active participants | 2022-07-31 | 4 |
Total funding liabilities for active participants | 2022-07-31 | 469,520 |
Total participant count | 2022-07-31 | 23 |
Total funding target for all participants | 2022-07-31 | 3,295,836 |
Balance at beginning of prior year after applicable adjustments | 2022-07-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-07-31 | 0 |
Amount remaining of carryover balance | 2022-07-31 | 0 |
Amount remaining of prefunding balance | 2022-07-31 | 0 |
Present value of excess contributions | 2022-07-31 | 243,615 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-07-31 | 257,623 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-07-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-07-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-07-31 | 0 |
Balance of carryovers at beginning of current year | 2022-07-31 | 0 |
Balance of prefunding at beginning of current year | 2022-07-31 | 0 |
Total employer contributions | 2022-07-31 | 600,000 |
Total employee contributions | 2022-07-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-07-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-07-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-07-31 | 565,089 |
Unpaid minimum required contributions for all prior years | 2022-07-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-07-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-07-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-07-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2022-07-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-07-31 | 0 |
Additional cash requirement | 2022-07-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-07-31 | 565,089 |
Unpaid minimum required contributions for current year | 2022-07-31 | 0 |
Unpaid minimum required contributions for all years | 2022-07-31 | 0 |
2021: THE LOCKHART COMPANY RETIREMENT PLAN 2021 401k membership |
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Market value of plan assets | 2021-07-31 | 3,229,316 |
Acturial value of plan assets | 2021-07-31 | 3,229,316 |
Funding target for retired participants and beneficiaries receiving payment | 2021-07-31 | 1,610,906 |
Number of terminated vested participants | 2021-07-31 | 11 |
Fundng target for terminated vested participants | 2021-07-31 | 942,943 |
Active participant vested funding target | 2021-07-31 | 664,078 |
Number of active participants | 2021-07-31 | 5 |
Total funding liabilities for active participants | 2021-07-31 | 664,078 |
Total participant count | 2021-07-31 | 24 |
Total funding target for all participants | 2021-07-31 | 3,217,927 |
Balance at beginning of prior year after applicable adjustments | 2021-07-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-07-31 | 0 |
Amount remaining of carryover balance | 2021-07-31 | 0 |
Amount remaining of prefunding balance | 2021-07-31 | 0 |
Present value of excess contributions | 2021-07-31 | 4,338 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-07-31 | 4,580 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-07-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-07-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-07-31 | 0 |
Balance of carryovers at beginning of current year | 2021-07-31 | 0 |
Balance of prefunding at beginning of current year | 2021-07-31 | 0 |
Total employer contributions | 2021-07-31 | 257,511 |
Total employee contributions | 2021-07-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-07-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-07-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-07-31 | 243,615 |
Liquidity shortfalls end of Q1 | 2021-07-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-07-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-07-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-07-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-07-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-07-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-07-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-07-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-07-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-07-31 | 0 |
Additional cash requirement | 2021-07-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-07-31 | 243,615 |
Unpaid minimum required contributions for current year | 2021-07-31 | 0 |
Unpaid minimum required contributions for all years | 2021-07-31 | 0 |
2020: THE LOCKHART COMPANY RETIREMENT PLAN 2020 401k membership |
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Market value of plan assets | 2020-07-31 | 2,938,245 |
Acturial value of plan assets | 2020-07-31 | 2,938,245 |
Funding target for retired participants and beneficiaries receiving payment | 2020-07-31 | 1,677,871 |
Number of terminated vested participants | 2020-07-31 | 11 |
Fundng target for terminated vested participants | 2020-07-31 | 911,495 |
Active participant vested funding target | 2020-07-31 | 646,750 |
Number of active participants | 2020-07-31 | 6 |
Total funding liabilities for active participants | 2020-07-31 | 646,750 |
Total participant count | 2020-07-31 | 25 |
Total funding target for all participants | 2020-07-31 | 3,236,116 |
Balance at beginning of prior year after applicable adjustments | 2020-07-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-07-31 | 0 |
Amount remaining of carryover balance | 2020-07-31 | 0 |
Amount remaining of prefunding balance | 2020-07-31 | 0 |
Present value of excess contributions | 2020-07-31 | 190,109 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-07-31 | 201,078 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-07-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-07-31 | 0 |
Balance of carryovers at beginning of current year | 2020-07-31 | 0 |
Balance of prefunding at beginning of current year | 2020-07-31 | 0 |
Total employer contributions | 2020-07-31 | 115,696 |
Total employee contributions | 2020-07-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-07-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-07-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-07-31 | 109,871 |
Unpaid minimum required contributions for all prior years | 2020-07-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-07-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-07-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-07-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-07-31 | 297,871 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-07-31 | 105,533 |
Additional cash requirement | 2020-07-31 | 105,533 |
Contributions allocatedtoward minimum required contributions for current year | 2020-07-31 | 109,871 |
Unpaid minimum required contributions for current year | 2020-07-31 | 0 |
Unpaid minimum required contributions for all years | 2020-07-31 | 0 |
2019: THE LOCKHART COMPANY RETIREMENT PLAN 2019 401k membership |
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Market value of plan assets | 2019-07-31 | 2,668,635 |
Acturial value of plan assets | 2019-07-31 | 2,668,635 |
Funding target for retired participants and beneficiaries receiving payment | 2019-07-31 | 1,691,171 |
Number of terminated vested participants | 2019-07-31 | 11 |
Fundng target for terminated vested participants | 2019-07-31 | 835,815 |
Active participant vested funding target | 2019-07-31 | 592,234 |
Number of active participants | 2019-07-31 | 6 |
Total funding liabilities for active participants | 2019-07-31 | 592,234 |
Total participant count | 2019-07-31 | 25 |
Total funding target for all participants | 2019-07-31 | 3,119,220 |
Balance at beginning of prior year after applicable adjustments | 2019-07-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-07-31 | 0 |
Amount remaining of carryover balance | 2019-07-31 | 0 |
Amount remaining of prefunding balance | 2019-07-31 | 0 |
Present value of excess contributions | 2019-07-31 | 4,774 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-07-31 | 5,059 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-07-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-07-31 | 0 |
Balance of carryovers at beginning of current year | 2019-07-31 | 0 |
Balance of prefunding at beginning of current year | 2019-07-31 | 0 |
Total employer contributions | 2019-07-31 | 277,041 |
Total employee contributions | 2019-07-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-07-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-07-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-07-31 | 264,204 |
Unpaid minimum required contributions for all prior years | 2019-07-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-07-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-07-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-07-31 | 3,200 |
Net shortfall amortization installment of oustanding balance | 2019-07-31 | 450,585 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-07-31 | 74,095 |
Additional cash requirement | 2019-07-31 | 74,095 |
Contributions allocatedtoward minimum required contributions for current year | 2019-07-31 | 264,204 |
Unpaid minimum required contributions for current year | 2019-07-31 | 0 |
Unpaid minimum required contributions for all years | 2019-07-31 | 0 |
2018: THE LOCKHART COMPANY RETIREMENT PLAN 2018 401k membership |
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Market value of plan assets | 2018-07-31 | 2,722,405 |
Acturial value of plan assets | 2018-07-31 | 2,722,405 |
Funding target for retired participants and beneficiaries receiving payment | 2018-07-31 | 1,585,470 |
Number of terminated vested participants | 2018-07-31 | 4 |
Fundng target for terminated vested participants | 2018-07-31 | 254,204 |
Active participant vested funding target | 2018-07-31 | 1,271,905 |
Number of active participants | 2018-07-31 | 19 |
Total funding liabilities for active participants | 2018-07-31 | 1,271,905 |
Total participant count | 2018-07-31 | 31 |
Total funding target for all participants | 2018-07-31 | 3,111,579 |
Balance at beginning of prior year after applicable adjustments | 2018-07-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-07-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-07-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-07-31 | 0 |
Amount remaining of carryover balance | 2018-07-31 | 0 |
Amount remaining of prefunding balance | 2018-07-31 | 0 |
Present value of excess contributions | 2018-07-31 | 20,229 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-07-31 | 21,479 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-07-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-07-31 | 0 |
Balance of carryovers at beginning of current year | 2018-07-31 | 0 |
Balance of prefunding at beginning of current year | 2018-07-31 | 0 |
Total employer contributions | 2018-07-31 | 101,776 |
Total employee contributions | 2018-07-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-07-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-07-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-07-31 | 97,511 |
Unpaid minimum required contributions for all prior years | 2018-07-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-07-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-07-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-07-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-07-31 | 389,174 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-07-31 | 92,737 |
Additional cash requirement | 2018-07-31 | 92,737 |
Contributions allocatedtoward minimum required contributions for current year | 2018-07-31 | 97,511 |
Unpaid minimum required contributions for current year | 2018-07-31 | 0 |
Unpaid minimum required contributions for all years | 2018-07-31 | 0 |
2017: THE LOCKHART COMPANY RETIREMENT PLAN 2017 401k membership |
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Market value of plan assets | 2017-07-31 | 2,604,227 |
Acturial value of plan assets | 2017-07-31 | 2,604,227 |
Funding target for retired participants and beneficiaries receiving payment | 2017-07-31 | 1,587,658 |
Number of terminated vested participants | 2017-07-31 | 4 |
Fundng target for terminated vested participants | 2017-07-31 | 231,287 |
Active participant vested funding target | 2017-07-31 | 1,216,853 |
Number of active participants | 2017-07-31 | 21 |
Total funding liabilities for active participants | 2017-07-31 | 1,216,978 |
Total participant count | 2017-07-31 | 33 |
Total funding target for all participants | 2017-07-31 | 3,035,923 |
Balance at beginning of prior year after applicable adjustments | 2017-07-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-07-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-07-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-07-31 | 0 |
Amount remaining of carryover balance | 2017-07-31 | 0 |
Amount remaining of prefunding balance | 2017-07-31 | 0 |
Present value of excess contributions | 2017-07-31 | 22,948 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-07-31 | 24,412 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-07-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-07-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-07-31 | 0 |
Balance of carryovers at beginning of current year | 2017-07-31 | 0 |
Balance of prefunding at beginning of current year | 2017-07-31 | 0 |
Total employer contributions | 2017-07-31 | 125,071 |
Total employee contributions | 2017-07-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-07-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-07-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-07-31 | 119,031 |
Unpaid minimum required contributions for all prior years | 2017-07-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-07-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-07-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-07-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-07-31 | 431,696 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-07-31 | 98,802 |
Additional cash requirement | 2017-07-31 | 98,802 |
Contributions allocatedtoward minimum required contributions for current year | 2017-07-31 | 119,031 |
Unpaid minimum required contributions for current year | 2017-07-31 | 0 |
Unpaid minimum required contributions for all years | 2017-07-31 | 0 |
2014: THE LOCKHART COMPANY RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-08-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 23 |
Number of retired or separated participants receiving benefits | 2014-08-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 5 |
Total of all active and inactive participants | 2014-08-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 1 |
Total participants | 2014-08-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 1 |
2013: THE LOCKHART COMPANY RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-08-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 29 |
Number of retired or separated participants receiving benefits | 2013-08-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 6 |
Total of all active and inactive participants | 2013-08-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-08-01 | 1 |
Total participants | 2013-08-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-08-01 | 1 |
2012: THE LOCKHART COMPANY RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-08-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 33 |
Number of retired or separated participants receiving benefits | 2012-08-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 4 |
Total of all active and inactive participants | 2012-08-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-08-01 | 1 |
Total participants | 2012-08-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-08-01 | 1 |
2011: THE LOCKHART COMPANY RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-08-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 35 |
Number of retired or separated participants receiving benefits | 2011-08-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 6 |
Total of all active and inactive participants | 2011-08-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 1 |
Total participants | 2011-08-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 3 |
2009: THE LOCKHART COMPANY RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-08-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 34 |
Number of retired or separated participants receiving benefits | 2009-08-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 6 |
Total of all active and inactive participants | 2009-08-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 1 |
Total participants | 2009-08-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 2 |
Measure | Date | Value |
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2015 : THE LOCKHART COMPANY RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-07-31 | $230,864 |
Expenses. Total of all expenses incurred | 2015-07-31 | $337,202 |
Benefits paid (including direct rollovers) | 2015-07-31 | $311,928 |
Total plan assets at end of year | 2015-07-31 | $2,771,936 |
Total plan assets at beginning of year | 2015-07-31 | $2,878,274 |
Value of fidelity bond covering the plan | 2015-07-31 | $300,000 |
Other income received | 2015-07-31 | $114,548 |
Net income (gross income less expenses) | 2015-07-31 | $-106,338 |
Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $2,771,936 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $2,878,274 |
Total contributions received or receivable from employer(s) | 2015-07-31 | $116,316 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-07-31 | $25,274 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-07-31 | $0 |
2014 : THE LOCKHART COMPANY RETIREMENT PLAN 2014 401k financial data |
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Total plan liabilities at beginning of year | 2014-07-31 | $0 |
Total income from all sources | 2014-07-31 | $321,094 |
Expenses. Total of all expenses incurred | 2014-07-31 | $77,591 |
Benefits paid (including direct rollovers) | 2014-07-31 | $53,389 |
Total plan assets at end of year | 2014-07-31 | $2,878,274 |
Total plan assets at beginning of year | 2014-07-31 | $2,634,771 |
Value of fidelity bond covering the plan | 2014-07-31 | $300,000 |
Other income received | 2014-07-31 | $236,079 |
Net income (gross income less expenses) | 2014-07-31 | $243,503 |
Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $2,878,274 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $2,634,771 |
Total contributions received or receivable from employer(s) | 2014-07-31 | $85,015 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-07-31 | $24,202 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-07-31 | $0 |
2013 : THE LOCKHART COMPANY RETIREMENT PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-07-31 | $0 |
Total plan liabilities at beginning of year | 2013-07-31 | $0 |
Total income from all sources | 2013-07-31 | $356,040 |
Expenses. Total of all expenses incurred | 2013-07-31 | $97,658 |
Benefits paid (including direct rollovers) | 2013-07-31 | $63,563 |
Total plan assets at end of year | 2013-07-31 | $2,634,771 |
Total plan assets at beginning of year | 2013-07-31 | $2,376,390 |
Value of fidelity bond covering the plan | 2013-07-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2013-07-31 | $12,336 |
Other income received | 2013-07-31 | $246,909 |
Net income (gross income less expenses) | 2013-07-31 | $258,382 |
Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $2,634,771 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $2,376,390 |
Total contributions received or receivable from employer(s) | 2013-07-31 | $109,131 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-07-31 | $21,759 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-07-31 | $0 |
2012 : THE LOCKHART COMPANY RETIREMENT PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-07-31 | $0 |
Total plan liabilities at beginning of year | 2012-07-31 | $0 |
Total income from all sources | 2012-07-31 | $446,959 |
Expenses. Total of all expenses incurred | 2012-07-31 | $221,061 |
Benefits paid (including direct rollovers) | 2012-07-31 | $150,979 |
Total plan assets at end of year | 2012-07-31 | $2,376,390 |
Total plan assets at beginning of year | 2012-07-31 | $2,150,492 |
Value of fidelity bond covering the plan | 2012-07-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2012-07-31 | $19,222 |
Other income received | 2012-07-31 | $49,670 |
Net income (gross income less expenses) | 2012-07-31 | $225,898 |
Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $2,376,390 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $2,150,492 |
Total contributions received or receivable from employer(s) | 2012-07-31 | $397,289 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-07-31 | $50,860 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-07-31 | $0 |
2011 : THE LOCKHART COMPANY RETIREMENT PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-07-31 | $0 |
Total plan liabilities at beginning of year | 2011-07-31 | $100 |
Total income from all sources | 2011-07-31 | $536,697 |
Expenses. Total of all expenses incurred | 2011-07-31 | $91,335 |
Benefits paid (including direct rollovers) | 2011-07-31 | $20,175 |
Total plan assets at end of year | 2011-07-31 | $2,150,492 |
Total plan assets at beginning of year | 2011-07-31 | $1,705,230 |
Value of fidelity bond covering the plan | 2011-07-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2011-07-31 | $13,833 |
Other income received | 2011-07-31 | $220,959 |
Net income (gross income less expenses) | 2011-07-31 | $445,362 |
Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $2,150,492 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $1,705,130 |
Total contributions received or receivable from employer(s) | 2011-07-31 | $315,738 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $57,327 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-07-31 | $0 |
2010 : THE LOCKHART COMPANY RETIREMENT PLAN 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-07-31 | $0 |