401k Plan data: ROBERT LEHEW & ASSOC., INC. 401(K) PLAN plan

ROBERT LEHEW & ASSOC., INC. 401(K) PLAN 401k Plan overview

Plan Name	ROBERT LEHEW & ASSOC., INC. 401(K) PLAN
Plan identification number	001

ROBERT LEHEW & ASSOC., INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

ROBERT LEHEW & ASSOC., INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT LEHEW & ASSOC., INC.

Employer identification number (EIN): 341513493

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT LEHEW & ASSOC., INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JOSHUA LEHEW 2023-10-04 JOSHUA LEHEW 2023-10-04
001 2021-01-01 ROBERT LEHEW 2022-10-10
001 2020-01-01 ROBERT LEHEW 2021-10-06
001 2019-01-01 ROBERT LEHEW 2020-10-08
001 2018-01-01 ROBERT LEHEW 2019-10-02
001 2017-01-01 ROBERT LEHEW 2018-09-26
001 2016-01-01 ROBERT LEHEW 2017-07-31 ROBERT LEHEW 2017-07-31
001 2015-01-01 ROBERT LEHEW 2016-07-21 ROBERT LEHEW 2016-07-21
001 2014-01-01 ROBERT LEHEW 2015-07-21 ROBERT J LEHEW 2015-07-21
001 2013-01-01 ROBERT LEHEW 2014-10-13 ROBERT LEHEW 2014-10-13
001 2012-01-01 ROBERT LEHEW
001 2011-01-01 ROBERT LEHEW ROBERT LEHEW 2012-10-11
001 2009-01-01 ROBERT LEHEW ROBERT LEHEW 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JOSHUA LEHEW	2023-10-04	JOSHUA LEHEW	2023-10-04
001	2021-01-01	ROBERT LEHEW	2022-10-10
001	2020-01-01	ROBERT LEHEW	2021-10-06
001	2019-01-01	ROBERT LEHEW	2020-10-08
001	2018-01-01	ROBERT LEHEW	2019-10-02
001	2017-01-01	ROBERT LEHEW	2018-09-26
001	2016-01-01	ROBERT LEHEW	2017-07-31	ROBERT LEHEW	2017-07-31
001	2015-01-01	ROBERT LEHEW	2016-07-21	ROBERT LEHEW	2016-07-21
001	2014-01-01	ROBERT LEHEW	2015-07-21	ROBERT J LEHEW	2015-07-21
001	2013-01-01	ROBERT LEHEW	2014-10-13	ROBERT LEHEW	2014-10-13
001	2012-01-01	ROBERT LEHEW
001	2011-01-01	ROBERT LEHEW		ROBERT LEHEW	2012-10-11
001	2009-01-01	ROBERT LEHEW		ROBERT LEHEW	2010-10-14

Plan Statistics for ROBERT LEHEW & ASSOC., INC. 401(K) PLAN

401k plan membership statisitcs for ROBERT LEHEW & ASSOC., INC. 401(K) PLAN

Measure Date Value
2012: ROBERT LEHEW & ASSOC., INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROBERT LEHEW & ASSOC., INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ROBERT LEHEW & ASSOC., INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: ROBERT LEHEW & ASSOC., INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBERT LEHEW & ASSOC., INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ROBERT LEHEW & ASSOC., INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROBERT LEHEW & ASSOC., INC. 401(K) PLAN

Measure	Date	Value
2012 : ROBERT LEHEW & ASSOC., INC. 401(K) PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$94,741
Expenses. Total of all expenses incurred	2012-12-31	$20,000
Benefits paid (including direct rollovers)	2012-12-31	$20,000
Total plan assets at end of year	2012-12-31	$718,095
Total plan assets at beginning of year	2012-12-31	$643,354
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$15,386
Other income received	2012-12-31	$72,222
Net income (gross income less expenses)	2012-12-31	$74,741
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$718,095
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$643,354
Assets. Value of participant loans	2012-12-31	$55,668
Total contributions received or receivable from employer(s)	2012-12-31	$7,133
2011 : ROBERT LEHEW & ASSOC., INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$10,414
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$643,354
Total plan assets at beginning of year	2011-12-31	$632,940
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$18,420
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-17,244
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$10,414
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$643,354
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$632,940
Assets. Value of participant loans	2011-12-31	$61,562
Total contributions received or receivable from employer(s)	2011-12-31	$9,238
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : ROBERT LEHEW & ASSOC., INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$94,854
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$632,940
Total plan assets at beginning of year	2010-12-31	$538,086
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$13,799
Other income received	2010-12-31	$70,360
Net income (gross income less expenses)	2010-12-31	$94,854
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$632,940
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$538,086
Assets. Value of participant loans	2010-12-31	$66,894
Total contributions received or receivable from employer(s)	2010-12-31	$10,695

Form 5500 Responses for ROBERT LEHEW & ASSOC., INC. 401(K) PLAN

2012: ROBERT LEHEW & ASSOC., INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT LEHEW & ASSOC., INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT LEHEW & ASSOC., INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT LEHEW & ASSOC., INC.
Employer identification number (EIN):	341513493
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants