OLDENBURG GROUP INCORPORATED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LAKE SHORE PAST SERVICE PENSION PLAN
Measure | Date | Value |
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2014: LAKE SHORE PAST SERVICE PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-12-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-12-01 | 0 |
Total of all active and inactive participants | 2014-12-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-12-01 | 0 |
Total participants | 2014-12-01 | 0 |
2013: LAKE SHORE PAST SERVICE PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-12-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-12-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2013-12-01 | 0 |
Total of all active and inactive participants | 2013-12-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-12-01 | 5 |
Total participants | 2013-12-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-12-01 | 0 |
2012: LAKE SHORE PAST SERVICE PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-12-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-12-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2012-12-01 | 0 |
Total of all active and inactive participants | 2012-12-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-12-01 | 5 |
Total participants | 2012-12-01 | 17 |
2011: LAKE SHORE PAST SERVICE PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-12-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-12-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2011-12-01 | 0 |
Total of all active and inactive participants | 2011-12-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-12-01 | 0 |
Total participants | 2011-12-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-12-01 | 0 |
2010: LAKE SHORE PAST SERVICE PENSION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-12-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-12-01 | 0 |
Number of retired or separated participants receiving benefits | 2010-12-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2010-12-01 | 0 |
Total of all active and inactive participants | 2010-12-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-12-01 | 5 |
Total participants | 2010-12-01 | 21 |
2009: LAKE SHORE PAST SERVICE PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-12-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 0 |
Number of retired or separated participants receiving benefits | 2009-12-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2009-12-01 | 0 |
Total of all active and inactive participants | 2009-12-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-12-01 | 5 |
Total participants | 2009-12-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-12-01 | 0 |
Measure | Date | Value |
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2015 : LAKE SHORE PAST SERVICE PENSION PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-11-30 | $-207,185 |
Total plan liabilities at end of year | 2015-11-30 | $0 |
Total plan liabilities at beginning of year | 2015-11-30 | $0 |
Total income from all sources | 2015-11-30 | $13,064 |
Expenses. Total of all expenses incurred | 2015-11-30 | $21,909 |
Benefits paid (including direct rollovers) | 2015-11-30 | $17,568 |
Total plan assets at end of year | 2015-11-30 | $0 |
Total plan assets at beginning of year | 2015-11-30 | $216,030 |
Value of fidelity bond covering the plan | 2015-11-30 | $500,000 |
Total contributions received or receivable from participants | 2015-11-30 | $0 |
Contributions received from other sources (not participants or employers) | 2015-11-30 | $0 |
Other income received | 2015-11-30 | $3,312 |
Noncash contributions received | 2015-11-30 | $0 |
Net income (gross income less expenses) | 2015-11-30 | $-8,845 |
Net plan assets at end of year (total assets less liabilities) | 2015-11-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-11-30 | $216,030 |
Total contributions received or receivable from employer(s) | 2015-11-30 | $9,752 |
Value of certain deemed distributions of participant loans | 2015-11-30 | $0 |
Value of corrective distributions | 2015-11-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-11-30 | $4,341 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-11-30 | $0 |
2014 : LAKE SHORE PAST SERVICE PENSION PLAN 2014 401k financial data |
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Total plan liabilities at beginning of year | 2014-11-30 | $0 |
Total income from all sources | 2014-11-30 | $21,914 |
Expenses. Total of all expenses incurred | 2014-11-30 | $26,736 |
Benefits paid (including direct rollovers) | 2014-11-30 | $21,776 |
Total plan assets at end of year | 2014-11-30 | $216,030 |
Total plan assets at beginning of year | 2014-11-30 | $220,852 |
Value of fidelity bond covering the plan | 2014-11-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2014-11-30 | $714 |
Other income received | 2014-11-30 | $12,653 |
Net income (gross income less expenses) | 2014-11-30 | $-4,822 |
Net plan assets at end of year (total assets less liabilities) | 2014-11-30 | $216,030 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-11-30 | $220,852 |
Total contributions received or receivable from employer(s) | 2014-11-30 | $9,261 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-11-30 | $4,246 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-11-30 | $0 |
2013 : LAKE SHORE PAST SERVICE PENSION PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-11-30 | $0 |
Total plan liabilities at beginning of year | 2013-11-30 | $0 |
Total income from all sources | 2013-11-30 | $33,718 |
Expenses. Total of all expenses incurred | 2013-11-30 | $30,876 |
Benefits paid (including direct rollovers) | 2013-11-30 | $26,353 |
Total plan assets at end of year | 2013-11-30 | $220,852 |
Total plan assets at beginning of year | 2013-11-30 | $218,010 |
Value of fidelity bond covering the plan | 2013-11-30 | $10,000,000 |
Total contributions received or receivable from participants | 2013-11-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-11-30 | $3,880 |
Contributions received from other sources (not participants or employers) | 2013-11-30 | $0 |
Other income received | 2013-11-30 | $23,522 |
Noncash contributions received | 2013-11-30 | $0 |
Net income (gross income less expenses) | 2013-11-30 | $2,842 |
Net plan assets at end of year (total assets less liabilities) | 2013-11-30 | $220,852 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-11-30 | $218,010 |
Total contributions received or receivable from employer(s) | 2013-11-30 | $10,196 |
Value of certain deemed distributions of participant loans | 2013-11-30 | $0 |
Value of corrective distributions | 2013-11-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-11-30 | $643 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-11-30 | $0 |
2012 : LAKE SHORE PAST SERVICE PENSION PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-11-30 | $0 |
Total plan liabilities at beginning of year | 2012-11-30 | $0 |
Total income from all sources | 2012-11-30 | $46,937 |
Expenses. Total of all expenses incurred | 2012-11-30 | $37,952 |
Benefits paid (including direct rollovers) | 2012-11-30 | $32,629 |
Total plan assets at end of year | 2012-11-30 | $218,010 |
Total plan assets at beginning of year | 2012-11-30 | $209,025 |
Value of fidelity bond covering the plan | 2012-11-30 | $1,000,000 |
Total contributions received or receivable from participants | 2012-11-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-11-30 | $735 |
Contributions received from other sources (not participants or employers) | 2012-11-30 | $0 |
Other income received | 2012-11-30 | $23,491 |
Noncash contributions received | 2012-11-30 | $0 |
Net income (gross income less expenses) | 2012-11-30 | $8,985 |
Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $218,010 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $209,025 |
Total contributions received or receivable from employer(s) | 2012-11-30 | $23,446 |
Value of certain deemed distributions of participant loans | 2012-11-30 | $0 |
Value of corrective distributions | 2012-11-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-11-30 | $4,588 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-11-30 | $0 |
2011 : LAKE SHORE PAST SERVICE PENSION PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-11-30 | $0 |
Total plan liabilities at beginning of year | 2011-11-30 | $0 |
Total income from all sources | 2011-11-30 | $88,765 |
Expenses. Total of all expenses incurred | 2011-11-30 | $51,388 |
Benefits paid (including direct rollovers) | 2011-11-30 | $33,548 |
Total plan assets at end of year | 2011-11-30 | $209,025 |
Total plan assets at beginning of year | 2011-11-30 | $171,648 |
Value of fidelity bond covering the plan | 2011-11-30 | $10,000,000 |
Total contributions received or receivable from participants | 2011-11-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-11-30 | $0 |
Contributions received from other sources (not participants or employers) | 2011-11-30 | $0 |
Other income received | 2011-11-30 | $2,372 |
Noncash contributions received | 2011-11-30 | $0 |
Net income (gross income less expenses) | 2011-11-30 | $37,377 |
Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $209,025 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $171,648 |
Total contributions received or receivable from employer(s) | 2011-11-30 | $86,393 |
Value of certain deemed distributions of participant loans | 2011-11-30 | $0 |
Value of corrective distributions | 2011-11-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-11-30 | $17,840 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-11-30 | $0 |
2010 : LAKE SHORE PAST SERVICE PENSION 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 | 2010-11-30 | $0 |
2014: LAKE SHORE PAST SERVICE PENSION PLAN 2014 form 5500 responses |
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2014-12-01 | Type of plan entity | Single employer plan |
2014-12-01 | Submission has been amended | No |
2014-12-01 | This submission is the final filing | Yes |
2014-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-12-01 | Plan is a collectively bargained plan | Yes |
2014-12-01 | Plan funding arrangement – Trust | Yes |
2014-12-01 | Plan benefit arrangement - Trust | Yes |
2013: LAKE SHORE PAST SERVICE PENSION PLAN 2013 form 5500 responses |
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2013-12-01 | Type of plan entity | Single employer plan |
2013-12-01 | Submission has been amended | No |
2013-12-01 | This submission is the final filing | No |
2013-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-12-01 | Plan is a collectively bargained plan | Yes |
2013-12-01 | Plan funding arrangement – Trust | Yes |
2013-12-01 | Plan benefit arrangement - Trust | Yes |
2012: LAKE SHORE PAST SERVICE PENSION PLAN 2012 form 5500 responses |
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2012-12-01 | Type of plan entity | Single employer plan |
2012-12-01 | Submission has been amended | No |
2012-12-01 | This submission is the final filing | No |
2012-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-12-01 | Plan is a collectively bargained plan | Yes |
2012-12-01 | Plan funding arrangement – Trust | Yes |
2012-12-01 | Plan benefit arrangement - Trust | Yes |
2011: LAKE SHORE PAST SERVICE PENSION PLAN 2011 form 5500 responses |
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2011-12-01 | Type of plan entity | Single employer plan |
2011-12-01 | Submission has been amended | No |
2011-12-01 | This submission is the final filing | No |
2011-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-12-01 | Plan is a collectively bargained plan | Yes |
2011-12-01 | Plan funding arrangement – Trust | Yes |
2011-12-01 | Plan benefit arrangement - Trust | Yes |
2010: LAKE SHORE PAST SERVICE PENSION PLAN 2010 form 5500 responses |
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2010-12-01 | Type of plan entity | Single employer plan |
2010-12-01 | Submission has been amended | No |
2010-12-01 | This submission is the final filing | No |
2010-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-12-01 | Plan is a collectively bargained plan | Yes |
2010-12-01 | Plan funding arrangement – Trust | Yes |
2010-12-01 | Plan benefit arrangement - Trust | Yes |
2009: LAKE SHORE PAST SERVICE PENSION PLAN 2009 form 5500 responses |
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2009-12-01 | Type of plan entity | Single employer plan |
2009-12-01 | Submission has been amended | No |
2009-12-01 | This submission is the final filing | No |
2009-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-12-01 | Plan is a collectively bargained plan | Yes |
2009-12-01 | Plan funding arrangement – Trust | Yes |
2009-12-01 | Plan benefit arrangement - Trust | Yes |
2008: LAKE SHORE PAST SERVICE PENSION PLAN 2008 form 5500 responses |
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2008-12-01 | Type of plan entity | Single employer plan |
2008-12-01 | Submission has been amended | No |
2008-12-01 | This submission is the final filing | No |
2008-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-12-01 | Plan is a collectively bargained plan | No |