Logo

EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC. 401k Plan overview

Plan NameEMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC.
Plan identification number 002

EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

LASSITER-WARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:LASSITER-WARE, INC.
Employer identification number (EIN):591258855
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about LASSITER-WARE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1969-02-11
Company Identification Number: 341393
Legal Registered Office Address: 1201 HAYS STREET

TALLAHASSEE

32301

More information about LASSITER-WARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-05-01TED OSTRANDER, JR.
0022012-05-01TED OSTRANDER, JR.
0022011-05-01TED OSTRANDER, JR.
0022010-05-01TED OSTRANDER, JR.
0022009-05-01TED OSTRANDER, JR.
0022009-05-01TED OSTRANDER, JR.

Plan Statistics for EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC.

401k plan membership statisitcs for EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC.

Measure Date Value
2013: EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC. 2013 401k membership
Total participants, beginning-of-year2013-05-0186
Total number of active participants reported on line 7a of the Form 55002013-05-010
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-010
Total of all active and inactive participants2013-05-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-010
Total participants2013-05-010
Number of participants with account balances2013-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-010
2012: EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC. 2012 401k membership
Total participants, beginning-of-year2012-05-0189
Total number of active participants reported on line 7a of the Form 55002012-05-010
Number of retired or separated participants receiving benefits2012-05-0112
Number of other retired or separated participants entitled to future benefits2012-05-0186
Total of all active and inactive participants2012-05-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-0198
Number of participants with account balances2012-05-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-010
2011: EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC. 2011 401k membership
Total participants, beginning-of-year2011-05-01119
Total number of active participants reported on line 7a of the Form 55002011-05-0187
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-0122
Total of all active and inactive participants2011-05-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-01109
Number of participants with account balances2011-05-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-011
2010: EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC. 2010 401k membership
Total participants, beginning-of-year2010-05-01108
Total number of active participants reported on line 7a of the Form 55002010-05-0189
Number of retired or separated participants receiving benefits2010-05-010
Number of other retired or separated participants entitled to future benefits2010-05-0126
Total of all active and inactive participants2010-05-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-010
Total participants2010-05-01115
Number of participants with account balances2010-05-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-05-010
2009: EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC. 2009 401k membership
Total participants, beginning-of-year2009-05-01110
Total number of active participants reported on line 7a of the Form 55002009-05-0195
Number of retired or separated participants receiving benefits2009-05-011
Number of other retired or separated participants entitled to future benefits2009-05-0119
Total of all active and inactive participants2009-05-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-01115
Number of participants with account balances2009-05-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-013

Financial Data on EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC.

Measure Date Value
2013 : EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC. 2013 401k financial data
Total income from all sources2013-08-31$0
Expenses. Total of all expenses incurred2013-08-31$87,712
Benefits paid (including direct rollovers)2013-08-31$87,712
Total plan assets at end of year2013-08-31$0
Total plan assets at beginning of year2013-08-31$87,712
Value of fidelity bond covering the plan2013-08-31$500,000
Net income (gross income less expenses)2013-08-31$-87,712
Net plan assets at end of year (total assets less liabilities)2013-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$87,712
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Total income from all sources2013-04-30$0
Expenses. Total of all expenses incurred2013-04-30$5,521,593
Benefits paid (including direct rollovers)2013-04-30$5,521,593
Total plan assets at end of year2013-04-30$87,712
Total plan assets at beginning of year2013-04-30$5,609,305
Value of fidelity bond covering the plan2013-04-30$500,000
Net income (gross income less expenses)2013-04-30$-5,521,593
Net plan assets at end of year (total assets less liabilities)2013-04-30$87,712
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$5,609,305
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
2012 : EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC. 2012 401k financial data
Total income from all sources2012-04-30$665,772
Expenses. Total of all expenses incurred2012-04-30$1,044,967
Benefits paid (including direct rollovers)2012-04-30$1,044,967
Total plan assets at end of year2012-04-30$5,609,305
Total plan assets at beginning of year2012-04-30$5,988,500
Value of fidelity bond covering the plan2012-04-30$500,000
Other income received2012-04-30$665,772
Net income (gross income less expenses)2012-04-30$-379,195
Net plan assets at end of year (total assets less liabilities)2012-04-30$5,609,305
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$5,988,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
2011 : EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC. 2011 401k financial data
Total income from all sources2011-04-30$1,526,266
Expenses. Total of all expenses incurred2011-04-30$480,021
Benefits paid (including direct rollovers)2011-04-30$480,021
Total plan assets at end of year2011-04-30$7,486,642
Total plan assets at beginning of year2011-04-30$6,440,397
Value of fidelity bond covering the plan2011-04-30$500,000
Contributions received from other sources (not participants or employers)2011-04-30$15,885
Other income received2011-04-30$1,346,266
Net income (gross income less expenses)2011-04-30$1,046,245
Net plan assets at end of year (total assets less liabilities)2011-04-30$7,486,642
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$6,440,397
Total contributions received or receivable from employer(s)2011-04-30$180,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
2010 : EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0

Form 5500 Responses for EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC.

2013: EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC. 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingYes
2013-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC. 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC. 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2010: EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC. 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Submission has been amendedYes
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planNo
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE STOCK OWNERSHIP PLAN FOR THE EMPLOYEES OF LASSITER-WARE, INC. 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedYes
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1