401k Plan data: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN plan

LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan Name	LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN
Plan identification number	001

LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

LEE PALLARDY, INC. has sponsored the creation of one or more 401k plans.

Company Name: LEE PALLARDY, INC.

Employer identification number (EIN): 592552672

NAIC Classification: 531320
NAIC Description: Offices of Real Estate Appraisers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-04-01 JAMIE MYERS 2021-04-08
001 2017-04-01
001 2016-04-01
001 2015-04-01 STEPHEN EVERS
001 2015-04-01 STEPHEN EVERS
001 2015-04-01 STEPHEN EVERS
001 2014-04-01 JAMIE M. MYERS JAMIE M. MYERS 2016-01-14
001 2013-04-01 JAMIE M. MYERS
001 2012-04-01 JAMIE M. MYERS
001 2011-04-01 JAMIE M. MYERS
001 2009-04-01 JAMIE M. MYERS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-04-01	JAMIE MYERS	2021-04-08
001	2017-04-01
001	2016-04-01
001	2015-04-01	STEPHEN EVERS
001	2015-04-01	STEPHEN EVERS
001	2015-04-01	STEPHEN EVERS
001	2014-04-01	JAMIE M. MYERS		JAMIE M. MYERS	2016-01-14
001	2013-04-01	JAMIE M. MYERS
001	2012-04-01	JAMIE M. MYERS
001	2011-04-01	JAMIE M. MYERS
001	2009-04-01	JAMIE M. MYERS

Plan Statistics for LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN

401k plan membership statisitcs for LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN

Measure Date Value
2020: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 0
Number of retired or separated participants receiving benefits 2020-04-01 0
Number of other retired or separated participants entitled to future benefits 2020-04-01 0
Total of all active and inactive participants 2020-04-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 0
Number of participants with account balances 2020-04-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 0
2017: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 7
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 1
Total of all active and inactive participants 2017-04-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 8
Number of participants with account balances 2017-04-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 0
2016: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 7
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 1
Total of all active and inactive participants 2016-04-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 8
Number of participants with account balances 2016-04-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0
2015: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 8
Number of retired or separated participants receiving benefits 2015-04-01 0
Number of other retired or separated participants entitled to future benefits 2015-04-01 1
Total of all active and inactive participants 2015-04-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 9
Number of participants with account balances 2015-04-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 0
2014: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 7
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 1
Total of all active and inactive participants 2014-04-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 8
Number of participants with account balances 2014-04-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 0
2013: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 9
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 1
Total of all active and inactive participants 2013-04-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 10
Number of participants with account balances 2013-04-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 8
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 1
Total of all active and inactive participants 2012-04-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 9
Number of participants with account balances 2012-04-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0
2011: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 6
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 1
Total of all active and inactive participants 2011-04-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 7
Number of participants with account balances 2011-04-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2009: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 9
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 0
Total of all active and inactive participants 2009-04-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 9
Number of participants with account balances 2009-04-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0

Measure	Date	Value
2020: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	0
Number of retired or separated participants receiving benefits	2020-04-01	0
Number of other retired or separated participants entitled to future benefits	2020-04-01	0
Total of all active and inactive participants	2020-04-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	0
Number of participants with account balances	2020-04-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	0
2017: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	7
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	1
Total of all active and inactive participants	2017-04-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	8
Number of participants with account balances	2017-04-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	0
2016: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	7
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	1
Total of all active and inactive participants	2016-04-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	8
Number of participants with account balances	2016-04-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0
2015: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	8
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	1
Total of all active and inactive participants	2015-04-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	9
Number of participants with account balances	2015-04-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	0
2014: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	7
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	1
Total of all active and inactive participants	2014-04-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	8
Number of participants with account balances	2014-04-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	0
2013: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	9
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	1
Total of all active and inactive participants	2013-04-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	10
Number of participants with account balances	2013-04-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	8
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	1
Total of all active and inactive participants	2012-04-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	9
Number of participants with account balances	2012-04-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0
2011: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	6
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	1
Total of all active and inactive participants	2011-04-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	7
Number of participants with account balances	2011-04-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2009: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	9
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	0
Total of all active and inactive participants	2009-04-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	9
Number of participants with account balances	2009-04-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	0

Financial Data on LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN

Measure	Date	Value
2020 : LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-06-30	$3,916
Total income from all sources	2020-06-30	$10,008
Expenses. Total of all expenses incurred	2020-06-30	$10,153,880
Benefits paid (including direct rollovers)	2020-06-30	$10,136,814
Total plan assets at end of year	2020-06-30	$0
Total plan assets at beginning of year	2020-06-30	$10,147,788
Value of fidelity bond covering the plan	2020-06-30	$8,334,400
Assets. Value of loans (other than to participants)	2020-06-30	$0
Other income received	2020-06-30	$10,008
Net income (gross income less expenses)	2020-06-30	$-10,143,872
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$10,143,872
Assets. Value of assets in partnership/joint-venture interests	2020-06-30	$0
Assets. Value of real-estate (other than employer real property)	2020-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$17,066
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-06-30	$10,136,814
Total plan liabilities at end of year	2020-03-31	$3,916
Total plan liabilities at beginning of year	2020-03-31	$6,112
Total income from all sources	2020-03-31	$1,233,086
Expenses. Total of all expenses incurred	2020-03-31	$129,777
Benefits paid (including direct rollovers)	2020-03-31	$35,000
Total plan assets at end of year	2020-03-31	$10,147,788
Total plan assets at beginning of year	2020-03-31	$9,046,675
Value of fidelity bond covering the plan	2020-03-31	$8,334,400
Total contributions received or receivable from participants	2020-03-31	$12,736
Assets. Value of loans (other than to participants)	2020-03-31	$4,035,929
Other income received	2020-03-31	$1,220,350
Net income (gross income less expenses)	2020-03-31	$1,103,309
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$10,143,872
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$9,040,563
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-03-31	$679,550
Assets. Value of assets in partnership/joint-venture interests	2020-03-31	$2,275,418
Assets. Value of real-estate (other than employer real property)	2020-03-31	$687,500
Expenses. Administrative service providers (salaries,fees and commissions)	2020-03-31	$94,777
2019 : LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-03-31	$6,112
Total plan liabilities at beginning of year	2019-03-31	$3,913
Total income from all sources	2019-03-31	$1,029,387
Expenses. Total of all expenses incurred	2019-03-31	$82,111
Total plan assets at end of year	2019-03-31	$9,046,675
Total plan assets at beginning of year	2019-03-31	$8,097,200
Value of fidelity bond covering the plan	2019-03-31	$7,740,000
Total contributions received or receivable from participants	2019-03-31	$25,469
Assets. Value of loans (other than to participants)	2019-03-31	$4,587,421
Other income received	2019-03-31	$1,003,918
Net income (gross income less expenses)	2019-03-31	$947,276
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$9,040,563
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$8,093,287
Assets. Value of participant loans	2019-03-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2019-03-31	$342,233
Assets. Value of assets in partnership/joint-venture interests	2019-03-31	$2,565,421
Assets. Value of real-estate (other than employer real property)	2019-03-31	$1,055,900
Expenses. Administrative service providers (salaries,fees and commissions)	2019-03-31	$82,111
2018 : LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-03-31	$3,913
Total plan liabilities at beginning of year	2018-03-31	$4,828
Total income from all sources	2018-03-31	$432,433
Expenses. Total of all expenses incurred	2018-03-31	$164,289
Total plan assets at end of year	2018-03-31	$8,097,200
Total plan assets at beginning of year	2018-03-31	$7,829,971
Value of fidelity bond covering the plan	2018-03-31	$6,730,000
Total contributions received or receivable from participants	2018-03-31	$26,267
Assets. Value of loans (other than to participants)	2018-03-31	$4,555,876
Expenses. Other expenses not covered elsewhere	2018-03-31	$164,289
Other income received	2018-03-31	$406,166
Net income (gross income less expenses)	2018-03-31	$268,144
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$8,093,287
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$7,825,143
Assets. Value of participant loans	2018-03-31	$25,529
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2018-03-31	$390,641
Assets. Value of assets in partnership/joint-venture interests	2018-03-31	$1,945,671
Assets. Value of real-estate (other than employer real property)	2018-03-31	$1,059,000
2017 : LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-03-31	$4,828
Total plan liabilities at beginning of year	2017-03-31	$23,135
Total income from all sources	2017-03-31	$1,124,834
Expenses. Total of all expenses incurred	2017-03-31	$169,842
Benefits paid (including direct rollovers)	2017-03-31	$6,474
Total plan assets at end of year	2017-03-31	$7,829,971
Total plan assets at beginning of year	2017-03-31	$6,893,286
Value of fidelity bond covering the plan	2017-03-31	$6,730,000
Total contributions received or receivable from participants	2017-03-31	$20,756
Assets. Value of loans (other than to participants)	2017-03-31	$2,931,217
Expenses. Other expenses not covered elsewhere	2017-03-31	$163,368
Other income received	2017-03-31	$1,104,078
Net income (gross income less expenses)	2017-03-31	$954,992
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$7,825,143
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$6,870,151
Assets. Value of participant loans	2017-03-31	$11,995
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2017-03-31	$121,299
Assets. Value of assets in partnership/joint-venture interests	2017-03-31	$2,019,093
Assets. Value of real-estate (other than employer real property)	2017-03-31	$1,600,500
2016 : LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-03-31	$23,135
Total plan liabilities at beginning of year	2016-03-31	$15,000
Total income from all sources	2016-03-31	$849,920
Expenses. Total of all expenses incurred	2016-03-31	$108,414
Total plan assets at end of year	2016-03-31	$6,890,917
Total plan assets at beginning of year	2016-03-31	$6,141,276
Value of fidelity bond covering the plan	2016-03-31	$5,150,000
Total contributions received or receivable from participants	2016-03-31	$29,803
Assets. Value of loans (other than to participants)	2016-03-31	$3,424,883
Expenses. Other expenses not covered elsewhere	2016-03-31	$108,414
Other income received	2016-03-31	$820,117
Net income (gross income less expenses)	2016-03-31	$741,506
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$6,867,782
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$6,126,276
Assets. Value of participant loans	2016-03-31	$29,363
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2016-03-31	$163,875
Assets. Value of assets in partnership/joint-venture interests	2016-03-31	$1,850,407
Assets. Value of real-estate (other than employer real property)	2016-03-31	$1,358,500
2015 : LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-03-31	$15,000
Total plan liabilities at beginning of year	2015-03-31	$787
Total income from all sources	2015-03-31	$709,637
Expenses. Total of all expenses incurred	2015-03-31	$76,314
Total plan assets at end of year	2015-03-31	$6,141,276
Total plan assets at beginning of year	2015-03-31	$5,493,740
Value of fidelity bond covering the plan	2015-03-31	$5,150,000
Total contributions received or receivable from participants	2015-03-31	$12,300
Assets. Value of loans (other than to participants)	2015-03-31	$2,084,273
Expenses. Other expenses not covered elsewhere	2015-03-31	$76,314
Other income received	2015-03-31	$697,337
Net income (gross income less expenses)	2015-03-31	$633,323
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$6,126,276
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$5,492,953
Assets. Value of participant loans	2015-03-31	$46,794
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2015-03-31	$70,210
Assets. Value of assets in partnership/joint-venture interests	2015-03-31	$1,779,537
Assets. Value of real-estate (other than employer real property)	2015-03-31	$1,104,698
Total contributions received or receivable from employer(s)	2015-03-31	$0
2014 : LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-03-31	$787
Total income from all sources	2014-03-31	$387,983
Expenses. Total of all expenses incurred	2014-03-31	$84,276
Total plan assets at end of year	2014-03-31	$5,493,740
Total plan assets at beginning of year	2014-03-31	$5,189,246
Value of fidelity bond covering the plan	2014-03-31	$5,100,000
Total contributions received or receivable from participants	2014-03-31	$10,950
Assets. Value of loans (other than to participants)	2014-03-31	$1,775,442
Expenses. Other expenses not covered elsewhere	2014-03-31	$47,875
Other income received	2014-03-31	$377,033
Net income (gross income less expenses)	2014-03-31	$303,707
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$5,492,953
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$5,189,246
Assets. Value of participant loans	2014-03-31	$67,298
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2014-03-31	$18,095
Assets. Value of assets in partnership/joint-venture interests	2014-03-31	$1,700,263
Assets. Value of real-estate (other than employer real property)	2014-03-31	$1,166,696
Expenses. Administrative service providers (salaries,fees and commissions)	2014-03-31	$36,401
2013 : LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-03-31	$342,019
Expenses. Total of all expenses incurred	2013-03-31	$80,842
Total plan assets at end of year	2013-03-31	$5,189,246
Total plan assets at beginning of year	2013-03-31	$4,928,069
Value of fidelity bond covering the plan	2013-03-31	$3,620,000
Total contributions received or receivable from participants	2013-03-31	$10,000
Assets. Value of loans (other than to participants)	2013-03-31	$1,131,872
Expenses. Other expenses not covered elsewhere	2013-03-31	$50,175
Other income received	2013-03-31	$332,019
Net income (gross income less expenses)	2013-03-31	$261,177
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$5,189,246
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$4,928,069
Assets. Value of participant loans	2013-03-31	$29,093
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2013-03-31	$126,955
Assets. Value of assets in partnership/joint-venture interests	2013-03-31	$1,216,539
Assets. Value of real-estate (other than employer real property)	2013-03-31	$862,665
Expenses. Administrative service providers (salaries,fees and commissions)	2013-03-31	$30,667
2012 : LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-03-31	$291,723
Expenses. Total of all expenses incurred	2012-03-31	$149,471
Total plan assets at end of year	2012-03-31	$4,928,069
Total plan assets at beginning of year	2012-03-31	$4,785,817
Value of fidelity bond covering the plan	2012-03-31	$4,190,000
Total contributions received or receivable from participants	2012-03-31	$36,312
Assets. Value of loans (other than to participants)	2012-03-31	$761,336
Expenses. Other expenses not covered elsewhere	2012-03-31	$110,099
Other income received	2012-03-31	$247,436
Net income (gross income less expenses)	2012-03-31	$142,252
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$4,928,069
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$4,785,817
Assets. Value of participant loans	2012-03-31	$16,033
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2012-03-31	$70,000
Assets. Value of assets in partnership/joint-venture interests	2012-03-31	$615,151
Assets. Value of real-estate (other than employer real property)	2012-03-31	$720,290
Total contributions received or receivable from employer(s)	2012-03-31	$7,975
Value of corrective distributions	2012-03-31	$11,087
Expenses. Administrative service providers (salaries,fees and commissions)	2012-03-31	$28,285
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-03-31	$0
2011 : LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-03-31	$368,413
Expenses. Total of all expenses incurred	2011-03-31	$136,809
Benefits paid (including direct rollovers)	2011-03-31	$97,321
Total plan assets at end of year	2011-03-31	$4,785,817
Total plan assets at beginning of year	2011-03-31	$4,554,213
Value of fidelity bond covering the plan	2011-03-31	$3,300,000
Total contributions received or receivable from participants	2011-03-31	$49,815
Assets. Value of loans (other than to participants)	2011-03-31	$1,007,108
Contributions received from other sources (not participants or employers)	2011-03-31	$3,484
Other income received	2011-03-31	$312,491
Net income (gross income less expenses)	2011-03-31	$231,604
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$4,785,817
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$4,554,213
Assets. Value of participant loans	2011-03-31	$21,671
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-03-31	$123,919
Assets. Value of assets in partnership/joint-venture interests	2011-03-31	$97,000
Assets. Value of real-estate (other than employer real property)	2011-03-31	$460,208
Total contributions received or receivable from employer(s)	2011-03-31	$2,623
Expenses. Administrative service providers (salaries,fees and commissions)	2011-03-31	$39,488
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0

Form 5500 Responses for LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN

2020: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	No
2020-04-01	This submission is the final filing	Yes
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2017: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2009: LEE PALLARDY, INC. PROFIT SHARING & 401(K) PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEE PALLARDY, INC.
Employer identification number (EIN):	592552672
NAIC Classification:	531320
NAIC Description:	Offices of Real Estate Appraisers