DAVID H. LUCAS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID H. LUCAS MASTER TRUST
Measure | Date | Value |
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2014 : DAVID H. LUCAS MASTER TRUST 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-04-11 | $0 |
Total transfer of assets from this plan | 2014-04-11 | $55,682 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-11 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-11 | $0 |
Total income from all sources (including contributions) | 2014-04-11 | $-7,932 |
Total loss/gain on sale of assets | 2014-04-11 | $-7,932 |
Total of all expenses incurred | 2014-04-11 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-04-11 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-04-11 | $0 |
Value of total assets at end of year | 2014-04-11 | $0 |
Value of total assets at beginning of year | 2014-04-11 | $63,614 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-04-11 | $0 |
Total interest from all sources | 2014-04-11 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-04-11 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-04-11 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2014-04-11 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-04-11 | No |
Value of net income/loss | 2014-04-11 | $-7,932 |
Value of net assets at end of year (total assets less liabilities) | 2014-04-11 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-04-11 | $63,614 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-04-11 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-04-11 | No |
Assets. partnership/joint venture interests at end of year | 2014-04-11 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-04-11 | $63,614 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-04-11 | No |
Did the plan have assets held for investment | 2014-04-11 | No |
Aggregate proceeds on sale of assets | 2014-04-11 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-04-11 | $7,932 |
2013 : DAVID H. LUCAS MASTER TRUST 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $4,255,553 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $5,411 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $4,754 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $63,614 |
Value of total assets at beginning of year | 2013-12-31 | $4,318,510 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,754 |
Total interest from all sources | 2013-12-31 | $129 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Administrative expenses professional fees incurred | 2013-12-31 | $146 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other income not declared elsewhere | 2013-12-31 | $5,282 |
Administrative expenses (other) incurred | 2013-12-31 | $806 |
Value of net income/loss | 2013-12-31 | $657 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $63,614 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,318,510 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $63,614 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $4,318,510 |
Investment advisory and management fees | 2013-12-31 | $3,802 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $129 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |