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LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameLBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN
Plan identification number 001

LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

LBMC EMPLOYMENT PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:LBMC EMPLOYMENT PARTNERS, LLC
Employer identification number (EIN):621767955
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about LBMC EMPLOYMENT PARTNERS, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2011-05-06
Company Identification Number: 0801422723
Legal Registered Office Address: 201 FRANKLIN RD

BRENTWOOD
United States of America (USA)
37027

More information about LBMC EMPLOYMENT PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01KEITH JOHNSON2023-06-20
0012022-01-01
0012021-01-01KEITH JOHNSON2022-04-25
0012021-01-01
0012020-01-01KEITH JOHNSON2021-07-16
0012020-01-01
0012019-01-01KEITH JOHNSON2020-07-28
0012019-01-01
0012018-01-01
0012018-01-01KEITH JOHNSON2019-10-04
0012017-01-01KEITH JOHNSON2018-03-19
0012017-01-01SHARON POWLUS SHARON POWLUS2018-10-15
0012016-01-01SHARON POWLUS SHARON POWLUS2017-10-16
0012016-01-01KEITH JOHNSON2017-03-16
0012015-01-01SHARON POWLUS SHARON POWLUS2016-10-17
0012014-01-01SHARON POWLUS SHARON POWLUS2015-10-15
0012013-01-01SHARON POWLUS
0012012-01-01SHARON POWLUS
0012011-12-30GARY ALEXANDER2012-10-16 GARY ALEXANDER2012-10-16
0012011-01-01SHARON POWLUS
0012009-01-01SHARON POWLUS SHARON POWLUS2010-10-14

Plan Statistics for LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN

Measure Date Value
2023: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013,500
Total number of active participants reported on line 7a of the Form 55002023-01-013,112
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01238
Total of all active and inactive participants2023-01-013,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-013,350
Number of participants with account balances2023-01-011,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-017
2022: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01335
Total number of active participants reported on line 7a of the Form 55002022-01-01261
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01320
Number of participants with account balances2022-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01392
Total number of active participants reported on line 7a of the Form 55002021-01-01268
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01319
Number of participants with account balances2021-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01378
Total number of active participants reported on line 7a of the Form 55002020-01-01342
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01385
Number of participants with account balances2020-01-01206
2019: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01337
Total number of active participants reported on line 7a of the Form 55002019-01-01296
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01332
Number of participants with account balances2019-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01301
Total number of active participants reported on line 7a of the Form 55002018-01-01283
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01322
Number of participants with account balances2018-01-01169
2017: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01283
Total number of active participants reported on line 7a of the Form 55002017-01-01253
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01288
Number of participants with account balances2017-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01203
Total number of active participants reported on line 7a of the Form 55002016-01-01184
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01213
Number of participants with account balances2016-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01157
Total number of active participants reported on line 7a of the Form 55002015-01-01115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01151
Number of participants with account balances2015-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01157
Total number of active participants reported on line 7a of the Form 55002014-01-01107
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01147
Number of participants with account balances2014-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01169
Total number of active participants reported on line 7a of the Form 55002013-01-01107
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01153
Number of participants with account balances2013-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01166
Total number of active participants reported on line 7a of the Form 55002012-01-0196
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01150
Number of participants with account balances2012-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01596
Total number of active participants reported on line 7a of the Form 55002011-01-01133
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0191
Total of all active and inactive participants2011-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01224
Number of participants with account balances2011-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01417
Total number of active participants reported on line 7a of the Form 55002009-01-01361
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0195
Total of all active and inactive participants2009-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01457
Number of participants with account balances2009-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN

Measure Date Value
2023 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$43,395,812
Total transfer of assets from this plan2023-12-31$4,659,455
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$25,724,077
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$7,617,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$7,168,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$12,069,604
Value of total assets at end of year2023-12-31$83,982,916
Value of total assets at beginning of year2023-12-31$27,140,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$448,979
Total interest from all sources2023-12-31$29,001
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,581,320
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,581,320
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$7,535,472
Participant contributions at end of year2023-12-31$583,250
Participant contributions at beginning of year2023-12-31$100,936
Participant contributions at end of year2023-12-31$403,787
Participant contributions at beginning of year2023-12-31$69,326
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,008,941
Other income not declared elsewhere2023-12-31$2,646
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$18,106,309
Value of net assets at end of year (total assets less liabilities)2023-12-31$83,982,916
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$27,140,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$129,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$82,389,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$26,859,527
Interest on participant loans2023-12-31$26,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$22,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$13
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$13
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$2,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$11,041,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$3,525,191
Employer contributions (assets) at end of year2023-12-31$583,813
Employer contributions (assets) at beginning of year2023-12-31$110,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,168,789
Contract administrator fees2023-12-31$69,102
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HANCOCK ASKEW CO., & LLP
Accountancy firm EIN2023-12-31580662558
2022 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,105,459
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,643,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,570,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,392,029
Value of total assets at end of year2022-12-31$27,140,250
Value of total assets at beginning of year2022-12-31$32,889,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$73,191
Total interest from all sources2022-12-31$4,668
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$691,615
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$691,615
Administrative expenses professional fees incurred2022-12-31$73,191
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,628,921
Participant contributions at end of year2022-12-31$100,936
Participant contributions at beginning of year2022-12-31$75,781
Participant contributions at end of year2022-12-31$69,326
Participant contributions at beginning of year2022-12-31$65,134
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,385
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,748,896
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,140,250
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,889,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,859,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,653,289
Interest on participant loans2022-12-31$4,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$13
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,193,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$758,723
Employer contributions (assets) at end of year2022-12-31$110,448
Employer contributions (assets) at beginning of year2022-12-31$94,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,570,246
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HANCOCK ASKEW CO., & LLP
Accountancy firm EIN2022-12-31580662558
2021 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$8,194
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,184,109
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$529,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$455,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,658,731
Value of total assets at end of year2021-12-31$32,889,146
Value of total assets at beginning of year2021-12-31$26,226,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$73,720
Total interest from all sources2021-12-31$3,489
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,631,559
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,631,559
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,468,837
Participant contributions at end of year2021-12-31$75,781
Participant contributions at beginning of year2021-12-31$52,237
Participant contributions at end of year2021-12-31$65,134
Participant contributions at beginning of year2021-12-31$83,711
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$488,753
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,654,748
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,889,146
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,226,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,653,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,992,543
Interest on participant loans2021-12-31$3,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$12
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,890,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$701,141
Employer contributions (assets) at end of year2021-12-31$94,930
Employer contributions (assets) at beginning of year2021-12-31$97,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$455,641
Contract administrator fees2021-12-31$73,720
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HANCOCK ASKEW CO., & LLP
Accountancy firm EIN2021-12-31580662558
2020 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$30,752
Total transfer of assets from this plan2020-12-31$37,856
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,911,685
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,204,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,151,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,347,055
Value of total assets at end of year2020-12-31$26,226,204
Value of total assets at beginning of year2020-12-31$22,526,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,448
Total interest from all sources2020-12-31$3,415
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$704,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$704,596
Administrative expenses professional fees incurred2020-12-31$53,448
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,280,165
Participant contributions at end of year2020-12-31$52,237
Participant contributions at beginning of year2020-12-31$67,812
Participant contributions at end of year2020-12-31$83,711
Participant contributions at beginning of year2020-12-31$85,383
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$423,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,706,750
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,226,204
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,526,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,992,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,285,656
Interest on participant loans2020-12-31$3,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,856,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$643,731
Employer contributions (assets) at end of year2020-12-31$97,701
Employer contributions (assets) at beginning of year2020-12-31$87,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,151,487
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2020-12-31580662558
2019 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$1,763
Total transfer of assets from this plan2019-12-31$1,763
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,898,048
Total income from all sources (including contributions)2019-12-31$5,898,048
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$585,213
Total of all expenses incurred2019-12-31$585,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$522,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$522,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,580,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,580,867
Value of total assets at end of year2019-12-31$22,526,558
Value of total assets at end of year2019-12-31$22,526,558
Value of total assets at beginning of year2019-12-31$17,215,486
Value of total assets at beginning of year2019-12-31$17,215,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,242
Total interest from all sources2019-12-31$3,959
Total interest from all sources2019-12-31$3,959
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$972,861
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$972,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$972,861
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$972,861
Administrative expenses professional fees incurred2019-12-31$62,242
Administrative expenses professional fees incurred2019-12-31$62,242
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,017,906
Contributions received from participants2019-12-31$1,017,906
Participant contributions at end of year2019-12-31$67,812
Participant contributions at end of year2019-12-31$67,812
Participant contributions at beginning of year2019-12-31$69,541
Participant contributions at beginning of year2019-12-31$69,541
Participant contributions at end of year2019-12-31$85,383
Participant contributions at end of year2019-12-31$85,383
Participant contributions at beginning of year2019-12-31$63,692
Participant contributions at beginning of year2019-12-31$63,692
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,576
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,312,835
Value of net income/loss2019-12-31$5,312,835
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,526,558
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,526,558
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,215,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,285,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,285,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,021,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,021,083
Interest on participant loans2019-12-31$3,959
Interest on participant loans2019-12-31$3,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,340,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,340,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$554,385
Contributions received in cash from employer2019-12-31$554,385
Employer contributions (assets) at end of year2019-12-31$87,695
Employer contributions (assets) at beginning of year2019-12-31$52,098
Employer contributions (assets) at beginning of year2019-12-31$52,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$522,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$522,971
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm name2019-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2019-12-31580662558
Accountancy firm EIN2019-12-31580662558
2018 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$667,695
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,343,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,296,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,668,635
Value of total assets at end of year2018-12-31$17,215,486
Value of total assets at beginning of year2018-12-31$17,891,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,910
Total interest from all sources2018-12-31$2,825
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,158,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,158,976
Administrative expenses professional fees incurred2018-12-31$46,910
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$967,764
Participant contributions at end of year2018-12-31$69,541
Participant contributions at beginning of year2018-12-31$52,799
Participant contributions at end of year2018-12-31$63,692
Participant contributions at beginning of year2018-12-31$58,689
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$254,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-675,788
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,215,486
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,891,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,021,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,727,599
Interest on participant loans2018-12-31$2,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$9,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$9,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,162,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$446,522
Employer contributions (assets) at end of year2018-12-31$52,098
Employer contributions (assets) at beginning of year2018-12-31$43,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,296,573
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2018-12-31580662558
2017 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,591,897
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$769,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$750,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,462,090
Value of total assets at end of year2017-12-31$17,891,274
Value of total assets at beginning of year2017-12-31$14,069,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,429
Total interest from all sources2017-12-31$2,726
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$883,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$883,851
Administrative expenses professional fees incurred2017-12-31$19,429
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$863,077
Participant contributions at end of year2017-12-31$52,799
Participant contributions at beginning of year2017-12-31$79,010
Participant contributions at end of year2017-12-31$58,689
Participant contributions at beginning of year2017-12-31$53,658
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$185,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,822,041
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,891,274
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,069,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,727,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,905,182
Interest on participant loans2017-12-31$2,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$9,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,243,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$413,534
Employer contributions (assets) at end of year2017-12-31$43,113
Employer contributions (assets) at beginning of year2017-12-31$29,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$750,427
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2017-12-31580662558
2016 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,951,025
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$635,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$610,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,123,880
Value of total assets at end of year2016-12-31$14,069,233
Value of total assets at beginning of year2016-12-31$12,753,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,290
Total interest from all sources2016-12-31$3,868
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$465,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$465,418
Administrative expenses professional fees incurred2016-12-31$25,290
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$773,045
Participant contributions at end of year2016-12-31$79,010
Participant contributions at beginning of year2016-12-31$103,433
Participant contributions at end of year2016-12-31$53,658
Participant contributions at beginning of year2016-12-31$41,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,315,735
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,069,233
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,753,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,905,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,572,691
Interest on participant loans2016-12-31$3,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$357,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$350,835
Employer contributions (assets) at end of year2016-12-31$29,367
Employer contributions (assets) at beginning of year2016-12-31$33,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$610,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2016-12-31580662558
2015 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,188,847
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$314,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$300,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$961,808
Value of total assets at end of year2015-12-31$12,753,498
Value of total assets at beginning of year2015-12-31$11,879,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,493
Total interest from all sources2015-12-31$4,809
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$648,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$648,414
Administrative expenses professional fees incurred2015-12-31$14,493
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$635,403
Participant contributions at end of year2015-12-31$103,433
Participant contributions at beginning of year2015-12-31$83,434
Participant contributions at end of year2015-12-31$41,906
Participant contributions at beginning of year2015-12-31$44,441
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$24,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$874,040
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,753,498
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,879,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,572,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,717,810
Interest on participant loans2015-12-31$4,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$16
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-426,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$302,367
Employer contributions (assets) at end of year2015-12-31$33,772
Employer contributions (assets) at beginning of year2015-12-31$33,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$300,314
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MULLINS CLEMMONS AND MAYES, PLLC
Accountancy firm EIN2015-12-31621409003
2014 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,387,566
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,015,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$996,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$838,161
Value of total assets at end of year2014-12-31$11,879,458
Value of total assets at beginning of year2014-12-31$11,507,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,727
Total interest from all sources2014-12-31$2,404
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$729,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$729,835
Administrative expenses professional fees incurred2014-12-31$19,727
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$567,976
Participant contributions at end of year2014-12-31$83,434
Participant contributions at beginning of year2014-12-31$25,221
Participant contributions at end of year2014-12-31$44,441
Participant contributions at beginning of year2014-12-31$47,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$371,815
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,879,458
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,507,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,717,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,397,403
Interest on participant loans2014-12-31$2,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$16
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-182,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$270,185
Employer contributions (assets) at end of year2014-12-31$33,757
Employer contributions (assets) at beginning of year2014-12-31$34,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$996,024
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MULLINS CLEMMONS AND MAYES, PLLC
Accountancy firm EIN2014-12-31621409003
2013 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$2,912,571
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$710,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$686,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$760,972
Value of total assets at end of year2013-12-31$11,507,643
Value of total assets at beginning of year2013-12-31$9,305,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,332
Total interest from all sources2013-12-31$887
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$458,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$458,212
Administrative expenses professional fees incurred2013-12-31$23,332
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$522,231
Participant contributions at end of year2013-12-31$25,221
Participant contributions at beginning of year2013-12-31$11,658
Participant contributions at end of year2013-12-31$47,735
Participant contributions at beginning of year2013-12-31$32,644
Other income not declared elsewhere2013-12-31$725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,202,494
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,507,643
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,305,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,397,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,703,480
Interest on participant loans2013-12-31$878
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$526,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$526,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,691,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$238,741
Employer contributions (assets) at end of year2013-12-31$34,110
Employer contributions (assets) at beginning of year2013-12-31$31,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$686,745
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MULLINS CLEMMONS AND MAYES, PLLC
Accountancy firm EIN2013-12-31621409003
2012 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$528,166
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,455,947
Total income from all sources (including contributions)2012-12-31$1,945,851
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$719,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$684,605
Value of total corrective distributions2012-12-31$12,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$699,252
Value of total assets at end of year2012-12-31$9,305,149
Value of total assets at beginning of year2012-12-31$17,062,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,504
Total interest from all sources2012-12-31$1,149
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$163,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$163,753
Administrative expenses professional fees incurred2012-12-31$21,504
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$469,627
Participant contributions at end of year2012-12-31$11,658
Participant contributions at beginning of year2012-12-31$255,790
Participant contributions at end of year2012-12-31$32,644
Participant contributions at beginning of year2012-12-31$65,404
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$8,455,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,226,800
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,305,149
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,606,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,703,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,584,551
Interest on participant loans2012-12-31$1,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$526,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,076,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,076,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,081,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$217,267
Employer contributions (assets) at end of year2012-12-31$31,188
Employer contributions (assets) at beginning of year2012-12-31$80,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$684,605
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MULLINS CLEMMONS AND MAYES,PLLC
Accountancy firm EIN2012-12-31621409003
2011 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$36,758
Total transfer of assets from this plan2011-12-31$8,455,947
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,455,947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,907,404
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,360,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,282,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,546,186
Value of total assets at end of year2011-12-31$17,062,462
Value of total assets at beginning of year2011-12-31$16,478,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$78,512
Total interest from all sources2011-12-31$8,978
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$240,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$240,152
Administrative expenses professional fees incurred2011-12-31$78,512
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,696,990
Participant contributions at end of year2011-12-31$255,790
Participant contributions at beginning of year2011-12-31$147,511
Participant contributions at end of year2011-12-31$65,404
Participant contributions at beginning of year2011-12-31$159,237
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$23,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$8,455,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$546,804
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,606,515
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,478,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,584,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,216,591
Interest on participant loans2011-12-31$8,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,076,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,872,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,872,588
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-887,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$825,791
Employer contributions (assets) at end of year2011-12-31$80,279
Employer contributions (assets) at beginning of year2011-12-31$82,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,282,088
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MULLINS CLEMMONS AND MAYES, PLLC
Accountancy firm EIN2011-12-31621409003
2010 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$1,053,640
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,722,353
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,456,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,355,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,050,522
Value of total assets at end of year2010-12-31$16,478,900
Value of total assets at beginning of year2010-12-31$14,266,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$100,533
Total interest from all sources2010-12-31$5,874
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$100,533
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,979,811
Participant contributions at end of year2010-12-31$147,511
Participant contributions at beginning of year2010-12-31$101,877
Participant contributions at end of year2010-12-31$159,237
Participant contributions at beginning of year2010-12-31$82,174
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$124,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,266,279
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,478,900
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,266,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,216,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,246,384
Interest on participant loans2010-12-31$5,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,872,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,786,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,786,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,665,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$946,315
Employer contributions (assets) at end of year2010-12-31$82,973
Employer contributions (assets) at beginning of year2010-12-31$49,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,355,541
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MULLINS CLEMMONS AND MAYES, PLLC
Accountancy firm EIN2010-12-31621409003
2009 : LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN

2023: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LBMC EMPLOYMENT PARTNERS, LLC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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