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LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLAKE & COBB, PLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN Benefits

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

LAKE & COBB, PLC has sponsored the creation of one or more 401k plans.

Company Name:LAKE & COBB, PLC
Employer identification number (EIN):860994053
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01DONALD FLETCHER2023-10-12
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01J. GREGORY LAKE J. GREGORY LAKE2018-10-05
0012017-01-01
0012016-01-01GREG LAKE GREG LAKE2017-10-09
0012016-01-01 GREG LAKE2019-10-08
0012015-01-01GREG LAKE GREG LAKE2016-08-09
0012014-01-01GREG LAKE GREG LAKE2015-09-14
0012013-01-01GREG LAKE GREG LAKE2015-09-14
0012012-01-01GREG LAKE GREG LAKE2013-10-10
0012011-01-01GREG LAKE GREG LAKE2013-10-10
0012010-01-01J. GREGORY LAKE J. GREGORY LAKE2011-10-17
0012009-01-01J. GREGORY LAKE

Plan Statistics for LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0119
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0115
Total of all active and inactive participants2022-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0115
Number of participants with account balances2022-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0119
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0115
Total of all active and inactive participants2021-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0115
Number of participants with account balances2021-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0119
Total number of active participants reported on line 7a of the Form 55002020-01-0111
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0119
Number of participants with account balances2020-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116
Total number of active participants reported on line 7a of the Form 55002019-01-0114
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0116
Number of participants with account balances2019-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0113
Total number of active participants reported on line 7a of the Form 55002018-01-0112
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0114
Number of participants with account balances2018-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0117
Total number of active participants reported on line 7a of the Form 55002017-01-0111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0114
Number of participants with account balances2017-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0117
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0117
Number of participants with account balances2016-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0117
Number of participants with account balances2015-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-0113
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0116
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0120
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0117
Number of participants with account balances2013-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-0119
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0121
Number of participants with account balances2012-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0118
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0120
Number of participants with account balances2011-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0120
Total number of active participants reported on line 7a of the Form 55002010-01-0118
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0119
Number of participants with account balances2010-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0121
Number of participants with account balances2009-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-47,316
Expenses. Total of all expenses incurred2022-12-31$2,431,883
Benefits paid (including direct rollovers)2022-12-31$2,423,697
Total plan assets at end of year2022-12-31$83
Total plan assets at beginning of year2022-12-31$2,479,282
Value of fidelity bond covering the plan2022-12-31$3,000,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-47,316
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,479,199
Net plan assets at end of year (total assets less liabilities)2022-12-31$83
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,479,282
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$8,186
2021 : LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,040,472
Expenses. Total of all expenses incurred2021-12-31$5,281,629
Benefits paid (including direct rollovers)2021-12-31$5,262,355
Total plan assets at end of year2021-12-31$2,479,282
Total plan assets at beginning of year2021-12-31$6,720,439
Value of fidelity bond covering the plan2021-12-31$3,000,000
Total contributions received or receivable from participants2021-12-31$141,113
Contributions received from other sources (not participants or employers)2021-12-31$235,311
Other income received2021-12-31$476,402
Net income (gross income less expenses)2021-12-31$-4,241,157
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,479,282
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,720,439
Assets. Value of real-estate (other than employer real property)2021-12-31$267,868
Total contributions received or receivable from employer(s)2021-12-31$187,646
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$19,274
2020 : LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$804,187
Expenses. Total of all expenses incurred2020-12-31$1,281,451
Benefits paid (including direct rollovers)2020-12-31$1,254,918
Total plan assets at end of year2020-12-31$6,720,439
Total plan assets at beginning of year2020-12-31$7,197,703
Value of fidelity bond covering the plan2020-12-31$3,056,437
Total contributions received or receivable from participants2020-12-31$190,269
Contributions received from other sources (not participants or employers)2020-12-31$73,766
Other income received2020-12-31$457,013
Net income (gross income less expenses)2020-12-31$-477,264
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,720,439
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$7,197,703
Assets. Value of real-estate (other than employer real property)2020-12-31$1,099,669
Total contributions received or receivable from employer(s)2020-12-31$83,139
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$26,533
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,309,883
Expenses. Total of all expenses incurred2019-12-31$38,211
Benefits paid (including direct rollovers)2019-12-31$17,341
Total plan assets at end of year2019-12-31$7,197,703
Total plan assets at beginning of year2019-12-31$5,926,031
Value of fidelity bond covering the plan2019-12-31$3,677,980
Total contributions received or receivable from participants2019-12-31$202,328
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$57,589
Other income received2019-12-31$956,968
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,271,672
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,197,703
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,926,031
Assets. Value of real-estate (other than employer real property)2019-12-31$2,605,955
Total contributions received or receivable from employer(s)2019-12-31$92,998
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$20,870
2018 : LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$53,684
Expenses. Total of all expenses incurred2018-12-31$43,327
Benefits paid (including direct rollovers)2018-12-31$28,020
Total plan assets at end of year2018-12-31$5,926,031
Total plan assets at beginning of year2018-12-31$5,915,674
Value of fidelity bond covering the plan2018-12-31$3,677,980
Total contributions received or receivable from participants2018-12-31$169,518
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-202,153
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$10,357
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,926,031
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,915,674
Assets. Value of real-estate (other than employer real property)2018-12-31$2,829,000
Total contributions received or receivable from employer(s)2018-12-31$86,319
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$15,307
2017 : LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$528,828
Expenses. Total of all expenses incurred2017-12-31$87,461
Benefits paid (including direct rollovers)2017-12-31$49,329
Total plan assets at end of year2017-12-31$5,880,088
Total plan assets at beginning of year2017-12-31$5,438,721
Value of fidelity bond covering the plan2017-12-31$2,390,869
Total contributions received or receivable from participants2017-12-31$142,627
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$307,634
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$441,367
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,880,088
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,438,721
Assets. Value of real-estate (other than employer real property)2017-12-31$3,603,800
Total contributions received or receivable from employer(s)2017-12-31$78,567
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$38,132
2016 : LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$749,546
Expenses. Total of all expenses incurred2016-12-31$11,590
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$5,438,721
Total plan assets at beginning of year2016-12-31$4,700,765
Value of fidelity bond covering the plan2016-12-31$3,677,980
Total contributions received or receivable from participants2016-12-31$161,515
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$482,550
Other income received2016-12-31$26,867
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$737,956
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,438,721
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,700,765
Assets. Value of real-estate (other than employer real property)2016-12-31$3,485,086
Total contributions received or receivable from employer(s)2016-12-31$78,614
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$11,590
2015 : LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$137,709
Expenses. Total of all expenses incurred2015-12-31$89,633
Benefits paid (including direct rollovers)2015-12-31$80,014
Total plan assets at end of year2015-12-31$4,700,765
Total plan assets at beginning of year2015-12-31$4,652,689
Value of fidelity bond covering the plan2015-12-31$3,600,000
Total contributions received or receivable from participants2015-12-31$146,823
Other income received2015-12-31$-75,071
Net income (gross income less expenses)2015-12-31$48,076
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,700,765
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,652,689
Assets. Value of real-estate (other than employer real property)2015-12-31$3,330,703
Total contributions received or receivable from employer(s)2015-12-31$65,957
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$9,619
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$5,387
Total income from all sources2014-12-31$811,642
Expenses. Total of all expenses incurred2014-12-31$12,855
Benefits paid (including direct rollovers)2014-12-31$10,629
Total plan assets at end of year2014-12-31$4,652,689
Total plan assets at beginning of year2014-12-31$3,859,289
Value of fidelity bond covering the plan2014-12-31$3,015,000
Total contributions received or receivable from participants2014-12-31$155,655
Other income received2014-12-31$586,574
Net income (gross income less expenses)2014-12-31$798,787
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,652,689
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,853,902
Assets. Value of real-estate (other than employer real property)2014-12-31$3,454,625
Total contributions received or receivable from employer(s)2014-12-31$69,413
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,226
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$5,387
Total plan liabilities at beginning of year2013-12-31$28,400
Total income from all sources2013-12-31$1,065,241
Expenses. Total of all expenses incurred2013-12-31$136,655
Benefits paid (including direct rollovers)2013-12-31$129,444
Total plan assets at end of year2013-12-31$3,878,006
Total plan assets at beginning of year2013-12-31$2,972,433
Value of fidelity bond covering the plan2013-12-31$2,150,000
Total contributions received or receivable from participants2013-12-31$168,335
Other income received2013-12-31$824,605
Net income (gross income less expenses)2013-12-31$928,586
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,872,619
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,944,033
Assets. Value of assets in partnership/joint-venture interests2013-12-31$562,236
Assets. Value of real-estate (other than employer real property)2013-12-31$2,356,000
Total contributions received or receivable from employer(s)2013-12-31$72,301
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,211
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$28,400
Total plan liabilities at beginning of year2012-12-31$60,900
Total income from all sources2012-12-31$523,604
Expenses. Total of all expenses incurred2012-12-31$7,799
Benefits paid (including direct rollovers)2012-12-31$1,058
Total plan assets at end of year2012-12-31$2,972,433
Total plan assets at beginning of year2012-12-31$2,489,128
Value of fidelity bond covering the plan2012-12-31$2,000,000
Total contributions received or receivable from participants2012-12-31$147,194
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$384
Other income received2012-12-31$311,206
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$515,805
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,944,033
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,428,228
Assets. Value of assets in partnership/joint-venture interests2012-12-31$510,736
Assets. Value of real-estate (other than employer real property)2012-12-31$1,458,401
Total contributions received or receivable from employer(s)2012-12-31$64,820
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,741
2011 : LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$12,700
Total income from all sources2011-12-31$-155,613
Expenses. Total of all expenses incurred2011-12-31$2,270
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,261,574
Total plan assets at beginning of year2011-12-31$2,432,157
Value of fidelity bond covering the plan2011-12-31$1,500,000
Total contributions received or receivable from participants2011-12-31$112,778
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-321,244
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-157,883
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,261,574
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,419,457
Assets. Value of assets in partnership/joint-venture interests2011-12-31$1,496,003
Assets. Value of real-estate (other than employer real property)2011-12-31$1,235,249
Total contributions received or receivable from employer(s)2011-12-31$52,853
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,270
2010 : LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$12,700
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$454,275
Expenses. Total of all expenses incurred2010-12-31$100
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,432,157
Total plan assets at beginning of year2010-12-31$1,965,282
Value of fidelity bond covering the plan2010-12-31$1,500,000
Total contributions received or receivable from participants2010-12-31$93,158
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$222,672
Other income received2010-12-31$84,869
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$454,175
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,419,457
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,965,282
Assets. Value of assets in partnership/joint-venture interests2010-12-31$1,498,103
Total contributions received or receivable from employer(s)2010-12-31$53,576
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$100
2009 : LAKE & COBB, PLC 401(K) 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 LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN

2022: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle 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: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LAKE & COBB, PLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876527
Policy instance 1
Insurance contract or identification number876527
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $683
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $589
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876527
Policy instance 1
Insurance contract or identification number876527
Number of Individuals Covered12
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,816
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number803786
Policy instance 2
Insurance contract or identification number803786
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number803786
Policy instance 1
Insurance contract or identification number803786
Number of Individuals Covered11
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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