Plan Name | LEWIS & LEWIS ENTERPRISES PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LEWIS & LEWIS ENTERPRISES |
Employer identification number (EIN): | 952819480 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2008-07-01 | ||||
001 | 2007-07-01 | THOMAS R LEWIS |
Measure | Date | Value |
---|---|---|
2007: LEWIS & LEWIS ENTERPRISES PROFIT SHARING PLAN 2007 401k membership | ||
Total participants, beginning-of-year | 2007-07-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-07-01 | 20 |
Number of retired or separated participants receiving benefits | 2007-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2007-07-01 | 1 |
Total of all active and inactive participants | 2007-07-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-07-01 | 0 |
Total participants | 2007-07-01 | 22 |
Number of participants with account balances | 2007-07-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-07-01 | 0 |
Measure | Date | Value |
---|---|---|
2008 : LEWIS & LEWIS ENTERPRISES PROFIT SHARING PLAN 2008 401k financial data | ||
Total income from all sources | 2008-06-30 | $81,489 |
Expenses. Total of all expenses incurred | 2008-06-30 | $60,175 |
Benefits paid (including direct rollovers) | 2008-06-30 | $43,469 |
Total plan assets at end of year | 2008-06-30 | $4,294,652 |
Total plan assets at beginning of year | 2008-06-30 | $4,273,338 |
Value of fidelity bond covering the plan | 2008-06-30 | $500,000 |
Other income received | 2008-06-30 | $58,686 |
Net income (gross income less expenses) | 2008-06-30 | $21,314 |
Net plan assets at end of year (total assets less liabilities) | 2008-06-30 | $4,294,652 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-06-30 | $4,273,338 |
Total contributions received or receivable from employer(s) | 2008-06-30 | $22,803 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2008-06-30 | $16,706 |
2008: LEWIS & LEWIS ENTERPRISES PROFIT SHARING PLAN 2008 form 5500 responses | ||
---|---|---|
2008-07-01 | Type of plan entity | Single employer plan |
2008-07-01 | Submission has been amended | No |
2008-07-01 | This submission is the final filing | No |
2008-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-07-01 | Plan is a collectively bargained plan | No |
2007: LEWIS & LEWIS ENTERPRISES PROFIT SHARING PLAN 2007 form 5500 responses | ||
2007-07-01 | Type of plan entity | Single employer plan |
2007-07-01 | Submission has been amended | Yes |
2007-07-01 | This submission is the final filing | No |
2007-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-07-01 | Plan is a collectively bargained plan | No |
2007-07-01 | Plan funding arrangement – Trust | Yes |
2007-07-01 | Plan benefit arrangement - Trust | Yes |