LEE & STIRES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEE & STIRES, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for LEE & STIRES, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2021: LEE & STIRES, INC. PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 14 |
| Number of retired or separated participants receiving benefits | 2021-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 10 |
| Total of all active and inactive participants | 2021-11-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-11-01 | 1 |
| Total participants | 2021-11-01 | 25 |
| Number of participants with account balances | 2021-11-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-11-01 | 1 |
| 2020: LEE & STIRES, INC. PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 22 |
| Number of retired or separated participants receiving benefits | 2020-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 2 |
| Total of all active and inactive participants | 2020-11-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-11-01 | 1 |
| Total participants | 2020-11-01 | 25 |
| Number of participants with account balances | 2020-11-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-11-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : LEE & STIRES, INC. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-10-31 | $0 |
| Total plan liabilities at beginning of year | 2022-10-31 | $0 |
| Total income from all sources | 2022-10-31 | $721,492 |
| Expenses. Total of all expenses incurred | 2022-10-31 | $160,477 |
| Benefits paid (including direct rollovers) | 2022-10-31 | $160,477 |
| Total plan assets at end of year | 2022-10-31 | $5,119,062 |
| Total plan assets at beginning of year | 2022-10-31 | $4,558,047 |
| Value of fidelity bond covering the plan | 2022-10-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2022-10-31 | $0 |
| Other income received | 2022-10-31 | $521,492 |
| Net income (gross income less expenses) | 2022-10-31 | $561,015 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $5,119,062 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $4,558,047 |
| Assets. Value of participant loans | 2022-10-31 | $42,373 |
| Assets. Value of real-estate (other than employer real property) | 2022-10-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-10-31 | $200,000 |
| 2021 : LEE & STIRES, INC. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-10-31 | $0 |
| Total plan liabilities at end of year | 2021-10-31 | $0 |
| Total plan liabilities at beginning of year | 2021-10-31 | $0 |
| Total income from all sources | 2021-10-31 | $504,830 |
| Expenses. Total of all expenses incurred | 2021-10-31 | $583,548 |
| Benefits paid (including direct rollovers) | 2021-10-31 | $583,548 |
| Total plan assets at end of year | 2021-10-31 | $4,558,047 |
| Total plan assets at beginning of year | 2021-10-31 | $4,636,765 |
| Value of fidelity bond covering the plan | 2021-10-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2021-10-31 | $76,167 |
| Expenses. Other expenses not covered elsewhere | 2021-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-10-31 | $0 |
| Other income received | 2021-10-31 | $304,830 |
| Noncash contributions received | 2021-10-31 | $0 |
| Net income (gross income less expenses) | 2021-10-31 | $-78,718 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $4,558,047 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $4,636,765 |
| Assets. Value of participant loans | 2021-10-31 | $54,768 |
| Assets. Value of real-estate (other than employer real property) | 2021-10-31 | $578,571 |
| Total contributions received or receivable from employer(s) | 2021-10-31 | $200,000 |
| Value of certain deemed distributions of participant loans | 2021-10-31 | $0 |
| Value of corrective distributions | 2021-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-10-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-10-31 | $0 |
| 2021: LEE & STIRES, INC. PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | Submission has been amended | No |
| 2021-11-01 | This submission is the final filing | No |
| 2021-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-11-01 | Plan is a collectively bargained plan | No |
| 2021-11-01 | Plan funding arrangement – Trust | Yes |
| 2021-11-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LEE & STIRES, INC. PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Submission has been amended | No |
| 2020-11-01 | This submission is the final filing | No |
| 2020-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-11-01 | Plan is a collectively bargained plan | No |
| 2020-11-01 | Plan funding arrangement – Trust | Yes |
| 2020-11-01 | Plan benefit arrangement - Trust | Yes |
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