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LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN
Plan identification number 001

LEWIS BUILDERS, INC 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
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEWIS BUILDERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:LEWIS BUILDERS, LLC
Employer identification number (EIN):020260603
NAIC Classification:236110

Additional information about LEWIS BUILDERS, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2000-09-26
Company Identification Number: P00000091981
Legal Registered Office Address: 2 GREENVALE DRIVE

ORMOND BEACH

32174

More information about LEWIS BUILDERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN SULLIVAN
0012016-01-01CHRISTINE LEWIS MORSE
0012015-01-01CHRISTINE LEWIS MORSE
0012014-01-01CHRISTINE LEWIS MORSE
0012013-01-01CHRISTINE LEWIS MORSE
0012012-01-01CHRISTINE LEWIS MORSE
0012011-01-01CHRISTINE LEWIS MORSE
0012010-01-01CHRISTINE LEWIS MORSE
0012009-01-01CHRISTINE LEWIS MORSE

Plan Statistics for LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01222
Total number of active participants reported on line 7a of the Form 55002022-01-01170
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0167
Total of all active and inactive participants2022-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01239
Number of participants with account balances2022-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0126
2021: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01235
Total number of active participants reported on line 7a of the Form 55002021-01-01164
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01212
Number of participants with account balances2021-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01217
Total number of active participants reported on line 7a of the Form 55002020-01-01148
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01228
Number of participants with account balances2020-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01239
Total number of active participants reported on line 7a of the Form 55002019-01-01165
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0146
Total of all active and inactive participants2019-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01212
Number of participants with account balances2019-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01233
Total number of active participants reported on line 7a of the Form 55002018-01-01201
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01236
Number of participants with account balances2018-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01208
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01169
Number of participants with account balances2017-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01179
Total number of active participants reported on line 7a of the Form 55002016-01-01174
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 participants2016-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01203
Number of participants with account balances2016-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01205
Total number of active participants reported on line 7a of the Form 55002015-01-01143
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01171
Total participants2015-01-01171
Number of participants with account balances2015-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01164
Total number of active participants reported on line 7a of the Form 55002014-01-01174
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01202
Number of participants with account balances2014-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01170
Total number of active participants reported on line 7a of the Form 55002013-01-01129
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01156
Number of participants with account balances2013-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01137
Total number of active participants reported on line 7a of the Form 55002012-01-01136
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01167
Number of participants with account balances2012-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01145
Total number of active participants reported on line 7a of the Form 55002011-01-01108
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01137
Number of participants with account balances2011-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01161
Total number of active participants reported on line 7a of the Form 55002010-01-01112
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0131
Total of all active and inactive participants2010-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01144
Number of participants with account balances2010-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01164
Total number of active participants reported on line 7a of the Form 55002009-01-01130
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01159
Number of participants with account balances2009-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-758,860
Total of all expenses incurred2022-12-31$355,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$231,736
Expenses. Certain deemed distributions of participant loans2022-12-31$47,392
Value of total corrective distributions2022-12-31$6,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,327,617
Value of total assets at end of year2022-12-31$10,817,684
Value of total assets at beginning of year2022-12-31$11,931,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$69,463
Total interest from all sources2022-12-31$17,492
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$134,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$134,631
Administrative expenses professional fees incurred2022-12-31$10,000
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$522,297
Participant contributions at end of year2022-12-31$225,637
Participant contributions at beginning of year2022-12-31$296,349
Participant contributions at end of year2022-12-31$5,133
Participant contributions at beginning of year2022-12-31$5,811
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$32,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$866
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$674
Administrative expenses (other) incurred2022-12-31$33,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,114,025
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,817,684
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,931,709
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
Investment advisory and management fees2022-12-31$25,491
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,330,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,496,490
Interest on participant loans2022-12-31$11,934
Interest earned on other investments2022-12-31$5,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$674,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$664,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,238,600
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$772,765
Employer contributions (assets) at end of year2022-12-31$581,008
Employer contributions (assets) at beginning of year2022-12-31$468,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$231,736
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31EJ CALLAHAN & ASSOCIATES, LLC
Accountancy firm EIN2022-12-31464547996
2021 : LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,720,400
Total of all expenses incurred2021-12-31$1,060,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$968,994
Expenses. Certain deemed distributions of participant loans2021-12-31$1,350
Value of total corrective distributions2021-12-31$25,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,163,455
Value of total assets at end of year2021-12-31$11,931,709
Value of total assets at beginning of year2021-12-31$10,272,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$64,571
Total interest from all sources2021-12-31$16,785
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$200,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$200,484
Administrative expenses professional fees incurred2021-12-31$10,000
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 period2021-12-31Yes
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$458,289
Participant contributions at end of year2021-12-31$296,349
Participant contributions at beginning of year2021-12-31$197,778
Participant contributions at end of year2021-12-31$5,811
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$67,637
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$674
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$383
Administrative expenses (other) incurred2021-12-31$36,087
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$1,659,543
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,931,709
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,272,166
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
Investment advisory and management fees2021-12-31$18,484
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,496,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,267,365
Interest on participant loans2021-12-31$11,205
Interest earned on other investments2021-12-31$5,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$664,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$709,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$857,764
Net investment gain/loss from pooled separate accounts2021-12-31$481,912
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$637,529
Employer contributions (assets) at end of year2021-12-31$468,141
Employer contributions (assets) at beginning of year2021-12-31$97,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$968,994
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31EJ CALLAHAN & ASSOCIATES, LLC
Accountancy firm EIN2021-12-31464547996
2020 : LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,539,923
Total of all expenses incurred2020-12-31$471,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$457,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$628,410
Value of total assets at end of year2020-12-31$10,272,166
Value of total assets at beginning of year2020-12-31$8,203,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,494
Total interest from all sources2020-12-31$22,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$10,000
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$384,425
Participant contributions at end of year2020-12-31$197,778
Participant contributions at beginning of year2020-12-31$211,398
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$442
Administrative expenses (other) incurred2020-12-31$3,494
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$2,068,688
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,272,166
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,203,478
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 pooled separate accounts at end of year2020-12-31$9,267,365
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,288,061
Interest on participant loans2020-12-31$11,255
Interest earned on other investments2020-12-31$10,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$709,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$703,577
Net investment gain/loss from pooled separate accounts2020-12-31$1,889,434
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$243,985
Employer contributions (assets) at end of year2020-12-31$97,410
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$457,741
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EJ CALLAHAN & ASSOCIATES, LLC
Accountancy firm EIN2020-12-31464547996
2019 : LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,016,992
Total of all expenses incurred2019-12-31$548,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$528,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$590,075
Value of total assets at end of year2019-12-31$8,203,478
Value of total assets at beginning of year2019-12-31$6,734,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,234
Total interest from all sources2019-12-31$23,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$10,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$416,300
Participant contributions at end of year2019-12-31$211,398
Participant contributions at beginning of year2019-12-31$247,922
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$5,527
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$442
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$689
Administrative expenses (other) incurred2019-12-31$10,234
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$1,468,672
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,203,478
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,734,806
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$7,288,061
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,458,236
Interest on participant loans2019-12-31$11,644
Interest earned on other investments2019-12-31$12,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$703,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$757,379
Net investment gain/loss from pooled separate accounts2019-12-31$1,402,982
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$162,511
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$265,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$528,086
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EJ CALLAHAN & ASSOCIATES, LLC
Accountancy firm EIN2019-12-31464547996
2018 : LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$490,033
Total of all expenses incurred2018-12-31$315,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$291,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$803,129
Value of total assets at end of year2018-12-31$6,734,806
Value of total assets at beginning of year2018-12-31$6,560,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,025
Total interest from all sources2018-12-31$21,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$10,000
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$381,435
Participant contributions at end of year2018-12-31$247,922
Participant contributions at beginning of year2018-12-31$238,393
Participant contributions at end of year2018-12-31$5,527
Participant contributions at beginning of year2018-12-31$11,297
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,760
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$584
Administrative expenses (other) incurred2018-12-31$14,025
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$174,506
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,734,806
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,560,300
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 pooled separate accounts at end of year2018-12-31$5,458,236
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,350,476
Interest on participant loans2018-12-31$12,432
Interest earned on other investments2018-12-31$9,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$757,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$693,566
Net investment gain/loss from pooled separate accounts2018-12-31$-334,533
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$418,934
Employer contributions (assets) at end of year2018-12-31$265,053
Employer contributions (assets) at beginning of year2018-12-31$265,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$291,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EJ CALLAHAN & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31464547996
2017 : LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,522,144
Total of all expenses incurred2017-12-31$139,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$115,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$763,394
Value of total assets at end of year2017-12-31$6,560,300
Value of total assets at beginning of year2017-12-31$5,177,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,786
Total interest from all sources2017-12-31$18,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$5,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
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$309,607
Participant contributions at end of year2017-12-31$238,393
Participant contributions at beginning of year2017-12-31$214,160
Participant contributions at end of year2017-12-31$11,297
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,021
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$584
Administrative expenses (other) incurred2017-12-31$18,786
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$1,382,477
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,560,300
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,177,823
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 pooled separate accounts at end of year2017-12-31$5,350,476
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,214,674
Interest on participant loans2017-12-31$10,261
Interest earned on other investments2017-12-31$8,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$693,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$663,775
Net investment gain/loss from pooled separate accounts2017-12-31$740,457
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$443,766
Employer contributions (assets) at end of year2017-12-31$265,984
Employer contributions (assets) at beginning of year2017-12-31$85,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$115,881
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EJ CALLAHAN & ASSOCIATES, LLC
Accountancy firm EIN2017-12-31464547996
2016 : LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$794,432
Total of all expenses incurred2016-12-31$167,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$145,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$447,749
Value of total assets at end of year2016-12-31$5,177,823
Value of total assets at beginning of year2016-12-31$4,550,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,301
Total interest from all sources2016-12-31$15,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
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$264,754
Participant contributions at end of year2016-12-31$214,160
Participant contributions at beginning of year2016-12-31$172,468
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$25,665
Administrative expenses (other) incurred2016-12-31$22,301
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$627,065
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,177,823
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,550,758
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 pooled separate accounts at end of year2016-12-31$4,214,674
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,750,797
Interest on participant loans2016-12-31$7,651
Interest earned on other investments2016-12-31$7,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$663,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$627,493
Net investment gain/loss from pooled separate accounts2016-12-31$331,261
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$157,330
Employer contributions (assets) at end of year2016-12-31$85,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$145,066
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31E J CALLAHAN & ASSOCIATES, LLC
Accountancy firm EIN2016-12-31464547996
2015 : LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$265,335
Total of all expenses incurred2015-12-31$366,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$330,252
Value of total corrective distributions2015-12-31$17,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$304,946
Value of total assets at end of year2015-12-31$4,550,758
Value of total assets at beginning of year2015-12-31$4,652,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,106
Total interest from all sources2015-12-31$1,812
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
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$241,514
Participant contributions at end of year2015-12-31$172,468
Participant contributions at beginning of year2015-12-31$199,205
Other income not declared elsewhere2015-12-31$7,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-101,652
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,550,758
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,652,410
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 pooled separate accounts at end of year2015-12-31$3,750,797
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,842,408
Interest on participant loans2015-12-31$1,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$627,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$610,797
Net investment gain/loss from pooled separate accounts2015-12-31$-49,368
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$63,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$330,252
Contract administrator fees2015-12-31$19,106
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$608,488
Total of all expenses incurred2014-12-31$62,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$44,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$328,031
Value of total assets at end of year2014-12-31$4,652,410
Value of total assets at beginning of year2014-12-31$4,106,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,597
Total interest from all sources2014-12-31$6,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
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$238,144
Participant contributions at end of year2014-12-31$199,205
Participant contributions at beginning of year2014-12-31$155,530
Participant contributions at beginning of year2014-12-31$2,395
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$24,449
Other income not declared elsewhere2014-12-31$7,982
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$545,958
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,652,410
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,106,452
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 pooled separate accounts at end of year2014-12-31$3,842,408
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,361,879
Interest on participant loans2014-12-31$6,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$610,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$586,648
Net investment gain/loss from pooled separate accounts2014-12-31$265,793
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$65,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$44,933
Contract administrator fees2014-12-31$17,597
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 name2014-12-31FEELEY AND DRISCOLL PC
Accountancy firm EIN2014-12-31042684828
2013 : LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$881,752
Total of all expenses incurred2013-12-31$197,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$172,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$188,478
Value of total assets at end of year2013-12-31$4,106,452
Value of total assets at beginning of year2013-12-31$3,422,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,375
Total interest from all sources2013-12-31$6,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
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$188,478
Participant contributions at end of year2013-12-31$155,530
Participant contributions at beginning of year2013-12-31$171,233
Participant contributions at end of year2013-12-31$2,395
Participant contributions at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$8,212
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$683,966
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,106,452
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,422,486
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 pooled separate accounts at end of year2013-12-31$3,361,879
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,679,359
Interest on participant loans2013-12-31$6,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$586,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$571,894
Net investment gain/loss from pooled separate accounts2013-12-31$678,089
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
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$172,411
Contract administrator fees2013-12-31$25,375
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 name2013-12-31FEELEY AND DRISCOLL PC
Accountancy firm EIN2013-12-31042684828
2012 : LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$0
Total income from all sources (including contributions)2012-12-31$509,290
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$300,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$285,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$182,713
Value of total assets at end of year2012-12-31$3,422,486
Value of total assets at beginning of year2012-12-31$3,214,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,490
Total interest from all sources2012-12-31$8,695
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
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$181,566
Participant contributions at end of year2012-12-31$171,233
Participant contributions at beginning of year2012-12-31$212,944
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$3,552
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,147
Other income not declared elsewhere2012-12-31$9,588
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$208,394
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,422,486
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,214,092
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 pooled separate accounts at end of year2012-12-31$2,679,359
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,440,739
Interest on participant loans2012-12-31$8,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$571,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$555,711
Net investment gain/loss from pooled separate accounts2012-12-31$308,294
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$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$1,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$285,406
Contract administrator fees2012-12-31$15,490
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 name2012-12-31FELLEY & DRISCOLL, PC
Accountancy firm EIN2012-12-31042684828
2011 : LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$241,480
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$178,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$161,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$265,070
Value of total assets at end of year2011-12-31$3,214,092
Value of total assets at beginning of year2011-12-31$3,150,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,482
Total interest from all sources2011-12-31$10,278
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
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$206,101
Participant contributions at end of year2011-12-31$212,944
Participant contributions at beginning of year2011-12-31$236,064
Participant contributions at end of year2011-12-31$3,552
Participant contributions at beginning of year2011-12-31$6,906
Other income not declared elsewhere2011-12-31$13,177
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$63,203
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,214,092
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,150,889
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 pooled separate accounts at end of year2011-12-31$2,440,739
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,364,526
Interest on participant loans2011-12-31$10,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$555,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$541,471
Net investment gain/loss from pooled separate accounts2011-12-31$-47,045
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$58,969
Employer contributions (assets) at end of year2011-12-31$1,146
Employer contributions (assets) at beginning of year2011-12-31$1,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$161,795
Contract administrator fees2011-12-31$16,482
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 name2011-12-31FEELEY AND DRISCOLL, PC
Accountancy firm EIN2011-12-31042684828
2010 : LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$609,065
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$243,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$225,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$269,001
Value of total assets at end of year2010-12-31$3,150,889
Value of total assets at beginning of year2010-12-31$2,785,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,557
Total interest from all sources2010-12-31$12,360
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
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$207,571
Participant contributions at end of year2010-12-31$236,064
Participant contributions at beginning of year2010-12-31$226,676
Participant contributions at end of year2010-12-31$6,906
Participant contributions at beginning of year2010-12-31$35,983
Other income not declared elsewhere2010-12-31$13,768
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$365,809
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,150,889
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,785,080
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 pooled separate accounts at end of year2010-12-31$2,364,526
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,022,290
Interest on participant loans2010-12-31$12,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$541,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$496,467
Net investment gain/loss from pooled separate accounts2010-12-31$313,936
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$61,430
Employer contributions (assets) at end of year2010-12-31$1,922
Employer contributions (assets) at beginning of year2010-12-31$3,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$225,699
Contract administrator fees2010-12-31$17,557
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 name2010-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2010-12-31042684828
2009 : LEWIS BUILDERS, INC 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 LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN

2022: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LEWIS BUILDERS, INC 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: LEWIS BUILDERS, INC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LEWIS BUILDERS, INC 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: LEWIS BUILDERS, INC 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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513738
Policy instance 1
Insurance contract or identification number513738
Number of Individuals Covered224
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991582
Policy instance 2
Insurance contract or identification number991582
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-02-05
Total amount of commissions paid to insurance brokerUSD $2,079
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,040
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513738
Policy instance 1
Insurance contract or identification number513738
Number of Individuals Covered195
Insurance policy start date2021-02-06
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991582
Policy instance 1
Insurance contract or identification number991582
Number of Individuals Covered198
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $20,934
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,467
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991582
Policy instance 1
Insurance contract or identification number991582
Number of Individuals Covered184
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,109
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,119
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991582
Policy instance 1
Insurance contract or identification number991582
Number of Individuals Covered184
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,997
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,158
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991582
Policy instance 1
Insurance contract or identification number991582
Number of Individuals Covered154
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,533
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,565
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameSAMUEL BALDWIN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991582-000
Policy instance 1
Insurance contract or identification number991582-000
Number of Individuals Covered103
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,775
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $9,709
Insurance broker organization code?3
Insurance broker nameSAMUEL BALDWIN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991582-000
Policy instance 1
Insurance contract or identification number991582-000
Number of Individuals Covered103
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,924
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,062
Insurance broker organization code?3
Insurance broker nameSAMUEL BALDWIN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991582-000
Policy instance 1
Insurance contract or identification number991582-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,724
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,390
Insurance broker organization code?3
Insurance broker nameSAMUEL BALDWIN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991582-000
Policy instance 1
Insurance contract or identification number991582-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,896
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,761
Insurance broker organization code?3
Insurance broker nameSAMUEL BALDWIN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991582-000
Policy instance 1
Insurance contract or identification number991582-000
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,771
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991582-000
Policy instance 1
Insurance contract or identification number991582-000
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,065
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,065
Insurance broker organization code?3
Insurance broker nameWILLIAM T SPENCER

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