Logo

LYN LAD GROUP, LTD 401K PLAN 401k Plan overview

Plan NameLYN LAD GROUP, LTD 401K PLAN
Plan identification number 003

LYN LAD GROUP, LTD 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LYN-LAD GROUP, LTD. has sponsored the creation of one or more 401k plans.

Company Name:LYN-LAD GROUP, LTD.
Employer identification number (EIN):042741667
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LYN LAD GROUP, LTD 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JOE SPINA
0032016-01-01JOE SPINA
0032015-01-01JOE SPINA
0032014-01-01JOE SPINA
0032013-01-01JOE SPINA
0032012-01-01JOE SPINA
0032011-01-01JOE SPINA
0032009-01-01JOSEPH SPINA

Plan Statistics for LYN LAD GROUP, LTD 401K PLAN

401k plan membership statisitcs for LYN LAD GROUP, LTD 401K PLAN

Measure Date Value
2022: LYN LAD GROUP, LTD 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01155
Total number of active participants reported on line 7a of the Form 55002022-01-0178
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0158
Total of all active and inactive participants2022-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01140
Number of participants with account balances2022-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LYN LAD GROUP, LTD 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01156
Total number of active participants reported on line 7a of the Form 55002021-01-0187
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01151
Number of participants with account balances2021-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LYN LAD GROUP, LTD 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01148
Total number of active participants reported on line 7a of the Form 55002020-01-0159
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0190
Total of all active and inactive participants2020-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01151
Number of participants with account balances2020-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LYN LAD GROUP, LTD 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01157
Total number of active participants reported on line 7a of the Form 55002019-01-0161
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0184
Total of all active and inactive participants2019-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01148
Number of participants with account balances2019-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LYN LAD GROUP, LTD 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01166
Total number of active participants reported on line 7a of the Form 55002018-01-0191
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0164
Total of all active and inactive participants2018-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01157
Number of participants with account balances2018-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LYN LAD GROUP, LTD 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01160
Total number of active participants reported on line 7a of the Form 55002017-01-0191
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01154
Number of participants with account balances2017-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LYN LAD GROUP, LTD 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01170
Total number of active participants reported on line 7a of the Form 55002016-01-0197
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0159
Total of all active and inactive participants2016-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01158
Number of participants with account balances2016-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LYN LAD GROUP, LTD 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01162
Total number of active participants reported on line 7a of the Form 55002015-01-0190
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0174
Total of all active and inactive participants2015-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01165
Number of participants with account balances2015-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LYN LAD GROUP, LTD 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01169
Total number of active participants reported on line 7a of the Form 55002014-01-01105
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01159
Number of participants with account balances2014-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LYN LAD GROUP, LTD 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01188
Total number of active participants reported on line 7a of the Form 55002013-01-01100
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0165
Total of all active and inactive participants2013-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01166
Number of participants with account balances2013-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LYN LAD GROUP, LTD 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01195
Total number of active participants reported on line 7a of the Form 55002012-01-01110
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0170
Total of all active and inactive participants2012-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01182
Number of participants with account balances2012-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LYN LAD GROUP, LTD 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01171
Total number of active participants reported on line 7a of the Form 55002011-01-01114
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0171
Total of all active and inactive participants2011-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01187
Number of participants with account balances2011-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LYN LAD GROUP, LTD 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01226
Total number of active participants reported on line 7a of the Form 55002009-01-01133
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01197
Number of participants with account balances2009-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LYN LAD GROUP, LTD 401K PLAN

Measure Date Value
2022 : LYN LAD GROUP, LTD 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,256,936
Total of all expenses incurred2022-12-31$626,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$595,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$398,010
Value of total assets at end of year2022-12-31$9,153,574
Value of total assets at beginning of year2022-12-31$11,037,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,089
Total interest from all sources2022-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$217,698
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$217,698
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$304,248
Participant contributions at end of year2022-12-31$4,388
Participant contributions at beginning of year2022-12-31$4,414
Administrative expenses (other) incurred2022-12-31$31,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,883,718
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,153,574
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,037,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,521,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,347,021
Value of interest in pooled separate accounts at end of year2022-12-31$626,147
Value of interest in pooled separate accounts at beginning of year2022-12-31$684,076
Interest earned on other investments2022-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,873,603
Net investment gain/loss from pooled separate accounts2022-12-31$955
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$93,762
Employer contributions (assets) at end of year2022-12-31$1,503
Employer contributions (assets) at beginning of year2022-12-31$1,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$595,693
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 name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : LYN LAD GROUP, LTD 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,132,333
Total of all expenses incurred2021-12-31$909,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$873,501
Value of total corrective distributions2021-12-31$2,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$373,426
Value of total assets at end of year2021-12-31$11,037,292
Value of total assets at beginning of year2021-12-31$9,814,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$34,029
Total interest from all sources2021-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$686,424
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$686,424
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$283,872
Participant contributions at end of year2021-12-31$4,414
Participant contributions at beginning of year2021-12-31$4,063
Administrative expenses (other) incurred2021-12-31$34,029
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$1,222,629
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,037,292
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,814,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,347,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,080,138
Value of interest in pooled separate accounts at end of year2021-12-31$684,076
Value of interest in pooled separate accounts at beginning of year2021-12-31$728,705
Interest earned on other investments2021-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,070,571
Net investment gain/loss from pooled separate accounts2021-12-31$1,907
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$89,554
Employer contributions (assets) at end of year2021-12-31$1,396
Employer contributions (assets) at beginning of year2021-12-31$1,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$873,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : LYN LAD GROUP, LTD 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,645,215
Total of all expenses incurred2020-12-31$356,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$326,950
Value of total corrective distributions2020-12-31$1,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$364,495
Value of total assets at end of year2020-12-31$9,814,663
Value of total assets at beginning of year2020-12-31$8,525,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,239
Total interest from all sources2020-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$152,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$152,655
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$274,840
Participant contributions at end of year2020-12-31$4,063
Participant contributions at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$27,239
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$1,289,070
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,814,663
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,525,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,080,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,201,191
Value of interest in pooled separate accounts at end of year2020-12-31$728,705
Value of interest in pooled separate accounts at beginning of year2020-12-31$324,028
Interest earned on other investments2020-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,125,354
Net investment gain/loss from pooled separate accounts2020-12-31$2,705
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$89,655
Employer contributions (assets) at end of year2020-12-31$1,377
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$326,950
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : LYN LAD GROUP, LTD 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,166,522
Total of all expenses incurred2019-12-31$763,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$725,943
Value of total corrective distributions2019-12-31$11,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$296,876
Value of total assets at end of year2019-12-31$8,525,593
Value of total assets at beginning of year2019-12-31$7,122,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,312
Total interest from all sources2019-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$128,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$128,556
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$246,203
Participant contributions at beginning of year2019-12-31$3,781
Administrative expenses (other) incurred2019-12-31$26,312
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$1,402,736
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,525,593
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,122,857
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$8,201,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,713,720
Value of interest in pooled separate accounts at end of year2019-12-31$324,028
Value of interest in pooled separate accounts at beginning of year2019-12-31$404,287
Interest earned on other investments2019-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,738,188
Net investment gain/loss from pooled separate accounts2019-12-31$2,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$50,673
Employer contributions (assets) at beginning of year2019-12-31$867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$725,943
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : LYN LAD GROUP, LTD 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-425,257
Total of all expenses incurred2018-12-31$209,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$183,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$332,300
Value of total assets at end of year2018-12-31$7,122,857
Value of total assets at beginning of year2018-12-31$7,757,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,649
Total interest from all sources2018-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$159,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$159,692
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$276,492
Participant contributions at end of year2018-12-31$3,781
Participant contributions at beginning of year2018-12-31$3,277
Administrative expenses (other) incurred2018-12-31$25,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-634,685
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,122,857
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,757,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,713,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,362,466
Value of interest in pooled separate accounts at end of year2018-12-31$404,287
Value of interest in pooled separate accounts at beginning of year2018-12-31$390,736
Interest earned on other investments2018-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$200
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$7,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-920,065
Net investment gain/loss from pooled separate accounts2018-12-31$2,814
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$55,808
Employer contributions (assets) at end of year2018-12-31$867
Employer contributions (assets) at beginning of year2018-12-31$863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$176,278
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 name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : LYN LAD GROUP, LTD 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,346,984
Total of all expenses incurred2017-12-31$284,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$254,472
Value of total corrective distributions2017-12-31$7,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$330,767
Value of total assets at end of year2017-12-31$7,757,542
Value of total assets at beginning of year2017-12-31$6,695,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,989
Total interest from all sources2017-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$125,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$125,014
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$236,541
Participant contributions at end of year2017-12-31$3,277
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$39,775
Administrative expenses (other) incurred2017-12-31$22,989
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$1,062,165
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,757,542
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,695,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,362,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,249,478
Value of interest in pooled separate accounts at end of year2017-12-31$390,736
Value of interest in pooled separate accounts at beginning of year2017-12-31$445,701
Interest on participant loans2017-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$888,273
Net investment gain/loss from pooled separate accounts2017-12-31$2,928
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$54,451
Employer contributions (assets) at end of year2017-12-31$863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$254,472
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 name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : LYN LAD GROUP, LTD 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,138,171
Total of all expenses incurred2016-12-31$1,553,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,530,405
Value of total corrective distributions2016-12-31$4,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,562,857
Value of total assets at end of year2016-12-31$6,695,377
Value of total assets at beginning of year2016-12-31$6,110,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,631
Total interest from all sources2016-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$61,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$61,657
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$210,777
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,301,961
Administrative expenses (other) incurred2016-12-31$18,631
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$584,669
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,695,377
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,110,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,249,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,057,017
Value of interest in pooled separate accounts at end of year2016-12-31$445,701
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,053,495
Interest earned on other investments2016-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$921,665
Net investment gain/loss from pooled separate accounts2016-12-31$-408,010
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$50,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,530,405
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 name2016-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : LYN LAD GROUP, LTD 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$148,407
Total of all expenses incurred2015-12-31$774,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$756,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$257,188
Value of total assets at end of year2015-12-31$6,110,708
Value of total assets at beginning of year2015-12-31$6,736,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,053
Total interest from all sources2015-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$76,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$76,427
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$208,241
Administrative expenses (other) incurred2015-12-31$18,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-626,198
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,110,708
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,736,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,057,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,587,210
Value of interest in pooled separate accounts at end of year2015-12-31$1,053,495
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,149,502
Interest earned on other investments2015-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-192,664
Net investment gain/loss from pooled separate accounts2015-12-31$7,454
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$48,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$756,552
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : LYN LAD GROUP, LTD 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$680,476
Total of all expenses incurred2014-12-31$1,410,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,400,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$222,946
Value of total assets at end of year2014-12-31$6,736,906
Value of total assets at beginning of year2014-12-31$7,466,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,830
Total interest from all sources2014-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$88,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$88,559
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$179,621
Administrative expenses (other) incurred2014-12-31$9,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-729,900
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,736,906
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,466,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,587,210
Value of interest in pooled separate accounts at end of year2014-12-31$1,149,502
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,466,614
Interest earned on other investments2014-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$138,975
Net investment gain/loss from pooled separate accounts2014-12-31$229,994
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$43,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,400,546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : LYN LAD GROUP, LTD 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,703,187
Total of all expenses incurred2013-12-31$634,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$634,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$253,780
Value of total assets at end of year2013-12-31$7,466,806
Value of total assets at beginning of year2013-12-31$6,397,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25
Total interest from all sources2013-12-31$2
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$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$207,212
Administrative expenses (other) incurred2013-12-31$25
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$1,069,117
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,466,806
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,397,689
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$7,466,614
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,397,499
Interest earned on other investments2013-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$190
Net investment gain/loss from pooled separate accounts2013-12-31$1,449,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$46,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$634,045
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : LYN LAD GROUP, LTD 401K PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$929,799
Total of all expenses incurred2012-12-31$629,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$626,402
Value of total corrective distributions2012-12-31$3,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$263,948
Value of total assets at end of year2012-12-31$6,397,689
Value of total assets at beginning of year2012-12-31$6,097,452
Total interest from all sources2012-12-31$3
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$215,793
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$300,237
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,397,689
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,097,452
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$6,397,499
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,097,265
Interest earned on other investments2012-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$187
Net investment gain/loss from pooled separate accounts2012-12-31$665,848
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$48,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$626,402
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31FARRAR GATES & GREEN LLC
Accountancy firm EIN2012-12-31263777593
2011 : LYN LAD GROUP, LTD 401K PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$426,118
Total of all expenses incurred2011-12-31$1,137,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,127,983
Value of total corrective distributions2011-12-31$9,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$322,362
Value of total assets at end of year2011-12-31$6,097,452
Value of total assets at beginning of year2011-12-31$6,809,294
Total interest from all sources2011-12-31$4
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$266,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-711,842
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,097,452
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,809,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,094,153
Value of interest in pooled separate accounts at end of year2011-12-31$6,097,265
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,714,996
Interest earned on other investments2011-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$145
Net investment gain/loss from pooled separate accounts2011-12-31$103,752
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$55,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,127,983
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31FARRAR GATES GREEN LLP
Accountancy firm EIN2011-12-31263777593
2010 : LYN LAD GROUP, LTD 401K PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,037,084
Total of all expenses incurred2010-12-31$598,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$595,032
Value of total corrective distributions2010-12-31$3,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$345,479
Value of total assets at end of year2010-12-31$6,809,294
Value of total assets at beginning of year2010-12-31$6,370,950
Total interest from all sources2010-12-31$4
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$275,697
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,056
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$438,344
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,809,294
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,370,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,094,153
Value of interest in pooled separate accounts at end of year2010-12-31$1,714,996
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,370,809
Interest earned on other investments2010-12-31$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$141
Net investment gain/loss from pooled separate accounts2010-12-31$691,601
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$54,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$595,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31FARRAR GATES GREEN LLP
Accountancy firm EIN2010-12-31263777593
2009 : LYN LAD GROUP, LTD 401K 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 LYN LAD GROUP, LTD 401K PLAN

2022: LYN LAD GROUP, LTD 401K 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: LYN LAD GROUP, LTD 401K 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: LYN LAD GROUP, LTD 401K 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: LYN LAD GROUP, LTD 401K 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: LYN LAD GROUP, LTD 401K 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: LYN LAD GROUP, LTD 401K 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: LYN LAD GROUP, LTD 401K 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: LYN LAD GROUP, LTD 401K 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: LYN LAD GROUP, LTD 401K 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: LYN LAD GROUP, LTD 401K 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: LYN LAD GROUP, LTD 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: LYN LAD GROUP, LTD 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LYN LAD GROUP, LTD 401K 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 FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60586
Policy instance 1
Insurance contract or identification numberJK60586
Number of Individuals Covered140
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60586
Policy instance 1
Insurance contract or identification numberJK60586
Number of Individuals Covered151
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60586
Policy instance 1
Insurance contract or identification numberJK60586
Number of Individuals Covered151
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60586
Policy instance 1
Insurance contract or identification numberJK60586
Number of Individuals Covered148
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60586
Policy instance 1
Insurance contract or identification numberJK60586
Number of Individuals Covered157
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60586
Policy instance 1
Insurance contract or identification numberJK60586
Number of Individuals Covered154
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1