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LYNCH 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameLYNCH 401(K) RETIREMENT PLAN
Plan identification number 002

LYNCH 401(K) RETIREMENT 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

J.H. LYNCH & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:J.H. LYNCH & SONS, INC.
Employer identification number (EIN):050279873
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LYNCH 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-04-01ELLEN KITCHELL2023-12-21
0022021-04-01ELLEN KITCHELL2023-01-05
0022020-04-01ELLEN KITCHELL2022-01-04
0022019-04-01
0022018-04-01
0022017-04-01ELLEN KITCHELL
0022016-04-01ELLEN KITCHELL
0022015-04-01ELLEN KITCHELL
0022014-04-01ELLEN KITCHELL
0022013-04-01ELLEN KITCHELL
0022012-04-01ELLEN KITCHELL
0022011-04-01ELLEN KITCHELL
0022009-04-01ELLEN KITCHELL
0022009-04-01ELLEN KITCHELL

Plan Statistics for LYNCH 401(K) RETIREMENT PLAN

401k plan membership statisitcs for LYNCH 401(K) RETIREMENT PLAN

Measure Date Value
2022: LYNCH 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01124
Total number of active participants reported on line 7a of the Form 55002022-04-0185
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-0140
Total of all active and inactive participants2022-04-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-011
Total participants2022-04-01126
Number of participants with account balances2022-04-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-014
2021: LYNCH 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01134
Total number of active participants reported on line 7a of the Form 55002021-04-0188
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-0135
Total of all active and inactive participants2021-04-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01123
Number of participants with account balances2021-04-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-014
2020: LYNCH 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01115
Total number of active participants reported on line 7a of the Form 55002020-04-0193
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-0139
Total of all active and inactive participants2020-04-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01132
Number of participants with account balances2020-04-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-012
2019: LYNCH 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01110
Total number of active participants reported on line 7a of the Form 55002019-04-0191
Number of retired or separated participants receiving benefits2019-04-011
Number of other retired or separated participants entitled to future benefits2019-04-0122
Total of all active and inactive participants2019-04-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01114
Number of participants with account balances2019-04-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-011
2018: LYNCH 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01118
Total number of active participants reported on line 7a of the Form 55002018-04-0192
Number of retired or separated participants receiving benefits2018-04-011
Number of other retired or separated participants entitled to future benefits2018-04-0117
Total of all active and inactive participants2018-04-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01110
Number of participants with account balances2018-04-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-011
2017: LYNCH 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01118
Total number of active participants reported on line 7a of the Form 55002017-04-0189
Number of retired or separated participants receiving benefits2017-04-012
Number of other retired or separated participants entitled to future benefits2017-04-0127
Total of all active and inactive participants2017-04-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01118
Number of participants with account balances2017-04-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-013
2016: LYNCH 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01118
Total number of active participants reported on line 7a of the Form 55002016-04-0189
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-0129
Total of all active and inactive participants2016-04-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-01118
Number of participants with account balances2016-04-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: LYNCH 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01115
Total number of active participants reported on line 7a of the Form 55002015-04-0189
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-0129
Total of all active and inactive participants2015-04-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-01118
Number of participants with account balances2015-04-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-012
2014: LYNCH 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01110
Total number of active participants reported on line 7a of the Form 55002014-04-0191
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-0123
Total of all active and inactive participants2014-04-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01114
Number of participants with account balances2014-04-01114
2013: LYNCH 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01113
Total number of active participants reported on line 7a of the Form 55002013-04-0187
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-0123
Total of all active and inactive participants2013-04-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01110
Number of participants with account balances2013-04-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: LYNCH 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01112
Total number of active participants reported on line 7a of the Form 55002012-04-0189
Number of retired or separated participants receiving benefits2012-04-011
Number of other retired or separated participants entitled to future benefits2012-04-0121
Total of all active and inactive participants2012-04-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-011
Total participants2012-04-01112
Number of participants with account balances2012-04-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: LYNCH 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01109
Total number of active participants reported on line 7a of the Form 55002011-04-0189
Number of retired or separated participants receiving benefits2011-04-011
Number of other retired or separated participants entitled to future benefits2011-04-0122
Total of all active and inactive participants2011-04-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-01112
Number of participants with account balances2011-04-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2009: LYNCH 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01113
Total number of active participants reported on line 7a of the Form 55002009-04-0181
Number of retired or separated participants receiving benefits2009-04-012
Number of other retired or separated participants entitled to future benefits2009-04-0125
Total of all active and inactive participants2009-04-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-01108
Number of participants with account balances2009-04-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-019

Financial Data on LYNCH 401(K) RETIREMENT PLAN

Measure Date Value
2023 : LYNCH 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$-641,972
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$769,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$692,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$1,576,450
Value of total assets at end of year2023-03-31$34,340,797
Value of total assets at beginning of year2023-03-31$35,752,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$76,566
Total interest from all sources2023-03-31$9,130
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$2,085,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$2,085,792
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$1,106,885
Participant contributions at end of year2023-03-31$168,441
Participant contributions at beginning of year2023-03-31$136,052
Other income not declared elsewhere2023-03-31$125,196
Administrative expenses (other) incurred2023-03-31$75,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-1,411,301
Value of net assets at end of year (total assets less liabilities)2023-03-31$34,340,797
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$35,752,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$615
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$29,711,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$31,288,981
Interest on participant loans2023-03-31$9,130
Value of interest in common/collective trusts at end of year2023-03-31$3,991,944
Value of interest in common/collective trusts at beginning of year2023-03-31$3,848,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-4,253,733
Net investment gain or loss from common/collective trusts2023-03-31$-184,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$469,565
Employer contributions (assets) at end of year2023-03-31$468,524
Employer contributions (assets) at beginning of year2023-03-31$478,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$692,763
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31FEENEY, FOSTER & CAVANAGH CPAS LLC
Accountancy firm EIN2023-03-31453245062
2022 : LYNCH 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$2,127,622
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$1,837,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$1,732,063
Expenses. Certain deemed distributions of participant loans2022-03-31$20,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$1,544,991
Value of total assets at end of year2022-03-31$35,752,098
Value of total assets at beginning of year2022-03-31$35,461,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$85,010
Total interest from all sources2022-03-31$8,669
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$2,898,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$2,898,836
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$1,066,139
Participant contributions at end of year2022-03-31$136,052
Participant contributions at beginning of year2022-03-31$176,105
Administrative expenses (other) incurred2022-03-31$84,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$290,322
Value of net assets at end of year (total assets less liabilities)2022-03-31$35,752,098
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$35,461,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$321
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$31,288,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$30,656,048
Interest on participant loans2022-03-31$8,669
Value of interest in common/collective trusts at end of year2022-03-31$3,848,213
Value of interest in common/collective trusts at beginning of year2022-03-31$4,157,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-2,143,279
Net investment gain or loss from common/collective trusts2022-03-31$-181,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$478,852
Employer contributions (assets) at end of year2022-03-31$478,852
Employer contributions (assets) at beginning of year2022-03-31$472,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$1,732,063
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31FEENEY, FOSTER & CAVANAGH CPAS LLC
Accountancy firm EIN2022-03-31453245062
2021 : LYNCH 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$11,992,211
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$972,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$902,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$2,097,909
Value of total assets at end of year2021-03-31$35,461,776
Value of total assets at beginning of year2021-03-31$24,442,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$70,584
Total interest from all sources2021-03-31$8,439
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$1,390,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$1,390,768
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$1,027,568
Participant contributions at end of year2021-03-31$176,105
Participant contributions at beginning of year2021-03-31$159,368
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$59,552
Administrative expenses (other) incurred2021-03-31$70,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$11,019,329
Value of net assets at end of year (total assets less liabilities)2021-03-31$35,461,776
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$24,442,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$104
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$30,656,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$20,973,518
Interest on participant loans2021-03-31$8,439
Value of interest in common/collective trusts at end of year2021-03-31$4,157,263
Value of interest in common/collective trusts at beginning of year2021-03-31$3,309,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$8,415,407
Net investment gain or loss from common/collective trusts2021-03-31$79,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$1,010,789
Employer contributions (assets) at end of year2021-03-31$472,360
Employer contributions (assets) at beginning of year2021-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$902,298
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31FEENEY, FOSTER & CAVANAGH CPAS LLC
Accountancy firm EIN2021-03-31453245062
2020 : LYNCH 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$0
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total transfer of assets to this plan2020-03-31$656
Total transfer of assets from this plan2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Expenses. Interest paid2020-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-03-31$0
Total income from all sources (including contributions)2020-03-31$1,580,452
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$1,379,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$1,316,571
Expenses. Certain deemed distributions of participant loans2020-03-31$0
Value of total corrective distributions2020-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$3,286,437
Value of total assets at end of year2020-03-31$24,442,447
Value of total assets at beginning of year2020-03-31$24,240,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$62,817
Total income from rents2020-03-31$0
Total interest from all sources2020-03-31$8,097
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$1,368,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$1,368,521
Assets. Real estate other than employer real property at end of year2020-03-31$0
Assets. Real estate other than employer real property at beginning of year2020-03-31$0
Administrative expenses professional fees incurred2020-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-03-31$0
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$969,936
Participant contributions at end of year2020-03-31$159,368
Participant contributions at beginning of year2020-03-31$149,530
Participant contributions at end of year2020-03-31$0
Participant contributions at beginning of year2020-03-31$0
Assets. Other investments not covered elsewhere at end of year2020-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$1,866,087
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$0
Assets. Loans (other than to participants) at end of year2020-03-31$0
Assets. Loans (other than to participants) at beginning of year2020-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$0
Other income not declared elsewhere2020-03-31$0
Administrative expenses (other) incurred2020-03-31$61,186
Liabilities. Value of operating payables at end of year2020-03-31$0
Liabilities. Value of operating payables at beginning of year2020-03-31$0
Total non interest bearing cash at end of year2020-03-31$0
Total non interest bearing cash at beginning of year2020-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Income. Non cash contributions2020-03-31$0
Value of net income/loss2020-03-31$201,064
Value of net assets at end of year (total assets less liabilities)2020-03-31$24,442,447
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$24,240,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Assets. partnership/joint venture interests at end of year2020-03-31$0
Assets. partnership/joint venture interests at beginning of year2020-03-31$0
Investment advisory and management fees2020-03-31$1,631
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$20,973,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$23,164,517
Value of interest in pooled separate accounts at end of year2020-03-31$0
Value of interest in pooled separate accounts at beginning of year2020-03-31$0
Interest on participant loans2020-03-31$8,097
Income. Interest from loans (other than to participants)2020-03-31$0
Interest earned on other investments2020-03-31$0
Income. Interest from US Government securities2020-03-31$0
Income. Interest from corporate debt instruments2020-03-31$0
Value of interest in master investment trust accounts at end of year2020-03-31$0
Value of interest in master investment trust accounts at beginning of year2020-03-31$0
Value of interest in common/collective trusts at end of year2020-03-31$3,309,561
Value of interest in common/collective trusts at beginning of year2020-03-31$926,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$0
Asset value of US Government securities at end of year2020-03-31$0
Asset value of US Government securities at beginning of year2020-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-3,189,322
Net investment gain/loss from pooled separate accounts2020-03-31$0
Net investment gain or loss from common/collective trusts2020-03-31$106,719
Net gain/loss from 103.12 investment entities2020-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Assets. Invements in employer securities at end of year2020-03-31$0
Assets. Invements in employer securities at beginning of year2020-03-31$0
Assets. Value of employer real property at end of year2020-03-31$0
Assets. Value of employer real property at beginning of year2020-03-31$0
Contributions received in cash from employer2020-03-31$450,414
Employer contributions (assets) at end of year2020-03-31$0
Employer contributions (assets) at beginning of year2020-03-31$0
Income. Dividends from preferred stock2020-03-31$0
Income. Dividends from common stock2020-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$1,316,571
Asset. Corporate debt instrument preferred debt at end of year2020-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$0
Contract administrator fees2020-03-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$0
Liabilities. Value of benefit claims payable at end of year2020-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-03-31$0
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$0
Aggregate carrying amount (costs) on sale of assets2020-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31FEENEY, FOSTER & CAVANAGH CPAS LLC
Accountancy firm EIN2020-03-31453245062
2019 : LYNCH 401(K) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$0
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total transfer of assets to this plan2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Expenses. Interest paid2019-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-03-31$0
Total income from all sources (including contributions)2019-03-31$1,743,398
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$902,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$857,155
Expenses. Certain deemed distributions of participant loans2019-03-31$0
Value of total corrective distributions2019-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$1,364,562
Value of total assets at end of year2019-03-31$24,240,727
Value of total assets at beginning of year2019-03-31$23,399,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$45,166
Total income from rents2019-03-31$0
Total interest from all sources2019-03-31$4,859
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$1,501,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$1,501,342
Assets. Real estate other than employer real property at end of year2019-03-31$0
Assets. Real estate other than employer real property at beginning of year2019-03-31$0
Administrative expenses professional fees incurred2019-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-03-31$0
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$1,000,000
If this is an individual account plan, was there a blackout period2019-03-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$897,097
Participant contributions at end of year2019-03-31$149,530
Participant contributions at beginning of year2019-03-31$84,452
Participant contributions at end of year2019-03-31$0
Participant contributions at beginning of year2019-03-31$0
Assets. Other investments not covered elsewhere at end of year2019-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$0
Assets. Loans (other than to participants) at end of year2019-03-31$0
Assets. Loans (other than to participants) at beginning of year2019-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$0
Other income not declared elsewhere2019-03-31$0
Administrative expenses (other) incurred2019-03-31$43,271
Liabilities. Value of operating payables at end of year2019-03-31$0
Liabilities. Value of operating payables at beginning of year2019-03-31$0
Total non interest bearing cash at end of year2019-03-31$0
Total non interest bearing cash at beginning of year2019-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Income. Non cash contributions2019-03-31$0
Value of net income/loss2019-03-31$841,077
Value of net assets at end of year (total assets less liabilities)2019-03-31$24,240,727
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$23,399,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Assets. partnership/joint venture interests at end of year2019-03-31$0
Assets. partnership/joint venture interests at beginning of year2019-03-31$0
Investment advisory and management fees2019-03-31$1,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$23,164,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$0
Value of interest in pooled separate accounts at end of year2019-03-31$0
Value of interest in pooled separate accounts at beginning of year2019-03-31$19,462,224
Interest on participant loans2019-03-31$4,596
Income. Interest from loans (other than to participants)2019-03-31$0
Interest earned on other investments2019-03-31$263
Income. Interest from US Government securities2019-03-31$0
Income. Interest from corporate debt instruments2019-03-31$0
Value of interest in master investment trust accounts at end of year2019-03-31$0
Value of interest in master investment trust accounts at beginning of year2019-03-31$0
Value of interest in common/collective trusts at end of year2019-03-31$926,680
Value of interest in common/collective trusts at beginning of year2019-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$3,852,974
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$0
Asset value of US Government securities at end of year2019-03-31$0
Asset value of US Government securities at beginning of year2019-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$-804,743
Net investment gain/loss from pooled separate accounts2019-03-31$-337,683
Net investment gain or loss from common/collective trusts2019-03-31$15,061
Net gain/loss from 103.12 investment entities2019-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Assets. Invements in employer securities at end of year2019-03-31$0
Assets. Invements in employer securities at beginning of year2019-03-31$0
Assets. Value of employer real property at end of year2019-03-31$0
Assets. Value of employer real property at beginning of year2019-03-31$0
Contributions received in cash from employer2019-03-31$467,465
Employer contributions (assets) at end of year2019-03-31$0
Employer contributions (assets) at beginning of year2019-03-31$0
Income. Dividends from preferred stock2019-03-31$0
Income. Dividends from common stock2019-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$857,155
Asset. Corporate debt instrument preferred debt at end of year2019-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-03-31$0
Contract administrator fees2019-03-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-31$0
Liabilities. Value of benefit claims payable at end of year2019-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-03-31$0
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$0
Aggregate carrying amount (costs) on sale of assets2019-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31FEENEY, FOSTER & CAVANAGH CPAS LLC
Accountancy firm EIN2019-03-31453245062
2018 : LYNCH 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-03-31$3,508,400
Total of all expenses incurred2018-03-31$1,096,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$1,063,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$1,242,372
Value of total assets at end of year2018-03-31$23,399,650
Value of total assets at beginning of year2018-03-31$20,988,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$33,716
Total interest from all sources2018-03-31$44,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$1,000,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$806,106
Participant contributions at end of year2018-03-31$84,452
Participant contributions at beginning of year2018-03-31$107,694
Administrative expenses (other) incurred2018-03-31$33,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$2,411,471
Value of net assets at end of year (total assets less liabilities)2018-03-31$23,399,650
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$20,988,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in pooled separate accounts at end of year2018-03-31$19,462,224
Value of interest in pooled separate accounts at beginning of year2018-03-31$17,393,878
Interest on participant loans2018-03-31$4,078
Interest earned on other investments2018-03-31$40,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$3,852,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$3,486,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$2,221,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$436,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$1,063,213
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31FEENEY, FOSTER & CAVANAGH CPAS LLC
Accountancy firm EIN2018-03-31453245062
2017 : LYNCH 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-03-31$3,361,300
Total of all expenses incurred2017-03-31$899,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$884,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$1,240,871
Value of total assets at end of year2017-03-31$20,988,179
Value of total assets at beginning of year2017-03-31$18,526,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$14,163
Total interest from all sources2017-03-31$3,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$1,000,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$779,936
Participant contributions at end of year2017-03-31$107,694
Participant contributions at beginning of year2017-03-31$77,387
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$9,204
Other income not declared elsewhere2017-03-31$67,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$2,462,161
Value of net assets at end of year (total assets less liabilities)2017-03-31$20,988,179
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$18,526,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest in pooled separate accounts at end of year2017-03-31$17,393,878
Value of interest in pooled separate accounts at beginning of year2017-03-31$14,170,502
Interest on participant loans2017-03-31$3,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$3,486,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$4,278,129
Net investment gain/loss from pooled separate accounts2017-03-31$2,049,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$451,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$884,976
Contract administrator fees2017-03-31$14,163
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31FEENEY, FOSTER, & CAVANAGH CPAS LLC
Accountancy firm EIN2017-03-31453245062
2016 : LYNCH 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-03-31$844,352
Total of all expenses incurred2016-03-31$485,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$471,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$1,225,640
Value of total assets at end of year2016-03-31$18,526,018
Value of total assets at beginning of year2016-03-31$18,167,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$14,380
Total interest from all sources2016-03-31$3,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$796,355
Participant contributions at end of year2016-03-31$77,387
Participant contributions at beginning of year2016-03-31$65,111
Other income not declared elsewhere2016-03-31$63,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$358,648
Value of net assets at end of year (total assets less liabilities)2016-03-31$18,526,018
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$18,167,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$14,050
Value of interest in pooled separate accounts at end of year2016-03-31$14,170,502
Value of interest in pooled separate accounts at beginning of year2016-03-31$14,614,175
Interest on participant loans2016-03-31$3,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$4,278,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$3,488,084
Net investment gain/loss from pooled separate accounts2016-03-31$-448,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$429,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$471,324
Contract administrator fees2016-03-31$330
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31FEENEY, FOSTER, & CAVANAGH CPAS LLC
Accountancy firm EIN2016-03-31453245062
2015 : LYNCH 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-03-31$2,075,422
Total of all expenses incurred2015-03-31$280,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$270,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$743,020
Value of total assets at end of year2015-03-31$18,167,370
Value of total assets at beginning of year2015-03-31$16,372,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$10,248
Total interest from all sources2015-03-31$2,894
Administrative expenses professional fees incurred2015-03-31$10,000
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$743,020
Participant contributions at end of year2015-03-31$65,111
Participant contributions at beginning of year2015-03-31$70,846
Other income not declared elsewhere2015-03-31$27,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$1,794,621
Value of net assets at end of year (total assets less liabilities)2015-03-31$18,167,370
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$16,372,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in pooled separate accounts at end of year2015-03-31$14,614,175
Value of interest in pooled separate accounts at beginning of year2015-03-31$12,898,806
Interest on participant loans2015-03-31$2,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$3,488,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$2,992,756
Net investment gain/loss from pooled separate accounts2015-03-31$1,302,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Employer contributions (assets) at beginning of year2015-03-31$410,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$270,553
Contract administrator fees2015-03-31$248
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31FEENEY, FOSTER & CAVANAGH CPAS LLC
Accountancy firm EIN2015-03-31453245062
2014 : LYNCH 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-03-31$3,025,022
Total of all expenses incurred2014-03-31$1,006,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$1,005,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$1,145,011
Value of total assets at end of year2014-03-31$16,372,749
Value of total assets at beginning of year2014-03-31$14,353,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$150
Total interest from all sources2014-03-31$3,110
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$734,351
Participant contributions at end of year2014-03-31$70,846
Participant contributions at beginning of year2014-03-31$76,299
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$319
Other income not declared elsewhere2014-03-31$44,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$2,019,006
Value of net assets at end of year (total assets less liabilities)2014-03-31$16,372,749
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$14,353,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in pooled separate accounts at end of year2014-03-31$12,898,806
Value of interest in pooled separate accounts at beginning of year2014-03-31$10,879,501
Interest on participant loans2014-03-31$3,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$2,992,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$2,991,099
Net investment gain/loss from pooled separate accounts2014-03-31$1,832,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$410,341
Employer contributions (assets) at end of year2014-03-31$410,341
Employer contributions (assets) at beginning of year2014-03-31$406,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$1,005,866
Contract administrator fees2014-03-31$150
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31FEENEY, FOSTER & CAVANAGH CPAS, LLC
Accountancy firm EIN2014-03-31453245062
2013 : LYNCH 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$2,256,772
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$608,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$608,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$1,110,324
Value of total assets at end of year2013-03-31$14,353,743
Value of total assets at beginning of year2013-03-31$12,705,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$250
Total interest from all sources2013-03-31$1,777
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$701,091
Participant contributions at end of year2013-03-31$76,299
Participant contributions at beginning of year2013-03-31$19,731
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$2,389
Other income not declared elsewhere2013-03-31$52,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$1,647,999
Value of net assets at end of year (total assets less liabilities)2013-03-31$14,353,743
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$12,705,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in pooled separate accounts at end of year2013-03-31$10,879,501
Value of interest in pooled separate accounts at beginning of year2013-03-31$9,262,040
Interest on participant loans2013-03-31$1,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$2,991,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$3,026,839
Net investment gain/loss from pooled separate accounts2013-03-31$1,092,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$406,844
Employer contributions (assets) at end of year2013-03-31$406,844
Employer contributions (assets) at beginning of year2013-03-31$397,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$608,523
Contract administrator fees2013-03-31$250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-03-31No
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31FEENEY AND FOSTER CPAS
Accountancy firm EIN2013-03-31453245062
2012 : LYNCH 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total income from all sources (including contributions)2012-03-31$1,410,408
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$381,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$381,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$1,140,525
Value of total assets at end of year2012-03-31$12,705,744
Value of total assets at beginning of year2012-03-31$11,676,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$100
Total interest from all sources2012-03-31$1,630
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$720,909
Participant contributions at end of year2012-03-31$19,731
Participant contributions at beginning of year2012-03-31$30,340
Income. Received or receivable in cash from other sources (including rollovers)2012-03-31$23,982
Other income not declared elsewhere2012-03-31$58,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$1,029,095
Value of net assets at end of year (total assets less liabilities)2012-03-31$12,705,744
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$11,676,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in pooled separate accounts at end of year2012-03-31$9,262,040
Value of interest in pooled separate accounts at beginning of year2012-03-31$9,006,243
Interest on participant loans2012-03-31$1,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$3,026,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$2,281,883
Net investment gain/loss from pooled separate accounts2012-03-31$209,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$395,634
Employer contributions (assets) at end of year2012-03-31$397,134
Employer contributions (assets) at beginning of year2012-03-31$358,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$381,213
Contract administrator fees2012-03-31$100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-03-31No
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31LGC & D
Accountancy firm EIN2012-03-31453994797
2011 : LYNCH 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$2,353,020
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$538,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$535,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$1,037,210
Value of total assets at end of year2011-03-31$11,676,649
Value of total assets at beginning of year2011-03-31$9,861,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$2,471
Total interest from all sources2011-03-31$1,970
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$679,027
Participant contributions at end of year2011-03-31$30,340
Participant contributions at beginning of year2011-03-31$34,893
Other income not declared elsewhere2011-03-31$67,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$1,814,936
Value of net assets at end of year (total assets less liabilities)2011-03-31$11,676,649
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$9,861,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in pooled separate accounts at end of year2011-03-31$9,006,243
Value of interest in pooled separate accounts at beginning of year2011-03-31$6,906,100
Interest on participant loans2011-03-31$1,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-03-31$2,281,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$2,565,545
Net investment gain/loss from pooled separate accounts2011-03-31$1,246,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$358,183
Employer contributions (assets) at end of year2011-03-31$358,183
Employer contributions (assets) at beginning of year2011-03-31$355,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$535,613
Contract administrator fees2011-03-31$2,471
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31LEFKOWITZ, GARFINKEL, CHAMPI & DERI
Accountancy firm EIN2011-03-31050456296
2010 : LYNCH 401(K) RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for LYNCH 401(K) RETIREMENT PLAN

2022: LYNCH 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: LYNCH 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: LYNCH 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: LYNCH 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: LYNCH 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: LYNCH 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: LYNCH 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: LYNCH 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: LYNCH 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: LYNCH 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: LYNCH 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: LYNCH 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2009: LYNCH 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991503-000
Policy instance 1
Insurance contract or identification number991503-000
Number of Individuals Covered0
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991503
Policy instance 1
Insurance contract or identification number991503
Number of Individuals Covered115
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $33,561
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 $33,561
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE AGENCY SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991503-000
Policy instance 1
Insurance contract or identification number991503-000
Number of Individuals Covered117
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $27,131
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,495
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE AGENCY SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991503-000
Policy instance 1
Insurance contract or identification number991503-000
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $25,390
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,390
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameROBERT QUIRK
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991503-000
Policy instance 1
Insurance contract or identification number991503-000
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of fees paid to insurance companyUSD $22,608
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
Amount paid for insurance broker fees22608
Insurance broker organization code?3
Insurance broker nameROBERT QUIRK
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991503-000
Policy instance 1
Insurance contract or identification number991503-000
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $19,439
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 $19,439
Insurance broker organization code?3
Insurance broker nameROBERT QUIRK
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991503-000
Policy instance 1
Insurance contract or identification number991503-000
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $17,114
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 number991503-000
Policy instance 1
Insurance contract or identification number991503-000
Number of Individuals Covered105
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $15,329
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

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