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L.D. PETERS & SONS, INC PROFIT SHARING TRUST 401k Plan overview

Plan NameL.D. PETERS & SONS, INC PROFIT SHARING TRUST
Plan identification number 001

L.D. PETERS & SONS, INC PROFIT SHARING TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Life insurance

401k Sponsoring company profile

L.D. PETERS & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:L.D. PETERS & SONS, INC.
Employer identification number (EIN):131985498
NAIC Classification:423500

Additional information about L.D. PETERS & SONS, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1963-06-13
Company Identification Number: 157742
Legal Registered Office Address: 39 BIRCH ST
New York
NEW ROCHELLE
United States of America (USA)
10801

More information about L.D. PETERS & SONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L.D. PETERS & SONS, INC PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01STEVEN PETERS2024-04-05
0012021-07-01STEVEN PETERS2023-04-10
0012020-07-01STEVEN PETERS2022-04-12
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01STEVEN PETERS2015-04-10
0012012-07-01STEVEN PETERS2014-11-04
0012011-07-01STEVEN PETERS2014-12-05
0012010-07-01STEVEN PETERS
0012008-07-01STEVEN PETERS

Plan Statistics for L.D. PETERS & SONS, INC PROFIT SHARING TRUST

401k plan membership statisitcs for L.D. PETERS & SONS, INC PROFIT SHARING TRUST

Measure Date Value
2010: L.D. PETERS & SONS, INC PROFIT SHARING TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-015
Total number of active participants reported on line 7a of the Form 55002010-07-014
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-013
Total of all active and inactive participants2010-07-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-017
Number of participants with account balances2010-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2008: L.D. PETERS & SONS, INC PROFIT SHARING TRUST 2008 401k membership
Total participants, beginning-of-year2008-07-015
Total number of active participants reported on line 7a of the Form 55002008-07-012
Number of retired or separated participants receiving benefits2008-07-010
Number of other retired or separated participants entitled to future benefits2008-07-013
Total of all active and inactive participants2008-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-015
Number of participants with account balances2008-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-010

Financial Data on L.D. PETERS & SONS, INC PROFIT SHARING TRUST

Measure Date Value
2011 : L.D. PETERS & SONS, INC PROFIT SHARING TRUST 2011 401k financial data
Transfers to/from the plan2011-06-30$0
Total plan liabilities at end of year2011-06-30$4,450
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$155,266
Expenses. Total of all expenses incurred2011-06-30$42,250
Benefits paid (including direct rollovers)2011-06-30$22,250
Total plan assets at end of year2011-06-30$1,196,996
Total plan assets at beginning of year2011-06-30$1,079,530
Value of fidelity bond covering the plan2011-06-30$200,000
Total contributions received or receivable from participants2011-06-30$0
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$155,266
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$113,016
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,192,546
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,079,530
Assets. Value of participant loans2011-06-30$0
Total contributions received or receivable from employer(s)2011-06-30$0
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$20,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2009 : L.D. PETERS & SONS, INC PROFIT SHARING TRUST 2009 401k financial data
Transfers to/from the plan2009-06-30$0
Total plan liabilities at end of year2009-06-30$4,000
Total plan liabilities at beginning of year2009-06-30$0
Total income from all sources2009-06-30$-47,974
Expenses. Total of all expenses incurred2009-06-30$60,000
Benefits paid (including direct rollovers)2009-06-30$60,000
Total plan assets at end of year2009-06-30$1,081,547
Total plan assets at beginning of year2009-06-30$1,185,521
Value of fidelity bond covering the plan2009-06-30$200,000
Total contributions received or receivable from participants2009-06-30$0
Expenses. Other expenses not covered elsewhere2009-06-30$0
Contributions received from other sources (not participants or employers)2009-06-30$0
Other income received2009-06-30$-95,888
Noncash contributions received2009-06-30$0
Net income (gross income less expenses)2009-06-30$-107,974
Net plan assets at end of year (total assets less liabilities)2009-06-30$1,077,547
Net plan assets at beginning of year (total assets less liabilities)2009-06-30$1,185,521
Total contributions received or receivable from employer(s)2009-06-30$47,914
Value of certain deemed distributions of participant loans2009-06-30$0
Value of corrective distributions2009-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2009-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-06-30$0

Form 5500 Responses for L.D. PETERS & SONS, INC PROFIT SHARING TRUST

2010: L.D. PETERS & SONS, INC PROFIT SHARING TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2008: L.D. PETERS & SONS, INC PROFIT SHARING TRUST 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – InsuranceYes
2008-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CHARTIS (National Association of Insurance Commissioners NAIC id number: 66842 )
Policy contract numberL99300005
Policy instance 1
Insurance contract or identification numberL99300005
Number of Individuals Covered0
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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?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?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
CHARTIS (National Association of Insurance Commissioners NAIC id number: 66842 )
Policy contract numberL99300005
Policy instance 1
Insurance contract or identification numberL99300005
Number of Individuals Covered1
Insurance policy start date2008-07-01
Insurance policy end date2009-06-30
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?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?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

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