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LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 401k Plan overview

Plan NameLUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN
Plan identification number 002

LUCK BROTHERS, INC. PROFIT SHARING/401(K) 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

LUCK BROTHERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:LUCK BROTHERS, INC.
Employer identification number (EIN):141509121
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Additional information about LUCK BROTHERS, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 2005-08-10
Company Identification Number: 80911
Legal Registered Office Address: 1154 Route 30

Townshend
United States of America (USA)
05353

More information about LUCK BROTHERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHRISTOPHER D. LUCK CHRISTOPHER D. LUCK2018-10-12
0022016-01-01CHRISTOPHER D. LUCK CHRISTOPHER D. LUCK2017-10-10
0022015-01-01CHRISTOPHER LUCK CHRISTOPHER LUCK2016-10-13
0022014-01-01CHRISTOPHER LUCK CHRISTOPHER LUCK2015-10-13
0022013-01-01CHRISTOPHER LUCK CHRISTOPHER LUCK2014-10-09
0022012-01-01CHRISTOPHER D. LUCK CHRISTOPHER D. LUCK2013-10-09
0022011-01-01CHRISTOPHER LUCK CHRISTOPHER LUCK2012-10-10
0022010-01-01CHRISTOPHER LUCK CHRISTOPHER LUCK2011-10-14
0022009-01-01CHRISTOPHER LUCK CHRISTOPHER LUCK2010-10-11

Plan Statistics for LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN

401k plan membership statisitcs for LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN

Measure Date Value
2022: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01196
Total number of active participants reported on line 7a of the Form 55002022-01-01126
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0158
Total of all active and inactive participants2022-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01189
Number of participants with account balances2022-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01197
Total number of active participants reported on line 7a of the Form 55002021-01-01129
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0169
Total of all active and inactive participants2021-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01198
Number of participants with account balances2021-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01197
Total number of active participants reported on line 7a of the Form 55002020-01-01127
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0170
Total of all active and inactive participants2020-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01197
Number of participants with account balances2020-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01210
Total number of active participants reported on line 7a of the Form 55002019-01-01128
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0168
Total of all active and inactive participants2019-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01196
Number of participants with account balances2019-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01197
Total number of active participants reported on line 7a of the Form 55002018-01-01142
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0167
Total of all active and inactive participants2018-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01209
Number of participants with account balances2018-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01208
Total number of active participants reported on line 7a of the Form 55002017-01-01127
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0169
Total of all active and inactive participants2017-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01196
Number of participants with account balances2017-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01215
Total number of active participants reported on line 7a of the Form 55002016-01-01140
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01209
Number of participants with account balances2016-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01202
Total number of active participants reported on line 7a of the Form 55002015-01-01147
Number of other retired or separated participants entitled to future benefits2015-01-0166
Total of all active and inactive participants2015-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01213
Number of participants with account balances2015-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01209
Total number of active participants reported on line 7a of the Form 55002014-01-01134
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01201
Number of participants with account balances2014-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01214
Total number of active participants reported on line 7a of the Form 55002013-01-01139
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0169
Total of all active and inactive participants2013-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01208
Number of participants with account balances2013-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01196
Total number of active participants reported on line 7a of the Form 55002012-01-01156
Number of other retired or separated participants entitled to future benefits2012-01-0158
Total of all active and inactive participants2012-01-01214
Total participants2012-01-01214
Number of participants with account balances2012-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01212
Total number of active participants reported on line 7a of the Form 55002011-01-01146
Number of other retired or separated participants entitled to future benefits2011-01-0180
Total of all active and inactive participants2011-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01226
Number of participants with account balances2011-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01221
Total number of active participants reported on line 7a of the Form 55002010-01-01129
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0183
Total of all active and inactive participants2010-01-01212
Total participants2010-01-01212
Number of participants with account balances2010-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01191
Total number of active participants reported on line 7a of the Form 55002009-01-01154
Number of other retired or separated participants entitled to future benefits2009-01-0167
Total of all active and inactive participants2009-01-01221
Total participants2009-01-01221
Number of participants with account balances2009-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN

Measure Date Value
2022 : LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$21,462
Total income from all sources (including contributions)2022-12-31$-4,975,993
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,099,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,972,200
Expenses. Certain deemed distributions of participant loans2022-12-31$23,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,673,060
Value of total assets at end of year2022-12-31$26,953,836
Value of total assets at beginning of year2022-12-31$36,050,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$103,344
Total interest from all sources2022-12-31$44,507
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$388,188
Participant contributions at end of year2022-12-31$297,114
Participant contributions at beginning of year2022-12-31$217,868
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$24,548
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$41,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$21,462
Other income not declared elsewhere2022-12-31$19,401
Total non interest bearing cash at end of year2022-12-31$18,015
Total non interest bearing cash at beginning of year2022-12-31$18,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,075,503
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,953,836
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$36,029,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,472,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,945,973
Interest on participant loans2022-12-31$13,075
Interest earned on other investments2022-12-31$31,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,162,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,843,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,712,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,243,723
Employer contributions (assets) at end of year2022-12-31$4,061
Employer contributions (assets) at beginning of year2022-12-31$333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,972,200
Contract administrator fees2022-12-31$103,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MARTINDALE KEYSOR & CO., PLLC
Accountancy firm EIN2022-12-31141818557
2021 : LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$21,462
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$44,045
Total income from all sources (including contributions)2021-12-31$6,243,670
Total of all expenses incurred2021-12-31$5,478,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,340,321
Expenses. Certain deemed distributions of participant loans2021-12-31$3,306
Value of total corrective distributions2021-12-31$21,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,756,645
Value of total assets at end of year2021-12-31$36,050,801
Value of total assets at beginning of year2021-12-31$35,308,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$113,598
Total interest from all sources2021-12-31$45,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$415,787
Participant contributions at end of year2021-12-31$217,868
Participant contributions at beginning of year2021-12-31$245,958
Assets. Other investments not covered elsewhere at end of year2021-12-31$24,548
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$6,781
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$56,892
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$21,462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$44,045
Other income not declared elsewhere2021-12-31$14,878
Total non interest bearing cash at end of year2021-12-31$18,911
Total non interest bearing cash at beginning of year2021-12-31$45,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$764,983
Value of net assets at end of year (total assets less liabilities)2021-12-31$36,029,339
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,264,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,945,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,723,740
Interest on participant loans2021-12-31$11,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$34,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,843,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,285,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,426,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,283,966
Employer contributions (assets) at end of year2021-12-31$333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,340,321
Contract administrator fees2021-12-31$113,598
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MARTINDALE KEYSOR & CO., PLLC
Accountancy firm EIN2021-12-31141818557
2020 : LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$44,045
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,079
Total income from all sources (including contributions)2020-12-31$6,831,564
Total of all expenses incurred2020-12-31$2,988,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,824,948
Expenses. Certain deemed distributions of participant loans2020-12-31$52,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,678,378
Value of total assets at end of year2020-12-31$35,308,401
Value of total assets at beginning of year2020-12-31$31,437,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$110,494
Total interest from all sources2020-12-31$45,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$10,250
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$413,545
Participant contributions at end of year2020-12-31$245,958
Participant contributions at beginning of year2020-12-31$350,213
Assets. Other investments not covered elsewhere at end of year2020-12-31$6,781
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$13,597
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$44,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$16,079
Other income not declared elsewhere2020-12-31$15,585
Total non interest bearing cash at end of year2020-12-31$45,955
Total non interest bearing cash at beginning of year2020-12-31$46,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,843,279
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,264,356
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,421,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,723,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,184,456
Interest on participant loans2020-12-31$15,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$30,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,285,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,842,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,092,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,264,833
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,823,110
Contract administrator fees2020-12-31$100,244
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MARTINDALE KEYSOR & CO., PLLC
Accountancy firm EIN2020-12-31141818557
2019 : LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,750
Total income from all sources (including contributions)2019-12-31$6,962,693
Total of all expenses incurred2019-12-31$1,109,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,017,937
Expenses. Certain deemed distributions of participant loans2019-12-31$8,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,601,655
Value of total assets at end of year2019-12-31$31,437,156
Value of total assets at beginning of year2019-12-31$25,578,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,366
Total interest from all sources2019-12-31$53,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$10,750
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$368,690
Participant contributions at end of year2019-12-31$350,213
Participant contributions at beginning of year2019-12-31$327,437
Assets. Other investments not covered elsewhere at end of year2019-12-31$13,597
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$26,602
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$16,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$9,750
Other income not declared elsewhere2019-12-31$16,064
Total non interest bearing cash at end of year2019-12-31$46,151
Total non interest bearing cash at beginning of year2019-12-31$7,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,852,733
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,421,077
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,568,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,184,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,570,590
Interest on participant loans2019-12-31$17,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$36,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,842,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,611,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,291,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,202,054
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$34,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,017,937
Contract administrator fees2019-12-31$72,616
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARTINDALE KEYSOR & CO., PLLC
Accountancy firm EIN2019-12-31141818557
2018 : LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$18,322
Total income from all sources (including contributions)2018-12-31$290,886
Total of all expenses incurred2018-12-31$941,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$892,490
Expenses. Certain deemed distributions of participant loans2018-12-31$28,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,709,728
Value of total assets at end of year2018-12-31$25,578,094
Value of total assets at beginning of year2018-12-31$26,237,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,249
Total interest from all sources2018-12-31$57,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$2,450
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$358,501
Participant contributions at end of year2018-12-31$327,437
Participant contributions at beginning of year2018-12-31$396,022
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$26,602
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$28,797
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$425,923
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$9,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$18,322
Other income not declared elsewhere2018-12-31$27,448
Total non interest bearing cash at end of year2018-12-31$7,609
Total non interest bearing cash at beginning of year2018-12-31$22,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-651,002
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,568,344
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,219,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,570,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,690,008
Interest on participant loans2018-12-31$16,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$40,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,611,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,077,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,503,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$925,304
Employer contributions (assets) at end of year2018-12-31$34,644
Employer contributions (assets) at beginning of year2018-12-31$23,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$892,490
Contract administrator fees2018-12-31$18,799
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARTINDALE KEYSOR & CO., PLLC
Accountancy firm EIN2018-12-31141818557
2017 : LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$18,322
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19,491
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,789,197
Total of all expenses incurred2017-12-31$1,729,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,705,181
Expenses. Certain deemed distributions of participant loans2017-12-31$-12,497
Value of total corrective distributions2017-12-31$16,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,126,162
Value of total assets at end of year2017-12-31$26,237,668
Value of total assets at beginning of year2017-12-31$23,179,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,250
Total interest from all sources2017-12-31$64,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$20,250
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$303,438
Participant contributions at end of year2017-12-31$396,022
Participant contributions at beginning of year2017-12-31$334,651
Assets. Other investments not covered elsewhere at end of year2017-12-31$28,797
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$18,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$19,491
Other income not declared elsewhere2017-12-31$29,846
Total non interest bearing cash at end of year2017-12-31$22,028
Total non interest bearing cash at beginning of year2017-12-31$29,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,059,282
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,219,346
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,160,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,690,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,734,402
Interest on participant loans2017-12-31$17,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$47,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,077,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,078,479
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,568,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$822,724
Employer contributions (assets) at end of year2017-12-31$23,429
Employer contributions (assets) at beginning of year2017-12-31$2,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,705,181
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARTINDALE KEYSOR & CO., PLLC
Accountancy firm EIN2017-12-31141818557
2016 : LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$19,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,256
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,544,201
Total of all expenses incurred2016-12-31$1,535,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,446,622
Expenses. Certain deemed distributions of participant loans2016-12-31$47,635
Value of total corrective distributions2016-12-31$746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,174,276
Value of total assets at end of year2016-12-31$23,179,555
Value of total assets at beginning of year2016-12-31$22,160,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,384
Total interest from all sources2016-12-31$69,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$40,384
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$305,580
Participant contributions at end of year2016-12-31$334,651
Participant contributions at beginning of year2016-12-31$328,007
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$19,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$9,256
Other income not declared elsewhere2016-12-31$21,988
Total non interest bearing cash at end of year2016-12-31$29,825
Total non interest bearing cash at beginning of year2016-12-31$25,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$1,008,814
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,160,064
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,151,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,734,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,958,313
Interest on participant loans2016-12-31$12,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$56,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,078,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,840,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,278,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$868,696
Employer contributions (assets) at end of year2016-12-31$2,198
Employer contributions (assets) at beginning of year2016-12-31$7,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,446,622
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARTINDALE KEYSOR & CO., PLLC
Accountancy firm EIN2016-12-31141818557
2015 : LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$481
Total income from all sources (including contributions)2015-12-31$879,669
Total of all expenses incurred2015-12-31$661,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$632,915
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$889,762
Value of total assets at end of year2015-12-31$22,160,506
Value of total assets at beginning of year2015-12-31$21,933,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,728
Total interest from all sources2015-12-31$76,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$28,728
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$254,641
Participant contributions at end of year2015-12-31$328,007
Participant contributions at beginning of year2015-12-31$320,875
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$37,344
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$9,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$481
Other income not declared elsewhere2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$25,327
Total non interest bearing cash at beginning of year2015-12-31$42,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$218,026
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,151,250
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,933,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,958,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,352,352
Interest on participant loans2015-12-31$13,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$21,138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$62,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,819,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,152,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-86,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$597,777
Employer contributions (assets) at end of year2015-12-31$7,999
Employer contributions (assets) at beginning of year2015-12-31$64,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$632,915
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARTINDALE KEYSOR & CO., PLLC
Accountancy firm EIN2015-12-31141818557
2014 : LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,889
Total income from all sources (including contributions)2014-12-31$2,023,786
Total of all expenses incurred2014-12-31$714,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$621,774
Expenses. Certain deemed distributions of participant loans2014-12-31$73,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$843,706
Value of total assets at end of year2014-12-31$21,933,705
Value of total assets at beginning of year2014-12-31$20,639,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,263
Total interest from all sources2014-12-31$79,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$19,263
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$191,365
Participant contributions at end of year2014-12-31$320,875
Participant contributions at beginning of year2014-12-31$273,089
Participant contributions at end of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$234,569
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$14,889
Total non interest bearing cash at end of year2014-12-31$42,642
Total non interest bearing cash at beginning of year2014-12-31$49,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,309,109
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,933,224
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,624,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,352,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,569,833
Interest on participant loans2014-12-31$10,316
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$68,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,152,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,717,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,100,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$417,772
Employer contributions (assets) at end of year2014-12-31$64,939
Employer contributions (assets) at beginning of year2014-12-31$25,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$621,774
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MARTINDALE KEYSOR & CO., PLLC
Accountancy firm EIN2014-12-31141818557
2013 : LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,997
Total income from all sources (including contributions)2013-12-31$3,666,597
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$808,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$657,344
Expenses. Certain deemed distributions of participant loans2013-12-31$131,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$719,506
Value of total assets at end of year2013-12-31$20,639,004
Value of total assets at beginning of year2013-12-31$17,780,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,964
Total interest from all sources2013-12-31$87,356
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$19,897
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$143,987
Participant contributions at end of year2013-12-31$273,089
Participant contributions at beginning of year2013-12-31$293,992
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$84,766
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$14,889
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$14,997
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$67
Total non interest bearing cash at end of year2013-12-31$49,074
Total non interest bearing cash at beginning of year2013-12-31$69,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,858,273
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,624,115
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,765,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,569,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,986,762
Interest on participant loans2013-12-31$10,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$77,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,717,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,369,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,859,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$490,753
Employer contributions (assets) at end of year2013-12-31$25,529
Employer contributions (assets) at beginning of year2013-12-31$56,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$657,344
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MARTINDALE KEYSOR & CO., PLLC
Accountancy firm EIN2013-12-31141818557
2012 : LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,997
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,919
Total income from all sources (including contributions)2012-12-31$2,943,315
Total of all expenses incurred2012-12-31$374,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$236,244
Expenses. Certain deemed distributions of participant loans2012-12-31$115,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,256,657
Value of total assets at end of year2012-12-31$17,780,839
Value of total assets at beginning of year2012-12-31$15,214,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,181
Total interest from all sources2012-12-31$93,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$23,154
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$99,865
Participant contributions at end of year2012-12-31$293,992
Participant contributions at beginning of year2012-12-31$373,261
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$14,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$16,919
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$27
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$69,577
Total non interest bearing cash at beginning of year2012-12-31$53,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,568,617
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,765,842
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,197,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,986,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,902,843
Interest on participant loans2012-12-31$11,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$81,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,369,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,853,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,593,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,156,792
Employer contributions (assets) at end of year2012-12-31$56,682
Employer contributions (assets) at beginning of year2012-12-31$26,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$236,244
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MARTINDALE KEYSOR & CO., PLLC
Accountancy firm EIN2012-12-31141818557
2011 : LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,919
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$611,843
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,277,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,131,864
Expenses. Certain deemed distributions of participant loans2011-12-31$127,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,042,748
Value of total assets at end of year2011-12-31$15,214,144
Value of total assets at beginning of year2011-12-31$15,862,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,506
Total interest from all sources2011-12-31$108,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$17,506
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$93,065
Participant contributions at end of year2011-12-31$373,261
Participant contributions at beginning of year2011-12-31$415,059
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$14,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$16,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$53,971
Total non interest bearing cash at beginning of year2011-12-31$5,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-665,505
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,197,225
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,862,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,902,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,693,372
Interest on participant loans2011-12-31$14,104
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$94,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,853,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,654,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-539,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$949,683
Employer contributions (assets) at end of year2011-12-31$26,129
Employer contributions (assets) at beginning of year2011-12-31$80,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,131,864
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MARTINDALE KEYSOR & CO., PLLC
Accountancy firm EIN2011-12-31141818557
2010 : LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$26,997
Total income from all sources (including contributions)2010-12-31$2,653,284
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$592,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$583,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,236,029
Value of total assets at end of year2010-12-31$15,862,730
Value of total assets at beginning of year2010-12-31$13,829,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,820
Total interest from all sources2010-12-31$103,507
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$8,820
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$80,280
Participant contributions at end of year2010-12-31$415,059
Participant contributions at beginning of year2010-12-31$337,672
Participant contributions at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$14,016
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$26,997
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$5,627
Total non interest bearing cash at beginning of year2010-12-31$92,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,060,618
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,862,730
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,802,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,693,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,144,114
Interest on participant loans2010-12-31$13,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$89,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,654,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,230,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,313,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,155,749
Employer contributions (assets) at end of year2010-12-31$80,517
Employer contributions (assets) at beginning of year2010-12-31$20,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$583,846
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MARTINDALE KEYSOR & CO., PLLC
Accountancy firm EIN2010-12-31141818557

Form 5500 Responses for LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN

2022: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LUCK BROTHERS, INC. PROFIT SHARING/401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517497
Policy instance 2
Insurance contract or identification number517497
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,726
Total amount of fees paid to insurance companyUSD $15,852
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?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
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 fees15852
Insurance broker organization code?5
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590958-01
Policy instance 1
Insurance contract or identification number590958-01
Number of Individuals Covered47
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517497-000
Policy instance 1
Insurance contract or identification number517497-000
Number of Individuals Covered198
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,297
Total amount of fees paid to insurance companyUSD $25,014
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $9,297
Insurance broker organization code?3
Amount paid for insurance broker fees25014
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517497-000
Policy instance 1
Insurance contract or identification number517497-000
Number of Individuals Covered194
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,923
Total amount of fees paid to insurance companyUSD $21,201
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 $6,923
Insurance broker organization code?3
Amount paid for insurance broker fees21201
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517497-000
Policy instance 1
Insurance contract or identification number517497-000
Number of Individuals Covered196
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,438
Total amount of fees paid to insurance companyUSD $19,742
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 $7,438
Insurance broker organization code?3
Amount paid for insurance broker fees19742
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341503-000
Policy instance 1
Insurance contract or identification number341503-000
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $43,864
Total amount of fees paid to insurance companyUSD $13,855
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 $43,864
Insurance broker organization code?3
Amount paid for insurance broker fees13855
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517497-000
Policy instance 2
Insurance contract or identification number517497-000
Number of Individuals Covered208
Insurance policy start date2018-08-07
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,093
Total amount of fees paid to insurance companyUSD $4,574
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,093
Insurance broker organization code?3
Amount paid for insurance broker fees4574
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341503-000
Policy instance 1
Insurance contract or identification number341503-000
Number of Individuals Covered196
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $48,119
Total amount of fees paid to insurance companyUSD $16,871
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 $48,119
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTEAL BECKER AND CHIARAMONTE CPAS PC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341503-000
Policy instance 1
Insurance contract or identification number341503-000
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $47,310
Total amount of fees paid to insurance companyUSD $3,821
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $43,547
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameTEAL, BECKER & CHIARAMONTE CPAS PC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341503-000
Policy instance 1
Insurance contract or identification number341503-000
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $42,063
Total amount of fees paid to insurance companyUSD $14,681
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $42,063
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTEAL BECKER AND CHIARAMONTE CPAS PC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341503-000
Policy instance 1
Insurance contract or identification number341503-000
Number of Individuals Covered206
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,740,383
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,727,577
Insurance broker organization code?3
Insurance broker nameTEAL BECKER AND CHIARAMONTE CPAS PC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341503-000
Policy instance 1
Insurance contract or identification number341503-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $31,929
Total amount of fees paid to insurance companyUSD $11,028
Commission paid to Insurance BrokerUSD $31,929
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTEAL BECKER AND CHIARAMONTE CPAS PC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341503-000
Policy instance 1
Insurance contract or identification number341503-000
Number of Individuals Covered226
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $30,231
Total amount of fees paid to insurance companyUSD $10,547
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341503-000
Policy instance 1
Insurance contract or identification number341503-000
Number of Individuals Covered211
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $27,748
Total amount of fees paid to insurance companyUSD $9,457
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $27,748
Insurance broker organization code?3
Amount paid for insurance broker fees9457
Insurance broker nameTEAL,BECKER AND CHIARAMONTE CPA PC

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