MILLINGTON LOCKWOOD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MILLINGTON LOCKWOOD PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 23 |
| Total of all active and inactive participants | 2023-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
| Total participants | 2023-01-01 | 71 |
| Number of participants with account balances | 2023-01-01 | 69 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 22 |
| Total of all active and inactive participants | 2022-01-01 | 72 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 73 |
| Number of participants with account balances | 2022-01-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 53 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 19 |
| Total of all active and inactive participants | 2021-01-01 | 72 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
| Total participants | 2021-01-01 | 73 |
| Number of participants with account balances | 2021-01-01 | 73 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 60 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 18 |
| Total of all active and inactive participants | 2020-01-01 | 78 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 79 |
| Number of participants with account balances | 2020-01-01 | 79 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 63 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
| Total of all active and inactive participants | 2019-01-01 | 72 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 72 |
| Number of participants with account balances | 2019-01-01 | 72 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 62 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
| Total of all active and inactive participants | 2018-01-01 | 71 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 71 |
| Number of participants with account balances | 2018-01-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 61 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
| Total of all active and inactive participants | 2017-01-01 | 72 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 72 |
| Number of participants with account balances | 2017-01-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| 2016: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 57 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 11 |
| Total of all active and inactive participants | 2016-01-01 | 68 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 68 |
| Number of participants with account balances | 2016-01-01 | 66 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 53 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
| Total of all active and inactive participants | 2015-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 59 |
| Number of participants with account balances | 2015-01-01 | 58 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
| 2014: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 50 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 8 |
| Total of all active and inactive participants | 2014-07-01 | 58 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 1 |
| Total participants | 2014-07-01 | 59 |
| Number of participants with account balances | 2014-07-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 0 |
| Total of all active and inactive participants | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 0 |
| Number of participants with account balances | 2013-07-01 | 0 |
| 2012: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 44 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 9 |
| Total of all active and inactive participants | 2012-07-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 53 |
| Number of participants with account balances | 2012-07-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 1 |
| 2011: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 44 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 5 |
| Total of all active and inactive participants | 2011-07-01 | 49 |
| Total participants | 2011-07-01 | 49 |
| Number of participants with account balances | 2011-07-01 | 49 |
| 2009: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 11 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 1 |
| Total of all active and inactive participants | 2009-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 12 |
| Number of participants with account balances | 2009-07-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $1,270,004 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $434,114 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $434,114 |
| Total plan assets at end of year | 2023-12-31 | $7,486,331 |
| Total plan assets at beginning of year | 2023-12-31 | $6,650,441 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $240,079 |
| Other income received | 2023-12-31 | $905,746 |
| Net income (gross income less expenses) | 2023-12-31 | $835,890 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $7,486,331 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,650,441 |
| Assets. Value of participant loans | 2023-12-31 | $59,387 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $124,179 |
| 2022 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-672,991 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $128,488 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $128,488 |
| Total plan assets at end of year | 2022-12-31 | $6,650,441 |
| Total plan assets at beginning of year | 2022-12-31 | $7,451,920 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $178,130 |
| Other income received | 2022-12-31 | $-954,107 |
| Net income (gross income less expenses) | 2022-12-31 | $-801,479 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,650,441 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,451,920 |
| Assets. Value of participant loans | 2022-12-31 | $85,158 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $102,986 |
| 2021 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,627,977 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $3,738,184 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $3,738,184 |
| Total plan assets at end of year | 2021-12-31 | $7,451,920 |
| Total plan assets at beginning of year | 2021-12-31 | $9,562,127 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $164,288 |
| Other income received | 2021-12-31 | $1,358,573 |
| Net income (gross income less expenses) | 2021-12-31 | $-2,110,207 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,451,920 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,562,127 |
| Assets. Value of participant loans | 2021-12-31 | $122,950 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $105,116 |
| 2020 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,119,245 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $177,365 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $177,365 |
| Total plan assets at end of year | 2020-12-31 | $9,562,127 |
| Total plan assets at beginning of year | 2020-12-31 | $8,620,247 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $137,342 |
| Other income received | 2020-12-31 | $891,663 |
| Net income (gross income less expenses) | 2020-12-31 | $941,880 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $9,562,127 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,620,247 |
| Assets. Value of participant loans | 2020-12-31 | $82,522 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $90,240 |
| 2019 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,643,069 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $116,105 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $116,105 |
| Total plan assets at end of year | 2019-12-31 | $8,620,247 |
| Total plan assets at beginning of year | 2019-12-31 | $7,093,283 |
| Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $210,571 |
| Other income received | 2019-12-31 | $1,314,655 |
| Net income (gross income less expenses) | 2019-12-31 | $1,526,964 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $8,620,247 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,093,283 |
| Assets. Value of participant loans | 2019-12-31 | $54,664 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $117,843 |
| 2018 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-48,402 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $389,883 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $389,883 |
| Total plan assets at end of year | 2018-12-31 | $7,093,283 |
| Total plan assets at beginning of year | 2018-12-31 | $7,531,568 |
| Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $204,561 |
| Other income received | 2018-12-31 | $-359,943 |
| Net income (gross income less expenses) | 2018-12-31 | $-438,285 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $7,093,283 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,531,568 |
| Assets. Value of participant loans | 2018-12-31 | $76,900 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $106,980 |
| 2017 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,201,111 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $234,409 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $234,409 |
| Total plan assets at end of year | 2017-12-31 | $7,531,568 |
| Total plan assets at beginning of year | 2017-12-31 | $6,564,866 |
| Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $204,240 |
| Other income received | 2017-12-31 | $900,570 |
| Net income (gross income less expenses) | 2017-12-31 | $966,702 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $7,531,568 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,564,866 |
| Assets. Value of participant loans | 2017-12-31 | $83,051 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $96,301 |
| 2016 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $673,054 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $128,547 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $128,547 |
| Total plan assets at end of year | 2016-12-31 | $6,564,866 |
| Total plan assets at beginning of year | 2016-12-31 | $6,020,359 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $197,452 |
| Other income received | 2016-12-31 | $384,618 |
| Net income (gross income less expenses) | 2016-12-31 | $544,507 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $6,564,866 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,020,359 |
| Assets. Value of participant loans | 2016-12-31 | $83,603 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $90,984 |
| 2015 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $216,062 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $60,629 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $60,629 |
| Total plan assets at end of year | 2015-12-31 | $6,020,359 |
| Total plan assets at beginning of year | 2015-12-31 | $5,864,926 |
| Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $151,005 |
| Other income received | 2015-12-31 | $-16,554 |
| Net income (gross income less expenses) | 2015-12-31 | $155,433 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,020,359 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,864,926 |
| Assets. Value of participant loans | 2015-12-31 | $62,362 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $81,611 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Total income from all sources | 2015-06-30 | $-67,419 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $10,643 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $10,643 |
| Total plan assets at end of year | 2015-06-30 | $5,864,926 |
| Total plan assets at beginning of year | 2015-06-30 | $5,942,988 |
| Value of fidelity bond covering the plan | 2015-06-30 | $600,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $82,003 |
| Other income received | 2015-06-30 | $-176,891 |
| Net income (gross income less expenses) | 2015-06-30 | $-78,062 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $5,864,926 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $5,942,988 |
| Assets. Value of participant loans | 2015-06-30 | $44,505 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $27,469 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $0 |
| 2014 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-06-30 | $186,181 |
| Total income from all sources | 2014-06-30 | $1,136,941 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $22,294 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $22,294 |
| Total plan assets at end of year | 2014-06-30 | $5,942,988 |
| Total plan assets at beginning of year | 2014-06-30 | $4,642,160 |
| Value of fidelity bond covering the plan | 2014-06-30 | $600,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $147,727 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
| Other income received | 2014-06-30 | $833,439 |
| Net income (gross income less expenses) | 2014-06-30 | $1,114,647 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $5,942,988 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $4,642,160 |
| Assets. Value of participant loans | 2014-06-30 | $53,439 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $155,775 |
| 2013 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $695,965 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $28,971 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $28,971 |
| Total plan assets at end of year | 2013-06-30 | $4,642,160 |
| Total plan assets at beginning of year | 2013-06-30 | $3,975,166 |
| Value of fidelity bond covering the plan | 2013-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $136,580 |
| Other income received | 2013-06-30 | $483,604 |
| Net income (gross income less expenses) | 2013-06-30 | $666,994 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $4,642,160 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $3,975,166 |
| Assets. Value of participant loans | 2013-06-30 | $33,334 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $75,781 |
| 2012 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $29,013 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $1,720 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $1,720 |
| Total plan assets at end of year | 2012-06-30 | $207,467 |
| Total plan assets at beginning of year | 2012-06-30 | $180,174 |
| Value of fidelity bond covering the plan | 2012-06-30 | $300,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $24,469 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $8,917 |
| Other income received | 2012-06-30 | $-6,516 |
| Net income (gross income less expenses) | 2012-06-30 | $27,293 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $207,467 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $180,174 |
| Assets. Value of participant loans | 2012-06-30 | $9,026 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $11,060 |
| 2011 : MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $60,943 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $1,219 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $1,219 |
| Total plan assets at end of year | 2011-06-30 | $180,174 |
| Total plan assets at beginning of year | 2011-06-30 | $120,450 |
| Value of fidelity bond covering the plan | 2011-06-30 | $300,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $24,173 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $878 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $1,051 |
| Other income received | 2011-06-30 | $24,620 |
| Net income (gross income less expenses) | 2011-06-30 | $59,724 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $180,174 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $120,450 |
| Assets. Value of participant loans | 2011-06-30 | $6,425 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $11,099 |
| 2023: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | Yes |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MILLINGTON LOCKWOOD PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 80003 |
| Policy instance | 1 |
| Insurance contract or identification number | 80003 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $5,271 | | Total amount of fees paid to insurance company | USD $7,545 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 80003 |
| Policy instance | 1 |
| Insurance contract or identification number | 80003 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $23,443 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $12,698 | | Insurance broker organization code? | 5 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 80003 |
| Policy instance | 1 |
| Insurance contract or identification number | 80003 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $3,845 | | Total amount of fees paid to insurance company | USD $3,333 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $3,845 | | Insurance broker organization code? | 5 |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 517271-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 517271-000 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $3,399 | | Total amount of fees paid to insurance company | USD $13,556 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 13556 | | Commission paid to Insurance Broker | USD $3,399 |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 517271-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 517271-000 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $3,266 | | Total amount of fees paid to insurance company | USD $12,514 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 12514 | | Additional information about fees paid to insurance broker | 0 | | Insurance broker organization code? | 5 |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 517271-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 517271-000 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $3,034 | | Total amount of fees paid to insurance company | USD $12,118 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 8923 | | Insurance broker organization code? | 5 | | Additional information about fees paid to insurance broker | 0 |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 517271-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 517271-000 | | Insurance policy start date | 2017-02-03 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $1,944 | | Total amount of fees paid to insurance company | USD $8,919 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 8919 | | Insurance broker organization code? | 5 | | Insurance broker name | CADARET GRANT & CO INC |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH5669 |
| Policy instance | 1 |
| Insurance contract or identification number | GH5669 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Insurance broker organization code? | 3 | | Insurance broker name | MYLES R FIREY AND COMPANY |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH5669 |
| Policy instance | 1 |
| Insurance contract or identification number | GH5669 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $15,884 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH5669 |
| Policy instance | 1 |
| Insurance contract or identification number | GH5669 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $16,309 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Amount paid for insurance broker fees | 10326 | | Additional information about fees paid to insurance broker | TPA BASIS POINT FEES | | Insurance broker name | MYLES R FIREY AND COMPANY |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHU948 |
| Policy instance | 1 |
| Insurance contract or identification number | PHU948 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $9,088 | | Total amount of fees paid to insurance company | USD $5,221 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHU948 |
| Policy instance | 1 |
| Insurance contract or identification number | PHU948 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
