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LYTLE ASSOCIATES INC 401K THRIFT PLAN 401k Plan overview

Plan NameLYTLE ASSOCIATES INC 401K THRIFT PLAN
Plan identification number 002

LYTLE ASSOCIATES INC 401K THRIFT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LYTLE ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name:LYTLE ASSOCIATES INC
Employer identification number (EIN):161217917
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about LYTLE ASSOCIATES INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 780936

More information about LYTLE ASSOCIATES INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LYTLE ASSOCIATES INC 401K THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01PAUL LYTLE PAUL LYTLE2018-05-14
0022016-01-01PAUL LYTLE PAUL LYTLE2017-10-03
0022015-01-01PAUL LYTLE PAUL LYTLE2016-09-21
0022015-01-01PAUL LYTLE PAUL LYTLE2016-11-14
0022014-01-01PAUL LYTLE PAUL LYTLE2015-09-16
0022013-01-01PAUL LYTLE PAUL LYTLE2014-09-29
0022012-01-01PAUL LYTLE PAUL LYTLE2013-10-07
0022011-01-01PAUL LYTLE

Plan Statistics for LYTLE ASSOCIATES INC 401K THRIFT PLAN

401k plan membership statisitcs for LYTLE ASSOCIATES INC 401K THRIFT PLAN

Measure Date Value
2017: LYTLE ASSOCIATES INC 401K THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LYTLE ASSOCIATES INC 401K THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LYTLE ASSOCIATES INC 401K THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LYTLE ASSOCIATES INC 401K THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LYTLE ASSOCIATES INC 401K THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LYTLE ASSOCIATES INC 401K THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-019
Total participants2012-01-019
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LYTLE ASSOCIATES INC 401K THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on LYTLE ASSOCIATES INC 401K THRIFT PLAN

Measure Date Value
2017 : LYTLE ASSOCIATES INC 401K THRIFT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$-1,179,665
Total income from all sources2017-12-31$962,343
Expenses. Total of all expenses incurred2017-12-31$3,393,329
Benefits paid (including direct rollovers)2017-12-31$3,393,329
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$3,610,651
Value of fidelity bond covering the plan2017-12-31$350,000
Total contributions received or receivable from participants2017-12-31$47,928
Contributions received from other sources (not participants or employers)2017-12-31$504,157
Other income received2017-12-31$344,349
Net income (gross income less expenses)2017-12-31$-2,430,986
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,610,651
Total contributions received or receivable from employer(s)2017-12-31$65,909
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : LYTLE ASSOCIATES INC 401K THRIFT PLAN 2016 401k financial data
Total income from all sources2016-12-31$271,730
Expenses. Total of all expenses incurred2016-12-31$72,301
Benefits paid (including direct rollovers)2016-12-31$68,351
Total plan assets at end of year2016-12-31$3,610,651
Total plan assets at beginning of year2016-12-31$3,411,222
Value of fidelity bond covering the plan2016-12-31$350,000
Total contributions received or receivable from participants2016-12-31$55,193
Expenses. Other expenses not covered elsewhere2016-12-31$3,950
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$132,663
Net income (gross income less expenses)2016-12-31$199,429
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,610,651
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,411,222
Assets. Value of participant loans2016-12-31$38,359
Total contributions received or receivable from employer(s)2016-12-31$83,874
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : LYTLE ASSOCIATES INC 401K THRIFT PLAN 2015 401k financial data
Total income from all sources2015-12-31$-55,957
Expenses. Total of all expenses incurred2015-12-31$75,129
Benefits paid (including direct rollovers)2015-12-31$73,154
Total plan assets at end of year2015-12-31$3,417,804
Total plan assets at beginning of year2015-12-31$3,548,890
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$42,841
Expenses. Other expenses not covered elsewhere2015-12-31$1,975
Contributions received from other sources (not participants or employers)2015-12-31$1,984
Other income received2015-12-31$-199,666
Net income (gross income less expenses)2015-12-31$-131,086
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,417,804
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,548,890
Assets. Value of participant loans2015-12-31$48,081
Total contributions received or receivable from employer(s)2015-12-31$98,884
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : LYTLE ASSOCIATES INC 401K THRIFT PLAN 2014 401k financial data
Total income from all sources2014-12-31$230,319
Expenses. Total of all expenses incurred2014-12-31$75,425
Benefits paid (including direct rollovers)2014-12-31$69,500
Total plan assets at end of year2014-12-31$3,548,890
Total plan assets at beginning of year2014-12-31$3,393,996
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$39,250
Expenses. Other expenses not covered elsewhere2014-12-31$5,925
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$94,706
Net income (gross income less expenses)2014-12-31$154,894
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,548,890
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,393,996
Assets. Value of participant loans2014-12-31$55,788
Total contributions received or receivable from employer(s)2014-12-31$96,363
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : LYTLE ASSOCIATES INC 401K THRIFT PLAN 2013 401k financial data
Total income from all sources2013-12-31$435,109
Expenses. Total of all expenses incurred2013-12-31$65,950
Benefits paid (including direct rollovers)2013-12-31$62,000
Total plan assets at end of year2013-12-31$3,393,996
Total plan assets at beginning of year2013-12-31$3,024,837
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$31,481
Expenses. Other expenses not covered elsewhere2013-12-31$3,950
Other income received2013-12-31$311,626
Net income (gross income less expenses)2013-12-31$369,159
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,393,996
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,024,837
Assets. Value of participant loans2013-12-31$29,301
Total contributions received or receivable from employer(s)2013-12-31$92,002
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : LYTLE ASSOCIATES INC 401K THRIFT PLAN 2012 401k financial data
Total income from all sources2012-12-31$399,952
Expenses. Total of all expenses incurred2012-12-31$10,345
Benefits paid (including direct rollovers)2012-12-31$8,370
Total plan assets at end of year2012-12-31$3,024,837
Total plan assets at beginning of year2012-12-31$2,635,230
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$29,954
Expenses. Other expenses not covered elsewhere2012-12-31$1,975
Other income received2012-12-31$281,866
Net income (gross income less expenses)2012-12-31$389,607
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,024,837
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,635,230
Assets. Value of participant loans2012-12-31$37,142
Total contributions received or receivable from employer(s)2012-12-31$88,132
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : LYTLE ASSOCIATES INC 401K THRIFT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$63,066
Expenses. Total of all expenses incurred2011-12-31$3,950
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,635,230
Total plan assets at beginning of year2011-12-31$2,576,114
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$24,580
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$44,817
Other income received2011-12-31$-73,586
Net income (gross income less expenses)2011-12-31$59,116
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,635,230
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,576,114
Assets. Value of participant loans2011-12-31$43,447
Total contributions received or receivable from employer(s)2011-12-31$67,255
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,950
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : LYTLE ASSOCIATES INC 401K THRIFT PLAN 2010 401k financial data
Total income from all sources2010-12-31$297,600
Expenses. Total of all expenses incurred2010-12-31$1,975
Total plan assets at end of year2010-12-31$2,578,526
Total plan assets at beginning of year2010-12-31$2,282,901
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$23,269
Expenses. Other expenses not covered elsewhere2010-12-31$1,975
Other income received2010-12-31$209,010
Net income (gross income less expenses)2010-12-31$295,625
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,578,526
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,282,901
Assets. Value of participant loans2010-12-31$46,669
Total contributions received or receivable from employer(s)2010-12-31$65,321
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for LYTLE ASSOCIATES INC 401K THRIFT PLAN

2017: LYTLE ASSOCIATES INC 401K THRIFT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LYTLE ASSOCIATES INC 401K THRIFT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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: LYTLE ASSOCIATES INC 401K THRIFT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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: LYTLE ASSOCIATES INC 401K THRIFT 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: LYTLE ASSOCIATES INC 401K THRIFT 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: LYTLE ASSOCIATES INC 401K THRIFT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: LYTLE ASSOCIATES INC 401K THRIFT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 - TrustYes

Insurance Providers Used on plan

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number41448000
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number41448000
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number41448
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number41448000
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number041448000
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number041448000
Policy instance 1

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