LYONS CONSULTING GROUP EMPLOYEE BENEFITS PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LYONS CONSULTING GROUP, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2018 : LYONS CONSULTING GROUP, LLC 401(K) PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets from this plan | 2018-12-31 | $10,926,973 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $202 |
| Expenses. Interest paid | 2018-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $2,772,576 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $2,032,348 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,022,280 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of total corrective distributions | 2018-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,786,274 |
| Value of total assets at end of year | 2018-12-31 | $0 |
| Value of total assets at beginning of year | 2018-12-31 | $10,186,947 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $10,068 |
| Total income from rents | 2018-12-31 | $0 |
| Total interest from all sources | 2018-12-31 | $2,540 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $23,914 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $23,914 |
| Administrative expenses professional fees incurred | 2018-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $750,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $2,152,216 |
| Participant contributions at end of year | 2018-12-31 | $0 |
| Participant contributions at beginning of year | 2018-12-31 | $10,424 |
| Participant contributions at end of year | 2018-12-31 | $0 |
| Participant contributions at beginning of year | 2018-12-31 | $58,387 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $922,592 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $202 |
| Other income not declared elsewhere | 2018-12-31 | $0 |
| Administrative expenses (other) incurred | 2018-12-31 | $0 |
| Total non interest bearing cash at end of year | 2018-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Income. Non cash contributions | 2018-12-31 | $0 |
| Value of net income/loss | 2018-12-31 | $740,228 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,186,745 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,100,876 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $2,239,696 |
| Interest on participant loans | 2018-12-31 | $1,542 |
| Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
| Interest earned on other investments | 2018-12-31 | $998 |
| Income. Interest from US Government securities | 2018-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $5,678,053 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $69,345 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-187,599 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-168,001 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-684,552 |
| Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $711,466 |
| Employer contributions (assets) at end of year | 2018-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $29,964 |
| Income. Dividends from preferred stock | 2018-12-31 | $0 |
| Income. Dividends from common stock | 2018-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,022,280 |
| Contract administrator fees | 2018-12-31 | $10,068 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $202 |
| Did the plan have assets held for investment | 2018-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | KUTCHINS, ROBBINS & DIAMOND,LTD. |
| Accountancy firm EIN | 2018-12-31 | 363856676 |
| 2017 : LYONS CONSULTING GROUP, LLC 401(K) PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $202 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Expenses. Interest paid | 2017-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $4,133,956 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $312,475 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $294,698 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of total corrective distributions | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,777,048 |
| Value of total assets at end of year | 2017-12-31 | $10,186,947 |
| Value of total assets at beginning of year | 2017-12-31 | $6,365,264 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $17,777 |
| Total interest from all sources | 2017-12-31 | $1,229 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $18,001 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $18,001 |
| Administrative expenses professional fees incurred | 2017-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $750,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $1,729,635 |
| Participant contributions at end of year | 2017-12-31 | $10,424 |
| Participant contributions at beginning of year | 2017-12-31 | $4,307 |
| Participant contributions at end of year | 2017-12-31 | $58,387 |
| Participant contributions at beginning of year | 2017-12-31 | $47,681 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $652,598 |
| 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 year | 2017-12-31 | $202 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
| Other income not declared elsewhere | 2017-12-31 | $0 |
| Administrative expenses (other) incurred | 2017-12-31 | $0 |
| Total non interest bearing cash at end of year | 2017-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Income. Non cash contributions | 2017-12-31 | $0 |
| Value of net income/loss | 2017-12-31 | $3,821,481 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,186,745 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,365,264 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,100,876 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,192,344 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $2,239,696 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $1,444,675 |
| Interest on participant loans | 2017-12-31 | $386 |
| Interest earned on other investments | 2017-12-31 | $843 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $5,678,053 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $3,578,437 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $69,345 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $70,154 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $279,914 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $317,265 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $740,499 |
| Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $394,815 |
| Employer contributions (assets) at end of year | 2017-12-31 | $29,964 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $27,666 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $294,698 |
| Contract administrator fees | 2017-12-31 | $17,777 |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $202 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | KUTCHINS, ROBBINS & DIAMOND,LTD. |
| Accountancy firm EIN | 2017-12-31 | 363856676 |
| 2016 : LYONS CONSULTING GROUP, LLC 401(K) PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $6,179 |
| Total income from all sources (including contributions) | 2016-12-31 | $2,591,556 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $506,169 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $494,437 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of total corrective distributions | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,114,345 |
| Value of total assets at end of year | 2016-12-31 | $6,365,264 |
| Value of total assets at beginning of year | 2016-12-31 | $4,286,056 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $11,732 |
| Total interest from all sources | 2016-12-31 | $1,198 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $10,986 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $10,986 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $750,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $1,441,646 |
| Participant contributions at end of year | 2016-12-31 | $4,307 |
| Participant contributions at end of year | 2016-12-31 | $47,681 |
| Participant contributions at beginning of year | 2016-12-31 | $45,444 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $358,334 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $6,179 |
| Administrative expenses (other) incurred | 2016-12-31 | $0 |
| Total non interest bearing cash at end of year | 2016-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $2,085,387 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $6,365,264 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,279,877 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,192,344 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $880,753 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $1,444,675 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $803,994 |
| Interest on participant loans | 2016-12-31 | $139 |
| Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
| Interest earned on other investments | 2016-12-31 | $1,059 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $3,578,437 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,434,971 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $70,154 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $97,361 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $84,338 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $149,184 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $231,505 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $314,365 |
| Employer contributions (assets) at end of year | 2016-12-31 | $27,666 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $23,533 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $494,437 |
| Contract administrator fees | 2016-12-31 | $11,732 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | KUTCHINS, ROBBINS & DIAMOND,LTD. |
| Accountancy firm EIN | 2016-12-31 | 363856676 |
| 2015 : LYONS CONSULTING GROUP, LLC 401(K) PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $6,179 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $2,203,587 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $320,149 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $296,031 |
| Value of total corrective distributions | 2015-12-31 | $6,179 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,256,380 |
| Value of total assets at end of year | 2015-12-31 | $4,286,056 |
| Value of total assets at beginning of year | 2015-12-31 | $2,396,439 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $17,939 |
| Total interest from all sources | 2015-12-31 | $1,026 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $8,707 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $8,707 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $750,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $1,234,984 |
| Participant contributions at end of year | 2015-12-31 | $45,444 |
| Participant contributions at beginning of year | 2015-12-31 | $34,950 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $729,690 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $6,179 |
| Administrative expenses (other) incurred | 2015-12-31 | $0 |
| Total non interest bearing cash at end of year | 2015-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $1,883,438 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,279,877 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,396,439 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $880,753 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $447,877 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $803,994 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $360,341 |
| Interest earned on other investments | 2015-12-31 | $1,026 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,434,971 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,485,236 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $97,361 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $49,621 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-13,627 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-4,863 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $-44,036 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $291,706 |
| Employer contributions (assets) at end of year | 2015-12-31 | $23,533 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $18,414 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $296,031 |
| Contract administrator fees | 2015-12-31 | $17,939 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | KUTCHINS, ROBBINS & DIAMOND,LTD. |
| Accountancy firm EIN | 2015-12-31 | 363856676 |
| 2010 : LYONS CONSULTING GROUP, LLC 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $126,812 |
| Total plan assets at end of year | 2010-12-31 | $473,648 |
| Total plan assets at beginning of year | 2010-12-31 | $346,836 |
| Total contributions received or receivable from participants | 2010-12-31 | $53,091 |
| Other income received | 2010-12-31 | $51,357 |
| Net income (gross income less expenses) | 2010-12-31 | $126,812 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $473,648 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $346,836 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $22,364 |
