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R. LACY SERVICES, LTD. RETIREMENT PLAN 401k Plan overview

Plan NameR. LACY SERVICES, LTD. RETIREMENT PLAN
Plan identification number 001

R. LACY SERVICES, LTD. RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

R. LACY SERVICES, LTD. has sponsored the creation of one or more 401k plans.

Company Name:R. LACY SERVICES, LTD.
Employer identification number (EIN):202002323
NAIC Classification:211130
NAIC Description:Natural Gas Extraction

Additional information about R. LACY SERVICES, LTD.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2005-01-04
Company Identification Number: 0800435436
Legal Registered Office Address: PO BOX 2146

LONGVIEW
United States of America (USA)
75606

More information about R. LACY SERVICES, LTD.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R. LACY SERVICES, LTD. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JIM DEBORAH2024-10-15 JIM DEBORAH2024-10-15
0012022-01-01JIM DEBORAH2023-10-09
0012021-01-01JIM DEBORAH2022-10-11
0012020-01-01TERRI DOWNING2021-10-12
0012019-01-01
0012018-01-01
0012017-01-01TERRI DOWNING
0012016-01-01TERRI DOWNING
0012016-01-01
0012015-01-01SUSAN MINCEY
0012015-01-01SUSAN MINCEY
0012014-01-01SUSAN MINCEY
0012013-01-01SUSAN MINCEY
0012012-01-01SUSAN MINCEY
0012011-01-01SUSAN MINCEY
0012010-01-01SUSAN MINCEY
0012009-01-01SUSAN MINCEY

Financial Data on R. LACY SERVICES, LTD. RETIREMENT PLAN

Measure Date Value
2025 : R. LACY SERVICES, LTD. RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-090
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-091398225
Net assets as of the end of the plan year2025-10-0933928277
Total assets as of the beginning of the plan year2025-10-0930411035
Value of plan covered by a fidelity bond2025-10-097000000
Other expenses paid from plan in this plan year2025-10-0911514
Other contributions to plan in this plan year2025-10-090
Other income to plan in this plan year2025-10-093915467
Plan net income in this plan year2025-10-093517242
Net assets as of the end of the plan year2025-10-0933928277
Net assets as of the beginning of the plan year2025-10-0930411035
Employer contributions to plan in this plan year2025-10-091000000
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0979530
2024 : R. LACY SERVICES, LTD. RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-151869425
Net assets as of the end of the plan year2024-10-1530411035
Total assets as of the beginning of the plan year2024-10-1528655138
Value of plan covered by a fidelity bond2024-10-157000000
Other expenses paid from plan in this plan year2024-10-1510080
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-151625322
Plan net income in this plan year2024-10-151755897
Net assets as of the end of the plan year2024-10-1530411035
Net assets as of the beginning of the plan year2024-10-1528655138
Employer contributions to plan in this plan year2024-10-152000000
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1572780
2022 : R. LACY SERVICES, LTD. RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$2,148,569
Expenses. Total of all expenses incurred2022-12-31$3,378,739
Benefits paid (including direct rollovers)2022-12-31$3,261,511
Total plan assets at end of year2022-12-31$28,655,138
Total plan assets at beginning of year2022-12-31$29,885,308
Value of fidelity bond covering the plan2022-12-31$7,000,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$93,897
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-3,401,431
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,230,170
Net plan assets at end of year (total assets less liabilities)2022-12-31$28,655,138
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$29,885,308
Assets. Value of assets in partnership/joint-venture interests2022-12-31$5,558,475
Total contributions received or receivable from employer(s)2022-12-31$5,550,000
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$23,331
2021 : R. LACY SERVICES, LTD. RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$4,970,895
Expenses. Total of all expenses incurred2021-12-31$2,786,357
Benefits paid (including direct rollovers)2021-12-31$2,853,742
Total plan assets at end of year2021-12-31$29,885,308
Total plan assets at beginning of year2021-12-31$27,700,770
Value of fidelity bond covering the plan2021-12-31$7,000,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$88,860
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$4,020,895
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$2,184,538
Net plan assets at end of year (total assets less liabilities)2021-12-31$29,885,308
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$27,700,770
Assets. Value of assets in partnership/joint-venture interests2021-12-31$6,574,418
Total contributions received or receivable from employer(s)2021-12-31$950,000
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$-156,245
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : R. LACY SERVICES, LTD. RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$4,611,456
Expenses. Total of all expenses incurred2020-12-31$1,199,660
Benefits paid (including direct rollovers)2020-12-31$988,026
Total plan assets at end of year2020-12-31$27,700,770
Total plan assets at beginning of year2020-12-31$24,288,974
Value of fidelity bond covering the plan2020-12-31$7,000,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$86,132
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$3,736,456
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$3,411,796
Net plan assets at end of year (total assets less liabilities)2020-12-31$27,700,770
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$24,288,974
Assets. Value of assets in partnership/joint-venture interests2020-12-31$5,874,791
Total contributions received or receivable from employer(s)2020-12-31$875,000
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$125,502
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : R. LACY SERVICES, LTD. RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$3,765,615
Expenses. Total of all expenses incurred2019-12-31$1,663,310
Benefits paid (including direct rollovers)2019-12-31$1,509,611
Total plan assets at end of year2019-12-31$24,288,974
Total plan assets at beginning of year2019-12-31$22,186,669
Value of fidelity bond covering the plan2019-12-31$7,000,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$85,314
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$3,515,615
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,102,305
Net plan assets at end of year (total assets less liabilities)2019-12-31$24,288,974
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$22,186,669
Assets. Value of assets in partnership/joint-venture interests2019-12-31$4,955,599
Total contributions received or receivable from employer(s)2019-12-31$250,000
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$68,385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : R. LACY SERVICES, LTD. RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-69,785
Expenses. Total of all expenses incurred2018-12-31$1,080,572
Benefits paid (including direct rollovers)2018-12-31$960,872
Total plan assets at end of year2018-12-31$22,186,669
Total plan assets at beginning of year2018-12-31$23,337,026
Value of fidelity bond covering the plan2018-12-31$6,000,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$115,877
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-319,785
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,150,357
Net plan assets at end of year (total assets less liabilities)2018-12-31$22,186,669
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$23,337,026
Assets. Value of assets in partnership/joint-venture interests2018-12-31$6,420,872
Total contributions received or receivable from employer(s)2018-12-31$250,000
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,823
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : R. LACY SERVICES, LTD. RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$3,272,962
Expenses. Total of all expenses incurred2017-12-31$1,438,569
Benefits paid (including direct rollovers)2017-12-31$1,318,500
Total plan assets at end of year2017-12-31$23,337,026
Total plan assets at beginning of year2017-12-31$21,502,633
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$90,269
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$3,047,962
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,834,393
Net plan assets at end of year (total assets less liabilities)2017-12-31$23,337,026
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$21,502,633
Assets. Value of assets in partnership/joint-venture interests2017-12-31$4,973,371
Total contributions received or receivable from employer(s)2017-12-31$225,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$29,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : R. LACY SERVICES, LTD. RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,650,504
Expenses. Total of all expenses incurred2016-12-31$783,155
Benefits paid (including direct rollovers)2016-12-31$672,597
Total plan assets at end of year2016-12-31$21,502,633
Total plan assets at beginning of year2016-12-31$20,635,284
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$84,728
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$1,650,504
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$867,349
Net plan assets at end of year (total assets less liabilities)2016-12-31$21,502,633
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$20,635,284
Assets. Value of assets in partnership/joint-venture interests2016-12-31$4,443,927
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$25,830
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : R. LACY SERVICES, LTD. RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$340,427
Expenses. Total of all expenses incurred2015-12-31$1,737,320
Benefits paid (including direct rollovers)2015-12-31$1,621,208
Total plan assets at end of year2015-12-31$20,635,284
Total plan assets at beginning of year2015-12-31$22,032,177
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$86,549
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$340,427
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-1,396,893
Net plan assets at end of year (total assets less liabilities)2015-12-31$20,635,284
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$22,032,177
Assets. Value of assets in partnership/joint-venture interests2015-12-31$4,305,490
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$29,563
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : R. LACY SERVICES, LTD. RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,907,916
Expenses. Total of all expenses incurred2014-12-31$1,782,415
Benefits paid (including direct rollovers)2014-12-31$1,612,741
Total plan assets at end of year2014-12-31$22,032,177
Total plan assets at beginning of year2014-12-31$21,906,676
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$139,085
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$1,657,916
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$125,501
Net plan assets at end of year (total assets less liabilities)2014-12-31$22,032,177
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$21,906,676
Assets. Value of assets in partnership/joint-venture interests2014-12-31$4,560,038
Total contributions received or receivable from employer(s)2014-12-31$250,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$30,589
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : R. LACY SERVICES, LTD. RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$3,717,498
Expenses. Total of all expenses incurred2013-12-31$1,020,259
Benefits paid (including direct rollovers)2013-12-31$924,557
Total plan assets at end of year2013-12-31$21,906,676
Total plan assets at beginning of year2013-12-31$19,209,437
Value of fidelity bond covering the plan2013-12-31$500,000
Expenses. Other expenses not covered elsewhere2013-12-31$67,373
Other income received2013-12-31$3,267,498
Net income (gross income less expenses)2013-12-31$2,697,239
Net plan assets at end of year (total assets less liabilities)2013-12-31$21,906,676
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$19,209,437
Assets. Value of assets in partnership/joint-venture interests2013-12-31$4,640,419
Total contributions received or receivable from employer(s)2013-12-31$450,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$28,329
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : R. LACY SERVICES, LTD. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$2,272,437
Expenses. Total of all expenses incurred2012-12-31$1,607,053
Benefits paid (including direct rollovers)2012-12-31$1,311,930
Total plan assets at end of year2012-12-31$19,209,437
Total plan assets at beginning of year2012-12-31$18,544,053
Value of fidelity bond covering the plan2012-12-31$4,600,000
Expenses. Other expenses not covered elsewhere2012-12-31$282,396
Other income received2012-12-31$2,272,437
Net income (gross income less expenses)2012-12-31$665,384
Net plan assets at end of year (total assets less liabilities)2012-12-31$19,209,437
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$18,544,053
Assets. Value of assets in partnership/joint-venture interests2012-12-31$1,757,573
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$12,727
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : R. LACY SERVICES, LTD. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$1,050,554
Expenses. Total of all expenses incurred2011-12-31$1,271,722
Benefits paid (including direct rollovers)2011-12-31$1,090,620
Total plan assets at end of year2011-12-31$18,544,053
Total plan assets at beginning of year2011-12-31$18,765,221
Value of fidelity bond covering the plan2011-12-31$4,600,000
Expenses. Other expenses not covered elsewhere2011-12-31$170,667
Other income received2011-12-31$550,554
Net income (gross income less expenses)2011-12-31$-221,168
Net plan assets at end of year (total assets less liabilities)2011-12-31$18,544,053
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$18,765,221
Assets. Value of assets in partnership/joint-venture interests2011-12-31$4,578,285
Total contributions received or receivable from employer(s)2011-12-31$500,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$10,435
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : R. LACY SERVICES, LTD. RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$2,230,475
Expenses. Total of all expenses incurred2010-12-31$1,437,200
Benefits paid (including direct rollovers)2010-12-31$1,404,667
Total plan assets at end of year2010-12-31$18,765,221
Total plan assets at beginning of year2010-12-31$17,971,946
Value of fidelity bond covering the plan2010-12-31$4,600,000
Expenses. Other expenses not covered elsewhere2010-12-31$23,633
Other income received2010-12-31$2,230,475
Net income (gross income less expenses)2010-12-31$793,275
Net plan assets at end of year (total assets less liabilities)2010-12-31$18,765,221
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$17,971,946
Assets. Value of assets in partnership/joint-venture interests2010-12-31$4,700,400
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : R. LACY SERVICES, LTD. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for R. LACY SERVICES, LTD. RETIREMENT PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number713221
Policy instance 1
Insurance contract or identification number713221
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number713221
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number713221
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number713221
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number713221
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number713221
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number713221
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number713221
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number713221
Policy instance 1

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