LYONS & COMPANY, INC. has sponsored the creation of one or more 401k plans.
Additional information about LYONS & COMPANY, INC.
Submission information for form 5500 for 401k plan LYONS HR-HRI RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2022 : LYONS HR-HRI RETIREMENT SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-10-31 | $0 |
Total transfer of assets from this plan | 2022-10-31 | $7,212,364 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-31 | $0 |
Total income from all sources (including contributions) | 2022-10-31 | $-446,689 |
Total loss/gain on sale of assets | 2022-10-31 | $0 |
Total of all expenses incurred | 2022-10-31 | $57,644 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-10-31 | $32,537 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-10-31 | $0 |
Value of total assets at end of year | 2022-10-31 | $0 |
Value of total assets at beginning of year | 2022-10-31 | $7,716,697 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-10-31 | $25,107 |
Total interest from all sources | 2022-10-31 | $1,144 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-10-31 | $4,457 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-10-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-10-31 | $4,457 |
Was this plan covered by a fidelity bond | 2022-10-31 | Yes |
Value of fidelity bond cover | 2022-10-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-10-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-10-31 | No |
Participant contributions at end of year | 2022-10-31 | $0 |
Participant contributions at beginning of year | 2022-10-31 | $120,468 |
Participant contributions at end of year | 2022-10-31 | $0 |
Participant contributions at beginning of year | 2022-10-31 | $4,374 |
Other income not declared elsewhere | 2022-10-31 | $772 |
Total non interest bearing cash at end of year | 2022-10-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-10-31 | $2,841 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-31 | No |
Value of net income/loss | 2022-10-31 | $-504,333 |
Value of net assets at end of year (total assets less liabilities) | 2022-10-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-10-31 | $7,716,697 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-10-31 | No |
Investment advisory and management fees | 2022-10-31 | $3,832 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-10-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-10-31 | $7,344,380 |
Interest on participant loans | 2022-10-31 | $1,144 |
Value of interest in common/collective trusts at end of year | 2022-10-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-10-31 | $199,592 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-10-31 | $-453,062 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-10-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-10-31 | No |
Employer contributions (assets) at end of year | 2022-10-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-10-31 | $45,042 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-10-31 | $32,537 |
Contract administrator fees | 2022-10-31 | $21,275 |
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 | 2022-10-31 | Yes |
Did the plan have assets held for investment | 2022-10-31 | 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 | 2022-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-10-31 | Unqualified |
Accountancy firm name | 2022-10-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2022-10-31 | 410746749 |
2021 : LYONS HR-HRI RETIREMENT SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $11,653 |
Total income from all sources (including contributions) | 2021-12-31 | $1,693,792 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,394,894 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,337,450 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $847,537 |
Value of total assets at end of year | 2021-12-31 | $7,716,697 |
Value of total assets at beginning of year | 2021-12-31 | $7,429,452 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $57,444 |
Total interest from all sources | 2021-12-31 | $9,896 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $891,642 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $891,642 |
Administrative expenses professional fees incurred | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $593,330 |
Participant contributions at end of year | 2021-12-31 | $120,468 |
Participant contributions at beginning of year | 2021-12-31 | $200,342 |
Participant contributions at end of year | 2021-12-31 | $4,374 |
Participant contributions at beginning of year | 2021-12-31 | $50,502 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $11,653 |
Other income not declared elsewhere | 2021-12-31 | $1,432 |
Administrative expenses (other) incurred | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $2,841 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $27,983 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $298,898 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,716,697 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,417,799 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $14,328 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,344,380 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,914,293 |
Interest on participant loans | 2021-12-31 | $9,896 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $199,592 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $159,982 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-61,619 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $4,904 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $254,207 |
Employer contributions (assets) at end of year | 2021-12-31 | $45,042 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $76,350 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,337,450 |
Contract administrator fees | 2021-12-31 | $43,116 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |