LILY INVESTMENTS INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LILY INVESTMENTS RETIREMENT PLAN
Measure | Date | Value |
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2018: LILY INVESTMENTS RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: LILY INVESTMENTS RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: LILY INVESTMENTS RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: LILY INVESTMENTS RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: LILY INVESTMENTS RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: LILY INVESTMENTS RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
2012: LILY INVESTMENTS RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
2011: LILY INVESTMENTS RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 2 |
2010: LILY INVESTMENTS RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-05-13 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-05-13 | 2 |
Number of retired or separated participants receiving benefits | 2010-05-13 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-05-13 | 0 |
Total of all active and inactive participants | 2010-05-13 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-05-13 | 0 |
Total participants | 2010-05-13 | 2 |
Number of participants with account balances | 2010-05-13 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-05-13 | 0 |
Measure | Date | Value |
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2018 : LILY INVESTMENTS RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-05-31 | $52,667 |
Expenses. Total of all expenses incurred | 2018-05-31 | $24,546 |
Benefits paid (including direct rollovers) | 2018-05-31 | $24,470 |
Total plan assets at end of year | 2018-05-31 | $0 |
Total plan assets at beginning of year | 2018-05-31 | $-28,121 |
Value of fidelity bond covering the plan | 2018-05-31 | $30,000 |
Total contributions received or receivable from participants | 2018-05-31 | $96 |
Other income received | 2018-05-31 | $52,486 |
Net income (gross income less expenses) | 2018-05-31 | $28,121 |
Net plan assets at end of year (total assets less liabilities) | 2018-05-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-05-31 | $-28,121 |
Assets. Value of employer securities | 2018-05-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-05-31 | $85 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-05-31 | $76 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-05-31 | $0 |
2017 : LILY INVESTMENTS RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $-90,096 |
Expenses. Total of all expenses incurred | 2017-12-31 | $396 |
Total plan assets at end of year | 2017-12-31 | $-28,121 |
Total plan assets at beginning of year | 2017-12-31 | $62,371 |
Value of fidelity bond covering the plan | 2017-12-31 | $30,000 |
Total contributions received or receivable from participants | 2017-12-31 | $1,306 |
Other income received | 2017-12-31 | $-92,544 |
Net income (gross income less expenses) | 2017-12-31 | $-90,492 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $-28,121 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $62,371 |
Assets. Value of employer securities | 2017-12-31 | $-52,560 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $1,142 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $396 |
2016 : LILY INVESTMENTS RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $-66,578 |
Expenses. Total of all expenses incurred | 2016-12-31 | $137 |
Total plan assets at end of year | 2016-12-31 | $62,371 |
Total plan assets at beginning of year | 2016-12-31 | $129,086 |
Value of fidelity bond covering the plan | 2016-12-31 | $30,000 |
Total contributions received or receivable from participants | 2016-12-31 | $1,632 |
Other income received | 2016-12-31 | $-69,638 |
Net income (gross income less expenses) | 2016-12-31 | $-66,715 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $62,371 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $129,086 |
Assets. Value of employer securities | 2016-12-31 | $43,549 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $1,428 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $137 |
2015 : LILY INVESTMENTS RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-27,295 |
Expenses. Total of all expenses incurred | 2015-12-31 | $270 |
Total plan assets at end of year | 2015-12-31 | $129,086 |
Total plan assets at beginning of year | 2015-12-31 | $156,651 |
Value of fidelity bond covering the plan | 2015-12-31 | $30,000 |
Total contributions received or receivable from participants | 2015-12-31 | $1,236 |
Other income received | 2015-12-31 | $-29,613 |
Net income (gross income less expenses) | 2015-12-31 | $-27,565 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $129,086 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $156,651 |
Assets. Value of employer securities | 2015-12-31 | $114,686 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $1,082 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $270 |
2014 : LILY INVESTMENTS RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $-37,620 |
Expenses. Total of all expenses incurred | 2014-12-31 | $185 |
Total plan assets at end of year | 2014-12-31 | $156,651 |
Total plan assets at beginning of year | 2014-12-31 | $194,456 |
Value of fidelity bond covering the plan | 2014-12-31 | $30,000 |
Total contributions received or receivable from participants | 2014-12-31 | $967 |
Other income received | 2014-12-31 | $-39,554 |
Net income (gross income less expenses) | 2014-12-31 | $-37,805 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $156,651 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $194,456 |
Assets. Value of employer securities | 2014-12-31 | $143,968 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $967 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $185 |
2013 : LILY INVESTMENTS RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $-22,935 |
Expenses. Total of all expenses incurred | 2013-12-31 | $79 |
Total plan assets at end of year | 2013-12-31 | $194,456 |
Total plan assets at beginning of year | 2013-12-31 | $217,470 |
Value of fidelity bond covering the plan | 2013-12-31 | $30,000 |
Total contributions received or receivable from participants | 2013-12-31 | $974 |
Other income received | 2013-12-31 | $-24,883 |
Net income (gross income less expenses) | 2013-12-31 | $-23,014 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $194,456 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $217,470 |
Assets. Value of employer securities | 2013-12-31 | $183,941 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $974 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $79 |
2012 : LILY INVESTMENTS RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $-25,923 |
Expenses. Total of all expenses incurred | 2012-12-31 | $100 |
Total plan assets at end of year | 2012-12-31 | $217,470 |
Total plan assets at beginning of year | 2012-12-31 | $243,493 |
Value of fidelity bond covering the plan | 2012-12-31 | $30,000 |
Total contributions received or receivable from participants | 2012-12-31 | $1,224 |
Other income received | 2012-12-31 | $-28,371 |
Net income (gross income less expenses) | 2012-12-31 | $-26,023 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $217,470 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $243,493 |
Assets. Value of employer securities | 2012-12-31 | $209,596 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $1,224 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $100 |
2011 : LILY INVESTMENTS RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-36,743 |
Expenses. Total of all expenses incurred | 2011-12-31 | $100 |
Total plan assets at end of year | 2011-12-31 | $243,493 |
Total plan assets at beginning of year | 2011-12-31 | $280,336 |
Value of fidelity bond covering the plan | 2011-12-31 | $30,000 |
Total contributions received or receivable from participants | 2011-12-31 | $1,346 |
Other income received | 2011-12-31 | $-39,435 |
Net income (gross income less expenses) | 2011-12-31 | $-36,843 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $243,493 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $280,336 |
Assets. Value of employer securities | 2011-12-31 | $238,427 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $1,346 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $100 |
2010 : LILY INVESTMENTS RETIREMENT PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $280,436 |
Expenses. Total of all expenses incurred | 2010-12-31 | $100 |
Total plan assets at end of year | 2010-12-31 | $280,336 |
Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
Total contributions received or receivable from participants | 2010-12-31 | $1,288 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $320,000 |
Other income received | 2010-12-31 | $-42,084 |
Net income (gross income less expenses) | 2010-12-31 | $280,336 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $280,336 |
Assets. Value of employer securities | 2010-12-31 | $277,775 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $1,232 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $100 |
2018: LILY INVESTMENTS RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | Yes |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LILY INVESTMENTS RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LILY INVESTMENTS RETIREMENT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: LILY INVESTMENTS RETIREMENT PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: LILY INVESTMENTS RETIREMENT PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: LILY INVESTMENTS RETIREMENT PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LILY INVESTMENTS RETIREMENT PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LILY INVESTMENTS RETIREMENT PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: LILY INVESTMENTS RETIREMENT PLAN 2010 form 5500 responses |
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2010-05-13 | Type of plan entity | Single employer plan |
2010-05-13 | First time form 5500 has been submitted | Yes |
2010-05-13 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2010-05-13 | Plan funding arrangement – Trust | Yes |
2010-05-13 | Plan benefit arrangement - Trust | Yes |