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LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameLERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LERNER PUBLISHING GROUP has sponsored the creation of one or more 401k plans.

Company Name:LERNER PUBLISHING GROUP
Employer identification number (EIN):410833899
NAIC Classification:323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CYNDI RADANT
0012016-01-01CYNDI RADANT
0012015-01-01CYNDI RADANT
0012014-01-01CYNDI RADANT
0012013-01-01CYNDI RADANT
0012012-01-01CYNDI RADANT
0012011-01-01CYNDI RADANT
0012009-01-01CYNDI RADANT
0012008-01-01
0012008-01-01

Plan Statistics for LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2023: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01143
Total number of active participants reported on line 7a of the Form 55002023-01-01100
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0146
Total of all active and inactive participants2023-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01146
Number of participants with account balances2023-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-013
2022: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01144
Total number of active participants reported on line 7a of the Form 55002022-01-0197
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01141
Number of participants with account balances2022-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01148
Total number of active participants reported on line 7a of the Form 55002021-01-0192
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01138
Number of participants with account balances2021-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01161
Total number of active participants reported on line 7a of the Form 55002020-01-0189
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01147
Number of participants with account balances2020-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01168
Total number of active participants reported on line 7a of the Form 55002019-01-01108
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01159
Number of participants with account balances2019-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01167
Total number of active participants reported on line 7a of the Form 55002018-01-01112
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01168
Number of participants with account balances2018-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01176
Total number of active participants reported on line 7a of the Form 55002017-01-01112
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01167
Number of participants with account balances2017-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01179
Total number of active participants reported on line 7a of the Form 55002016-01-01149
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01176
Number of participants with account balances2016-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01170
Total number of active participants reported on line 7a of the Form 55002015-01-01146
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01179
Number of participants with account balances2015-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01167
Total number of active participants reported on line 7a of the Form 55002014-01-01144
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01170
Number of participants with account balances2014-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01176
Total number of active participants reported on line 7a of the Form 55002013-01-01140
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01167
Number of participants with account balances2013-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01175
Total number of active participants reported on line 7a of the Form 55002012-01-01142
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01176
Number of participants with account balances2012-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01184
Total number of active participants reported on line 7a of the Form 55002011-01-01142
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01175
Number of participants with account balances2011-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01223
Total number of active participants reported on line 7a of the Form 55002009-01-01151
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01185
Number of participants with account balances2009-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,799,801
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$542,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$518,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$645,395
Value of total assets at end of year2023-12-31$14,438,306
Value of total assets at beginning of year2023-12-31$12,181,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$24,181
Total interest from all sources2023-12-31$11,756
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$525,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$525,038
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$455,820
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$66,066
Other income not declared elsewhere2023-12-31$13,705
Total non interest bearing cash at end of year2023-12-31$619
Total non interest bearing cash at beginning of year2023-12-31$1,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,256,863
Value of net assets at end of year (total assets less liabilities)2023-12-31$14,438,306
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$12,181,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$988
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$13,456,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$11,136,006
Interest earned on other investments2023-12-31$11,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$981,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$922,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,603,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$123,509
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$121,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$518,757
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CBIZ CPAS P.C.
Accountancy firm EIN2023-12-31431947695
2022 : LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,734,973
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$458,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$427,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$654,877
Value of total assets at end of year2022-12-31$12,181,443
Value of total assets at beginning of year2022-12-31$14,375,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,444
Total interest from all sources2022-12-31$9,890
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,211,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,211,822
Administrative expenses professional fees incurred2022-12-31$30,824
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$416,398
Other income not declared elsewhere2022-12-31$6,094
Total non interest bearing cash at end of year2022-12-31$1,354
Total non interest bearing cash at beginning of year2022-12-31$157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,193,815
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,181,443
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,375,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$620
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,136,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,315,439
Interest earned on other investments2022-12-31$9,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$922,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,059,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,617,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$238,479
Employer contributions (assets) at end of year2022-12-31$121,602
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$427,398
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$0
Total income from all sources (including contributions)2021-12-31$2,828,070
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,561,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,526,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$694,483
Value of total assets at end of year2021-12-31$14,375,258
Value of total assets at beginning of year2021-12-31$13,108,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$34,579
Total interest from all sources2021-12-31$3,297
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,131,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,131,107
Administrative expenses professional fees incurred2021-12-31$30,865
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$349,917
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$232,100
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,864
Other income not declared elsewhere2021-12-31$2,156
Total non interest bearing cash at end of year2021-12-31$157
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,266,587
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,375,258
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,108,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$3,714
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,315,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,163,690
Interest earned on other investments2021-12-31$3,297
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$943,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,059,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$991,465
Net investment gain or loss from common/collective trusts2021-12-31$5,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$112,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,526,904
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,984,328
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,382,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,334,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$430,518
Value of total assets at end of year2020-12-31$13,108,671
Value of total assets at beginning of year2020-12-31$12,506,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,001
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$193,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$193,493
Administrative expenses professional fees incurred2020-12-31$38,801
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$316,161
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,156
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,864
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,389
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$22
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$601,868
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,108,671
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,506,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$9,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,163,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,676,418
Value of interest in common/collective trusts at end of year2020-12-31$943,117
Value of interest in common/collective trusts at beginning of year2020-12-31$827,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,346,840
Net investment gain or loss from common/collective trusts2020-12-31$13,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$105,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,334,459
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,856,252
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,572,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,521,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$499,261
Value of total assets at end of year2019-12-31$12,506,803
Value of total assets at beginning of year2019-12-31$11,222,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,163
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$215,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$215,570
Administrative expenses professional fees incurred2019-12-31$40,963
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$382,295
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,810
Total non interest bearing cash at end of year2019-12-31$22
Total non interest bearing cash at beginning of year2019-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,284,106
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,506,803
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,222,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,676,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,302,221
Value of interest in common/collective trusts at end of year2019-12-31$827,974
Value of interest in common/collective trusts at beginning of year2019-12-31$917,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,122,947
Net investment gain or loss from common/collective trusts2019-12-31$18,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$116,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,521,983
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-12-31431947695
2018 : LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$-229,927
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,345,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,294,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$488,464
Value of total assets at end of year2018-12-31$11,222,697
Value of total assets at beginning of year2018-12-31$12,798,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,607
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$213,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$213,822
Administrative expenses professional fees incurred2018-12-31$51,607
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$353,775
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$12,340
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$20,878
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,810
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,475
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$75
Total non interest bearing cash at beginning of year2018-12-31$82
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,575,745
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,222,697
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,798,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,302,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,617,571
Value of interest in common/collective trusts at end of year2018-12-31$917,591
Value of interest in common/collective trusts at beginning of year2018-12-31$1,161,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-949,079
Net investment gain or loss from common/collective trusts2018-12-31$16,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$113,811
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$4,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,294,211
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-12-31431947695
2017 : LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,873
Total income from all sources (including contributions)2017-12-31$2,539,054
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,160,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,107,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$643,982
Value of total assets at end of year2017-12-31$12,798,442
Value of total assets at beginning of year2017-12-31$11,437,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$52,912
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$206,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$206,013
Administrative expenses professional fees incurred2017-12-31$52,912
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$350,684
Participant contributions at end of year2017-12-31$12,340
Participant contributions at beginning of year2017-12-31$12,713
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$166,752
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$17,873
Total non interest bearing cash at end of year2017-12-31$82
Total non interest bearing cash at beginning of year2017-12-31$1,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,378,402
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,798,442
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,420,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,617,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,102,949
Value of interest in common/collective trusts at end of year2017-12-31$1,161,881
Value of interest in common/collective trusts at beginning of year2017-12-31$1,312,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,665,104
Net investment gain or loss from common/collective trusts2017-12-31$23,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$126,546
Employer contributions (assets) at end of year2017-12-31$4,093
Employer contributions (assets) at beginning of year2017-12-31$5,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,107,740
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,873
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,539
Total income from all sources (including contributions)2016-12-31$1,438,575
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$821,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$772,070
Value of total corrective distributions2016-12-31$255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$662,590
Value of total assets at end of year2016-12-31$11,437,913
Value of total assets at beginning of year2016-12-31$10,821,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,313
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$178,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$178,686
Administrative expenses professional fees incurred2016-12-31$49,313
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$359,302
Participant contributions at end of year2016-12-31$12,713
Participant contributions at beginning of year2016-12-31$13,633
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$168,067
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,723
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$17,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$18,539
Other income not declared elsewhere2016-12-31$45
Total non interest bearing cash at end of year2016-12-31$1,971
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$616,937
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,420,040
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,803,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,102,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,459,701
Value of interest in common/collective trusts at end of year2016-12-31$1,312,396
Value of interest in common/collective trusts at beginning of year2016-12-31$1,340,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$573,102
Net investment gain or loss from common/collective trusts2016-12-31$24,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$135,221
Employer contributions (assets) at end of year2016-12-31$5,161
Employer contributions (assets) at beginning of year2016-12-31$4,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$772,070
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SMITH SCHAFER AND ASSOCIATES, LTD.
Accountancy firm EIN2016-12-31411489071
2015 : LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$18,539
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,648
Total income from all sources (including contributions)2015-12-31$330,892
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$984,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$951,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$493,865
Value of total assets at end of year2015-12-31$10,821,642
Value of total assets at beginning of year2015-12-31$11,472,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,061
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$164,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$164,609
Administrative expenses professional fees incurred2015-12-31$9,400
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31Yes
Amount of non-exempt transactions with any party-in-interest2015-12-31$2,726
Contributions received from participants2015-12-31$362,810
Participant contributions at end of year2015-12-31$13,633
Participant contributions at beginning of year2015-12-31$12,673
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,771
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$18,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$15,648
Other income not declared elsewhere2015-12-31$2,638
Administrative expenses (other) incurred2015-12-31$23,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-654,006
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,803,103
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,457,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,459,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,542,144
Value of interest in common/collective trusts at end of year2015-12-31$1,340,630
Value of interest in common/collective trusts at beginning of year2015-12-31$1,912,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-351,517
Net investment gain or loss from common/collective trusts2015-12-31$21,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$131,040
Employer contributions (assets) at end of year2015-12-31$4,907
Employer contributions (assets) at beginning of year2015-12-31$3,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$951,837
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BLANSKI PETER KRONLAGE & ZOCH PA
Accountancy firm EIN2015-12-31411735076
2014 : LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,099,949
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,239,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,211,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$444,591
Value of total assets at end of year2014-12-31$11,472,757
Value of total assets at beginning of year2014-12-31$11,596,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,151
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$156,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$156,184
Administrative expenses professional fees incurred2014-12-31$19,100
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$2,726
Contributions received from participants2014-12-31$365,411
Participant contributions at end of year2014-12-31$12,673
Participant contributions at beginning of year2014-12-31$62
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,674
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$15,648
Other income not declared elsewhere2014-12-31$10,000
Administrative expenses (other) incurred2014-12-31$9,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-139,651
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,457,109
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,596,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,542,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,757,665
Value of interest in common/collective trusts at end of year2014-12-31$1,912,175
Value of interest in common/collective trusts at beginning of year2014-12-31$7,836,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$463,020
Net investment gain or loss from common/collective trusts2014-12-31$26,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$79,180
Employer contributions (assets) at end of year2014-12-31$3,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,211,449
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BLANSKI PETER KRONLAGE & ZOCH PA
Accountancy firm EIN2014-12-31411735076
2013 : LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,471
Total income from all sources (including contributions)2013-12-31$2,056,830
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$626,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$617,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$312,185
Value of total assets at end of year2013-12-31$11,596,760
Value of total assets at beginning of year2013-12-31$10,168,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,921
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$37,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$37,411
Administrative expenses professional fees incurred2013-12-31$8,900
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$308,670
Participant contributions at end of year2013-12-31$62
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,515
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,763
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,471
Other income not declared elsewhere2013-12-31$9,934
Administrative expenses (other) incurred2013-12-31$21
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,430,817
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,596,760
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,165,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,757,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,559,652
Value of interest in common/collective trusts at end of year2013-12-31$7,836,270
Value of interest in common/collective trusts at beginning of year2013-12-31$7,605,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$650,578
Net investment gain or loss from common/collective trusts2013-12-31$1,046,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$617,092
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BLANSKI PETER KRONLAGE & ZOCH PA
Accountancy firm EIN2013-12-31411735076
2012 : LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,486,528
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$858,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$848,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$280,535
Value of total assets at end of year2012-12-31$10,168,414
Value of total assets at beginning of year2012-12-31$9,537,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,407
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$45,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$45,956
Administrative expenses professional fees incurred2012-12-31$9,400
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$280,535
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,854
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,471
Other income not declared elsewhere2012-12-31$9,698
Administrative expenses (other) incurred2012-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$628,281
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,165,943
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,537,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,559,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,916,432
Value of interest in common/collective trusts at end of year2012-12-31$7,605,908
Value of interest in common/collective trusts at beginning of year2012-12-31$6,617,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$426,298
Net investment gain or loss from common/collective trusts2012-12-31$724,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$848,840
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BLANSKI PETER KRONLAGE & KOCH PA
Accountancy firm EIN2012-12-31411735076
2011 : LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,000
Total income from all sources (including contributions)2011-12-31$130,804
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$446,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$446,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$297,445
Value of total assets at end of year2011-12-31$9,537,662
Value of total assets at beginning of year2011-12-31$9,862,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$31,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$31,469
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$297,317
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,520
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,387
Other income not declared elsewhere2011-12-31$7,751
Liabilities. Value of operating payables at beginning of year2011-12-31$9,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-315,451
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,537,662
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,853,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,916,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,778,658
Value of interest in common/collective trusts at end of year2011-12-31$6,617,710
Value of interest in common/collective trusts at beginning of year2011-12-31$7,079,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-118,676
Net investment gain or loss from common/collective trusts2011-12-31$-87,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$446,255
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAYER, HOFFMAN, MCCANN, P.C.
Accountancy firm EIN2011-12-31411947695
2010 : LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,000
Total income from all sources (including contributions)2010-12-31$1,499,683
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,053,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,037,648
Value of total corrective distributions2010-12-31$6,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$325,653
Value of total assets at end of year2010-12-31$9,862,113
Value of total assets at beginning of year2010-12-31$9,415,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,000
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$48,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$48,945
Administrative expenses professional fees incurred2010-12-31$9,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$325,653
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,387
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,818
Other income not declared elsewhere2010-12-31$9,529
Liabilities. Value of operating payables at end of year2010-12-31$9,000
Liabilities. Value of operating payables at beginning of year2010-12-31$9,000
Total non interest bearing cash at beginning of year2010-12-31$2,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$446,318
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,853,113
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,406,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,778,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,691,657
Value of interest in common/collective trusts at end of year2010-12-31$7,079,068
Value of interest in common/collective trusts at beginning of year2010-12-31$6,718,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$329,090
Net investment gain or loss from common/collective trusts2010-12-31$786,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,037,648
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAYER, HOFFMAN, MCCANN, P.C.
Accountancy firm EIN2010-12-31411947695
2009 : LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS 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 LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN

2023: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS 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: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS 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: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS 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: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS 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
2009: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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
2008: LERNER UNIVERSAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00261
Policy instance 1
Insurance contract or identification numberR00261
Number of Individuals Covered26
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00261
Policy instance 1
Insurance contract or identification numberR00261
Number of Individuals Covered26
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?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00261
Policy instance 1
Insurance contract or identification numberR00261
Number of Individuals Covered31
Insurance policy start date2021-09-01
Insurance policy end date2021-12-31
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?Yes
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

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