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LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan NameLISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN
Plan identification number 001

LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.

401k Sponsoring company profile

LISLE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:LISLE CORPORATION
Employer identification number (EIN):420382150
NAIC Classification:332210

Additional information about LISLE CORPORATION

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1931-04-18
Company Identification Number: 025097
Legal Registered Office Address: 807 E MAIN ST
PO BOX 89
CLARINDA
United States of America (USA)
51632

More information about LISLE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-11-01
0012021-11-01
0012020-11-01
0012019-11-01
0012018-11-01
0012017-11-01CHRIS HILL CHRIS HILL2019-02-09
0012016-11-01CHRIS HILL CHRIS HILL2018-03-01
0012015-11-01MARTY WILLIAMS MARTY WILLIAMS2017-02-17
0012014-11-01MARTY WILLIAMS MARTY WILLIAMS2016-01-25
0012013-11-01MARTY WILLIAMS MARTY WILLIAMS2015-02-19
0012012-11-01MARTY WILLIAMS MARTY WILLIAMS2014-02-19
0012011-11-01MARTY WILLIAMS MARTY WILLIAMS2013-02-12
0012010-11-01MARTY WILLIAMS MARTY WILLIAMS2012-03-05
0012009-11-01MARTY WILLIAMS MARTY WILLIAMS2011-06-14
0012009-11-01MARTY WILLIAMS MARTY WILLIAMS2011-02-23

Plan Statistics for LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2022: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-11-01323
Total number of active participants reported on line 7a of the Form 55002022-11-01289
Number of retired or separated participants receiving benefits2022-11-0110
Number of other retired or separated participants entitled to future benefits2022-11-0148
Total of all active and inactive participants2022-11-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-11-012
Total participants2022-11-01349
Number of participants with account balances2022-11-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-11-010
2021: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-01319
Total number of active participants reported on line 7a of the Form 55002021-11-01265
Number of retired or separated participants receiving benefits2021-11-0110
Number of other retired or separated participants entitled to future benefits2021-11-0146
Total of all active and inactive participants2021-11-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-012
Total participants2021-11-01323
Number of participants with account balances2021-11-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-11-010
2020: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-01310
Total number of active participants reported on line 7a of the Form 55002020-11-01274
Number of retired or separated participants receiving benefits2020-11-0110
Number of other retired or separated participants entitled to future benefits2020-11-0132
Total of all active and inactive participants2020-11-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-013
Total participants2020-11-01319
Number of participants with account balances2020-11-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-11-010
2019: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-01313
Total number of active participants reported on line 7a of the Form 55002019-11-01269
Number of retired or separated participants receiving benefits2019-11-0110
Number of other retired or separated participants entitled to future benefits2019-11-0130
Total of all active and inactive participants2019-11-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-011
Total participants2019-11-01310
Number of participants with account balances2019-11-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-010
2018: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-01310
Total number of active participants reported on line 7a of the Form 55002018-11-01276
Number of retired or separated participants receiving benefits2018-11-017
Number of other retired or separated participants entitled to future benefits2018-11-0128
Total of all active and inactive participants2018-11-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-012
Total participants2018-11-01313
Number of participants with account balances2018-11-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-010
2017: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01313
Total number of active participants reported on line 7a of the Form 55002017-11-01274
Number of retired or separated participants receiving benefits2017-11-017
Number of other retired or separated participants entitled to future benefits2017-11-0128
Total of all active and inactive participants2017-11-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-011
Total participants2017-11-01310
Number of participants with account balances2017-11-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-010
2016: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01313
Total number of active participants reported on line 7a of the Form 55002016-11-01282
Number of retired or separated participants receiving benefits2016-11-016
Number of other retired or separated participants entitled to future benefits2016-11-0125
Total of all active and inactive participants2016-11-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-01313
Number of participants with account balances2016-11-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010
2015: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01315
Total number of active participants reported on line 7a of the Form 55002015-11-01279
Number of retired or separated participants receiving benefits2015-11-016
Number of other retired or separated participants entitled to future benefits2015-11-0127
Total of all active and inactive participants2015-11-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-011
Total participants2015-11-01313
Number of participants with account balances2015-11-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01293
Total number of active participants reported on line 7a of the Form 55002014-11-01290
Number of retired or separated participants receiving benefits2014-11-016
Number of other retired or separated participants entitled to future benefits2014-11-0119
Total of all active and inactive participants2014-11-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-01315
Number of participants with account balances2014-11-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-01290
Total number of active participants reported on line 7a of the Form 55002013-11-01263
Number of retired or separated participants receiving benefits2013-11-016
Number of other retired or separated participants entitled to future benefits2013-11-0124
Total of all active and inactive participants2013-11-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-01293
Number of participants with account balances2013-11-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-01281
Total number of active participants reported on line 7a of the Form 55002012-11-01260
Number of retired or separated participants receiving benefits2012-11-013
Number of other retired or separated participants entitled to future benefits2012-11-0125
Total of all active and inactive participants2012-11-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-012
Total participants2012-11-01290
Number of participants with account balances2012-11-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-01279
Total number of active participants reported on line 7a of the Form 55002011-11-01254
Number of retired or separated participants receiving benefits2011-11-014
Number of other retired or separated participants entitled to future benefits2011-11-0121
Total of all active and inactive participants2011-11-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-012
Total participants2011-11-01281
Number of participants with account balances2011-11-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2010: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-01274
Total number of active participants reported on line 7a of the Form 55002010-11-01253
Number of retired or separated participants receiving benefits2010-11-013
Number of other retired or separated participants entitled to future benefits2010-11-0120
Total of all active and inactive participants2010-11-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-013
Total participants2010-11-01279
Number of participants with account balances2010-11-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-010
2009: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01286
Total number of active participants reported on line 7a of the Form 55002009-11-01245
Number of retired or separated participants receiving benefits2009-11-013
Number of other retired or separated participants entitled to future benefits2009-11-0123
Total of all active and inactive participants2009-11-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-013
Total participants2009-11-01274
Number of participants with account balances2009-11-01274

Financial Data on LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2023 : LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-10-31$1,796,297
Total unrealized appreciation/depreciation of assets2023-10-31$1,796,297
Total income from all sources (including contributions)2023-10-31$5,967,901
Total loss/gain on sale of assets2023-10-31$156,407
Total of all expenses incurred2023-10-31$2,881,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-10-31$2,865,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-10-31$2,432,774
Value of total assets at end of year2023-10-31$53,745,841
Value of total assets at beginning of year2023-10-31$50,659,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-10-31$15,877
Total interest from all sources2023-10-31$93,538
Total dividends received (eg from common stock, registered investment company shares)2023-10-31$1,488,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-10-31No
Was this plan covered by a fidelity bond2023-10-31Yes
Value of fidelity bond cover2023-10-31$850,000
If this is an individual account plan, was there a blackout period2023-10-31No
Were there any nonexempt tranactions with any party-in-interest2023-10-31No
Contributions received from participants2023-10-31$341,684
Participant contributions at end of year2023-10-31$177,506
Participant contributions at beginning of year2023-10-31$168,785
Income. Received or receivable in cash from other sources (including rollovers)2023-10-31$33,622
Administrative expenses (other) incurred2023-10-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-10-31No
Value of net income/loss2023-10-31$3,086,387
Value of net assets at end of year (total assets less liabilities)2023-10-31$53,745,841
Value of net assets at beginning of year (total assets less liabilities)2023-10-31$50,659,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-10-31No
Were any leases to which the plan was party in default or uncollectible2023-10-31No
Investment advisory and management fees2023-10-31$15,865
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-10-31$49,572,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-10-31$46,695,085
Income. Interest from loans (other than to participants)2023-10-31$8,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-10-31$1,938,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-10-31$1,943,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-10-31$1,943,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-10-31$84,680
Expenses. Payments to insurance carriers foe the provision of benefits2023-10-31$3,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-10-31No
Was there a failure to transmit to the plan any participant contributions2023-10-31No
Has the plan failed to provide any benefit when due under the plan2023-10-31No
Contributions received in cash from employer2023-10-31$2,057,468
Employer contributions (assets) at end of year2023-10-31$2,057,468
Employer contributions (assets) at beginning of year2023-10-31$1,851,916
Income. Dividends from common stock2023-10-31$1,488,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-10-31$2,861,931
Did the plan have assets held for investment2023-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-10-31No
Aggregate proceeds on sale of assets2023-10-31$4,997,464
Aggregate carrying amount (costs) on sale of assets2023-10-31$4,841,057
Opinion of an independent qualified public accountant for this plan2023-10-31Unqualified
Accountancy firm name2023-10-31BUCKLEY & SITZMAN, LLP
Accountancy firm EIN2023-10-31470350235
2022 : LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-10-31$-12,876,015
Total unrealized appreciation/depreciation of assets2022-10-31$-12,876,015
Total income from all sources (including contributions)2022-10-31$-7,367,964
Total loss/gain on sale of assets2022-10-31$-834,207
Total of all expenses incurred2022-10-31$3,601,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$3,584,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$2,169,922
Value of total assets at end of year2022-10-31$50,659,454
Value of total assets at beginning of year2022-10-31$61,629,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$17,168
Total interest from all sources2022-10-31$23,002
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$4,148,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$850,000
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Contributions received from participants2022-10-31$318,006
Participant contributions at end of year2022-10-31$168,785
Participant contributions at beginning of year2022-10-31$144,298
Other income not declared elsewhere2022-10-31$1,006
Administrative expenses (other) incurred2022-10-31$368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-10,969,867
Value of net assets at end of year (total assets less liabilities)2022-10-31$50,659,454
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$61,629,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Investment advisory and management fees2022-10-31$16,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-31$46,695,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-31$58,028,917
Income. Interest from loans (other than to participants)2022-10-31$5,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-10-31$1,943,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-10-31$1,608,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-10-31$1,608,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-10-31$17,463
Expenses. Payments to insurance carriers foe the provision of benefits2022-10-31$3,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Contributions received in cash from employer2022-10-31$1,851,916
Employer contributions (assets) at end of year2022-10-31$1,851,916
Employer contributions (assets) at beginning of year2022-10-31$1,847,314
Income. Dividends from common stock2022-10-31$4,148,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$3,581,088
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Aggregate proceeds on sale of assets2022-10-31$7,402,791
Aggregate carrying amount (costs) on sale of assets2022-10-31$8,236,998
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31BUCKLEY & SITZMAN, LLP
Accountancy firm EIN2022-10-31470350235
2021 : LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-10-31$10,949,236
Total unrealized appreciation/depreciation of assets2021-10-31$10,949,236
Total income from all sources (including contributions)2021-10-31$15,741,467
Total loss/gain on sale of assets2021-10-31$1,019,720
Total of all expenses incurred2021-10-31$3,782,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$3,767,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$2,139,088
Value of total assets at end of year2021-10-31$61,629,321
Value of total assets at beginning of year2021-10-31$49,670,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$15,046
Total interest from all sources2021-10-31$5,400
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$1,623,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$850,000
If this is an individual account plan, was there a blackout period2021-10-31No
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Contributions received from participants2021-10-31$274,809
Participant contributions at end of year2021-10-31$144,298
Participant contributions at beginning of year2021-10-31$105,598
Income. Received or receivable in cash from other sources (including rollovers)2021-10-31$16,965
Other income not declared elsewhere2021-10-31$4,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$11,958,879
Value of net assets at end of year (total assets less liabilities)2021-10-31$61,629,321
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$49,670,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Investment advisory and management fees2021-10-31$15,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-10-31$58,028,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-31$46,695,573
Income. Interest from loans (other than to participants)2021-10-31$5,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-10-31$1,608,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-10-31$1,010,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-10-31$1,010,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-10-31$122
Expenses. Payments to insurance carriers foe the provision of benefits2021-10-31$4,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Contributions received in cash from employer2021-10-31$1,847,314
Employer contributions (assets) at end of year2021-10-31$1,847,314
Employer contributions (assets) at beginning of year2021-10-31$1,858,392
Income. Dividends from common stock2021-10-31$1,623,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$3,763,003
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Aggregate proceeds on sale of assets2021-10-31$10,056,950
Aggregate carrying amount (costs) on sale of assets2021-10-31$9,037,230
Opinion of an independent qualified public accountant for this plan2021-10-31Disclaimer
Accountancy firm name2021-10-31BUCKLEY & SITZMAN, LLP
Accountancy firm EIN2021-10-31470350235
2020 : LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-10-31$1,770,528
Total unrealized appreciation/depreciation of assets2020-10-31$1,770,528
Total income from all sources (including contributions)2020-10-31$5,174,303
Total loss/gain on sale of assets2020-10-31$-89,421
Total of all expenses incurred2020-10-31$3,402,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$3,386,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$2,111,521
Value of total assets at end of year2020-10-31$49,670,442
Value of total assets at beginning of year2020-10-31$47,898,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$16,053
Total interest from all sources2020-10-31$12,233
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$1,361,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$850,000
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Contributions received from participants2020-10-31$247,129
Participant contributions at end of year2020-10-31$105,598
Participant contributions at beginning of year2020-10-31$134,896
Income. Received or receivable in cash from other sources (including rollovers)2020-10-31$6,000
Other income not declared elsewhere2020-10-31$7,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$1,771,633
Value of net assets at end of year (total assets less liabilities)2020-10-31$49,670,442
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$47,898,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Investment advisory and management fees2020-10-31$16,053
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-10-31$46,695,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-10-31$44,580,154
Income. Interest from loans (other than to participants)2020-10-31$6,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-10-31$1,010,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-10-31$1,443,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-10-31$1,443,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-10-31$6,121
Expenses. Payments to insurance carriers foe the provision of benefits2020-10-31$3,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Contributions received in cash from employer2020-10-31$1,858,392
Employer contributions (assets) at end of year2020-10-31$1,858,392
Employer contributions (assets) at beginning of year2020-10-31$1,740,628
Income. Dividends from common stock2020-10-31$1,361,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$3,382,901
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Aggregate proceeds on sale of assets2020-10-31$6,951,344
Aggregate carrying amount (costs) on sale of assets2020-10-31$7,040,765
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31Yes
Opinion of an independent qualified public accountant for this plan2020-10-31Disclaimer
Accountancy firm name2020-10-31BUCKLEY & SITZMAN, LLP
Accountancy firm EIN2020-10-31470350235
2019 : LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-10-31$3,265,771
Total unrealized appreciation/depreciation of assets2019-10-31$3,265,771
Total income from all sources (including contributions)2019-10-31$6,990,276
Total loss/gain on sale of assets2019-10-31$60,294
Total of all expenses incurred2019-10-31$3,894,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$3,880,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$2,001,824
Value of total assets at end of year2019-10-31$47,898,809
Value of total assets at beginning of year2019-10-31$44,803,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$13,839
Total interest from all sources2019-10-31$37,707
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$1,621,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$850,000
If this is an individual account plan, was there a blackout period2019-10-31No
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Contributions received from participants2019-10-31$246,725
Participant contributions at end of year2019-10-31$134,896
Participant contributions at beginning of year2019-10-31$114,791
Income. Received or receivable in cash from other sources (including rollovers)2019-10-31$14,471
Other income not declared elsewhere2019-10-31$2,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$3,095,749
Value of net assets at end of year (total assets less liabilities)2019-10-31$47,898,809
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$44,803,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Investment advisory and management fees2019-10-31$13,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-10-31$44,580,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-31$42,308,277
Income. Interest from loans (other than to participants)2019-10-31$5,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-10-31$1,443,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-10-31$670,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-10-31$670,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-10-31$32,151
Expenses. Payments to insurance carriers foe the provision of benefits2019-10-31$3,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31No
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Contributions received in cash from employer2019-10-31$1,740,628
Employer contributions (assets) at end of year2019-10-31$1,740,628
Employer contributions (assets) at beginning of year2019-10-31$1,709,108
Income. Dividends from common stock2019-10-31$1,621,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$3,877,048
Did the plan have assets held for investment2019-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Aggregate proceeds on sale of assets2019-10-31$8,897,921
Aggregate carrying amount (costs) on sale of assets2019-10-31$8,837,627
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31Yes
Opinion of an independent qualified public accountant for this plan2019-10-31Disclaimer
Accountancy firm name2019-10-31BUCKLEY & SITZMAN, LLP
Accountancy firm EIN2019-10-31470350235
2018 : LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-10-31$-113,264
Total unrealized appreciation/depreciation of assets2018-10-31$-113,264
Total income from all sources (including contributions)2018-10-31$3,314,130
Total loss/gain on sale of assets2018-10-31$119,043
Total of all expenses incurred2018-10-31$5,404,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$5,391,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$2,061,758
Value of total assets at end of year2018-10-31$44,803,060
Value of total assets at beginning of year2018-10-31$46,893,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$13,239
Total interest from all sources2018-10-31$17,789
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$1,226,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$850,000
If this is an individual account plan, was there a blackout period2018-10-31No
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Contributions received from participants2018-10-31$237,861
Participant contributions at end of year2018-10-31$114,791
Participant contributions at beginning of year2018-10-31$177,291
Income. Received or receivable in cash from other sources (including rollovers)2018-10-31$114,789
Other income not declared elsewhere2018-10-31$2,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$-2,090,120
Value of net assets at end of year (total assets less liabilities)2018-10-31$44,803,060
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$46,893,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Investment advisory and management fees2018-10-31$13,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$42,308,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$44,168,453
Income. Interest from loans (other than to participants)2018-10-31$5,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-10-31$670,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-10-31$889,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-10-31$889,046
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-10-31$12,264
Expenses. Payments to insurance carriers foe the provision of benefits2018-10-31$5,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$1,709,108
Employer contributions (assets) at end of year2018-10-31$1,709,108
Employer contributions (assets) at beginning of year2018-10-31$1,658,390
Income. Dividends from common stock2018-10-31$1,226,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$5,385,848
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Aggregate proceeds on sale of assets2018-10-31$8,995,260
Aggregate carrying amount (costs) on sale of assets2018-10-31$8,876,217
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31Yes
Opinion of an independent qualified public accountant for this plan2018-10-31Disclaimer
Accountancy firm name2018-10-31BUCKLEY & SITZMAN, LLP
Accountancy firm EIN2018-10-31470350235
2017 : LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-10-31$4,941,308
Total unrealized appreciation/depreciation of assets2017-10-31$4,941,308
Total income from all sources (including contributions)2017-10-31$8,381,963
Total loss/gain on sale of assets2017-10-31$260,802
Total of all expenses incurred2017-10-31$5,509,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$5,496,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$1,894,914
Value of total assets at end of year2017-10-31$46,893,180
Value of total assets at beginning of year2017-10-31$44,021,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$13,250
Total interest from all sources2017-10-31$15,940
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$1,256,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$850,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Contributions received from participants2017-10-31$217,762
Participant contributions at end of year2017-10-31$177,291
Participant contributions at beginning of year2017-10-31$110,820
Income. Received or receivable in cash from other sources (including rollovers)2017-10-31$18,762
Other income not declared elsewhere2017-10-31$12,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$2,872,179
Value of net assets at end of year (total assets less liabilities)2017-10-31$46,893,180
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$44,021,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Investment advisory and management fees2017-10-31$13,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-10-31$44,168,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-10-31$40,774,696
Income. Interest from loans (other than to participants)2017-10-31$4,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-10-31$889,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-10-31$1,495,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-10-31$1,495,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-10-31$11,350
Expenses. Payments to insurance carriers foe the provision of benefits2017-10-31$3,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31No
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Contributions received in cash from employer2017-10-31$1,658,390
Employer contributions (assets) at end of year2017-10-31$1,658,390
Employer contributions (assets) at beginning of year2017-10-31$1,639,765
Income. Dividends from common stock2017-10-31$1,256,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$5,492,564
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Aggregate proceeds on sale of assets2017-10-31$8,158,164
Aggregate carrying amount (costs) on sale of assets2017-10-31$7,897,362
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31Yes
Opinion of an independent qualified public accountant for this plan2017-10-31Disclaimer
Accountancy firm name2017-10-31BUCKLEY & SITZMAN, LLP
Accountancy firm EIN2017-10-31470350235
2016 : LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-10-31$282,018
Total unrealized appreciation/depreciation of assets2016-10-31$282,018
Total income from all sources (including contributions)2016-10-31$3,537,974
Total loss/gain on sale of assets2016-10-31$-62,062
Total of all expenses incurred2016-10-31$3,688,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$3,675,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$1,844,341
Value of total assets at end of year2016-10-31$44,021,001
Value of total assets at beginning of year2016-10-31$44,171,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$12,913
Total interest from all sources2016-10-31$9,298
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$1,428,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$850,000
If this is an individual account plan, was there a blackout period2016-10-31No
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Contributions received from participants2016-10-31$204,576
Participant contributions at end of year2016-10-31$110,820
Participant contributions at beginning of year2016-10-31$117,923
Other income not declared elsewhere2016-10-31$36,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$-150,393
Value of net assets at end of year (total assets less liabilities)2016-10-31$44,021,001
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$44,171,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Investment advisory and management fees2016-10-31$12,913
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-10-31$40,774,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-10-31$40,945,130
Income. Interest from loans (other than to participants)2016-10-31$3,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-10-31$1,495,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-10-31$1,508,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-10-31$1,508,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-10-31$5,597
Expenses. Payments to insurance carriers foe the provision of benefits2016-10-31$3,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$1,639,765
Employer contributions (assets) at end of year2016-10-31$1,639,765
Employer contributions (assets) at beginning of year2016-10-31$1,599,997
Income. Dividends from common stock2016-10-31$1,428,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$3,671,618
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Aggregate proceeds on sale of assets2016-10-31$6,406,210
Aggregate carrying amount (costs) on sale of assets2016-10-31$6,468,272
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31Yes
Opinion of an independent qualified public accountant for this plan2016-10-31Disclaimer
Accountancy firm name2016-10-31BUCKLEY & SITZMAN, LLP
Accountancy firm EIN2016-10-31470350235
2015 : LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-10-31$-209,854
Total unrealized appreciation/depreciation of assets2015-10-31$-209,854
Total income from all sources (including contributions)2015-10-31$2,881,858
Total loss/gain on sale of assets2015-10-31$16,856
Total of all expenses incurred2015-10-31$2,592,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$2,579,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$1,799,234
Value of total assets at end of year2015-10-31$44,171,394
Value of total assets at beginning of year2015-10-31$43,882,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$12,776
Total interest from all sources2015-10-31$3,974
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$1,249,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$850,000
If this is an individual account plan, was there a blackout period2015-10-31No
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Contributions received from participants2015-10-31$199,237
Participant contributions at end of year2015-10-31$117,923
Participant contributions at beginning of year2015-10-31$81,236
Other income not declared elsewhere2015-10-31$22,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$289,313
Value of net assets at end of year (total assets less liabilities)2015-10-31$44,171,394
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$43,882,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Investment advisory and management fees2015-10-31$12,776
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-31$40,945,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-31$40,010,705
Income. Interest from loans (other than to participants)2015-10-31$3,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-10-31$1,508,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-10-31$2,247,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-10-31$2,247,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-10-31$454
Expenses. Payments to insurance carriers foe the provision of benefits2015-10-31$4,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31No
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$1,599,997
Employer contributions (assets) at end of year2015-10-31$1,599,997
Employer contributions (assets) at beginning of year2015-10-31$1,542,830
Income. Dividends from common stock2015-10-31$1,249,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$2,575,490
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Aggregate proceeds on sale of assets2015-10-31$5,839,919
Aggregate carrying amount (costs) on sale of assets2015-10-31$5,823,063
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31Yes
Opinion of an independent qualified public accountant for this plan2015-10-31Disclaimer
Accountancy firm name2015-10-31BUCKLEY & SITZMAN, LLP
Accountancy firm EIN2015-10-31470350235
2014 : LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-10-31$2,880,649
Total unrealized appreciation/depreciation of assets2014-10-31$2,880,649
Total income from all sources (including contributions)2014-10-31$5,600,995
Total loss/gain on sale of assets2014-10-31$50,964
Total of all expenses incurred2014-10-31$1,925,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$1,913,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$1,735,700
Value of total assets at end of year2014-10-31$43,882,081
Value of total assets at beginning of year2014-10-31$40,206,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$12,383
Total interest from all sources2014-10-31$2,835
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$928,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$850,000
If this is an individual account plan, was there a blackout period2014-10-31No
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Contributions received from participants2014-10-31$192,870
Participant contributions at end of year2014-10-31$81,236
Participant contributions at beginning of year2014-10-31$88,912
Other income not declared elsewhere2014-10-31$2,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$3,675,522
Value of net assets at end of year (total assets less liabilities)2014-10-31$43,882,081
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$40,206,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Investment advisory and management fees2014-10-31$12,383
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-31$40,010,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-31$36,782,356
Income. Interest from loans (other than to participants)2014-10-31$2,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-10-31$2,247,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-10-31$1,840,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-10-31$1,840,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-10-31$207
Expenses. Payments to insurance carriers foe the provision of benefits2014-10-31$5,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31No
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$1,542,830
Employer contributions (assets) at end of year2014-10-31$1,542,830
Employer contributions (assets) at beginning of year2014-10-31$1,494,417
Income. Dividends from common stock2014-10-31$928,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$1,907,972
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Aggregate proceeds on sale of assets2014-10-31$4,449,778
Aggregate carrying amount (costs) on sale of assets2014-10-31$4,398,814
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31Yes
Opinion of an independent qualified public accountant for this plan2014-10-31Disclaimer
Accountancy firm name2014-10-31BUCKLEY & SITZMAN, LLP
Accountancy firm EIN2014-10-31470350235
2013 : LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-10-31$3,824,434
Total unrealized appreciation/depreciation of assets2013-10-31$3,824,434
Total income from all sources (including contributions)2013-10-31$6,596,291
Total loss/gain on sale of assets2013-10-31$134,440
Total of all expenses incurred2013-10-31$1,430,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$1,417,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$1,669,205
Value of total assets at end of year2013-10-31$40,206,559
Value of total assets at beginning of year2013-10-31$35,040,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$12,621
Total interest from all sources2013-10-31$2,799
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$955,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$850,000
If this is an individual account plan, was there a blackout period2013-10-31No
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Contributions received from participants2013-10-31$167,053
Participant contributions at end of year2013-10-31$88,912
Participant contributions at beginning of year2013-10-31$52,619
Income. Received or receivable in cash from other sources (including rollovers)2013-10-31$7,735
Other income not declared elsewhere2013-10-31$9,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$5,165,690
Value of net assets at end of year (total assets less liabilities)2013-10-31$40,206,559
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$35,040,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Investment advisory and management fees2013-10-31$12,621
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-10-31$36,782,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-10-31$32,031,725
Income. Interest from loans (other than to participants)2013-10-31$2,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-10-31$1,840,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-10-31$1,531,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-10-31$1,531,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-10-31$418
Expenses. Payments to insurance carriers foe the provision of benefits2013-10-31$5,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31No
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Contributions received in cash from employer2013-10-31$1,494,417
Employer contributions (assets) at end of year2013-10-31$1,494,417
Employer contributions (assets) at beginning of year2013-10-31$1,424,999
Income. Dividends from common stock2013-10-31$955,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$1,412,227
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Aggregate proceeds on sale of assets2013-10-31$4,669,729
Aggregate carrying amount (costs) on sale of assets2013-10-31$4,535,289
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31Yes
Opinion of an independent qualified public accountant for this plan2013-10-31Disclaimer
Accountancy firm name2013-10-31BUCKLEY & SITZMAN, LLP
Accountancy firm EIN2013-10-31470350235
2012 : LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-10-31$1,861,722
Total unrealized appreciation/depreciation of assets2012-10-31$1,861,722
Total income from all sources (including contributions)2012-10-31$4,474,839
Total loss/gain on sale of assets2012-10-31$155,295
Total of all expenses incurred2012-10-31$2,213,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$2,201,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$1,585,533
Value of total assets at end of year2012-10-31$35,040,869
Value of total assets at beginning of year2012-10-31$32,779,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$12,499
Total interest from all sources2012-10-31$2,796
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$861,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$1,500,000
If this is an individual account plan, was there a blackout period2012-10-31No
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Contributions received from participants2012-10-31$160,534
Participant contributions at end of year2012-10-31$52,619
Participant contributions at beginning of year2012-10-31$83,080
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-10-31$20,459
Other income not declared elsewhere2012-10-31$7,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$2,260,947
Value of net assets at end of year (total assets less liabilities)2012-10-31$35,040,869
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$32,779,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Investment advisory and management fees2012-10-31$12,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-10-31$32,031,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-10-31$29,843,311
Income. Interest from loans (other than to participants)2012-10-31$2,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-10-31$1,531,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-10-31$1,447,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-10-31$1,447,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-10-31$475
Expenses. Payments to insurance carriers foe the provision of benefits2012-10-31$6,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Contributions received in cash from employer2012-10-31$1,424,999
Employer contributions (assets) at end of year2012-10-31$1,424,999
Employer contributions (assets) at beginning of year2012-10-31$1,385,805
Income. Dividends from common stock2012-10-31$861,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$2,195,182
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Aggregate proceeds on sale of assets2012-10-31$5,692,090
Aggregate carrying amount (costs) on sale of assets2012-10-31$5,536,795
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31Yes
Opinion of an independent qualified public accountant for this plan2012-10-31Disclaimer
Accountancy firm name2012-10-31BUCKLEY & SITZMAN
Accountancy firm EIN2012-10-31470350235
2011 : LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-10-31$664,952
Total unrealized appreciation/depreciation of assets2011-10-31$664,952
Total income from all sources (including contributions)2011-10-31$3,187,561
Total loss/gain on sale of assets2011-10-31$137,985
Total of all expenses incurred2011-10-31$1,646,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$1,633,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$1,549,463
Value of total assets at end of year2011-10-31$32,779,922
Value of total assets at beginning of year2011-10-31$31,238,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$12,433
Total interest from all sources2011-10-31$4,227
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$790,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$1,500,000
If this is an individual account plan, was there a blackout period2011-10-31No
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Contributions received from participants2011-10-31$163,658
Participant contributions at end of year2011-10-31$83,080
Participant contributions at beginning of year2011-10-31$101,319
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-10-31$20,459
Other income not declared elsewhere2011-10-31$40,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$1,541,179
Value of net assets at end of year (total assets less liabilities)2011-10-31$32,779,922
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$31,238,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Investment advisory and management fees2011-10-31$12,433
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-10-31$29,843,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-10-31$28,533,810
Income. Interest from loans (other than to participants)2011-10-31$3,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-10-31$1,447,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-10-31$1,181,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-10-31$1,181,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-10-31$594
Expenses. Payments to insurance carriers foe the provision of benefits2011-10-31$6,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31No
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$1,385,805
Employer contributions (assets) at end of year2011-10-31$1,385,805
Employer contributions (assets) at beginning of year2011-10-31$1,422,460
Income. Dividends from common stock2011-10-31$790,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$1,627,008
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Aggregate proceeds on sale of assets2011-10-31$3,706,267
Aggregate carrying amount (costs) on sale of assets2011-10-31$3,568,282
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31Yes
Opinion of an independent qualified public accountant for this plan2011-10-31Disclaimer
Accountancy firm name2011-10-31BUCKLEY & SITZMAN
Accountancy firm EIN2011-10-31470350235

Form 5500 Responses for LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

2022: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2022 form 5500 responses
2022-11-01Type of plan entitySingle employer plan
2022-11-01Plan funding arrangement – InsuranceYes
2022-11-01Plan funding arrangement – TrustYes
2022-11-01Plan benefit arrangement – InsuranceYes
2022-11-01Plan benefit arrangement - TrustYes
2021: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement – InsuranceYes
2021-11-01Plan benefit arrangement - TrustYes
2020: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement – InsuranceYes
2020-11-01Plan benefit arrangement - TrustYes
2019: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement – InsuranceYes
2019-11-01Plan benefit arrangement - TrustYes
2018: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement – InsuranceYes
2018-11-01Plan benefit arrangement - TrustYes
2017: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement – InsuranceYes
2017-11-01Plan benefit arrangement - TrustYes
2016: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-11-01Plan benefit arrangement - TrustYes
2015: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement - TrustYes
2014: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2010: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Plan funding arrangement – InsuranceYes
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement – InsuranceYes
2010-11-01Plan benefit arrangement - TrustYes
2009: LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedYes
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005095885, ETC
Policy instance 1
Insurance contract or identification number005095885, ETC
Number of Individuals Covered35
Insurance policy start date2022-11-01
Insurance policy end date2023-10-31
Total amount of commissions paid to insurance brokerUSD $122
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $122
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005095885, ETC
Policy instance 1
Insurance contract or identification number005095885, ETC
Number of Individuals Covered36
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $122
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $122
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005095885, ETC
Policy instance 1
Insurance contract or identification number005095885, ETC
Number of Individuals Covered36
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $128
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $128
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005095885, ETC
Policy instance 1
Insurance contract or identification number005095885, ETC
Number of Individuals Covered41
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $192
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $127
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005095885, ETC
Policy instance 1
Insurance contract or identification number005095885, ETC
Number of Individuals Covered42
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $130
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $130
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005095885, ETC
Policy instance 1
Insurance contract or identification number005095885, ETC
Number of Individuals Covered42
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $135
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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