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GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameGEORGE & LYNCH 401(K) PROFIT SHARING PLAN
Plan identification number 001

GEORGE & LYNCH 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.

401k Sponsoring company profile

GEORGE & LYNCH, INC. has sponsored the creation of one or more 401k plans.

Company Name:GEORGE & LYNCH, INC.
Employer identification number (EIN):510356469
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Additional information about GEORGE & LYNCH, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2008-03-26
Company Identification Number: F174246
Legal Registered Office Address: 250 Browns Hill Ct

Midlothian
United States of America (USA)
23114-9510

More information about GEORGE & LYNCH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE & LYNCH 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTINA FUNK2024-10-11 CHRISTINA FUNK2024-10-11
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LEONARD BROOKS JR.
0012016-01-01LEONARD BROOKS JR.
0012015-01-01LEONARD BROOKS JR.
0012014-01-01LEONARD BROOKS JR.
0012013-01-01LEONARD BROOKS JR.
0012012-01-01LEONARD BROOKS JR.
0012011-01-01LEONARD BROOKS JR.
0012009-01-01LEONARD J. BROOKS, JR. LEONARD J. BROOKS, JR.2010-09-28

Plan Statistics for GEORGE & LYNCH 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GEORGE & LYNCH 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01204
Total number of active participants reported on line 7a of the Form 55002023-01-01175
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0140
Total of all active and inactive participants2023-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01215
Number of participants with account balances2023-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01209
Total number of active participants reported on line 7a of the Form 55002022-01-01166
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01207
Number of participants with account balances2022-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01322
Total number of active participants reported on line 7a of the Form 55002021-01-01165
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01208
Number of participants with account balances2021-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01337
Total number of active participants reported on line 7a of the Form 55002020-01-01194
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01127
Total of all active and inactive participants2020-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01321
Number of participants with account balances2020-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01355
Total number of active participants reported on line 7a of the Form 55002019-01-01215
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01122
Total of all active and inactive participants2019-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01337
Number of participants with account balances2019-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01356
Total number of active participants reported on line 7a of the Form 55002018-01-01239
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01109
Total of all active and inactive participants2018-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01348
Number of participants with account balances2018-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01418
Total number of active participants reported on line 7a of the Form 55002017-01-01236
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01120
Total of all active and inactive participants2017-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01356
Number of participants with account balances2017-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01418
Total number of active participants reported on line 7a of the Form 55002016-01-01275
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01142
Total of all active and inactive participants2016-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01418
Number of participants with account balances2016-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01410
Total number of active participants reported on line 7a of the Form 55002015-01-01270
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01145
Total of all active and inactive participants2015-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01416
Number of participants with account balances2015-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01382
Total number of active participants reported on line 7a of the Form 55002014-01-01289
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01110
Total of all active and inactive participants2014-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01400
Number of participants with account balances2014-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01358
Total number of active participants reported on line 7a of the Form 55002013-01-01268
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01105
Total of all active and inactive participants2013-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01373
Number of participants with account balances2013-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01363
Total number of active participants reported on line 7a of the Form 55002012-01-01251
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01109
Total of all active and inactive participants2012-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01360
Number of participants with account balances2012-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01383
Total number of active participants reported on line 7a of the Form 55002011-01-01244
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01116
Total of all active and inactive participants2011-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01360
Number of participants with account balances2011-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01380
Total number of active participants reported on line 7a of the Form 55002009-01-01282
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01138
Total of all active and inactive participants2009-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01424
Number of participants with account balances2009-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0125

Financial Data on GEORGE & LYNCH 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$3,965,366
Total of all expenses incurred2023-12-31$1,807,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,703,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$826,357
Value of total assets at end of year2023-12-31$21,389,739
Value of total assets at beginning of year2023-12-31$19,232,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$104,315
Total interest from all sources2023-12-31$22,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
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$478,598
Participant contributions at end of year2023-12-31$456,385
Participant contributions at beginning of year2023-12-31$387,505
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$65,586
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$28,887
Total non interest bearing cash at beginning of year2023-12-31$28,887
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$2,157,546
Value of net assets at end of year (total assets less liabilities)2023-12-31$21,389,739
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$19,232,193
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$51,364
Value of interest in pooled separate accounts at end of year2023-12-31$17,678,942
Value of interest in pooled separate accounts at beginning of year2023-12-31$14,804,494
Interest on participant loans2023-12-31$22,326
Value of interest in common/collective trusts at end of year2023-12-31$3,225,525
Value of interest in common/collective trusts at beginning of year2023-12-31$4,011,307
Net investment gain/loss from pooled separate accounts2023-12-31$3,055,245
Net investment gain or loss from common/collective trusts2023-12-31$61,438
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$282,173
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,703,505
Contract administrator fees2023-12-31$4,750
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FAW CASSON & CO., LLP
Accountancy firm EIN2023-12-31520619968
2022 : GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,841,193
Total of all expenses incurred2022-12-31$1,740,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,636,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$768,622
Value of total assets at end of year2022-12-31$19,232,193
Value of total assets at beginning of year2022-12-31$23,813,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$103,866
Total interest from all sources2022-12-31$18,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$4,899
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$466,483
Participant contributions at end of year2022-12-31$387,505
Participant contributions at beginning of year2022-12-31$387,397
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$23,323
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$28,887
Total non interest bearing cash at beginning of year2022-12-31$28,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,581,201
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,232,193
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,813,394
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
Value of interest in pooled separate accounts at end of year2022-12-31$14,804,494
Value of interest in pooled separate accounts at beginning of year2022-12-31$19,961,525
Interest on participant loans2022-12-31$18,909
Value of interest in common/collective trusts at end of year2022-12-31$4,011,307
Value of interest in common/collective trusts at beginning of year2022-12-31$3,435,585
Net investment gain/loss from pooled separate accounts2022-12-31$-3,670,894
Net investment gain or loss from common/collective trusts2022-12-31$42,170
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$278,816
Employer contributions (assets) at end of year2022-12-31$0
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$1,636,142
Contract administrator fees2022-12-31$98,967
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 name2022-12-31FAW CASSON & CO., LLP
Accountancy firm EIN2022-12-31520619968
2021 : GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,752,167
Total of all expenses incurred2021-12-31$2,154,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,057,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$696,346
Value of total assets at end of year2021-12-31$23,813,394
Value of total assets at beginning of year2021-12-31$22,215,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$96,297
Total interest from all sources2021-12-31$21,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$9,642
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 period2021-12-31No
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$431,319
Participant contributions at end of year2021-12-31$387,397
Participant contributions at beginning of year2021-12-31$416,472
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$7,888
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$0
Total non interest bearing cash at end of year2021-12-31$28,887
Total non interest bearing cash at beginning of year2021-12-31$28,887
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$1,598,052
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,813,394
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,215,342
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
Value of interest in pooled separate accounts at end of year2021-12-31$19,961,525
Value of interest in pooled separate accounts at beginning of year2021-12-31$18,358,355
Interest on participant loans2021-12-31$21,733
Value of interest in common/collective trusts at end of year2021-12-31$3,435,585
Value of interest in common/collective trusts at beginning of year2021-12-31$3,398,626
Net investment gain/loss from pooled separate accounts2021-12-31$2,993,326
Net investment gain or loss from common/collective trusts2021-12-31$40,762
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$265,027
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$5,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,057,818
Contract administrator fees2021-12-31$86,655
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 name2021-12-31FAW CASSON & CO., LLP
Accountancy firm EIN2021-12-31520619968
2020 : GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,088,980
Total of all expenses incurred2020-12-31$2,359,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,352,173
Expenses. Certain deemed distributions of participant loans2020-12-31$40
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$787,209
Value of total assets at end of year2020-12-31$22,215,342
Value of total assets at beginning of year2020-12-31$20,485,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,110
Total interest from all sources2020-12-31$22,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$3,750
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$487,005
Participant contributions at end of year2020-12-31$416,472
Participant contributions at beginning of year2020-12-31$406,620
Participant contributions at end of year2020-12-31$7,888
Participant contributions at beginning of year2020-12-31$606
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$28,887
Total non interest bearing cash at beginning of year2020-12-31$28,887
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$1,729,657
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,215,342
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,485,685
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
Value of interest in pooled separate accounts at end of year2020-12-31$18,358,355
Value of interest in pooled separate accounts at beginning of year2020-12-31$16,348,115
Interest on participant loans2020-12-31$22,022
Value of interest in common/collective trusts at end of year2020-12-31$3,398,626
Value of interest in common/collective trusts at beginning of year2020-12-31$3,701,286
Net investment gain/loss from pooled separate accounts2020-12-31$3,223,989
Net investment gain or loss from common/collective trusts2020-12-31$55,760
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$300,204
Employer contributions (assets) at end of year2020-12-31$5,114
Employer contributions (assets) at beginning of year2020-12-31$171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,352,173
Contract administrator fees2020-12-31$3,360
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FAW CASSON & CO., LLP
Accountancy firm EIN2020-12-31520619968
2019 : GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,121,447
Total income from all sources (including contributions)2019-12-31$4,121,447
Total of all expenses incurred2019-12-31$1,970,769
Total of all expenses incurred2019-12-31$1,970,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,964,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,964,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$813,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$813,509
Value of total assets at end of year2019-12-31$20,485,685
Value of total assets at end of year2019-12-31$20,485,685
Value of total assets at beginning of year2019-12-31$18,335,007
Value of total assets at beginning of year2019-12-31$18,335,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,660
Total interest from all sources2019-12-31$23,990
Total interest from all sources2019-12-31$23,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$3,450
Administrative expenses professional fees incurred2019-12-31$3,450
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$505,269
Contributions received from participants2019-12-31$505,269
Participant contributions at end of year2019-12-31$406,620
Participant contributions at end of year2019-12-31$406,620
Participant contributions at beginning of year2019-12-31$487,564
Participant contributions at beginning of year2019-12-31$487,564
Participant contributions at end of year2019-12-31$606
Participant contributions at end of year2019-12-31$606
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$28,887
Total non interest bearing cash at end of year2019-12-31$28,887
Total non interest bearing cash at beginning of year2019-12-31$44,689
Total non interest bearing cash at beginning of year2019-12-31$44,689
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
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$2,150,678
Value of net income/loss2019-12-31$2,150,678
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,485,685
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,335,007
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,335,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$16,348,115
Value of interest in pooled separate accounts at end of year2019-12-31$16,348,115
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,908,299
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,908,299
Interest on participant loans2019-12-31$23,990
Interest on participant loans2019-12-31$23,990
Value of interest in common/collective trusts at end of year2019-12-31$3,701,286
Value of interest in common/collective trusts at end of year2019-12-31$3,701,286
Value of interest in common/collective trusts at beginning of year2019-12-31$3,894,455
Value of interest in common/collective trusts at beginning of year2019-12-31$3,894,455
Net investment gain/loss from pooled separate accounts2019-12-31$3,220,773
Net investment gain or loss from common/collective trusts2019-12-31$63,175
Net investment gain or loss from common/collective trusts2019-12-31$63,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$308,240
Contributions received in cash from employer2019-12-31$308,240
Employer contributions (assets) at end of year2019-12-31$171
Employer contributions (assets) at end of year2019-12-31$171
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,964,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,964,109
Contract administrator fees2019-12-31$3,210
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FAW CASSON & CO., LLP
Accountancy firm name2019-12-31FAW CASSON & CO., LLP
Accountancy firm EIN2019-12-31520619968
Accountancy firm EIN2019-12-31520619968
2018 : GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$350,724
Total of all expenses incurred2018-12-31$1,327,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,306,762
Expenses. Certain deemed distributions of participant loans2018-12-31$12,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$950,351
Value of total assets at end of year2018-12-31$18,335,007
Value of total assets at beginning of year2018-12-31$19,312,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,092
Total interest from all sources2018-12-31$21,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,475
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$543,950
Participant contributions at end of year2018-12-31$487,564
Participant contributions at beginning of year2018-12-31$337,575
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$9,653
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$78,550
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$44,689
Total non interest bearing cash at beginning of year2018-12-31$28,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-977,031
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,335,007
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,312,038
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 pooled separate accounts at end of year2018-12-31$13,908,299
Value of interest in pooled separate accounts at beginning of year2018-12-31$14,814,228
Interest on participant loans2018-12-31$21,624
Value of interest in common/collective trusts at end of year2018-12-31$3,894,455
Value of interest in common/collective trusts at beginning of year2018-12-31$4,115,781
Net investment gain/loss from pooled separate accounts2018-12-31$-676,415
Net investment gain or loss from common/collective trusts2018-12-31$55,164
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$327,851
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$5,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,306,762
Contract administrator fees2018-12-31$2,617
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 name2018-12-31FAW CASSON & CO., LLP
Accountancy firm EIN2018-12-31520619968
2017 : GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,284,986
Total of all expenses incurred2017-12-31$2,688,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,677,979
Expenses. Certain deemed distributions of participant loans2017-12-31$4,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$789,778
Value of total assets at end of year2017-12-31$19,312,038
Value of total assets at beginning of year2017-12-31$18,715,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,814
Total interest from all sources2017-12-31$16,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$3,450
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$488,119
Participant contributions at end of year2017-12-31$337,575
Participant contributions at beginning of year2017-12-31$423,004
Participant contributions at end of year2017-12-31$9,653
Participant contributions at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$28,887
Total non interest bearing cash at beginning of year2017-12-31$28,887
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$596,241
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,312,038
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,715,797
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 pooled separate accounts at end of year2017-12-31$14,814,228
Value of interest in pooled separate accounts at beginning of year2017-12-31$14,351,751
Interest on participant loans2017-12-31$16,547
Value of interest in common/collective trusts at end of year2017-12-31$4,115,781
Value of interest in common/collective trusts at beginning of year2017-12-31$3,911,941
Net investment gain/loss from pooled separate accounts2017-12-31$2,429,972
Net investment gain or loss from common/collective trusts2017-12-31$48,689
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$301,659
Employer contributions (assets) at end of year2017-12-31$5,914
Employer contributions (assets) at beginning of year2017-12-31$214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,677,979
Contract administrator fees2017-12-31$2,364
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 name2017-12-31FAW CASSON & CO., LLP
Accountancy firm EIN2017-12-31520619968
2016 : GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$662
Total income from all sources (including contributions)2016-12-31$1,764,699
Total of all expenses incurred2016-12-31$1,482,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,476,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$789,571
Value of total assets at end of year2016-12-31$18,715,797
Value of total assets at beginning of year2016-12-31$18,434,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,033
Total interest from all sources2016-12-31$17,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$4,350
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$485,867
Participant contributions at end of year2016-12-31$423,004
Participant contributions at beginning of year2016-12-31$393,236
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$662
Total non interest bearing cash at end of year2016-12-31$28,887
Total non interest bearing cash at beginning of year2016-12-31$28,733
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$281,718
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,715,797
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,434,079
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 pooled separate accounts at end of year2016-12-31$14,351,751
Value of interest in pooled separate accounts at beginning of year2016-12-31$13,314,266
Interest on participant loans2016-12-31$17,415
Value of interest in common/collective trusts at end of year2016-12-31$3,911,941
Value of interest in common/collective trusts at beginning of year2016-12-31$4,696,520
Net investment gain/loss from pooled separate accounts2016-12-31$906,078
Net investment gain or loss from common/collective trusts2016-12-31$51,635
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
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$296,869
Employer contributions (assets) at end of year2016-12-31$214
Employer contributions (assets) at beginning of year2016-12-31$1,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,476,948
Contract administrator fees2016-12-31$1,683
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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 name2016-12-31FAW CASSON & CO., LLP
Accountancy firm EIN2016-12-31520619968
2015 : GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$662
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$462
Total income from all sources (including contributions)2015-12-31$943,183
Total of all expenses incurred2015-12-31$1,673,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,666,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$809,418
Value of total assets at end of year2015-12-31$18,434,741
Value of total assets at beginning of year2015-12-31$19,164,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,600
Total interest from all sources2015-12-31$16,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$4,775
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-interest2015-12-31No
Contributions received from participants2015-12-31$480,018
Participant contributions at end of year2015-12-31$393,236
Participant contributions at beginning of year2015-12-31$425,353
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$39,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$462
Total non interest bearing cash at end of year2015-12-31$28,733
Total non interest bearing cash at beginning of year2015-12-31$5,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-729,973
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,434,079
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,164,052
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 pooled separate accounts at end of year2015-12-31$13,314,266
Value of interest in pooled separate accounts at beginning of year2015-12-31$13,580,822
Interest on participant loans2015-12-31$16,368
Value of interest in common/collective trusts at end of year2015-12-31$4,696,520
Value of interest in common/collective trusts at beginning of year2015-12-31$5,149,572
Net investment gain/loss from pooled separate accounts2015-12-31$56,541
Net investment gain or loss from common/collective trusts2015-12-31$60,856
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Contributions received in cash from employer2015-12-31$289,657
Employer contributions (assets) at end of year2015-12-31$1,986
Employer contributions (assets) at beginning of year2015-12-31$3,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,666,556
Contract administrator fees2015-12-31$1,825
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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 name2015-12-31FAW CASSON & CO., LLP
Accountancy firm EIN2015-12-31520619968
2014 : GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$462
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$272
Total income from all sources (including contributions)2014-12-31$1,761,580
Total of all expenses incurred2014-12-31$1,527,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,521,375
Expenses. Certain deemed distributions of participant loans2014-12-31$36
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$830,199
Value of total assets at end of year2014-12-31$19,164,514
Value of total assets at beginning of year2014-12-31$18,929,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,808
Total interest from all sources2014-12-31$18,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,825
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-interest2014-12-31No
Contributions received from participants2014-12-31$506,653
Participant contributions at end of year2014-12-31$425,353
Participant contributions at beginning of year2014-12-31$478,369
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$19,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$272
Total non interest bearing cash at end of year2014-12-31$5,225
Total non interest bearing cash at beginning of year2014-12-31$3,003
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$234,361
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,164,052
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,929,691
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 pooled separate accounts at end of year2014-12-31$13,580,822
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,275,239
Interest on participant loans2014-12-31$18,825
Value of interest in common/collective trusts at end of year2014-12-31$5,149,572
Value of interest in common/collective trusts at beginning of year2014-12-31$5,171,034
Net investment gain/loss from pooled separate accounts2014-12-31$853,531
Net investment gain or loss from common/collective trusts2014-12-31$59,025
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$304,407
Employer contributions (assets) at end of year2014-12-31$3,542
Employer contributions (assets) at beginning of year2014-12-31$2,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,521,375
Contract administrator fees2014-12-31$1,983
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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 name2014-12-31FAW CASSON & CO., LLP
Accountancy firm EIN2014-12-31520619968
2013 : GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,281,673
Total of all expenses incurred2013-12-31$742,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$735,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$713,003
Value of total assets at end of year2013-12-31$18,929,963
Value of total assets at beginning of year2013-12-31$16,390,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,633
Total interest from all sources2013-12-31$20,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$4,950
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$490,809
Participant contributions at end of year2013-12-31$478,369
Participant contributions at beginning of year2013-12-31$442,216
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$16,816
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$272
Total non interest bearing cash at end of year2013-12-31$3,003
Total non interest bearing cash at beginning of year2013-12-31$72,851
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$2,539,510
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,929,691
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,390,181
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 pooled separate accounts at end of year2013-12-31$13,275,239
Value of interest in pooled separate accounts at beginning of year2013-12-31$10,953,715
Interest on participant loans2013-12-31$20,605
Value of interest in common/collective trusts at end of year2013-12-31$5,171,034
Value of interest in common/collective trusts at beginning of year2013-12-31$4,888,338
Net investment gain/loss from pooled separate accounts2013-12-31$2,480,584
Net investment gain or loss from common/collective trusts2013-12-31$67,481
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$222,194
Employer contributions (assets) at end of year2013-12-31$2,318
Employer contributions (assets) at beginning of year2013-12-31$16,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$735,530
Contract administrator fees2013-12-31$1,683
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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 name2013-12-31FAW CASSON & CO., LLP
Accountancy firm EIN2013-12-31520619968
2012 : GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,845
Total income from all sources (including contributions)2012-12-31$2,194,095
Total of all expenses incurred2012-12-31$551,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$530,935
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$720,601
Value of total assets at end of year2012-12-31$16,390,181
Value of total assets at beginning of year2012-12-31$14,749,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,893
Total interest from all sources2012-12-31$18,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$5,895
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$450,943
Participant contributions at end of year2012-12-31$442,216
Participant contributions at beginning of year2012-12-31$451,258
Participant contributions at end of year2012-12-31$16,816
Participant contributions at beginning of year2012-12-31$7,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,823
Other income not declared elsewhere2012-12-31$199
Total non interest bearing cash at end of year2012-12-31$72,851
Total non interest bearing cash at beginning of year2012-12-31$77,247
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$1,642,267
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,390,181
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,747,914
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
Investment advisory and management fees2012-12-31$13,464
Value of interest in pooled separate accounts at end of year2012-12-31$10,953,715
Interest on participant loans2012-12-31$18,828
Value of interest in common/collective trusts at end of year2012-12-31$4,888,338
Value of interest in common/collective trusts at beginning of year2012-12-31$14,196,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$1,373,602
Net investment gain or loss from common/collective trusts2012-12-31$80,865
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$269,658
Employer contributions (assets) at end of year2012-12-31$16,245
Employer contributions (assets) at beginning of year2012-12-31$17,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$530,935
Contract administrator fees2012-12-31$1,534
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$22
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 name2012-12-31FAW CASSON & CO., LLP
Accountancy firm EIN2012-12-31520619968
2011 : GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,845
Total income from all sources (including contributions)2011-12-31$613,974
Total of all expenses incurred2011-12-31$562,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$529,149
Expenses. Certain deemed distributions of participant loans2011-12-31$8,262
Value of total corrective distributions2011-12-31$19,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$700,971
Value of total assets at end of year2011-12-31$14,749,759
Value of total assets at beginning of year2011-12-31$14,696,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,239
Total interest from all sources2011-12-31$19,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$4,575
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
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$441,900
Participant contributions at end of year2011-12-31$451,258
Participant contributions at beginning of year2011-12-31$411,624
Participant contributions at end of year2011-12-31$7,490
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$946
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,823
Total non interest bearing cash at end of year2011-12-31$77,247
Total non interest bearing cash at beginning of year2011-12-31$69,188
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$51,300
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,747,914
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,696,614
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 beginning of year2011-12-31$0
Interest on participant loans2011-12-31$19,597
Value of interest in common/collective trusts at end of year2011-12-31$14,196,160
Value of interest in common/collective trusts at beginning of year2011-12-31$14,215,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-106,594
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$258,125
Employer contributions (assets) at end of year2011-12-31$17,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$529,149
Contract administrator fees2011-12-31$1,664
Liabilities. Value of benefit claims payable at end of year2011-12-31$22
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 name2011-12-31FAW CASSON & CO., LLP
Accountancy firm EIN2011-12-31520619968
2010 : GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,788,742
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,905,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,866,378
Expenses. Certain deemed distributions of participant loans2010-12-31$15,554
Value of total corrective distributions2010-12-31$16,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$600,501
Value of total assets at end of year2010-12-31$14,696,614
Value of total assets at beginning of year2010-12-31$14,813,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,754
Total interest from all sources2010-12-31$17,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$5,700
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
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$396,964
Participant contributions at end of year2010-12-31$411,624
Participant contributions at beginning of year2010-12-31$321,528
Assets. Loans (other than to participants) at end of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$69,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-116,569
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,696,614
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,813,183
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,266,989
Interest on participant loans2010-12-31$17,987
Value of interest in common/collective trusts at end of year2010-12-31$14,215,802
Value of interest in common/collective trusts at beginning of year2010-12-31$6,224,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,170,254
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
Contributions received in cash from employer2010-12-31$203,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,866,378
Contract administrator fees2010-12-31$1,054
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
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 name2010-12-31FAW CASSON & CO., LLP
Accountancy firm EIN2010-12-31520619968
2009 : GEORGE & LYNCH 401(K) PROFIT SHARING 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 GEORGE & LYNCH 401(K) PROFIT SHARING PLAN

2023: GEORGE & LYNCH 401(K) PROFIT SHARING 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: GEORGE & LYNCH 401(K) PROFIT SHARING 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: GEORGE & LYNCH 401(K) PROFIT SHARING 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: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GEORGE & LYNCH 401(K) PROFIT SHARING 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GEORGE & LYNCH 401(K) PROFIT SHARING 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GEORGE & LYNCH 401(K) PROFIT SHARING 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GEORGE & LYNCH 401(K) PROFIT SHARING 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GEORGE & LYNCH 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96731
Policy instance 1
Insurance contract or identification number96731
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,772
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractALLOCATED RETIREMENT ACCOUNTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96731
Policy instance 1
Insurance contract or identification number96731
Number of Individuals Covered184
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,166
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractALLOCATED RETIREMENT ACCOUNTS
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees15166
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96731
Policy instance 1
Insurance contract or identification number96731
Number of Individuals Covered187
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,138,856
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractALLOCATED RETIREMENT ACCOUNTS
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2138856
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96731
Policy instance 1
Insurance contract or identification number96731
Number of Individuals Covered274
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,749
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractALLOCATED RETIREMENT ACCOUNTS
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees15749
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96731
Policy instance 1
Insurance contract or identification number96731
Number of Individuals Covered279
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,247
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractALLOCATED RETIREMENT ACCOUNTS
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees15247
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION PAID
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96731
Policy instance 1
Insurance contract or identification number96731
Number of Individuals Covered292
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,089
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractALLOCATED RETIREMENT ACCOUNTS
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees17089
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION PAID
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96731
Policy instance 1
Insurance contract or identification number96731
Number of Individuals Covered295
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,090
Total amount of fees paid to insurance companyUSD $16,631
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractALLOCATED RETIREMENT ACCOUNTS
Commission paid to Insurance BrokerUSD $12,090
Insurance broker organization code?3
Amount paid for insurance broker fees16631
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES
Insurance broker nameLIMESTONE PENSION ASSOCIATES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96731
Policy instance 1
Insurance contract or identification number96731
Number of Individuals Covered304
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $44,680
Total amount of fees paid to insurance companyUSD $22,043
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractALLOCATED RETIREMENT ACCOUNTS
Commission paid to Insurance BrokerUSD $44,680
Insurance broker organization code?3
Amount paid for insurance broker fees22043
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES PAID
Insurance broker nameLIMESTONE PENSION ASSOCIATES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96731
Policy instance 1
Insurance contract or identification number96731
Number of Individuals Covered312
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $49,119
Total amount of fees paid to insurance companyUSD $21,267
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractALLOCATED RETIREMENT ACCOUNTS
Commission paid to Insurance BrokerUSD $49,119
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES PAID
Insurance broker nameLIMESTONE PENSION ASSOCIATES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96731
Policy instance 1
Insurance contract or identification number96731
Number of Individuals Covered314
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $44,055
Total amount of fees paid to insurance companyUSD $20,779
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractALLOCATED RETIREMENT ACCOUNTS
Commission paid to Insurance BrokerUSD $44,055
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES PAID
Insurance broker nameFIDELITY MANAGEMENT & RESEARCH CO.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96731
Policy instance 1
Insurance contract or identification number96731
Number of Individuals Covered312
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $39,685
Total amount of fees paid to insurance companyUSD $19,945
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractALLOCATED RETIREMENT ACCOUNTS
Commission paid to Insurance BrokerUSD $39,685
Insurance broker organization code?3
Amount paid for insurance broker fees19945
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES PAID
Insurance broker nameLIMESTONE PENSION ASSOCIATES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96731
Policy instance 1
Insurance contract or identification number96731
Insurance policy start date2011-05-03
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $38,509
Total amount of fees paid to insurance companyUSD $19,858
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractALLOCATED RETIREMENT ACCOUNTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96731
Policy instance 1
Insurance contract or identification number96731
Number of Individuals Covered358
Insurance policy start date2010-05-03
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $20,661
Total amount of fees paid to insurance companyUSD $36,923
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractALLOCATED RETIREMENT ACCOUNTS

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