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LEWIS & COMPANY 401K P/S PLAN 401k Plan overview

Plan NameLEWIS & COMPANY 401K P/S PLAN
Plan identification number 001

LEWIS & COMPANY 401K P/S 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.
  • 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

LEWIS & COMPANY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:LEWIS & COMPANY, P.C.
Employer identification number (EIN):541829592
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEWIS & COMPANY 401K P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT LEWIS2023-09-26
0012021-01-01ROBERT LEWIS2022-03-18
0012020-01-01ROBERT LEWIS2021-07-05
0012019-01-01ROBERT LEWIS2020-06-29
0012018-01-01ROBERT LEWIS
0012017-01-01ROBERT LEWIS
0012016-01-01ROBERT LEWIS
0012015-01-01ROBERT LEWIS
0012014-01-01ROBERT LEWIS
0012013-01-01ROBERT LEWIS
0012012-01-01ROBERT LEWIS
0012011-01-01ROBERT LEWIS
0012010-01-01ROBERT LEWIS

Plan Statistics for LEWIS & COMPANY 401K P/S PLAN

401k plan membership statisitcs for LEWIS & COMPANY 401K P/S PLAN

Measure Date Value
2018: LEWIS & COMPANY 401K P/S PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-016
Total of all active and inactive participants2018-01-016
Total participants2018-01-016
Number of participants with account balances2018-01-016
2017: LEWIS & COMPANY 401K P/S PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Total of all active and inactive participants2017-01-015
Total participants2017-01-015
Number of participants with account balances2017-01-015
2016: LEWIS & COMPANY 401K P/S PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Total of all active and inactive participants2016-01-015
Total participants2016-01-015
Number of participants with account balances2016-01-016
2015: LEWIS & COMPANY 401K P/S PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Total of all active and inactive participants2015-01-015
Total participants2015-01-015
Number of participants with account balances2015-01-015
2014: LEWIS & COMPANY 401K P/S PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-015
2013: LEWIS & COMPANY 401K P/S PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
2012: LEWIS & COMPANY 401K P/S PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-015
2011: LEWIS & COMPANY 401K P/S PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
2010: LEWIS & COMPANY 401K P/S PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Total of all active and inactive participants2010-01-015
Total participants2010-01-015
Number of participants with account balances2010-01-015

Financial Data on LEWIS & COMPANY 401K P/S PLAN

Measure Date Value
2018 : LEWIS & COMPANY 401K P/S PLAN 2018 401k financial data
Total income from all sources2018-12-31$65,487
Expenses. Total of all expenses incurred2018-12-31$30
Total plan assets at end of year2018-12-31$594,200
Total plan assets at beginning of year2018-12-31$528,743
Total contributions received or receivable from participants2018-12-31$37,874
Assets. Value of loans (other than to participants)2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$15,358
Other income received2018-12-31$-1,381
Net income (gross income less expenses)2018-12-31$65,457
Net plan assets at end of year (total assets less liabilities)2018-12-31$594,200
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$528,743
Total contributions received or receivable from employer(s)2018-12-31$13,636
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$30
2017 : LEWIS & COMPANY 401K P/S PLAN 2017 401k financial data
Total income from all sources2017-12-31$53,667
Expenses. Total of all expenses incurred2017-12-31$13,532
Benefits paid (including direct rollovers)2017-12-31$13,459
Total plan assets at end of year2017-12-31$528,743
Total plan assets at beginning of year2017-12-31$488,608
Total contributions received or receivable from participants2017-12-31$29,885
Assets. Value of loans (other than to participants)2017-12-31$16,253
Contributions received from other sources (not participants or employers)2017-12-31$4,652
Other income received2017-12-31$9,744
Net income (gross income less expenses)2017-12-31$40,135
Net plan assets at end of year (total assets less liabilities)2017-12-31$528,743
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$488,608
Total contributions received or receivable from employer(s)2017-12-31$9,386
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$73
2016 : LEWIS & COMPANY 401K P/S PLAN 2016 401k financial data
Total income from all sources2016-12-31$56,670
Expenses. Total of all expenses incurred2016-12-31$48
Total plan assets at end of year2016-12-31$488,608
Total plan assets at beginning of year2016-12-31$431,986
Value of fidelity bond covering the plan2016-12-31$60,000
Total contributions received or receivable from participants2016-12-31$40,175
Expenses. Other expenses not covered elsewhere2016-12-31$48
Contributions received from other sources (not participants or employers)2016-12-31$4,652
Other income received2016-12-31$3,265
Net income (gross income less expenses)2016-12-31$56,622
Net plan assets at end of year (total assets less liabilities)2016-12-31$488,608
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$431,986
Total contributions received or receivable from employer(s)2016-12-31$8,578
2015 : LEWIS & COMPANY 401K P/S PLAN 2015 401k financial data
Total income from all sources2015-12-31$12,668
Expenses. Total of all expenses incurred2015-12-31$48
Total plan assets at end of year2015-12-31$431,986
Total plan assets at beginning of year2015-12-31$419,366
Total contributions received or receivable from participants2015-12-31$5,169
Expenses. Other expenses not covered elsewhere2015-12-31$48
Contributions received from other sources (not participants or employers)2015-12-31$4,264
Other income received2015-12-31$-1,086
Net income (gross income less expenses)2015-12-31$12,620
Net plan assets at end of year (total assets less liabilities)2015-12-31$431,986
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$419,366
Total contributions received or receivable from employer(s)2015-12-31$4,321
2014 : LEWIS & COMPANY 401K P/S PLAN 2014 401k financial data
Total income from all sources2014-12-31$19,277
Expenses. Total of all expenses incurred2014-12-31$48
Total plan assets at end of year2014-12-31$419,366
Total plan assets at beginning of year2014-12-31$400,137
Value of fidelity bond covering the plan2014-12-31$40,000
Total contributions received or receivable from participants2014-12-31$7,039
Expenses. Other expenses not covered elsewhere2014-12-31$48
Contributions received from other sources (not participants or employers)2014-12-31$4,652
Other income received2014-12-31$1,851
Net income (gross income less expenses)2014-12-31$19,229
Net plan assets at end of year (total assets less liabilities)2014-12-31$419,366
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$400,137
Assets. Value of participant loans2014-12-31$32,954
Total contributions received or receivable from employer(s)2014-12-31$5,735
2013 : LEWIS & COMPANY 401K P/S PLAN 2013 401k financial data
Total income from all sources2013-12-31$41,277
Expenses. Total of all expenses incurred2013-12-31$79
Total plan assets at end of year2013-12-31$400,137
Total plan assets at beginning of year2013-12-31$358,939
Value of fidelity bond covering the plan2013-12-31$40,000
Total contributions received or receivable from participants2013-12-31$24,792
Expenses. Other expenses not covered elsewhere2013-12-31$79
Contributions received from other sources (not participants or employers)2013-12-31$5,039
Other income received2013-12-31$3,814
Net income (gross income less expenses)2013-12-31$41,198
Net plan assets at end of year (total assets less liabilities)2013-12-31$400,137
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$358,939
Assets. Value of participant loans2013-12-31$38,017
Total contributions received or receivable from employer(s)2013-12-31$7,632
2012 : LEWIS & COMPANY 401K P/S PLAN 2012 401k financial data
Total income from all sources2012-12-31$43,654
Expenses. Total of all expenses incurred2012-12-31$14,893
Benefits paid (including direct rollovers)2012-12-31$14,845
Total plan assets at end of year2012-12-31$358,939
Total plan assets at beginning of year2012-12-31$330,178
Total contributions received or receivable from participants2012-12-31$29,778
Contributions received from other sources (not participants or employers)2012-12-31$4,652
Other income received2012-12-31$2,246
Net income (gross income less expenses)2012-12-31$28,761
Net plan assets at end of year (total assets less liabilities)2012-12-31$358,939
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$330,178
Total contributions received or receivable from employer(s)2012-12-31$6,978
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$48
2011 : LEWIS & COMPANY 401K P/S PLAN 2011 401k financial data
Total income from all sources2011-12-31$32,014
Expenses. Total of all expenses incurred2011-12-31$48
Total plan assets at end of year2011-12-31$330,178
Total plan assets at beginning of year2011-12-31$298,212
Total contributions received or receivable from participants2011-12-31$23,058
Contributions received from other sources (not participants or employers)2011-12-31$4,652
Other income received2011-12-31$-2,403
Net income (gross income less expenses)2011-12-31$31,966
Net plan assets at end of year (total assets less liabilities)2011-12-31$330,178
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$298,212
Total contributions received or receivable from employer(s)2011-12-31$6,707
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$48
2010 : LEWIS & COMPANY 401K P/S PLAN 2010 401k financial data
Total income from all sources2010-12-31$40,383
Expenses. Total of all expenses incurred2010-12-31$5,035
Benefits paid (including direct rollovers)2010-12-31$4,944
Total plan assets at end of year2010-12-31$298,212
Total plan assets at beginning of year2010-12-31$262,864
Total contributions received or receivable from participants2010-12-31$21,358
Contributions received from other sources (not participants or employers)2010-12-31$4,264
Other income received2010-12-31$5,250
Net income (gross income less expenses)2010-12-31$35,348
Net plan assets at end of year (total assets less liabilities)2010-12-31$298,212
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$262,864
Total contributions received or receivable from employer(s)2010-12-31$9,511
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$91

Form 5500 Responses for LEWIS & COMPANY 401K P/S PLAN

2018: LEWIS & COMPANY 401K P/S PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEWIS & COMPANY 401K P/S PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEWIS & COMPANY 401K P/S PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEWIS & COMPANY 401K P/S PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEWIS & COMPANY 401K P/S PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LEWIS & COMPANY 401K P/S PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LEWIS & COMPANY 401K P/S PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LEWIS & COMPANY 401K P/S PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LEWIS & COMPANY 401K P/S PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number670927
Policy instance 1
Insurance contract or identification number670927
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number670927
Policy instance 1
Insurance contract or identification number670927
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameRAGAN PULLEY
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number670927
Policy instance 1
Insurance contract or identification number670927
Total amount of commissions paid to insurance brokerUSD $1,380
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,380
Insurance broker organization code?3
Insurance broker nameRAGAN PULLEY
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number670927
Policy instance 1
Insurance contract or identification number670927
Total amount of fees paid to insurance companyUSD $1,296
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1296
Insurance broker organization code?3
Insurance broker nameRAGAN PULLEY
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number670927
Policy instance 1
Insurance contract or identification number670927
Total amount of fees paid to insurance companyUSD $1,198
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1198
Insurance broker organization code?3
Insurance broker nameRAGAN PULLEY
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number670927
Policy instance 1
Insurance contract or identification number670927
Total amount of commissions paid to insurance brokerUSD $1,074
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,074
Insurance broker organization code?3
Insurance broker nameRAGAN PULLEY
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number670927
Policy instance 1
Insurance contract or identification number670927
Number of Individuals Covered5
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number670927
Policy instance 1
Insurance contract or identification number670927
Number of Individuals Covered5
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameRAGAN PULLEY

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