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LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameLEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST
Plan identification number 001

LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

LEE ELECTRICAL CONSTRUCTION, INC. has sponsored the creation of one or more 401k plans.

Company Name:LEE ELECTRICAL CONSTRUCTION, INC.
Employer identification number (EIN):561494779
NAIC Classification:237100

Additional information about LEE ELECTRICAL CONSTRUCTION, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4665255

More information about LEE ELECTRICAL CONSTRUCTION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01JASON R. LEE2021-07-21
0012020-01-01JASON LEE2021-07-21
0012019-01-01
0012018-01-01
0012017-01-01JASON R LEE JASON R LEE2018-09-26
0012016-01-01JASON LEE
0012015-01-01JASON LEE
0012014-01-01JASON LEE
0012013-01-01JASON LEE
0012012-01-01JASON LEE JASON LEE2013-10-10
0012011-01-01JASON LEE
0012010-01-01JASON LEE
0012009-01-01KATHY F. TURNER KATHY F. TURNER2010-10-12

Plan Statistics for LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2020: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-011,020
Total number of active participants reported on line 7a of the Form 55002020-01-010
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
2019: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,015
Total number of active participants reported on line 7a of the Form 55002019-01-011,004
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-011,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,020
Number of participants with account balances2019-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01799
Total number of active participants reported on line 7a of the Form 55002018-01-01916
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01939
Number of participants with account balances2018-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01542
Total number of active participants reported on line 7a of the Form 55002017-01-01688
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01738
Number of participants with account balances2017-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01509
Total number of active participants reported on line 7a of the Form 55002016-01-01438
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01491
Total participants2016-01-01491
Number of participants with account balances2016-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01524
Total number of active participants reported on line 7a of the Form 55002015-01-01417
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01471
Number of participants with account balances2015-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01290
Total number of active participants reported on line 7a of the Form 55002014-01-01434
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01477
Number of participants with account balances2014-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01289
Total number of active participants reported on line 7a of the Form 55002013-01-01224
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0152
Total of all active and inactive participants2013-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01277
Number of participants with account balances2013-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01308
Total number of active participants reported on line 7a of the Form 55002012-01-01218
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0153
Total of all active and inactive participants2012-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01272
Number of participants with account balances2012-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01342
Total number of active participants reported on line 7a of the Form 55002011-01-01272
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01295
Number of participants with account balances2011-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01322
Total number of active participants reported on line 7a of the Form 55002010-01-01301
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01322
Number of participants with account balances2010-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01344
Total number of active participants reported on line 7a of the Form 55002009-01-01297
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01310
Number of participants with account balances2009-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2020 : LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,263,290
Total of all expenses incurred2020-12-31$14,884,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,792,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,148,330
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$12,620,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$91,453
Total interest from all sources2020-12-31$86,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$689,238
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$32,049
Administrative expenses (other) incurred2020-12-31$91,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-12,620,918
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,620,918
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,361,975
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$1,258,943
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$86,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,028,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$427,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,792,755
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31Yes
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2020-12-31560747891
2019 : LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,721,389
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$855,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$788,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,591,707
Value of total assets at end of year2019-12-31$12,620,918
Value of total assets at beginning of year2019-12-31$9,755,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$67,829
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$329,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$329,770
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$916,488
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$113,709
Administrative expenses (other) incurred2019-12-31$45,294
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$2,865,458
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,620,918
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,755,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$22,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,361,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,329,082
Value of interest in common/collective trusts at end of year2019-12-31$1,258,943
Value of interest in common/collective trusts at beginning of year2019-12-31$1,426,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,656,928
Net investment gain or loss from common/collective trusts2019-12-31$142,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$561,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$788,102
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2019-12-31560747891
2018 : LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-789,790
Total unrealized appreciation/depreciation of assets2018-12-31$-789,790
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$932,207
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$281,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$220,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,316,257
Value of total assets at end of year2018-12-31$9,755,460
Value of total assets at beginning of year2018-12-31$9,104,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$61,386
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$351,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$351,599
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$759,814
Participant contributions at beginning of year2018-12-31$48,666
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$54,562
Administrative expenses (other) incurred2018-12-31$42,223
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$650,702
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,755,460
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,104,758
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
Investment advisory and management fees2018-12-31$19,163
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,329,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,648,874
Value of interest in common/collective trusts at end of year2018-12-31$1,426,378
Value of interest in common/collective trusts at beginning of year2018-12-31$1,374,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$30,054
Net investment gain or loss from common/collective trusts2018-12-31$24,087
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$501,881
Employer contributions (assets) at beginning of year2018-12-31$32,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$220,119
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 name2018-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2018-12-31560747891
2017 : LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$689,826
Total unrealized appreciation/depreciation of assets2017-12-31$689,826
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,280,394
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$607,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$517,008
Value of total corrective distributions2017-12-31$41,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,015,813
Value of total assets at end of year2017-12-31$9,104,758
Value of total assets at beginning of year2017-12-31$7,432,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,742
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$236,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$236,540
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$611,489
Participant contributions at end of year2017-12-31$48,666
Administrative expenses (other) incurred2017-12-31$36,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,672,627
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,104,758
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,432,131
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
Investment advisory and management fees2017-12-31$12,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,648,874
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,045,467
Value of interest in common/collective trusts at end of year2017-12-31$1,374,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,386,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$225,750
Net investment gain/loss from pooled separate accounts2017-12-31$93,798
Net investment gain or loss from common/collective trusts2017-12-31$18,667
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$404,324
Employer contributions (assets) at end of year2017-12-31$32,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$517,008
Contract administrator fees2017-12-31$1,241
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 name2017-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2017-12-31560747891
2016 : LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,341,615
Total of all expenses incurred2016-12-31$796,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$755,564
Value of total corrective distributions2016-12-31$28,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$854,921
Value of total assets at end of year2016-12-31$7,432,131
Value of total assets at beginning of year2016-12-31$6,887,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$547,617
Other income not declared elsewhere2016-12-31$14,174
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$544,657
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,432,131
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,887,474
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$6,045,467
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,479,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,386,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,407,914
Net investment gain/loss from pooled separate accounts2016-12-31$472,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$307,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$755,564
Contract administrator fees2016-12-31$12,462
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 name2016-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2016-12-31560747891
2015 : LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$853,910
Total of all expenses incurred2015-12-31$1,029,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$987,720
Value of total corrective distributions2015-12-31$29,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$842,403
Value of total assets at end of year2015-12-31$6,887,474
Value of total assets at beginning of year2015-12-31$7,062,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$527,312
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,603
Other income not declared elsewhere2015-12-31$15,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-175,316
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,887,474
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,062,790
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$5,479,560
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,597,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,407,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,465,055
Net investment gain/loss from pooled separate accounts2015-12-31$-3,712
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
Contributions received in cash from employer2015-12-31$308,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$987,720
Contract administrator fees2015-12-31$11,545
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 name2015-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2015-12-31560747891
2014 : LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,088,198
Total of all expenses incurred2014-12-31$350,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$293,650
Value of total corrective distributions2014-12-31$46,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$723,502
Value of total assets at end of year2014-12-31$7,062,790
Value of total assets at beginning of year2014-12-31$6,325,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$448,989
Participant contributions at beginning of year2014-12-31$7,888
Other income not declared elsewhere2014-12-31$15,749
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$737,321
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,062,790
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,325,469
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$5,597,735
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,916,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,465,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,396,459
Net investment gain/loss from pooled separate accounts2014-12-31$348,947
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$274,513
Employer contributions (assets) at beginning of year2014-12-31$4,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$293,650
Contract administrator fees2014-12-31$10,898
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 name2014-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2014-12-31560747891
2013 : LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,585,518
Total of all expenses incurred2013-12-31$557,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$537,070
Value of total corrective distributions2013-12-31$11,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$674,457
Value of total assets at end of year2013-12-31$6,325,469
Value of total assets at beginning of year2013-12-31$5,297,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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$397,529
Participant contributions at end of year2013-12-31$7,888
Participant contributions at beginning of year2013-12-31$9,699
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$30,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,028,013
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,325,469
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,297,456
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$4,916,200
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,831,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,396,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,448,964
Net investment gain/loss from pooled separate accounts2013-12-31$911,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$246,702
Employer contributions (assets) at end of year2013-12-31$4,922
Employer contributions (assets) at beginning of year2013-12-31$6,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$537,070
Contract administrator fees2013-12-31$9,181
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 name2013-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2013-12-31560747891
2012 : LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,279,104
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$315,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$307,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$786,501
Value of total assets at end of year2012-12-31$5,297,456
Value of total assets at beginning of year2012-12-31$4,334,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,091
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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$488,648
Participant contributions at end of year2012-12-31$9,699
Participant contributions at beginning of year2012-12-31$14,721
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,454
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$963,180
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,297,456
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,334,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,831,899
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,016,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,448,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,293,507
Net investment gain/loss from pooled separate accounts2012-12-31$492,603
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$291,399
Employer contributions (assets) at end of year2012-12-31$6,894
Employer contributions (assets) at beginning of year2012-12-31$9,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$307,833
Contract administrator fees2012-12-31$8,091
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 name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747891
2011 : LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$670,597
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$606,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$601,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$682,465
Value of total assets at end of year2011-12-31$4,334,276
Value of total assets at beginning of year2011-12-31$4,270,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,749
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$414,835
Participant contributions at end of year2011-12-31$14,721
Participant contributions at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$63,956
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,334,276
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,270,320
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$3,599,034
Value of interest in pooled separate accounts at end of year2011-12-31$3,016,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,293,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$671,286
Net investment gain/loss from pooled separate accounts2011-12-31$-11,868
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$267,630
Employer contributions (assets) at end of year2011-12-31$9,617
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$601,892
Contract administrator fees2011-12-31$4,749
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747891
2010 : LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,039,469
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$389,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$388,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$667,091
Value of total assets at end of year2010-12-31$4,270,320
Value of total assets at beginning of year2010-12-31$3,619,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,000
Total interest from all sources2010-12-31$23,007
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$410,936
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$22,545
Administrative expenses (other) incurred2010-12-31$1,000
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$650,433
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,270,320
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,619,887
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$3,599,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,924,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$23,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$671,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$658,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$349,371
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$256,155
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$14,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$388,036
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747891
2009 : LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 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 LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST

2020: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 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: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 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: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 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
2010: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LEE ELECTRICAL CONSTRUCTION INC. PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801941
Policy instance 1
Insurance contract or identification number801941
Number of Individuals Covered197
Insurance policy start date2017-01-01
Insurance policy end date2017-01-10
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801941
Policy instance 1
Insurance contract or identification number801941
Number of Individuals Covered198
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $17,367
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 $17,367
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS & CO INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801941
Policy instance 1
Insurance contract or identification number801941
Number of Individuals Covered184
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,640
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 $15,342
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS & CO INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801941
Policy instance 1
Insurance contract or identification number801941
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,326
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,640
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS & CO INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801941
Policy instance 1
Insurance contract or identification number801941
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,329
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $11,329
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS & CO INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801941
Policy instance 1
Insurance contract or identification number801941
Number of Individuals Covered295
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $24,881
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG99832
Policy instance 1
Insurance contract or identification numberG99832
Number of Individuals Covered168
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,170
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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