401k Plan data: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST plan

LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	004

LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers. Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEWIS MARINE SUPPLY, INC. has sponsored the creation of one or more 401k plans.

Company Name: LEWIS MARINE SUPPLY, INC.

Employer identification number (EIN): 590777799

NAIC Classification: 423800

Additional information about LEWIS MARINE SUPPLY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1956-08-07

Company Identification Number: 195135

Legal Registered Office Address: C/O TRIPP SCOTT, P.A.

FORT LAUDERDALE

33301

More information about LEWIS MARINE SUPPLY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2021-10-01
004 2020-10-01
004 2019-10-01
004 2018-10-01
004 2017-10-01
004 2016-10-01
004 2015-10-01
004 2014-10-01
004 2013-10-01
004 2012-10-01 SANDRA L. LEWIS SANDRA L. LEWIS 2014-06-14
004 2011-10-01 SANDRA L. LEWIS SANDRA L. LEWIS 2013-07-15
004 2009-10-01 SANDRA L. FRAM SANDRA L. FRAM 2011-07-14
004 2008-10-01

Plan Statistics for LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-10-01 124
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 79
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 15
Total of all active and inactive participants 2015-10-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 94
Number of participants with account balances 2015-10-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 2
2014: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-10-01 128
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 84
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 39
Total of all active and inactive participants 2014-10-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 1
Total participants 2014-10-01 124
Number of participants with account balances 2014-10-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 2
2013: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-10-01 137
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 112
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 15
Total of all active and inactive participants 2013-10-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 1
Total participants 2013-10-01 128
Number of participants with account balances 2013-10-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-10-01 150
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 115
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 21
Total of all active and inactive participants 2012-10-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 1
Total participants 2012-10-01 137
Number of participants with account balances 2012-10-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 4
2011: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-10-01 169
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 125
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 24
Total of all active and inactive participants 2011-10-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 1
Total participants 2011-10-01 150
Number of participants with account balances 2011-10-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 3
2009: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-10-01 175
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 147
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 18
Total of all active and inactive participants 2009-10-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 2
Total participants 2009-10-01 167
Number of participants with account balances 2009-10-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 3

Measure	Date	Value
2015: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-10-01	124
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	79
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	15
Total of all active and inactive participants	2015-10-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	94
Number of participants with account balances	2015-10-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	2
2014: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-10-01	128
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	84
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	39
Total of all active and inactive participants	2014-10-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	1
Total participants	2014-10-01	124
Number of participants with account balances	2014-10-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	2
2013: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-10-01	137
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	112
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	15
Total of all active and inactive participants	2013-10-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	1
Total participants	2013-10-01	128
Number of participants with account balances	2013-10-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-10-01	150
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	115
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	21
Total of all active and inactive participants	2012-10-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	1
Total participants	2012-10-01	137
Number of participants with account balances	2012-10-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	4
2011: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-10-01	169
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	125
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	24
Total of all active and inactive participants	2011-10-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	1
Total participants	2011-10-01	150
Number of participants with account balances	2011-10-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	3
2009: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-10-01	175
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	147
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	18
Total of all active and inactive participants	2009-10-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	2
Total participants	2009-10-01	167
Number of participants with account balances	2009-10-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	3

Financial Data on LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2016 : LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-09-30	$1,687,574
Total unrealized appreciation/depreciation of assets	2016-09-30	$1,687,574
Total income from all sources (including contributions)	2016-09-30	$1,945,763
Total loss/gain on sale of assets	2016-09-30	$-777,090
Total of all expenses incurred	2016-09-30	$2,269,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-09-30	$2,243,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-09-30	$142,900
Value of total assets at end of year	2016-09-30	$12,760,851
Value of total assets at beginning of year	2016-09-30	$13,084,235
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-09-30	$25,890
Total interest from all sources	2016-09-30	$307,980
Total dividends received (eg from common stock, registered investment company shares)	2016-09-30	$584,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-09-30	$584,399
Administrative expenses professional fees incurred	2016-09-30	$25,890
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-09-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-09-30	$0
Was this plan covered by a fidelity bond	2016-09-30	Yes
Value of fidelity bond cover	2016-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-09-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-09-30	$51,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-09-30	$78,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Value of net income/loss	2016-09-30	$-323,384
Value of net assets at end of year (total assets less liabilities)	2016-09-30	$12,760,851
Value of net assets at beginning of year (total assets less liabilities)	2016-09-30	$13,084,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-09-30	No
Were any leases to which the plan was party in default or uncollectible	2016-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-09-30	$8,994,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-09-30	$9,611,569
Income. Interest from US Government securities	2016-09-30	$18,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-09-30	$702,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-09-30	$539,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-09-30	$539,293
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-09-30	$289,510
Asset value of US Government securities at end of year	2016-09-30	$0
Asset value of US Government securities at beginning of year	2016-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2016-09-30	No
Has the plan failed to provide any benefit when due under the plan	2016-09-30	No
Contributions received in cash from employer	2016-09-30	$142,900
Employer contributions (assets) at end of year	2016-09-30	$142,900
Employer contributions (assets) at beginning of year	2016-09-30	$147,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-09-30	$2,243,257
Asset. Corporate debt instrument debt (other) at end of year	2016-09-30	$2,838,375
Asset. Corporate debt instrument debt (other) at beginning of year	2016-09-30	$2,688,895
Assets. Corporate common stocks other than exployer securities at end of year	2016-09-30	$31,456
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-09-30	$18,526
Did the plan have assets held for investment	2016-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-09-30	No
Aggregate proceeds on sale of assets	2016-09-30	$5,292,595
Aggregate carrying amount (costs) on sale of assets	2016-09-30	$6,069,685
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-09-30	No
Opinion of an independent qualified public accountant for this plan	2016-09-30	Unqualified
Accountancy firm name	2016-09-30	KEEFE, MCCULLOUGH & CO., LLP
Accountancy firm EIN	2016-09-30	591363792
2015 : LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-09-30	$-3,071,009
Total unrealized appreciation/depreciation of assets	2015-09-30	$-3,071,009
Total income from all sources (including contributions)	2015-09-30	$-1,922,335
Total loss/gain on sale of assets	2015-09-30	$-179,338
Total of all expenses incurred	2015-09-30	$2,574,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-09-30	$2,554,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-09-30	$147,000
Value of total assets at end of year	2015-09-30	$13,084,235
Value of total assets at beginning of year	2015-09-30	$17,581,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-09-30	$20,447
Total interest from all sources	2015-09-30	$348,980
Total dividends received (eg from common stock, registered investment company shares)	2015-09-30	$832,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-09-30	$832,032
Administrative expenses professional fees incurred	2015-09-30	$19,425
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-09-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-09-30	$240,350
Was this plan covered by a fidelity bond	2015-09-30	Yes
Value of fidelity bond cover	2015-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-09-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-09-30	$78,952
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-09-30	$78,108
Administrative expenses (other) incurred	2015-09-30	$1,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Value of net income/loss	2015-09-30	$-4,497,154
Value of net assets at end of year (total assets less liabilities)	2015-09-30	$13,084,235
Value of net assets at beginning of year (total assets less liabilities)	2015-09-30	$17,581,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-09-30	No
Were any leases to which the plan was party in default or uncollectible	2015-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-09-30	$9,611,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-09-30	$11,896,651
Income. Interest from US Government securities	2015-09-30	$70,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-09-30	$539,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-09-30	$417,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-09-30	$417,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-09-30	$278,938
Asset value of US Government securities at end of year	2015-09-30	$0
Asset value of US Government securities at beginning of year	2015-09-30	$15
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2015-09-30	No
Has the plan failed to provide any benefit when due under the plan	2015-09-30	No
Contributions received in cash from employer	2015-09-30	$147,000
Employer contributions (assets) at end of year	2015-09-30	$147,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-09-30	$2,554,372
Asset. Corporate debt instrument debt (other) at end of year	2015-09-30	$2,688,895
Asset. Corporate debt instrument debt (other) at beginning of year	2015-09-30	$4,681,540
Assets. Corporate common stocks other than exployer securities at end of year	2015-09-30	$18,526
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-09-30	$267,123
Did the plan have assets held for investment	2015-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-09-30	No
Aggregate proceeds on sale of assets	2015-09-30	$7,512,208
Aggregate carrying amount (costs) on sale of assets	2015-09-30	$7,691,546
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-09-30	No
Opinion of an independent qualified public accountant for this plan	2015-09-30	Unqualified
Accountancy firm name	2015-09-30	KEEFE, MCCULLOUGH & CO., LLP
Accountancy firm EIN	2015-09-30	591363792
2014 : LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-09-30	$82,825
Total unrealized appreciation/depreciation of assets	2014-09-30	$82,825
Total income from all sources (including contributions)	2014-09-30	$1,694,407
Total loss/gain on sale of assets	2014-09-30	$774,126
Total of all expenses incurred	2014-09-30	$1,535,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$1,515,944
Value of total assets at end of year	2014-09-30	$17,581,389
Value of total assets at beginning of year	2014-09-30	$17,422,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$19,715
Total interest from all sources	2014-09-30	$312,109
Total dividends received (eg from common stock, registered investment company shares)	2014-09-30	$525,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-09-30	$525,347
Administrative expenses professional fees incurred	2014-09-30	$19,715
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-09-30	$240,350
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-09-30	$64,400
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$2,500,000
If this is an individual account plan, was there a blackout period	2014-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-09-30	$78,108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-09-30	$31,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Value of net income/loss	2014-09-30	$158,748
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$17,581,389
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$17,422,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-09-30	$11,896,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-09-30	$11,360,487
Income. Interest from US Government securities	2014-09-30	$94,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-09-30	$417,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-09-30	$1,044,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-09-30	$1,044,108
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-09-30	$217,353
Asset value of US Government securities at end of year	2014-09-30	$15
Asset value of US Government securities at beginning of year	2014-09-30	$1,148,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$1,515,944
Asset. Corporate debt instrument debt (other) at end of year	2014-09-30	$4,681,540
Asset. Corporate debt instrument debt (other) at beginning of year	2014-09-30	$3,041,125
Assets. Corporate common stocks other than exployer securities at end of year	2014-09-30	$267,123
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-09-30	$732,590
Did the plan have assets held for investment	2014-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Aggregate proceeds on sale of assets	2014-09-30	$7,889,420
Aggregate carrying amount (costs) on sale of assets	2014-09-30	$7,115,294
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	No
Opinion of an independent qualified public accountant for this plan	2014-09-30	Unqualified
Accountancy firm name	2014-09-30	KEEFE, MCCULLOUGH & CO., LLP
Accountancy firm EIN	2014-09-30	591363792
2013 : LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-09-30	$-254,434
Total unrealized appreciation/depreciation of assets	2013-09-30	$-254,434
Total income from all sources (including contributions)	2013-09-30	$1,117,255
Total loss/gain on sale of assets	2013-09-30	$604,486
Total of all expenses incurred	2013-09-30	$921,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$896,223
Value of total assets at end of year	2013-09-30	$17,422,641
Value of total assets at beginning of year	2013-09-30	$17,226,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$25,085
Total interest from all sources	2013-09-30	$298,805
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$468,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-09-30	$468,398
Administrative expenses professional fees incurred	2013-09-30	$25,085
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-09-30	$64,400
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-09-30	$1,166,210
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$3,000,000
If this is an individual account plan, was there a blackout period	2013-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-09-30	$31,571
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-09-30	$38,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$195,947
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$17,422,641
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$17,226,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-09-30	$11,360,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-09-30	$6,396,393
Income. Interest from US Government securities	2013-09-30	$145,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-09-30	$1,044,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-09-30	$632,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-09-30	$632,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-09-30	$153,173
Asset value of US Government securities at end of year	2013-09-30	$1,148,360
Asset value of US Government securities at beginning of year	2013-09-30	$135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Employer contributions (assets) at beginning of year	2013-09-30	$168,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$896,223
Asset. Corporate debt instrument debt (other) at end of year	2013-09-30	$3,041,125
Asset. Corporate debt instrument debt (other) at beginning of year	2013-09-30	$4,893,098
Assets. Corporate common stocks other than exployer securities at end of year	2013-09-30	$732,590
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-09-30	$3,932,484
Did the plan have assets held for investment	2013-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Aggregate proceeds on sale of assets	2013-09-30	$887,255
Aggregate carrying amount (costs) on sale of assets	2013-09-30	$282,769
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	No
Opinion of an independent qualified public accountant for this plan	2013-09-30	Unqualified
Accountancy firm name	2013-09-30	KEEFE, MCCULLOUGH & CO., LLP
Accountancy firm EIN	2013-09-30	591363792
2012 : LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-09-30	$1,488,151
Total unrealized appreciation/depreciation of assets	2012-09-30	$1,488,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total income from all sources (including contributions)	2012-09-30	$3,023,287
Total loss/gain on sale of assets	2012-09-30	$652,923
Total of all expenses incurred	2012-09-30	$1,761,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$1,736,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$168,000
Value of total assets at end of year	2012-09-30	$17,226,694
Value of total assets at beginning of year	2012-09-30	$15,965,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$25,611
Total interest from all sources	2012-09-30	$355,599
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$358,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-09-30	$358,614
Administrative expenses professional fees incurred	2012-09-30	$21,325
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-09-30	$1,166,210
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-09-30	$1,725,990
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$3,000,000
If this is an individual account plan, was there a blackout period	2012-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-09-30	$38,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-09-30	$44,229
Administrative expenses (other) incurred	2012-09-30	$4,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Value of net income/loss	2012-09-30	$1,261,582
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$17,226,694
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$15,965,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-09-30	$6,396,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-09-30	$8,196,743
Income. Interest from US Government securities	2012-09-30	$111,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-09-30	$632,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-09-30	$650,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-09-30	$650,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-09-30	$244,440
Asset value of US Government securities at end of year	2012-09-30	$135
Asset value of US Government securities at beginning of year	2012-09-30	$1,271,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Contributions received in cash from employer	2012-09-30	$168,000
Employer contributions (assets) at end of year	2012-09-30	$168,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$1,736,094
Asset. Corporate debt instrument debt (other) at end of year	2012-09-30	$4,893,098
Asset. Corporate debt instrument debt (other) at beginning of year	2012-09-30	$3,303,820
Assets. Corporate common stocks other than exployer securities at end of year	2012-09-30	$3,932,484
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-09-30	$772,700
Did the plan have assets held for investment	2012-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	No
Aggregate proceeds on sale of assets	2012-09-30	$13,340,845
Aggregate carrying amount (costs) on sale of assets	2012-09-30	$12,687,922
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	No
Opinion of an independent qualified public accountant for this plan	2012-09-30	Unqualified
Accountancy firm name	2012-09-30	KEEFE, MCCULLOUGH & CO., LLP
Accountancy firm EIN	2012-09-30	591363792
2011 : LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-09-30	$-1,387,429
Total unrealized appreciation/depreciation of assets	2011-09-30	$-1,387,429
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$1,935
Total income from all sources (including contributions)	2011-09-30	$-706,240
Total loss/gain on sale of assets	2011-09-30	$-65,383
Total of all expenses incurred	2011-09-30	$2,263,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-09-30	$2,256,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-09-30	$0
Value of total assets at end of year	2011-09-30	$15,965,112
Value of total assets at beginning of year	2011-09-30	$18,936,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-09-30	$6,755
Total interest from all sources	2011-09-30	$746,572
Total dividends received (eg from common stock, registered investment company shares)	2011-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-09-30	No
Administrative expenses professional fees incurred	2011-09-30	$6,775
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-09-30	$1,725,990
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-09-30	$3,555,977
Was this plan covered by a fidelity bond	2011-09-30	Yes
Value of fidelity bond cover	2011-09-30	$3,000,000
If this is an individual account plan, was there a blackout period	2011-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-09-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-09-30	$44,229
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-09-30	$106,516
Administrative expenses (other) incurred	2011-09-30	$-20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Value of net income/loss	2011-09-30	$-2,969,793
Value of net assets at end of year (total assets less liabilities)	2011-09-30	$15,965,112
Value of net assets at beginning of year (total assets less liabilities)	2011-09-30	$18,934,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-09-30	No
Were any leases to which the plan was party in default or uncollectible	2011-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-09-30	$8,196,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-09-30	$3,900,158
Income. Interest from US Government securities	2011-09-30	$746,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-09-30	$650,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-09-30	$810,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-09-30	$810,131
Asset value of US Government securities at end of year	2011-09-30	$1,271,233
Asset value of US Government securities at beginning of year	2011-09-30	$1,218,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-09-30	No
Has the plan failed to provide any benefit when due under the plan	2011-09-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-09-30	$2,256,798
Asset. Corporate debt instrument debt (other) at end of year	2011-09-30	$3,303,820
Asset. Corporate debt instrument debt (other) at beginning of year	2011-09-30	$9,345,074
Assets. Corporate common stocks other than exployer securities at end of year	2011-09-30	$772,700
Liabilities. Value of benefit claims payable at beginning of year	2011-09-30	$1,935
Did the plan have assets held for investment	2011-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-09-30	No
Aggregate proceeds on sale of assets	2011-09-30	$13,287,519
Aggregate carrying amount (costs) on sale of assets	2011-09-30	$13,352,902
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-09-30	No
Opinion of an independent qualified public accountant for this plan	2011-09-30	Unqualified
Accountancy firm name	2011-09-30	KEEFE, MCCULLOUGH & CO., LLP
Accountancy firm EIN	2011-09-30	591363792

Form 5500 Responses for LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST

2015: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: LEWIS MARINE SUPPLY, INC. PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

Potentially related plans

LEWIS MARINE SUPPLY 401(K) PLAN [EIN = 833169627]

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Company Name:	LEWIS MARINE SUPPLY, INC.
Employer identification number (EIN):	590777799
NAIC Classification:	423800

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1956-08-07
Company Identification Number:	195135
Legal Registered Office Address:	C/O TRIPP SCOTT, P.A. FORT LAUDERDALE 33301

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2021-10-01
004	2020-10-01
004	2019-10-01
004	2018-10-01
004	2017-10-01
004	2016-10-01
004	2015-10-01
004	2014-10-01
004	2013-10-01
004	2012-10-01	SANDRA L. LEWIS	SANDRA L. LEWIS	2014-06-14
004	2011-10-01	SANDRA L. LEWIS	SANDRA L. LEWIS	2013-07-15
004	2009-10-01	SANDRA L. FRAM	SANDRA L. FRAM	2011-07-14
004	2008-10-01