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LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 401k Plan overview

Plan NameLEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST
Plan identification number 001

LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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 DEAN & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:LEE DEAN & SONS, INC.
Employer identification number (EIN):591964096
NAIC Classification:238900

Additional information about LEE DEAN & SONS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1979-11-05
Company Identification Number: 644113
Legal Registered Office Address: 14121 RIVER RD

FT MYERS

33905

More information about LEE DEAN & SONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-11-01M. PAUL TURNER
0012014-11-01M. PAUL TURNER
0012013-11-01M. PAUL TURNER
0012012-11-01M. PAUL TURNER
0012011-11-01M. PAUL TURNER
0012010-11-01M. PAUL TURNER
0012009-11-01M. PAUL TURNER

Plan Statistics for LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST

401k plan membership statisitcs for LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST

Measure Date Value
2015: LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2015 401k membership
Total participants, beginning-of-year2015-11-011
Total number of active participants reported on line 7a of the Form 55002015-11-010
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-010
Total of all active and inactive participants2015-11-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-010
Number of participants with account balances2015-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2014 401k membership
Total participants, beginning-of-year2014-11-011
Total number of active participants reported on line 7a of the Form 55002014-11-010
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-011
Total of all active and inactive participants2014-11-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2013 401k membership
Total participants, beginning-of-year2013-11-011
Total number of active participants reported on line 7a of the Form 55002013-11-010
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-011
Total of all active and inactive participants2013-11-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2012 401k membership
Total participants, beginning-of-year2012-11-011
Total number of active participants reported on line 7a of the Form 55002012-11-010
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-011
Total of all active and inactive participants2012-11-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2011 401k membership
Total participants, beginning-of-year2011-11-011
Total number of active participants reported on line 7a of the Form 55002011-11-010
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-011
Total of all active and inactive participants2011-11-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2010: LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2010 401k membership
Total participants, beginning-of-year2010-11-011
Total number of active participants reported on line 7a of the Form 55002010-11-010
Number of retired or separated participants receiving benefits2010-11-010
Number of other retired or separated participants entitled to future benefits2010-11-011
Total of all active and inactive participants2010-11-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-010
Total participants2010-11-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-010
2009: LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2009 401k membership
Total participants, beginning-of-year2009-11-011
Total number of active participants reported on line 7a of the Form 55002009-11-010
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-011
Total of all active and inactive participants2009-11-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010

Financial Data on LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST

Measure Date Value
2016 : LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2016 401k financial data
Transfers to/from the plan2016-10-31$0
Total plan liabilities at end of year2016-10-31$0
Total plan liabilities at beginning of year2016-10-31$0
Total income from all sources2016-10-31$0
Expenses. Total of all expenses incurred2016-10-31$22,143
Benefits paid (including direct rollovers)2016-10-31$22,143
Total plan assets at end of year2016-10-31$0
Total plan assets at beginning of year2016-10-31$22,143
Total contributions received or receivable from participants2016-10-31$0
Expenses. Other expenses not covered elsewhere2016-10-31$0
Contributions received from other sources (not participants or employers)2016-10-31$0
Other income received2016-10-31$0
Noncash contributions received2016-10-31$0
Net income (gross income less expenses)2016-10-31$-22,143
Net plan assets at end of year (total assets less liabilities)2016-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$22,143
Total contributions received or receivable from employer(s)2016-10-31$0
Value of certain deemed distributions of participant loans2016-10-31$0
Value of corrective distributions2016-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
2015 : LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2015 401k financial data
Transfers to/from the plan2015-10-31$0
Total plan liabilities at end of year2015-10-31$0
Total plan liabilities at beginning of year2015-10-31$0
Total income from all sources2015-10-31$630
Expenses. Total of all expenses incurred2015-10-31$0
Benefits paid (including direct rollovers)2015-10-31$0
Total plan assets at end of year2015-10-31$22,143
Total plan assets at beginning of year2015-10-31$21,513
Total contributions received or receivable from participants2015-10-31$0
Expenses. Other expenses not covered elsewhere2015-10-31$0
Contributions received from other sources (not participants or employers)2015-10-31$0
Other income received2015-10-31$630
Noncash contributions received2015-10-31$0
Net income (gross income less expenses)2015-10-31$630
Net plan assets at end of year (total assets less liabilities)2015-10-31$22,143
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$21,513
Total contributions received or receivable from employer(s)2015-10-31$0
Value of certain deemed distributions of participant loans2015-10-31$0
Value of corrective distributions2015-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
2014 : LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2014 401k financial data
Transfers to/from the plan2014-10-31$0
Total plan liabilities at end of year2014-10-31$0
Total plan liabilities at beginning of year2014-10-31$0
Total income from all sources2014-10-31$0
Expenses. Total of all expenses incurred2014-10-31$0
Benefits paid (including direct rollovers)2014-10-31$0
Total plan assets at end of year2014-10-31$21,513
Total plan assets at beginning of year2014-10-31$21,513
Total contributions received or receivable from participants2014-10-31$0
Expenses. Other expenses not covered elsewhere2014-10-31$0
Contributions received from other sources (not participants or employers)2014-10-31$0
Other income received2014-10-31$0
Noncash contributions received2014-10-31$0
Net income (gross income less expenses)2014-10-31$0
Net plan assets at end of year (total assets less liabilities)2014-10-31$21,513
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$21,513
Total contributions received or receivable from employer(s)2014-10-31$0
Value of certain deemed distributions of participant loans2014-10-31$0
Value of corrective distributions2014-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
2013 : LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2013 401k financial data
Transfers to/from the plan2013-10-31$0
Total plan liabilities at end of year2013-10-31$0
Total plan liabilities at beginning of year2013-10-31$0
Total income from all sources2013-10-31$4
Expenses. Total of all expenses incurred2013-10-31$0
Benefits paid (including direct rollovers)2013-10-31$0
Total plan assets at end of year2013-10-31$21,513
Total plan assets at beginning of year2013-10-31$21,509
Total contributions received or receivable from participants2013-10-31$0
Expenses. Other expenses not covered elsewhere2013-10-31$0
Contributions received from other sources (not participants or employers)2013-10-31$0
Other income received2013-10-31$4
Noncash contributions received2013-10-31$0
Net income (gross income less expenses)2013-10-31$4
Net plan assets at end of year (total assets less liabilities)2013-10-31$21,513
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$21,509
Total contributions received or receivable from employer(s)2013-10-31$0
Value of certain deemed distributions of participant loans2013-10-31$0
Value of corrective distributions2013-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
2012 : LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2012 401k financial data
Transfers to/from the plan2012-10-31$0
Total plan liabilities at end of year2012-10-31$0
Total plan liabilities at beginning of year2012-10-31$0
Total income from all sources2012-10-31$10
Expenses. Total of all expenses incurred2012-10-31$0
Benefits paid (including direct rollovers)2012-10-31$0
Total plan assets at end of year2012-10-31$21,509
Total plan assets at beginning of year2012-10-31$21,499
Total contributions received or receivable from participants2012-10-31$0
Expenses. Other expenses not covered elsewhere2012-10-31$0
Contributions received from other sources (not participants or employers)2012-10-31$0
Other income received2012-10-31$10
Noncash contributions received2012-10-31$0
Net income (gross income less expenses)2012-10-31$10
Net plan assets at end of year (total assets less liabilities)2012-10-31$21,509
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$21,499
Total contributions received or receivable from employer(s)2012-10-31$0
Value of certain deemed distributions of participant loans2012-10-31$0
Value of corrective distributions2012-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
2011 : LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2011 401k financial data
Transfers to/from the plan2011-10-31$0
Total plan liabilities at end of year2011-10-31$0
Total plan liabilities at beginning of year2011-10-31$0
Total income from all sources2011-10-31$-1,696
Expenses. Total of all expenses incurred2011-10-31$0
Benefits paid (including direct rollovers)2011-10-31$0
Total plan assets at end of year2011-10-31$21,499
Total plan assets at beginning of year2011-10-31$23,195
Total contributions received or receivable from participants2011-10-31$0
Expenses. Other expenses not covered elsewhere2011-10-31$0
Contributions received from other sources (not participants or employers)2011-10-31$0
Other income received2011-10-31$-1,696
Noncash contributions received2011-10-31$0
Net income (gross income less expenses)2011-10-31$-1,696
Net plan assets at end of year (total assets less liabilities)2011-10-31$21,499
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$23,195
Total contributions received or receivable from employer(s)2011-10-31$0
Value of certain deemed distributions of participant loans2011-10-31$0
Value of corrective distributions2011-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
2010 : LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0

Form 5500 Responses for LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST

2015: LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingYes
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2010: LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement - TrustYes
2009: LEE DEAN & SONS, INC. DEFINED BENEFIT PENSION TRUST 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes

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