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LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameLANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN
Plan identification number 003

LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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

LANSDOWNE-MOODY COMPANY LP has sponsored the creation of one or more 401k plans.

Company Name:LANSDOWNE-MOODY COMPANY LP
Employer identification number (EIN):741069713
NAIC Classification:453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01MARY ROBINSON2020-10-13 E.H. HARRIS2020-10-13
0032018-01-01MARY ROBINSON2019-10-06
0032017-01-01
0032016-01-01CAROL ALDRICH2017-06-22
0032015-01-01TIM LARSEN2016-07-11
0032014-01-01ROSE RAJKOWSKI2015-07-01
0032013-01-01ROSE RAJKOWSKI2014-06-02
0032012-01-01SHAWN ZOROMSKI2013-09-25
0032009-01-01EDWIN HARRIS JR

Plan Statistics for LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN

401k plan membership statisitcs for LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN

Measure Date Value
2022: LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01180
Total number of active participants reported on line 7a of the Form 55002022-01-01145
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01157
Number of participants with account balances2022-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0141
2021: LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01173
Total number of active participants reported on line 7a of the Form 55002021-01-01158
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01166
Number of participants with account balances2021-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01120
Total number of active participants reported on line 7a of the Form 55002020-01-0199
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0199
Number of participants with account balances2020-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01126
Total number of active participants reported on line 7a of the Form 55002019-01-01112
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01125
Number of participants with account balances2019-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01123
Total number of active participants reported on line 7a of the Form 55002018-01-01105
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01112
Number of participants with account balances2018-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2009: LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0169
Total number of active participants reported on line 7a of the Form 55002009-01-0151
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0156
Number of participants with account balances2009-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN

Measure Date Value
2022 : LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-166,671
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$328,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$166,009
Value of total corrective distributions2022-12-31$133,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$593,532
Value of total assets at end of year2022-12-31$4,130,745
Value of total assets at beginning of year2022-12-31$4,625,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,147
Total interest from all sources2022-12-31$5,808
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$93,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$93,111
Administrative expenses professional fees incurred2022-12-31$5,353
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$502,444
Participant contributions at end of year2022-12-31$109,044
Participant contributions at beginning of year2022-12-31$110,236
Participant contributions at end of year2022-12-31$11,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-494,695
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,130,745
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,625,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$5,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,909,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,411,275
Value of interest in pooled separate accounts at end of year2022-12-31$90,576
Value of interest in pooled separate accounts at beginning of year2022-12-31$99,691
Interest on participant loans2022-12-31$5,737
Interest earned on other investments2022-12-31$71
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-843,502
Net investment gain/loss from pooled separate accounts2022-12-31$-15,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$91,088
Employer contributions (assets) at end of year2022-12-31$2,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$166,009
Contract administrator fees2022-12-31$17,441
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CALVETTI FERGUSON
Accountancy firm EIN2022-12-31134255527
2021 : LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,129,970
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$313,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$280,634
Value of total corrective distributions2021-12-31$10,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$713,300
Value of total assets at end of year2021-12-31$4,625,440
Value of total assets at beginning of year2021-12-31$3,808,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,019
Total interest from all sources2021-12-31$5,150
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$86,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$86,376
Administrative expenses professional fees incurred2021-12-31$4,459
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$476,832
Participant contributions at end of year2021-12-31$110,236
Participant contributions at beginning of year2021-12-31$114,510
Participant contributions at beginning of year2021-12-31$4,659
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$167,372
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$35,686
Total non interest bearing cash at beginning of year2021-12-31$3,673,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$816,736
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,625,440
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,808,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$4,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,411,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,288
Value of interest in pooled separate accounts at end of year2021-12-31$99,691
Interest on participant loans2021-12-31$5,119
Interest earned on other investments2021-12-31$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$304,122
Net investment gain/loss from pooled separate accounts2021-12-31$21,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$69,096
Employer contributions (assets) at beginning of year2021-12-31$903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$244,948
Contract administrator fees2021-12-31$13,101
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Qualified
Accountancy firm name2021-12-31CALVETTI FERGUSON
2020 : LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$785,340
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$238,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$184,057
Expenses. Certain deemed distributions of participant loans2020-12-31$50,000
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$372,675
Value of total assets at end of year2020-12-31$3,808,704
Value of total assets at beginning of year2020-12-31$3,261,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,946
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$18,053
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$96
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$96
Administrative expenses professional fees incurred2020-12-31$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 period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$270,709
Participant contributions at end of year2020-12-31$114,510
Participant contributions at beginning of year2020-12-31$167,106
Participant contributions at end of year2020-12-31$4,659
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$54,039
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$3,673,344
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$547,337
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,808,704
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,261,367
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,577,915
Interest on participant loans2020-12-31$6,789
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$11,264
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$516,346
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$51
Net investment gain/loss from pooled separate accounts2020-12-31$394,465
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$47,927
Employer contributions (assets) at end of year2020-12-31$903
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$184,057
Contract administrator fees2020-12-31$3,946
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CALVETTI FERGUSON, LLC
Accountancy firm EIN2020-12-31134255527
2019 : LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 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$779,606
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$184,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$169,708
Value of total corrective distributions2019-12-31$10,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$312,287
Value of total assets at end of year2019-12-31$3,261,367
Value of total assets at beginning of year2019-12-31$2,665,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,567
Total interest from all sources2019-12-31$18,058
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$251,938
Participant contributions at end of year2019-12-31$167,106
Participant contributions at beginning of year2019-12-31$156,384
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,766
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$595,428
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,261,367
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,665,939
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$25
Value of interest in pooled separate accounts at end of year2019-12-31$2,577,915
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,015,498
Interest on participant loans2019-12-31$6,371
Interest earned on other investments2019-12-31$11,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$516,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$494,057
Net investment gain/loss from pooled separate accounts2019-12-31$449,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$42,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$169,708
Contract administrator fees2019-12-31$3,542
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 name2019-12-31CALVETTI FERGUSON
Accountancy firm EIN2019-12-31134255527
2018 : LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$224,415
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$312,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$309,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$350,084
Value of total assets at end of year2018-12-31$2,665,939
Value of total assets at beginning of year2018-12-31$2,754,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,500
Total interest from all sources2018-12-31$17,266
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$250,611
Participant contributions at end of year2018-12-31$156,384
Participant contributions at beginning of year2018-12-31$55,738
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$56,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-88,211
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,665,939
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,754,150
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$0
Value of interest in pooled separate accounts at end of year2018-12-31$2,015,498
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,100,662
Interest on participant loans2018-12-31$4,510
Interest earned on other investments2018-12-31$12,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$494,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$597,750
Net investment gain/loss from pooled separate accounts2018-12-31$-142,935
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$43,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$309,126
Contract administrator fees2018-12-31$3,500
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 name2018-12-31CALVETTI FERGUSON
Accountancy firm EIN2018-12-31134255527

Form 5500 Responses for LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN

2022: LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2009: LANSDOWNE-MOODY COMPANY LP 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered157
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number535962
Policy instance 2
Insurance contract or identification number535962
Number of Individuals Covered157
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered166
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number535962
Policy instance 2
Insurance contract or identification number535962
Number of Individuals Covered166
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered99
Insurance policy start date2020-11-15
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number535962
Policy instance 2
Insurance contract or identification number535962
Number of Individuals Covered99
Insurance policy start date2020-11-15
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number010809401
Policy instance 3
Insurance contract or identification number010809401
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number010809401
Policy instance 1
Insurance contract or identification number010809401
Number of Individuals Covered125
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,420
Total amount of fees paid to insurance companyUSD $339
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 Administration1
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?No
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
Commission paid to Insurance BrokerUSD $2,420
Amount paid for insurance broker fees339
Additional information about fees paid to insurance brokerINCENTIVES
Insurance broker organization code?3
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number010809401
Policy instance 1
Insurance contract or identification number010809401
Number of Individuals Covered112
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,231
Total amount of fees paid to insurance companyUSD $223
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 Administration1
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?No
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
Commission paid to Insurance BrokerUSD $2,231
Amount paid for insurance broker fees223
Additional information about fees paid to insurance brokerINCENTIVES
Insurance broker organization code?3

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