Plan Name | LUBRICATION ENGINEERS, INC. 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LUBRICATION ENGINEERS, INC. |
Employer identification number (EIN): | 750817172 |
NAIC Classification: | 324190 |
Additional information about LUBRICATION ENGINEERS, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1951-02-20 |
Company Identification Number: | 0010574900 |
Legal Registered Office Address: |
PO BOX 16447 C/O PAM BASS WICHITA United States of Amercica (USA) 67216 |
More information about LUBRICATION ENGINEERS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2020-01-01 | PATRICK KRAUS | 2021-05-03 | PATRICK KRAUS | 2021-05-03 |
002 | 2019-01-01 | PATRICK KRAUS | 2020-06-10 | PATRICK KRAUS | 2020-06-10 |
002 | 2018-01-01 | PATRICK KRAUS | PATRICK KRAUS | 2019-07-02 | |
002 | 2017-01-01 | PATRICK KRAUS | PATRICK KRAUS | 2018-08-21 | |
002 | 2016-01-01 | PATRICK KRAUS | PATRICK KRAUS | 2017-10-12 | |
002 | 2015-01-01 | PATRICK KRAUS | 2016-09-09 | PATRICK KRAUS | 2016-09-09 |
002 | 2014-01-01 | PATRICK KRAUS | 2015-09-29 | PATRICK KRAUS | 2015-09-29 |
002 | 2013-01-01 | PATRICK KRAUS | 2014-10-01 | PATRICK KRAUS | 2014-10-01 |
002 | 2012-01-01 | PATRICK KRAUS | 2013-07-30 | PATRICK KRAUS | 2013-07-30 |
002 | 2011-01-01 | PATRICK KRAUS | 2012-07-05 | PATRICK KRAUS | 2012-07-05 |
002 | 2010-01-01 | PATRICK KRAUS | 2011-07-22 | PATRICK KRAUS | 2011-07-22 |
Measure | Date | Value |
---|---|---|
2018: LUBRICATION ENGINEERS, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 91 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 95 |
Number of participants with account balances | 2018-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: LUBRICATION ENGINEERS, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8 |
Total of all active and inactive participants | 2017-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 105 |
Number of participants with account balances | 2017-01-01 | 93 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
2016: LUBRICATION ENGINEERS, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 103 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
Total of all active and inactive participants | 2016-01-01 | 111 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 111 |
Number of participants with account balances | 2016-01-01 | 100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2018 : LUBRICATION ENGINEERS, INC. 401(K) PLAN 2018 401k financial data | ||
Total liabilities at end 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 | $308,787 |
Total of all expenses incurred | 2018-12-31 | $936,391 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $895,404 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $2,332 |
Value of total corrective distributions | 2018-12-31 | $4,697 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $907,736 |
Value of total assets at end of year | 2018-12-31 | $8,838,741 |
Value of total assets at beginning of year | 2018-12-31 | $9,466,345 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $33,958 |
Total interest from all sources | 2018-12-31 | $8,161 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $569,196 |
Participant contributions at end of year | 2018-12-31 | $139,452 |
Participant contributions at beginning of year | 2018-12-31 | $103,406 |
Participant contributions at end of year | 2018-12-31 | $12,635 |
Participant contributions at beginning of year | 2018-12-31 | $13,316 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $39,290 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-627,604 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,838,741 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,466,345 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,672,962 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,336,628 |
Interest on participant loans | 2018-12-31 | $8,161 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-607,110 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $299,250 |
Employer contributions (assets) at end of year | 2018-12-31 | $13,692 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $12,995 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $895,404 |
Contract administrator fees | 2018-12-31 | $33,958 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ALLEN, GIBBS & HOULIK, L.C. |
Accountancy firm EIN | 2018-12-31 | 481032601 |
2017 : LUBRICATION ENGINEERS, INC. 401(K) PLAN 2017 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,235,128 |
Total of all expenses incurred | 2017-12-31 | $414,395 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $370,598 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $10,072 |
Value of total corrective distributions | 2017-12-31 | $877 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $847,516 |
Value of total assets at end of year | 2017-12-31 | $9,466,345 |
Value of total assets at beginning of year | 2017-12-31 | $7,645,612 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $32,848 |
Total interest from all sources | 2017-12-31 | $5,484 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $545,936 |
Participant contributions at end of year | 2017-12-31 | $103,406 |
Participant contributions at beginning of year | 2017-12-31 | $115,952 |
Participant contributions at end of year | 2017-12-31 | $13,316 |
Participant contributions at beginning of year | 2017-12-31 | $13,001 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $26,519 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,820,733 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,466,345 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,645,612 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $9,336,628 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $7,505,729 |
Interest on participant loans | 2017-12-31 | $5,484 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,382,128 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $275,061 |
Employer contributions (assets) at end of year | 2017-12-31 | $12,995 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $10,930 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $370,598 |
Contract administrator fees | 2017-12-31 | $32,848 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ALLEN, GIBBS & HOULIK, L.C. |
Accountancy firm EIN | 2017-12-31 | 481032601 |
2016 : LUBRICATION ENGINEERS, INC. 401(K) PLAN 2016 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,309,272 |
Total of all expenses incurred | 2016-12-31 | $389,060 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $357,220 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $2,283 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $833,790 |
Value of total assets at end of year | 2016-12-31 | $7,645,612 |
Value of total assets at beginning of year | 2016-12-31 | $6,725,400 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $29,557 |
Total interest from all sources | 2016-12-31 | $5,956 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $550,396 |
Participant contributions at end of year | 2016-12-31 | $115,952 |
Participant contributions at beginning of year | 2016-12-31 | $126,689 |
Participant contributions at end of year | 2016-12-31 | $13,001 |
Participant contributions at beginning of year | 2016-12-31 | $234 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $920,212 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,645,612 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,725,400 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $7,505,729 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,595,981 |
Interest on participant loans | 2016-12-31 | $5,956 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $469,526 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $283,394 |
Employer contributions (assets) at end of year | 2016-12-31 | $10,930 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $2,496 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $357,220 |
Contract administrator fees | 2016-12-31 | $29,557 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | ALLEN, GIBBS & HOULIK, L.C. |
Accountancy firm EIN | 2016-12-31 | 481032601 |
2018: LUBRICATION ENGINEERS, INC. 401(K) PLAN 2018 form 5500 responses | ||
---|---|---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LUBRICATION ENGINEERS, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LUBRICATION ENGINEERS, INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |