LEWIS & ELLIS, INC. has sponsored the creation of one or more 401k plans.
Additional information about LEWIS & ELLIS, INC.
Submission information for form 5500 for 401k plan LEWIS & ELLIS MEDICAL BENEFITS PLAN
| Measure | Date | Value |
|---|
| 2011: LEWIS & ELLIS MEDICAL BENEFITS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 46 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 46 |
| Total participants | 2011-01-01 | 46 |
| 2010: LEWIS & ELLIS MEDICAL BENEFITS PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 44 |
| Total of all active and inactive participants | 2010-01-01 | 44 |
| Total participants | 2010-01-01 | 44 |
| 2009: LEWIS & ELLIS MEDICAL BENEFITS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 45 |
| Total of all active and inactive participants | 2009-01-01 | 45 |
| Total participants | 2009-01-01 | 45 |
| Measure | Date | Value |
|---|
| 2011 : LEWIS & ELLIS MEDICAL BENEFITS PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $665,683 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $801,693 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $637,703 |
| Total plan assets at end of year | 2011-12-31 | $13,024 |
| Total plan assets at beginning of year | 2011-12-31 | $149,034 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $163,990 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $10,683 |
| Net income (gross income less expenses) | 2011-12-31 | $-136,010 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $13,024 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $149,034 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $655,000 |
| 2010 : LEWIS & ELLIS MEDICAL BENEFITS PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $555,613 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $565,337 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $398,968 |
| Total plan assets at end of year | 2010-12-31 | $149,034 |
| Total plan assets at beginning of year | 2010-12-31 | $158,757 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $166,369 |
| Other income received | 2010-12-31 | $504 |
| Net income (gross income less expenses) | 2010-12-31 | $-9,724 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $149,034 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $158,757 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $555,109 |
| 2011: LEWIS & ELLIS MEDICAL BENEFITS PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: LEWIS & ELLIS MEDICAL BENEFITS PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LEWIS & ELLIS MEDICAL BENEFITS PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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