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T W LEWIS COMPANY RETIREMENT PLAN 401k Plan overview

Plan NameT W LEWIS COMPANY RETIREMENT PLAN
Plan identification number 001

T W LEWIS COMPANY RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

T W LEWIS COMPANY has sponsored the creation of one or more 401k plans.

Company Name:T W LEWIS COMPANY
Employer identification number (EIN):860696002
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan T W LEWIS COMPANY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KATHLEEN PHARES
0012016-01-01ASHLEY STEFFEN
0012015-01-01ASHLEY STEFFEN
0012014-01-01ASHLEY HALE
0012013-01-01ASHLEY HALE
0012012-01-01MICHAEL WHITE
0012011-01-01GINA SELF
0012010-01-01GINA SELF
0012009-12-01 GINA SELF2010-08-23
0012009-12-01GINA SELF
0012009-12-01 GINA SELF2010-08-23
0012009-01-01GINA SELF

Financial Data on T W LEWIS COMPANY RETIREMENT PLAN

Measure Date Value
2020 : T W LEWIS COMPANY RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$125,936
Expenses. Total of all expenses incurred2020-12-31$43,252
Benefits paid (including direct rollovers)2020-12-31$40,275
Total plan assets at end of year2020-12-31$592,096
Total plan assets at beginning of year2020-12-31$509,412
Value of fidelity bond covering the plan2020-12-31$100,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$60,566
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$61,414
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$82,684
Net plan assets at end of year (total assets less liabilities)2020-12-31$592,096
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$509,412
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$3,956
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,977
2019 : T W LEWIS COMPANY RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$188,522
Expenses. Total of all expenses incurred2019-12-31$469,486
Benefits paid (including direct rollovers)2019-12-31$467,211
Total plan assets at end of year2019-12-31$509,412
Total plan assets at beginning of year2019-12-31$790,376
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$64,370
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$116,707
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-280,964
Net plan assets at end of year (total assets less liabilities)2019-12-31$509,412
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$790,376
Total contributions received or receivable from employer(s)2019-12-31$7,445
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,275
2018 : T W LEWIS COMPANY RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$59,783
Expenses. Total of all expenses incurred2018-12-31$171,185
Benefits paid (including direct rollovers)2018-12-31$169,925
Total plan assets at end of year2018-12-31$790,376
Total plan assets at beginning of year2018-12-31$901,778
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$71,782
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-32,983
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-111,402
Net plan assets at end of year (total assets less liabilities)2018-12-31$790,376
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$901,778
Total contributions received or receivable from employer(s)2018-12-31$20,984
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,260
2017 : T W LEWIS COMPANY RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$173,300
Expenses. Total of all expenses incurred2017-12-31$7,149
Benefits paid (including direct rollovers)2017-12-31$3,186
Total plan assets at end of year2017-12-31$901,778
Total plan assets at beginning of year2017-12-31$735,627
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$71,351
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$80,490
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$166,151
Net plan assets at end of year (total assets less liabilities)2017-12-31$901,778
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$735,627
Total contributions received or receivable from employer(s)2017-12-31$21,459
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,963
2016 : T W LEWIS COMPANY RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$131,344
Expenses. Total of all expenses incurred2016-12-31$88,890
Benefits paid (including direct rollovers)2016-12-31$86,514
Total plan assets at end of year2016-12-31$735,627
Total plan assets at beginning of year2016-12-31$693,173
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$80,518
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$30,014
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$42,454
Net plan assets at end of year (total assets less liabilities)2016-12-31$735,627
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$693,173
Total contributions received or receivable from employer(s)2016-12-31$20,812
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,376
2015 : T W LEWIS COMPANY RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$111,065
Expenses. Total of all expenses incurred2015-12-31$630,126
Benefits paid (including direct rollovers)2015-12-31$625,988
Total plan assets at end of year2015-12-31$693,173
Total plan assets at beginning of year2015-12-31$1,212,234
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$70,340
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$17,708
Other income received2015-12-31$2,320
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-519,061
Net plan assets at end of year (total assets less liabilities)2015-12-31$693,173
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,212,234
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$20,697
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,138
2014 : T W LEWIS COMPANY RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$91,843
Expenses. Total of all expenses incurred2014-12-31$10,658
Benefits paid (including direct rollovers)2014-12-31$6,677
Total plan assets at end of year2014-12-31$1,212,234
Total plan assets at beginning of year2014-12-31$1,131,049
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$39,120
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$52,632
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$81,185
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,212,234
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,131,049
Total contributions received or receivable from employer(s)2014-12-31$91
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,981
2013 : T W LEWIS COMPANY RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$204,502
Expenses. Total of all expenses incurred2013-12-31$94,768
Benefits paid (including direct rollovers)2013-12-31$91,734
Total plan assets at end of year2013-12-31$1,131,049
Total plan assets at beginning of year2013-12-31$1,021,315
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$25,448
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$169,053
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$109,734
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,131,049
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,021,315
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$10,001
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,034
2012 : T W LEWIS COMPANY RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$252,195
Expenses. Total of all expenses incurred2012-12-31$2,129,492
Benefits paid (including direct rollovers)2012-12-31$2,122,963
Total plan assets at end of year2012-12-31$1,021,315
Total plan assets at beginning of year2012-12-31$2,898,612
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$34,559
Other income received2012-12-31$217,636
Net income (gross income less expenses)2012-12-31$-1,877,297
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,021,315
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,898,612
Assets. Value of participant loans2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,529
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : T W LEWIS COMPANY RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$-6,586
Expenses. Total of all expenses incurred2011-12-31$799,275
Benefits paid (including direct rollovers)2011-12-31$790,844
Total plan assets at end of year2011-12-31$2,898,612
Total plan assets at beginning of year2011-12-31$3,704,473
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$82,582
Other income received2011-12-31$-89,168
Net income (gross income less expenses)2011-12-31$-805,861
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,898,612
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,704,473
Assets. Value of participant loans2011-12-31$7,017
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$8,431
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : T W LEWIS COMPANY RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$325,128
Expenses. Total of all expenses incurred2010-12-31$374,702
Benefits paid (including direct rollovers)2010-12-31$369,812
Total plan assets at end of year2010-12-31$3,704,473
Total plan assets at beginning of year2010-12-31$3,754,047
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$58,099
Contributions received from other sources (not participants or employers)2010-12-31$9,308
Other income received2010-12-31$256,493
Net income (gross income less expenses)2010-12-31$-49,574
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,704,473
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,754,047
Assets. Value of participant loans2010-12-31$15,046
Total contributions received or receivable from employer(s)2010-12-31$1,228
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,890
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for T W LEWIS COMPANY RETIREMENT PLAN

2020: T W LEWIS COMPANY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: T W LEWIS COMPANY RETIREMENT 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: T W LEWIS COMPANY RETIREMENT 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: T W LEWIS COMPANY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: T W LEWIS COMPANY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: T W LEWIS COMPANY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: T W LEWIS COMPANY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: T W LEWIS COMPANY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: T W LEWIS COMPANY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: T W LEWIS COMPANY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: T W LEWIS COMPANY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: T W LEWIS COMPANY RETIREMENT PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan funding arrangement – InsuranceYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement – InsuranceYes
2009-12-01Plan benefit arrangement - TrustYes
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 funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
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 number4-07472
Policy instance 1

Potentially related plans

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