Fidelity bond in place
Yes
Filing
Lean Performance Development Inc.
Lean Performance Development • EIN 46-5591786 • Plan year 2016
Filing Insights
Participants
Flat1 → 1
0 • 0.00%
Assets
Down$93,168 → $63,400
-$29,768 • -31.95%
Investment Management Fee
0.00%$0
Admin expenses $0 • Total expenses $0
Filing Details
Context- Net investment result
- $-29,768
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
No
Loss discovered during year
No
Assets with undetermined value
Yes
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
No
Plan blackout period
No
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $24,129 | $0 | - |
| Lean Performance Development Inc. | - | 1 | $24,129 | - | - |
| 2023 | 1 | 1 | $23,766 | $0 | - |
| Lean Performance Development Inc. | - | 1 | $23,766 | - | - |
| 2022 | 1 | 1 | $53,296 | $0 | - |
| Lean Performance Development Inc. | - | 1 | $53,296 | - | - |
| 2021 | 1 | 1 | $125,708 | $0 | - |
| Lean Performance Development Inc. | - | 1 | $125,708 | - | - |
| 2020 | 1 | 1 | $93,712 | $0 | - |
| Lean Performance Development Inc. | - | 1 | $93,712 | - | - |
| 2019 | 1 | 1 | $106,743 | $0 | - |
| Lean Performance Development Inc. | - | 1 | $106,743 | - | - |
| 2018 | 1 | 1 | $51,462 | $0 | - |
| Lean Performance Development Inc. | - | 1 | $51,462 | - | - |
| 2017 | 1 | 1 | $57,332 | $0 | - |
| Lean Performance Development Inc. | - | 1 | $57,332 | - | - |
| 2016 | 1 | 1 | $63,400 | $0 | - |
| Lean Performance Development Inc. | Current | 1 | $63,400 | - | - |
| 2015 | 1 | 1 | $93,168 | $0 | - |
| Lean Performance Development Inc. | - | 1 | $93,168 | - | - |
| 2014 | 1 | 1 | $117,124 | $200,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| Lean Performance Development Inc. | - | 1 | $117,124 | $200,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
Schedule Details
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$63,400-$29,768 change
Balance Sheet
Beginning and end of plan year.
Total assets$93,168$63,400Decrease -$29,768 (-31.95%)
Net assets$93,168$63,400Decrease -$29,768 (-31.95%)
Contributions
Employer contributions$0
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$-29,768
Total expenses$0
Net income$-29,768
Source fields
- Schedule I source fields
- Schedule I Plan Year Begin Date
- 2016-01-01
- Schedule I Tax Period
- 2016-12-31
- Schedule I Plan Num
- 001
- Schedule I EIN
- 46-5591786
- Small plan total assets at beginning of year
- $93,168
- Small plan net assets at beginning of year
- $93,168
- Small plan total assets at end of year
- $63,400
- Small plan net assets at end of year
- $63,400
- Small plan employer contributions
- $0
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Other Income Amount
- $-29,768
- Small plan total income
- $-29,768
- Small plan total benefit distributions
- $0
- Small Deem Dstrb Participants Ln Amount
- $0
- Small Admin Srvc Providers Amount
- $0
- Small plan total expenses
- $0
- Small plan net income or loss
- $-29,768
- Small Joint Venture End of year Indicator
- No
- Small Employer Prop End of year Indicator
- No
- Small Inv Real Estate End of year Indicator
- No
- Small Employer Sec End of year Indicator
- Yes
- Small Employer Sec End of year Amount
- $63,400
- Small Mortg Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Indicator
- No
- Small Personal Prop End of year Indicator
- No
- Small Fail Transm Contribution Indicator
- No
- Small plan participant loans in default
- No
- Small plan leases in default
- No
- Small plan nonexempt transactions with parties in interest
- No
- Small plan fidelity bond in place
- Yes
- Small plan fidelity bond amount
- $30,000
- Small plan loss discovered during year
- No
- Small plan assets with undetermined value
- Yes
- Small Asset Undeterm Valuation Amount
- $63,400
- Small plan non-cash contributions reported
- No
- Small 20 Percent Sngl Investment Indicator
- No
- Small plan all plan assets distributed
- No
- Small plan waived annual IQPA report
- Yes
- Small plan failed to provide benefits when due
- No
- Small plan blackout period occurred
- No
- Small plan resolution to terminate plan adopted
- No
Filing received by DOL Aug 01, 2017