401k Plan data: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN plan

LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 401k Plan overview

Plan Name	LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN
Plan identification number	003

LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

LIFEBRIDGE COMMUNITY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: LIFEBRIDGE COMMUNITY SERVICES, INC.

Employer identification number (EIN): 060646974

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-07-01 FRANK FARIAS 2024-04-12
003 2021-07-01 FRANK FARIAS 2023-04-11
003 2020-07-01 FRANK FARIAS 2022-04-04
003 2019-07-01
003 2018-07-01 FRANK FARIAS 2020-04-07
003 2017-07-01 FRANK FARIAS 2019-04-02
003 2017-07-01 FRANK FARIAS 2019-04-02
003 2016-07-01 WILLIAM J. HASS
003 2016-07-01
003 2015-07-01 WILLIAM J. HASS
003 2014-07-01 WILLIAM J. HASS
003 2013-07-01 WILLIAM J. HASS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-07-01	FRANK FARIAS	2024-04-12
003	2021-07-01	FRANK FARIAS	2023-04-11
003	2020-07-01	FRANK FARIAS	2022-04-04
003	2019-07-01
003	2018-07-01	FRANK FARIAS	2020-04-07
003	2017-07-01	FRANK FARIAS	2019-04-02
003	2017-07-01	FRANK FARIAS	2019-04-02
003	2016-07-01	WILLIAM J. HASS
003	2016-07-01
003	2015-07-01	WILLIAM J. HASS
003	2014-07-01	WILLIAM J. HASS
003	2013-07-01	WILLIAM J. HASS

Plan Statistics for LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN

401k plan membership statisitcs for LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN

Measure Date Value
2022: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 44
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 16
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 27
Total of all active and inactive participants 2022-07-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 1
Total participants 2022-07-01 44
Number of participants with account balances 2022-07-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 43
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 17
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 26
Total of all active and inactive participants 2021-07-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 3
Total participants 2021-07-01 46
Number of participants with account balances 2021-07-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 71
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 18
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 24
Total of all active and inactive participants 2020-07-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 43
Number of participants with account balances 2020-07-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 66
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 21
Number of other retired or separated participants entitled to future benefits 2019-07-01 49
Total of all active and inactive participants 2019-07-01 70
Total participants 2019-07-01 70
Number of participants with account balances 2019-07-01 69
2018: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 255
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 170
Number of other retired or separated participants entitled to future benefits 2018-07-01 42
Total of all active and inactive participants 2018-07-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 213
Number of participants with account balances 2018-07-01 66
2017: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 271
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 216
Number of other retired or separated participants entitled to future benefits 2017-07-01 38
Total of all active and inactive participants 2017-07-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 255
Number of participants with account balances 2017-07-01 70
2016: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 235
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 227
Number of other retired or separated participants entitled to future benefits 2016-07-01 43
Total of all active and inactive participants 2016-07-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 271
Number of participants with account balances 2016-07-01 76
2015: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 220
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 188
Number of other retired or separated participants entitled to future benefits 2015-07-01 45
Total of all active and inactive participants 2015-07-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 2
Total participants 2015-07-01 235
Number of participants with account balances 2015-07-01 77
2014: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 233
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 176
Number of other retired or separated participants entitled to future benefits 2014-07-01 43
Total of all active and inactive participants 2014-07-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 220
Number of participants with account balances 2014-07-01 74
2013: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 215
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 190
Number of other retired or separated participants entitled to future benefits 2013-07-01 42
Total of all active and inactive participants 2013-07-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 233
Number of participants with account balances 2013-07-01 74

Measure	Date	Value
2022: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	44
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	16
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	27
Total of all active and inactive participants	2022-07-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	1
Total participants	2022-07-01	44
Number of participants with account balances	2022-07-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	43
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	17
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	26
Total of all active and inactive participants	2021-07-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	3
Total participants	2021-07-01	46
Number of participants with account balances	2021-07-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	71
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	18
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	24
Total of all active and inactive participants	2020-07-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	43
Number of participants with account balances	2020-07-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	66
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	21
Number of other retired or separated participants entitled to future benefits	2019-07-01	49
Total of all active and inactive participants	2019-07-01	70
Total participants	2019-07-01	70
Number of participants with account balances	2019-07-01	69
2018: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	255
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	170
Number of other retired or separated participants entitled to future benefits	2018-07-01	42
Total of all active and inactive participants	2018-07-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	213
Number of participants with account balances	2018-07-01	66
2017: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	271
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	216
Number of other retired or separated participants entitled to future benefits	2017-07-01	38
Total of all active and inactive participants	2017-07-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	255
Number of participants with account balances	2017-07-01	70
2016: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	235
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	227
Number of other retired or separated participants entitled to future benefits	2016-07-01	43
Total of all active and inactive participants	2016-07-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	271
Number of participants with account balances	2016-07-01	76
2015: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	220
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	188
Number of other retired or separated participants entitled to future benefits	2015-07-01	45
Total of all active and inactive participants	2015-07-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	2
Total participants	2015-07-01	235
Number of participants with account balances	2015-07-01	77
2014: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	233
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	176
Number of other retired or separated participants entitled to future benefits	2014-07-01	43
Total of all active and inactive participants	2014-07-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	220
Number of participants with account balances	2014-07-01	74
2013: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	215
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	190
Number of other retired or separated participants entitled to future benefits	2013-07-01	42
Total of all active and inactive participants	2013-07-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	233
Number of participants with account balances	2013-07-01	74

Financial Data on LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN

Measure	Date	Value
2023 : LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$247,745
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$291,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$291,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$58,022
Value of total assets at end of year	2023-06-30	$1,926,174
Value of total assets at beginning of year	2023-06-30	$1,969,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$0
Total interest from all sources	2023-06-30	$12,965
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$200,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$58,022
Participant contributions at end of year	2023-06-30	$0
Participant contributions at beginning of year	2023-06-30	$3,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$-43,295
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$1,926,174
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$1,969,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$1,462,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$1,464,190
Value of interest in pooled separate accounts at end of year	2023-06-30	$103,496
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$142,913
Interest earned on other investments	2023-06-30	$12,965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$359,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$359,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$187,937
Net investment gain/loss from pooled separate accounts	2023-06-30	$-11,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$291,040
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2023-06-30	271728945
2022 : LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-168,365
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$142,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$142,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$75,338
Value of total assets at end of year	2022-06-30	$1,969,469
Value of total assets at beginning of year	2022-06-30	$2,280,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$0
Total interest from all sources	2022-06-30	$10,348
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$200,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$75,338
Participant contributions at end of year	2022-06-30	$3,091
Participant contributions at beginning of year	2022-06-30	$3,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-310,934
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$1,969,469
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$2,280,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$1,464,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$1,765,215
Value of interest in pooled separate accounts at end of year	2022-06-30	$142,913
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$115,247
Interest earned on other investments	2022-06-30	$10,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$359,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$396,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-280,694
Net investment gain/loss from pooled separate accounts	2022-06-30	$26,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$142,569
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2022-06-30	271728945
2021 : LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$632,696
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$276,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$276,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$161,273
Value of total assets at end of year	2021-06-30	$2,280,403
Value of total assets at beginning of year	2021-06-30	$1,923,979
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$0
Total interest from all sources	2021-06-30	$11,274
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$200,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$88,769
Participant contributions at end of year	2021-06-30	$3,372
Participant contributions at beginning of year	2021-06-30	$5,881
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$72,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$356,424
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$2,280,403
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$1,923,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$1,765,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$1,457,981
Value of interest in pooled separate accounts at end of year	2021-06-30	$115,247
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$116,442
Interest earned on other investments	2021-06-30	$11,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$396,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$343,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$452,838
Net investment gain/loss from pooled separate accounts	2021-06-30	$7,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$276,272
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2021-06-30	271728945
2020 : LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$514,322
Total of all expenses incurred	2020-06-30	$121,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$121,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$428,518
Value of total assets at end of year	2020-06-30	$1,923,979
Value of total assets at beginning of year	2020-06-30	$1,531,024
Total interest from all sources	2020-06-30	$10,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$200,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$115,732
Participant contributions at end of year	2020-06-30	$5,881
Participant contributions at beginning of year	2020-06-30	$5,838
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$312,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$392,955
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$1,923,979
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$1,531,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$1,457,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$1,105,736
Value of interest in pooled separate accounts at end of year	2020-06-30	$116,442
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$118,440
Interest earned on other investments	2020-06-30	$10,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$343,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$301,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$74,563
Net investment gain/loss from pooled separate accounts	2020-06-30	$1,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$121,367
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2020-06-30	271728945
2019 : LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$221,811
Total of all expenses incurred	2019-06-30	$908,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$908,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$133,718
Value of total assets at end of year	2019-06-30	$1,531,024
Value of total assets at beginning of year	2019-06-30	$2,217,346
Total interest from all sources	2019-06-30	$11,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$200,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2019-06-30	0
Minimum employer required contribution for this plan year	2019-06-30	$0
Amount contributed by the employer to the plan for this plan year	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$131,062
Participant contributions at end of year	2019-06-30	$5,838
Participant contributions at beginning of year	2019-06-30	$8,656
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$2,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$-686,322
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$1,531,024
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$2,217,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$1,105,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$1,611,608
Value of interest in pooled separate accounts at end of year	2019-06-30	$118,440
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$153,069
Interest earned on other investments	2019-06-30	$11,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$301,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$444,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$69,728
Net investment gain/loss from pooled separate accounts	2019-06-30	$6,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$908,133
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2019-06-30	271728945
2018 : LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$422,247
Total of all expenses incurred	2018-06-30	$196,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$196,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$231,500
Value of total assets at end of year	2018-06-30	$2,217,346
Value of total assets at beginning of year	2018-06-30	$1,991,167
Total interest from all sources	2018-06-30	$13,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$200,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2018-06-30	0
Minimum employer required contribution for this plan year	2018-06-30	$0
Amount contributed by the employer to the plan for this plan year	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$196,036
Participant contributions at end of year	2018-06-30	$8,656
Participant contributions at beginning of year	2018-06-30	$10,864
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$35,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$226,179
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$2,217,346
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$1,991,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$1,611,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$1,354,050
Value of interest in pooled separate accounts at end of year	2018-06-30	$153,069
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$130,622
Interest earned on other investments	2018-06-30	$13,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$444,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$495,631
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$87,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$170,266
Net investment gain/loss from pooled separate accounts	2018-06-30	$6,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$108,137
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN	2018-06-30	061308345
2017 : LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$408,440
Total of all expenses incurred	2017-06-30	$159,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$159,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$198,027
Value of total assets at end of year	2017-06-30	$1,991,167
Value of total assets at beginning of year	2017-06-30	$1,742,329
Total interest from all sources	2017-06-30	$17,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$200,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$198,027
Participant contributions at end of year	2017-06-30	$10,864
Participant contributions at beginning of year	2017-06-30	$9,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$248,838
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$1,991,167
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$1,742,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$1,354,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$1,071,004
Value of interest in pooled separate accounts at end of year	2017-06-30	$130,622
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$120,264
Interest earned on other investments	2017-06-30	$17,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$495,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$541,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$188,297
Net investment gain/loss from pooled separate accounts	2017-06-30	$4,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$159,602
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN	2017-06-30	061308345
2016 : LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$189,728
Total of all expenses incurred	2016-06-30	$191,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$191,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$190,323
Value of total assets at end of year	2016-06-30	$1,742,329
Value of total assets at beginning of year	2016-06-30	$1,744,373
Total interest from all sources	2016-06-30	$16,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$200,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2016-06-30	0
Minimum employer required contribution for this plan year	2016-06-30	$0
Amount contributed by the employer to the plan for this plan year	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$159,972
Participant contributions at end of year	2016-06-30	$9,114
Participant contributions at beginning of year	2016-06-30	$5,858
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$30,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-2,044
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$1,742,329
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$1,744,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$1,071,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$1,132,053
Value of interest in pooled separate accounts at end of year	2016-06-30	$120,264
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$124,792
Interest earned on other investments	2016-06-30	$16,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$541,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$481,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-26,047
Net investment gain/loss from pooled separate accounts	2016-06-30	$8,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$191,772
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN	2016-06-30	061308345
2015 : LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$201,790
Total of all expenses incurred	2015-06-30	$34,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$34,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$122,285
Value of total assets at end of year	2015-06-30	$1,744,373
Value of total assets at beginning of year	2015-06-30	$1,576,950
Total interest from all sources	2015-06-30	$15,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2015-06-30	0
Minimum employer required contribution for this plan year	2015-06-30	$0
Amount contributed by the employer to the plan for this plan year	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$120,341
Participant contributions at end of year	2015-06-30	$5,858
Participant contributions at beginning of year	2015-06-30	$5,844
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$1,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$167,423
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$1,744,373
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$1,576,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$1,132,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$1,035,415
Value of interest in pooled separate accounts at end of year	2015-06-30	$124,792
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$96,654
Interest earned on other investments	2015-06-30	$15,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$481,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$439,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$53,353
Net investment gain/loss from pooled separate accounts	2015-06-30	$11,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$34,367
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN	2015-06-30	061308345
2014 : LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$347,192
Total of all expenses incurred	2014-06-30	$69,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$69,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$141,338
Value of total assets at end of year	2014-06-30	$1,576,950
Value of total assets at beginning of year	2014-06-30	$1,299,745
Total interest from all sources	2014-06-30	$13,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$132,453
Participant contributions at end of year	2014-06-30	$5,844
Participant contributions at beginning of year	2014-06-30	$4,653
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$8,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$277,205
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$1,576,950
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$1,299,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$1,035,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$821,209
Value of interest in pooled separate accounts at end of year	2014-06-30	$96,654
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$89,966
Interest earned on other investments	2014-06-30	$13,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$439,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$383,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$182,224
Net investment gain/loss from pooled separate accounts	2014-06-30	$9,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$69,987
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN	2014-06-30	061308345

Form 5500 Responses for LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN

2022: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	Yes
2017-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	Yes
2016-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: LIFEBRIDGE COMMUNITY SERVICES TAX DEFFERED ANNUITY (TDA) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

347095

Policy instance

Insurance contract or identification number	347095
Number of Individuals Covered	43
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

347095

Policy instance

Insurance contract or identification number	347095
Number of Individuals Covered	46
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

347095

Policy instance

Insurance contract or identification number	347095
Number of Individuals Covered	44
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

347095

Policy instance

Insurance contract or identification number	347095
Number of Individuals Covered	72
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

347095

Policy instance

Insurance contract or identification number	347095
Number of Individuals Covered	69
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

347095

Policy instance

Insurance contract or identification number	347095
Number of Individuals Covered	73
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

LIFEBRIDGE COMMUNITY PRACTICES, LLC WELFARE BENEFIT PLAN [EIN = 270151848]

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Company Name:	LIFEBRIDGE COMMUNITY SERVICES, INC.
Employer identification number (EIN):	060646974
NAIC Classification:	624100
NAIC Description:	Individual and Family Services