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COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 401k Plan overview

Plan NameCOMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN
Plan identification number 001

COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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.

401k Sponsoring company profile

COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE has sponsored the creation of one or more 401k plans.

Company Name:COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE
Employer identification number (EIN):231653093
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012021-01-01
0012019-01-01
0012018-01-01EUGENE BRADY EUGENE BRADY2019-07-11
0012017-01-01EUGENE BRADY EUGENE BRADY2018-07-31
0012016-01-01EUGENE BRADY EUGENE BRADY2017-06-26
0012015-01-01EUGENE BRADY EUGENE BRADY2016-07-28
0012014-01-01EUGENE BRADY EUGENE BRADY2015-07-27
0012013-01-01EUGENE BRADY EUGENE BRADY2014-07-17
0012012-01-01EUGENE BRADY EUGENE BRADY2013-07-25
0012011-01-01EUGENE BRADY EUGENE BRADY2012-07-27
0012010-01-01EUGENE BRADY EUGENE BRADY2011-07-28
0012009-01-01EUGENE M BRADY EUGENE M BRADY2010-10-14
0012009-01-01EUGENE M BRADY EUGENE M BRADY2010-10-14
0012009-01-01CATHERINE A MATALONIS CATHERINE A MATALONIS2010-10-13

Plan Statistics for COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN

401k plan membership statisitcs for COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN

Measure Date Value
2023: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0199
Total number of active participants reported on line 7a of the Form 55002023-01-0176
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0120
Total of all active and inactive participants2023-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-0197
Number of participants with account balances2023-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2021: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01100
Total number of active participants reported on line 7a of the Form 55002021-01-0167
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-0190
Number of participants with account balances2021-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2019: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0189
Total number of active participants reported on line 7a of the Form 55002019-01-0170
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0191
Number of participants with account balances2019-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0183
Total number of active participants reported on line 7a of the Form 55002018-01-0165
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0184
Number of participants with account balances2018-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0184
Total number of active participants reported on line 7a of the Form 55002017-01-0172
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0181
Number of participants with account balances2017-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0188
Total number of active participants reported on line 7a of the Form 55002016-01-0169
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0181
Number of participants with account balances2016-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0192
Total number of active participants reported on line 7a of the Form 55002015-01-0170
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0182
Number of participants with account balances2015-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0190
Total number of active participants reported on line 7a of the Form 55002014-01-0175
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0183
Number of participants with account balances2014-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0195
Total number of active participants reported on line 7a of the Form 55002013-01-0175
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0182
Number of participants with account balances2013-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0196
Total number of active participants reported on line 7a of the Form 55002012-01-0184
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0193
Number of participants with account balances2012-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0197
Total number of active participants reported on line 7a of the Form 55002011-01-0184
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0194
Number of participants with account balances2011-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0197
Total number of active participants reported on line 7a of the Form 55002010-01-0187
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-0196
Number of participants with account balances2010-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01107
Total number of active participants reported on line 7a of the Form 55002009-01-0185
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01111
Number of participants with account balances2009-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN

Measure Date Value
2023 : COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$895,215
Expenses. Total of all expenses incurred2023-12-31$928,185
Benefits paid (including direct rollovers)2023-12-31$927,160
Total plan assets at end of year2023-12-31$4,934,913
Total plan assets at beginning of year2023-12-31$4,967,883
Value of fidelity bond covering the plan2023-12-31$7,000,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$35,685
Other income received2023-12-31$637,410
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-32,970
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,934,913
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,967,883
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2023-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$222,120
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,025
2021 : COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$913,142
Expenses. Total of all expenses incurred2021-12-31$1,123,891
Benefits paid (including direct rollovers)2021-12-31$1,123,216
Total plan assets at end of year2021-12-31$5,783,491
Total plan assets at beginning of year2021-12-31$5,994,240
Value of fidelity bond covering the plan2021-12-31$7,000,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$720,178
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-210,749
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,783,491
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,994,240
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2021-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$192,964
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$-14,194
Minimum employer required contribution for this plan year2021-12-31$178,770
Amount contributed by the employer to the plan for this plan year2021-12-31$192,964
2019 : COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION 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$842,423
Expenses. Total of all expenses incurred2019-12-31$363,885
Benefits paid (including direct rollovers)2019-12-31$363,585
Total plan assets at end of year2019-12-31$5,344,431
Total plan assets at beginning of year2019-12-31$4,865,893
Value of fidelity bond covering the plan2019-12-31$7,000,000
Total contributions received or receivable from participants2019-12-31$0
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$679,459
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$478,538
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,344,431
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,865,893
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2019-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2019-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$162,964
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$300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$162,964
Amount contributed by the employer to the plan for this plan year2019-12-31$162,964
2018 : COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION 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$80,590
Expenses. Total of all expenses incurred2018-12-31$71,979
Benefits paid (including direct rollovers)2018-12-31$71,459
Total plan assets at end of year2018-12-31$4,865,893
Total plan assets at beginning of year2018-12-31$4,857,282
Value of fidelity bond covering the plan2018-12-31$7,000,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-74,397
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$8,611
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,865,893
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,857,282
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2018-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$154,987
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$520
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$154,987
Amount contributed by the employer to the plan for this plan year2018-12-31$154,987
2017 : COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION 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$718,511
Expenses. Total of all expenses incurred2017-12-31$131,444
Benefits paid (including direct rollovers)2017-12-31$130,964
Total plan assets at end of year2017-12-31$4,857,282
Total plan assets at beginning of year2017-12-31$4,270,215
Value of fidelity bond covering the plan2017-12-31$7,000,000
Total contributions received or receivable from participants2017-12-31$0
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$558,525
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$587,067
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,857,282
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,270,215
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2017-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$159,986
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$480
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$-316
Minimum employer required contribution for this plan year2017-12-31$159,670
Amount contributed by the employer to the plan for this plan year2017-12-31$159,986
2016 : COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION 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$598,560
Expenses. Total of all expenses incurred2016-12-31$365,065
Benefits paid (including direct rollovers)2016-12-31$372,188
Total plan assets at end of year2016-12-31$4,270,215
Total plan assets at beginning of year2016-12-31$4,036,720
Value of fidelity bond covering the plan2016-12-31$7,000,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$270,000
Other income received2016-12-31$165,741
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$233,495
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,270,215
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,036,720
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2016-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2016-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$162,819
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$-7,123
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$59
Minimum employer required contribution for this plan year2016-12-31$162,878
Amount contributed by the employer to the plan for this plan year2016-12-31$162,819
2015 : COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION 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$201,771
Expenses. Total of all expenses incurred2015-12-31$43,128
Benefits paid (including direct rollovers)2015-12-31$35,184
Total plan assets at end of year2015-12-31$4,036,720
Total plan assets at beginning of year2015-12-31$3,878,077
Value of fidelity bond covering the plan2015-12-31$7,000,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$49,804
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$158,643
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,036,720
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,878,077
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2015-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2015-12-31$0
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$151,967
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$7,944
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$350
Minimum employer required contribution for this plan year2015-12-31$152,317
Amount contributed by the employer to the plan for this plan year2015-12-31$151,967
2014 : COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION 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$322,519
Expenses. Total of all expenses incurred2014-12-31$187,340
Benefits paid (including direct rollovers)2014-12-31$186,951
Total plan assets at end of year2014-12-31$3,878,077
Total plan assets at beginning of year2014-12-31$3,742,898
Value of fidelity bond covering the plan2014-12-31$7,000,000
Total contributions received or receivable from participants2014-12-31$0
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$172,251
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$135,179
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,878,077
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,742,898
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$150,268
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$389
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$150,268
Amount contributed by the employer to the plan for this plan year2014-12-31$150,268
2013 : COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$470,259
Expenses. Total of all expenses incurred2013-12-31$382,654
Benefits paid (including direct rollovers)2013-12-31$381,952
Total plan assets at end of year2013-12-31$3,742,898
Total plan assets at beginning of year2013-12-31$3,655,293
Value of fidelity bond covering the plan2013-12-31$7,000,000
Total contributions received or receivable from participants2013-12-31$0
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$323,990
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$87,605
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,742,898
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,655,293
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$0
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$146,269
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$702
Funding deficiency by the employer to the plan for this plan year2013-12-31$-146,269
Amount contributed by the employer to the plan for this plan year2013-12-31$146,269
2012 : COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$432,678
Expenses. Total of all expenses incurred2012-12-31$77,180
Benefits paid (including direct rollovers)2012-12-31$77,105
Total plan assets at end of year2012-12-31$3,655,293
Total plan assets at beginning of year2012-12-31$3,299,795
Value of fidelity bond covering the plan2012-12-31$7,000,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$20,894
Other income received2012-12-31$246,380
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$355,498
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,655,293
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,299,795
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$165,404
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$75
Funding deficiency by the employer to the plan for this plan year2012-12-31$-165,404
Amount contributed by the employer to the plan for this plan year2012-12-31$165,404
2011 : COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$201,116
Expenses. Total of all expenses incurred2011-12-31$163,864
Benefits paid (including direct rollovers)2011-12-31$163,833
Total plan assets at end of year2011-12-31$3,299,795
Total plan assets at beginning of year2011-12-31$3,262,543
Value of fidelity bond covering the plan2011-12-31$7,000,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$23,624
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$37,252
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,299,795
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,262,543
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$177,492
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$31
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$177,492
Amount contributed by the employer to the plan for this plan year2011-12-31$177,492
2010 : COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$373,115
Expenses. Total of all expenses incurred2010-12-31$68,673
Benefits paid (including direct rollovers)2010-12-31$68,648
Total plan assets at end of year2010-12-31$3,262,543
Total plan assets at beginning of year2010-12-31$2,958,101
Value of fidelity bond covering the plan2010-12-31$7,000,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$207,667
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$304,442
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,262,543
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,958,101
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$165,448
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$-43
Minimum employer required contribution for this plan year2010-12-31$165,405
Amount contributed by the employer to the plan for this plan year2010-12-31$165,448
2009 : COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$157,169
Amount contributed by the employer to the plan for this plan year2009-12-31$157,169

Form 5500 Responses for COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN

2023: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2021: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2019: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION 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 is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 is a collectively bargained planNo
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 number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered97
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered90
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered91
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered84
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered81
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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