401k Plan data: THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

LIGHTHOUSE INC. has sponsored the creation of one or more 401k plans.

Company Name: LIGHTHOUSE INC.

Employer identification number (EIN): 382694908

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DENNIS ATKINS 2024-10-15
002 2022-01-01 DENNIS ATKINS 2023-10-06
002 2022-01-01 DENNIS ATKINS 2024-03-28
002 2021-01-01 DENNIS ATKINS 2022-12-19
002 2020-01-01
002 2019-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	DENNIS ATKINS	2024-10-15
002	2022-01-01	DENNIS ATKINS	2023-10-06
002	2022-01-01	DENNIS ATKINS	2024-03-28
002	2021-01-01	DENNIS ATKINS	2022-12-19
002	2020-01-01
002	2019-01-01

Plan Statistics for THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 393
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 258
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 97
Total of all active and inactive participants 2023-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 357
Number of participants with account balances 2023-01-01 350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 13
2022: THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 410
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 254
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 96
Total of all active and inactive participants 2022-01-01 350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 351
Number of participants with account balances 2022-01-01 344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 16
2021: THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 420
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 251
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 110
Total of all active and inactive participants 2021-01-01 361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 362
Number of participants with account balances 2021-01-01 353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 45
2020: THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 421
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 327
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 56
Total of all active and inactive participants 2020-01-01 383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 384
Number of participants with account balances 2020-01-01 371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 39
2019: THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 407
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 352
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 352
Number of participants with account balances 2019-01-01 338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2023: THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	393
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	258
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	97
Total of all active and inactive participants	2023-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	357
Number of participants with account balances	2023-01-01	350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	13
2022: THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	410
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	254
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	96
Total of all active and inactive participants	2022-01-01	350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	351
Number of participants with account balances	2022-01-01	344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	16
2021: THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	420
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	251
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	110
Total of all active and inactive participants	2021-01-01	361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	362
Number of participants with account balances	2021-01-01	353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	45
2020: THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	421
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	327
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	56
Total of all active and inactive participants	2020-01-01	383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	384
Number of participants with account balances	2020-01-01	371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	39
2019: THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	407
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	352
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	352
Number of participants with account balances	2019-01-01	338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2023 : THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$1,434,821
Total unrealized appreciation/depreciation of assets	2023-12-31	$1,434,821
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$2,547,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$3,057,000
Expenses. Interest paid	2023-12-31	$63,891
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$63,891
Total income from all sources (including contributions)	2023-12-31	$2,066,758
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$121,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$57,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$631,937
Value of total assets at end of year	2023-12-31	$9,074,998
Value of total assets at beginning of year	2023-12-31	$7,639,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$0
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,945,271
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$6,527,498
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$4,582,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$9,074,998
Assets. Invements in employer securities at beginning of year	2023-12-31	$7,639,227
Contributions received in cash from employer	2023-12-31	$631,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$57,596
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$2,547,500
Liabilities. Value of acquisition indebtedness at beginning of year	2023-12-31	$3,057,000
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	REHMANN ROBSON LLC
Accountancy firm EIN	2023-12-31	383635706
2022 : THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$2,190,376
Total unrealized appreciation/depreciation of assets	2022-12-31	$2,190,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$3,057,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$3,566,500
Expenses. Interest paid	2022-12-31	$74,540
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$74,540
Total income from all sources (including contributions)	2022-12-31	$2,879,206
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$179,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$104,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$688,830
Value of total assets at end of year	2022-12-31	$7,639,227
Value of total assets at beginning of year	2022-12-31	$5,448,851
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$2,699,876
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,582,227
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,882,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$7,639,227
Assets. Invements in employer securities at beginning of year	2022-12-31	$5,448,851
Contributions received in cash from employer	2022-12-31	$688,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$104,790
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$3,057,000
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$3,566,500
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	REHMANN ROBSON LLC
Accountancy firm EIN	2022-12-31	383635706
2021 : THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$-857,658
Total unrealized appreciation/depreciation of assets	2021-12-31	$-857,658
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$3,566,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$4,076,000
Expenses. Interest paid	2021-12-31	$85,189
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$85,189
Total income from all sources (including contributions)	2021-12-31	$-232,027
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$116,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$29,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$625,631
Value of total assets at end of year	2021-12-31	$5,448,851
Value of total assets at beginning of year	2021-12-31	$6,306,510
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$945
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Administrative expenses (other) incurred	2021-12-31	$945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-348,159
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,882,351
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,230,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$5,448,851
Assets. Invements in employer securities at beginning of year	2021-12-31	$6,306,510
Contributions received in cash from employer	2021-12-31	$625,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$29,998
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$3,566,500
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$4,076,000
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	REHMANN ROBSON LLC
Accountancy firm EIN	2021-12-31	383635706
2020 : THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$3,444,840
Total unrealized appreciation/depreciation of assets	2020-12-31	$3,444,840
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$4,076,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$4,585,500
Expenses. Interest paid	2020-12-31	$95,837
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$95,837
Total income from all sources (including contributions)	2020-12-31	$4,050,256
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$95,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$79
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$605,416
Value of total assets at end of year	2020-12-31	$6,306,510
Value of total assets at beginning of year	2020-12-31	$2,861,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,954,340
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,230,510
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$-1,723,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$6,306,510
Assets. Invements in employer securities at beginning of year	2020-12-31	$2,861,670
Contributions received in cash from employer	2020-12-31	$605,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$79
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$4,076,000
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$4,585,500
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	REHMANN ROBSON LLC
Accountancy firm EIN	2020-12-31	383635706
2019 : THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$-2,233,330
Total unrealized appreciation/depreciation of assets	2019-12-31	$-2,233,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$4,585,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$7,585
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$7,585
Total income from all sources (including contributions)	2019-12-31	$-1,716,245
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$7,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$517,085
Value of total assets at end of year	2019-12-31	$2,861,670
Value of total assets at beginning of year	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-1,723,830
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$-1,723,830
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$2,861,670
Contributions received in cash from employer	2019-12-31	$517,085
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$4,585,500
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	ANDERSON,TUCKEY,BERNHARDT& DORAN PC
Accountancy firm EIN	2019-12-31	382475073

Form 5500 Responses for THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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THE LIGHTHOUSE, INC. [EIN = 310986303]

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Company Name:	LIGHTHOUSE INC.
Employer identification number (EIN):	382694908
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities