LIFE OPTIONS, VOCATIONAL & RESOURCE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER EMPLOYEE BENEFIT TRUST
| Measure | Date | Value |
|---|
| 2017 : LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER EMPLOYEE BENEFIT TRUST 2017 401k financial data |
|---|
| Total transfer of assets to this plan | 2017-09-30 | $134,550 |
| Total transfer of assets from this plan | 2017-09-30 | $350,745 |
| Total income from all sources (including contributions) | 2017-09-30 | $255 |
| Total of all expenses incurred | 2017-09-30 | $2,000 |
| Value of total assets at end of year | 2017-09-30 | $0 |
| Value of total assets at beginning of year | 2017-09-30 | $217,940 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $2,000 |
| Total interest from all sources | 2017-09-30 | $255 |
| If this is an individual account plan, was there a blackout period | 2017-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
| Administrative expenses (other) incurred | 2017-09-30 | $2,000 |
| Value of net income/loss | 2017-09-30 | $-1,745 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $217,940 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
| Value of interest in common/collective trusts at end of year | 2017-09-30 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-09-30 | $217,940 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-09-30 | $217,940 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-09-30 | $255 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | No |
| Did the plan have assets held for investment | 2017-09-30 | No |
| 2016 : LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER EMPLOYEE BENEFIT TRUST 2016 401k financial data |
|---|
| Total transfer of assets to this plan | 2016-12-31 | $323,600 |
| Total transfer of assets from this plan | 2016-12-31 | $327,619 |
| Total income from all sources (including contributions) | 2016-12-31 | $119 |
| Total of all expenses incurred | 2016-12-31 | $3,000 |
| Value of total assets at end of year | 2016-12-31 | $217,940 |
| Value of total assets at beginning of year | 2016-12-31 | $224,840 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,000 |
| Total interest from all sources | 2016-12-31 | $119 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Administrative expenses (other) incurred | 2016-12-31 | $3,000 |
| Value of net income/loss | 2016-12-31 | $-2,881 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $217,940 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $224,840 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $217,940 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $224,840 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $224,840 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $119 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| 2015 : LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER EMPLOYEE BENEFIT TRUST 2015 401k financial data |
|---|
| Total transfer of assets to this plan | 2015-12-31 | $331,556 |
| Total transfer of assets from this plan | 2015-12-31 | $316,717 |
| Total income from all sources (including contributions) | 2015-12-31 | $21 |
| Total of all expenses incurred | 2015-12-31 | $3,000 |
| Value of total assets at end of year | 2015-12-31 | $224,840 |
| Value of total assets at beginning of year | 2015-12-31 | $212,980 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,000 |
| Total interest from all sources | 2015-12-31 | $21 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Administrative expenses (other) incurred | 2015-12-31 | $3,000 |
| Value of net income/loss | 2015-12-31 | $-2,979 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $224,840 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $212,980 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $224,840 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $212,980 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $212,980 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $21 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| 2014 : LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER EMPLOYEE BENEFIT TRUST 2014 401k financial data |
|---|
| Total transfer of assets to this plan | 2014-12-31 | $303,527 |
| Total transfer of assets from this plan | 2014-12-31 | $282,021 |
| Total income from all sources (including contributions) | 2014-12-31 | $24 |
| Total of all expenses incurred | 2014-12-31 | $3,000 |
| Value of total assets at end of year | 2014-12-31 | $212,980 |
| Value of total assets at beginning of year | 2014-12-31 | $194,450 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,000 |
| Total interest from all sources | 2014-12-31 | $24 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Administrative expenses (other) incurred | 2014-12-31 | $3,000 |
| Value of net income/loss | 2014-12-31 | $-2,976 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $212,980 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $194,450 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $212,980 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $194,450 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $194,450 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $24 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| 2013 : LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER EMPLOYEE BENEFIT TRUST 2013 401k financial data |
|---|
| Total transfer of assets to this plan | 2013-12-31 | $277,114 |
| Total transfer of assets from this plan | 2013-12-31 | $247,610 |
| Total income from all sources (including contributions) | 2013-12-31 | $19 |
| Total of all expenses incurred | 2013-12-31 | $3,001 |
| Value of total assets at end of year | 2013-12-31 | $194,450 |
| Value of total assets at beginning of year | 2013-12-31 | $167,928 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,001 |
| Total interest from all sources | 2013-12-31 | $19 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Administrative expenses (other) incurred | 2013-12-31 | $3,001 |
| Value of net income/loss | 2013-12-31 | $-2,982 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $194,450 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $167,928 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $194,450 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $167,928 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $167,928 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $19 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| 2012 : LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER EMPLOYEE BENEFIT TRUST 2012 401k financial data |
|---|
| Total transfer of assets to this plan | 2012-12-31 | $367,348 |
| Total transfer of assets from this plan | 2012-12-31 | $198,174 |
| Total income from all sources (including contributions) | 2012-12-31 | $4 |
| Total of all expenses incurred | 2012-12-31 | $1,250 |
| Value of total assets at end of year | 2012-12-31 | $167,928 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,250 |
| Total interest from all sources | 2012-12-31 | $4 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Administrative expenses (other) incurred | 2012-12-31 | $1,250 |
| Value of net income/loss | 2012-12-31 | $-1,246 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $167,928 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $167,928 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $4 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
