401k Plan data: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. plan

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 401k Plan overview

Plan Name	BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC.
Plan identification number	003

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

LELAND MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: LELAND MANAGEMENT, INC.

Employer identification number (EIN): 593498435

NAIC Classification: 531310

Additional information about LELAND MANAGEMENT, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1997-01-06

Company Identification Number: P97000001000

Legal Registered Office Address: 6972 LAKE GLORIA BLVD

ORLANDO

32809

More information about LELAND MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2018-01-01
003 2017-01-01 SPENCER BARCLAY
003 2016-01-01 SPENCER BARCLAY
003 2015-01-01 SPENCER BARCLAY

Plan Statistics for BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC.

401k plan membership statisitcs for BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC.

Measure Date Value
2023: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2023 401k membership
Total participants, beginning-of-year 2023-01-01 363
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 340
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 38
Total of all active and inactive participants 2023-01-01 378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 380
Number of participants with account balances 2023-01-01 341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 7
2022: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2022 401k membership
Total participants, beginning-of-year 2022-01-01 362
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 317
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 28
Total of all active and inactive participants 2022-01-01 345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 346
Number of participants with account balances 2022-01-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2021 401k membership
Total participants, beginning-of-year 2021-01-01 354
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 309
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 29
Total of all active and inactive participants 2021-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 339
Number of participants with account balances 2021-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 13
2020: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 312
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 315
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 14
Total of all active and inactive participants 2020-01-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 329
Number of participants with account balances 2020-01-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 283
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 274
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 15
Total of all active and inactive participants 2019-01-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 289
Number of participants with account balances 2019-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2018 401k membership
Total participants, beginning-of-year 2018-01-01 261
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 262
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 268
Number of participants with account balances 2018-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 244
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 244
Number of participants with account balances 2017-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 246
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 243
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 246
Number of participants with account balances 2016-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 231
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 233
Number of participants with account balances 2015-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2023: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2023 401k membership
Total participants, beginning-of-year	2023-01-01	363
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	340
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	38
Total of all active and inactive participants	2023-01-01	378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	380
Number of participants with account balances	2023-01-01	341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	7
2022: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2022 401k membership
Total participants, beginning-of-year	2022-01-01	362
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	317
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	28
Total of all active and inactive participants	2022-01-01	345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	346
Number of participants with account balances	2022-01-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2021 401k membership
Total participants, beginning-of-year	2021-01-01	354
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	309
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	29
Total of all active and inactive participants	2021-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	339
Number of participants with account balances	2021-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	13
2020: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	312
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	315
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	14
Total of all active and inactive participants	2020-01-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	329
Number of participants with account balances	2020-01-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	274
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	15
Total of all active and inactive participants	2019-01-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	289
Number of participants with account balances	2019-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2018 401k membership
Total participants, beginning-of-year	2018-01-01	261
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	262
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	268
Number of participants with account balances	2018-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	244
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	244
Number of participants with account balances	2017-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	246
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	243
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	246
Number of participants with account balances	2016-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	231
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	233
Number of participants with account balances	2015-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC.

Measure	Date	Value
2023 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$1,274,206
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$220,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$153,798
Value of total corrective distributions	2023-12-31	$33,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$782,596
Value of total assets at end of year	2023-12-31	$3,925,246
Value of total assets at beginning of year	2023-12-31	$2,871,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$33,391
Total interest from all sources	2023-12-31	$2,324
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$97,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$97,062
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
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
Contributions received from participants	2023-12-31	$607,762
Participant contributions at end of year	2023-12-31	$39,821
Participant contributions at beginning of year	2023-12-31	$40,022
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$36,185
Total non interest bearing cash at end of year	2023-12-31	$865
Total non interest bearing cash at beginning of year	2023-12-31	$840
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	$1,053,857
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$3,925,246
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$2,871,389
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
Investment advisory and management fees	2023-12-31	$642
Interest on participant loans	2023-12-31	$2,324
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$3,884,560
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-12-31	$2,830,527
Net gain/loss from 103.12 investment entities	2023-12-31	$392,224
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
Contributions received in cash from employer	2023-12-31	$138,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$153,798
Contract administrator fees	2023-12-31	$25,087
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
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BAS PARTNERS
Accountancy firm EIN	2023-12-31	208779390
2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$454
Total income from all sources (including contributions)	2022-12-31	$247,263
Total of all expenses incurred	2022-12-31	$351,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$281,912
Value of total corrective distributions	2022-12-31	$36,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$697,166
Value of total assets at end of year	2022-12-31	$2,871,389
Value of total assets at beginning of year	2022-12-31	$2,975,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,664
Total interest from all sources	2022-12-31	$1,675
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$93,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$93,168
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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
Contributions received from participants	2022-12-31	$561,974
Participant contributions at end of year	2022-12-31	$40,022
Participant contributions at beginning of year	2022-12-31	$14,177
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$7,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$454
Total non interest bearing cash at end of year	2022-12-31	$840
Total non interest bearing cash at beginning of year	2022-12-31	$22,516
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	$-103,876
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,871,389
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,975,265
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
Investment advisory and management fees	2022-12-31	$549
Interest on participant loans	2022-12-31	$1,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$322
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$2,830,527
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$2,939,026
Net gain/loss from 103.12 investment entities	2022-12-31	$-544,746
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
Contributions received in cash from employer	2022-12-31	$127,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$281,912
Contract administrator fees	2022-12-31	$32,115
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAS PARTNERS
Accountancy firm EIN	2022-12-31	208779390
2021 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,001,384
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$249,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$165,114
Value of total corrective distributions	2021-12-31	$55,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$697,625
Value of total assets at end of year	2021-12-31	$2,975,719
Value of total assets at beginning of year	2021-12-31	$2,223,194
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$28,763
Total interest from all sources	2021-12-31	$921
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$74,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$74,501
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
Contributions received from participants	2021-12-31	$574,484
Participant contributions at end of year	2021-12-31	$14,177
Participant contributions at beginning of year	2021-12-31	$17,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$454
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$22,516
Total non interest bearing cash at beginning of year	2021-12-31	$1,112
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	$752,071
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,975,265
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,223,194
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
Investment advisory and management fees	2021-12-31	$498
Interest on participant loans	2021-12-31	$895
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$26
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$2,939,026
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$2,204,380
Net gain/loss from 103.12 investment entities	2021-12-31	$228,337
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
Contributions received in cash from employer	2021-12-31	$123,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$165,114
Contract administrator fees	2021-12-31	$28,265
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
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	BAS PARTNERS
Accountancy firm EIN	2021-12-31	208779390
2020 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$891,925
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$159,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$88,998
Value of total corrective distributions	2020-12-31	$47,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$624,903
Value of total assets at end of year	2020-12-31	$2,223,194
Value of total assets at beginning of year	2020-12-31	$1,490,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$23,350
Total interest from all sources	2020-12-31	$1,181
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
Administrative expenses professional fees incurred	2020-12-31	$1,146
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
Contributions received from participants	2020-12-31	$529,899
Participant contributions at end of year	2020-12-31	$17,702
Participant contributions at beginning of year	2020-12-31	$22,145
Total non interest bearing cash at end of year	2020-12-31	$1,112
Total non interest bearing cash at beginning of year	2020-12-31	$7,330
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	$732,478
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,223,194
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,490,716
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
Investment advisory and management fees	2020-12-31	$324
Interest on participant loans	2020-12-31	$1,181
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$2,204,380
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$1,461,241
Net gain/loss from 103.12 investment entities	2020-12-31	$265,841
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
Contributions received in cash from employer	2020-12-31	$95,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$88,998
Contract administrator fees	2020-12-31	$21,880
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BAS PARTNERS
Accountancy firm EIN	2020-12-31	208779390
2019 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$762,103
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$102,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$24,589
Value of total corrective distributions	2019-12-31	$58,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$559,683
Value of total assets at end of year	2019-12-31	$1,490,716
Value of total assets at beginning of year	2019-12-31	$831,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,871
Total interest from all sources	2019-12-31	$529
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
Administrative expenses professional fees incurred	2019-12-31	$1,105
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
Contributions received from participants	2019-12-31	$476,764
Participant contributions at end of year	2019-12-31	$22,145
Participant contributions at beginning of year	2019-12-31	$4,252
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,613
Total non interest bearing cash at end of year	2019-12-31	$7,330
Total non interest bearing cash at beginning of year	2019-12-31	$0
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	$659,633
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,490,716
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$831,083
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
Investment advisory and management fees	2019-12-31	$221
Interest on participant loans	2019-12-31	$529
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$1,461,241
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$826,831
Net gain/loss from 103.12 investment entities	2019-12-31	$201,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
Contributions received in cash from employer	2019-12-31	$77,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$24,589
Contract administrator fees	2019-12-31	$18,545
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BAS PARTNERS
Accountancy firm EIN	2019-12-31	208779390
2018 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$299,247
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$86,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$22,930
Value of total corrective distributions	2018-12-31	$54,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$360,381
Value of total assets at end of year	2018-12-31	$831,083
Value of total assets at beginning of year	2018-12-31	$618,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$9,418
Total interest from all sources	2018-12-31	$168
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$360,381
Participant contributions at end of year	2018-12-31	$4,252
Participant contributions at beginning of year	2018-12-31	$3,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$212,819
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$831,083
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$618,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$138
Interest on participant loans	2018-12-31	$168
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$826,831
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$615,203
Net gain/loss from 103.12 investment entities	2018-12-31	$-61,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$22,930
Contract administrator fees	2018-12-31	$9,280
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BAS PARTNERS
Accountancy firm EIN	2018-12-31	208779390
2017 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$309,336
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$90,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$73,716
Value of total corrective distributions	2017-12-31	$10,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$232,683
Value of total assets at end of year	2017-12-31	$618,264
Value of total assets at beginning of year	2017-12-31	$399,113
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,015
Total interest from all sources	2017-12-31	$89
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$232,683
Participant contributions at end of year	2017-12-31	$3,061
Participant contributions at beginning of year	2017-12-31	$1,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$219,151
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$618,264
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$399,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$560
Interest on participant loans	2017-12-31	$89
Assets. Value of investments in 103.12 investment entities at end of year	2017-12-31	$615,203
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-12-31	$398,092
Net gain/loss from 103.12 investment entities	2017-12-31	$76,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$73,716
Contract administrator fees	2017-12-31	$5,455
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BAS PARTNERS
Accountancy firm EIN	2017-12-31	208779390
2016 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$237,271
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$55,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$18,397
Value of total corrective distributions	2016-12-31	$31,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$211,688
Value of total assets at end of year	2016-12-31	$399,113
Value of total assets at beginning of year	2016-12-31	$217,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,434
Total interest from all sources	2016-12-31	$20
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$211,688
Participant contributions at end of year	2016-12-31	$1,021
Participant contributions at beginning of year	2016-12-31	$877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$181,613
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$399,113
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$217,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
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
Investment advisory and management fees	2016-12-31	$56
Interest on participant loans	2016-12-31	$20
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$398,092
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$216,623
Net gain/loss from 103.12 investment entities	2016-12-31	$25,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$18,397
Contract administrator fees	2016-12-31	$5,378
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BAS PARTNERS
Accountancy firm EIN	2016-12-31	208779390
2015 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$226,039
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$8,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$5,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$233,278
Value of total assets at end of year	2015-12-31	$217,500
Value of total assets at beginning of year	2015-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,037
Total interest from all sources	2015-12-31	$5
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$233,278
Participant contributions at end of year	2015-12-31	$877
Participant contributions at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$217,500
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$217,500
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
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
Investment advisory and management fees	2015-12-31	$18
Interest on participant loans	2015-12-31	$5
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$216,623
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Net gain/loss from 103.12 investment entities	2015-12-31	$-7,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$5,502
Contract administrator fees	2015-12-31	$3,019
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SCOTT SKIBBIE, INC.
Accountancy firm EIN	2015-12-31	270851321

Form 5500 Responses for BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC.

2023: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 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: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 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: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
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: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 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: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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
2018: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LELAND MANAGEMENT, INC.
Employer identification number (EIN):	593498435
NAIC Classification:	531310

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1997-01-06
Company Identification Number:	P97000001000
Legal Registered Office Address:	6972 LAKE GLORIA BLVD ORLANDO 32809