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LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 401k Plan overview

Plan NameLIGHTHOUSE ACADEMIES, INC. 401(K) PLAN
Plan identification number 001

LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

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

Company Name:LIGHTHOUSE ACADEMIES, INC.
Employer identification number (EIN):200332375
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MONICA RIVERA2024-06-17
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SAMUEL MITCHELL
0012016-01-01SHARON LEPIRE
0012016-01-01
0012015-01-01SHARON LEPIRE
0012014-01-01KHORI WHITTAKER
0012013-01-01SHARON LEPIRE
0012012-01-01SHARON LEPIRE
0012011-01-01SHARON LEPIRE
0012010-01-01ROBERT STEARNS
0012009-01-01ROBERT STEARNS

Plan Statistics for LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN

401k plan membership statisitcs for LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN

Measure Date Value
2022: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01334
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0181
Total of all active and inactive participants2022-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0186
Number of participants with account balances2022-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01360
Total number of active participants reported on line 7a of the Form 55002021-01-01202
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01120
Total of all active and inactive participants2021-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01322
Number of participants with account balances2021-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01542
Total number of active participants reported on line 7a of the Form 55002020-01-01186
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01164
Total of all active and inactive participants2020-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01353
Number of participants with account balances2020-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01681
Total number of active participants reported on line 7a of the Form 55002019-01-01381
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01155
Total of all active and inactive participants2019-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01539
Number of participants with account balances2019-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01636
Total number of active participants reported on line 7a of the Form 55002018-01-01533
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01136
Total of all active and inactive participants2018-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01670
Number of participants with account balances2018-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01974
Total number of active participants reported on line 7a of the Form 55002017-01-01471
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01147
Total of all active and inactive participants2017-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01620
Number of participants with account balances2017-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01932
Total number of active participants reported on line 7a of the Form 55002016-01-01974
Total of all active and inactive participants2016-01-01974
Total participants2016-01-01974
Number of participants with account balances2016-01-01493
2015: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,130
Total number of active participants reported on line 7a of the Form 55002015-01-01697
Number of other retired or separated participants entitled to future benefits2015-01-01235
Total of all active and inactive participants2015-01-01932
Total participants2015-01-01932
Number of participants with account balances2015-01-01512
2014: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,060
Total number of active participants reported on line 7a of the Form 55002014-01-01987
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01126
Total of all active and inactive participants2014-01-011,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,113
Number of participants with account balances2014-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01824
Total number of active participants reported on line 7a of the Form 55002013-01-01951
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0187
Total of all active and inactive participants2013-01-011,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,038
Number of participants with account balances2013-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01743
Total number of active participants reported on line 7a of the Form 55002012-01-01716
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0164
Total of all active and inactive participants2012-01-01780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01780
Number of participants with account balances2012-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0128
2011: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01448
Total number of active participants reported on line 7a of the Form 55002011-01-01617
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01113
Total of all active and inactive participants2011-01-01730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01730
Number of participants with account balances2011-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0135
2010: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01316
Total number of active participants reported on line 7a of the Form 55002010-01-01397
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0149
Total of all active and inactive participants2010-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01448
Number of participants with account balances2010-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01225
Total number of active participants reported on line 7a of the Form 55002009-01-01112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01163
Number of participants with account balances2009-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN

Measure Date Value
2022 : LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$1,641,400
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$0
Total income from all sources (including contributions)2022-12-31$-490,344
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$462,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$426,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$280,592
Value of total assets at end of year2022-12-31$2,266,714
Value of total assets at beginning of year2022-12-31$4,861,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,397
Total interest from all sources2022-12-31$1,158
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$78,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$78,828
Administrative expenses professional fees incurred2022-12-31$36,397
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$155,211
Participant contributions at end of year2022-12-31$1,890
Participant contributions at beginning of year2022-12-31$33,811
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$376
Other income not declared elsewhere2022-12-31$11,439
Total non interest bearing cash at end of year2022-12-31$3
Total non interest bearing cash at beginning of year2022-12-31$20,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-953,237
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,266,714
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,861,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$806,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,427,832
Interest on participant loans2022-12-31$1,158
Value of interest in common/collective trusts at end of year2022-12-31$1,458,275
Value of interest in common/collective trusts at beginning of year2022-12-31$379,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-649,814
Net investment gain or loss from common/collective trusts2022-12-31$-212,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$100,631
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$426,496
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2022-12-31580692043
2021 : LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$965,990
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
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$1,033,830
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,094,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,052,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$345,181
Value of total assets at end of year2021-12-31$4,861,351
Value of total assets at beginning of year2021-12-31$5,888,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,163
Total interest from all sources2021-12-31$3,113
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$530,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$530,147
Administrative expenses professional fees incurred2021-12-31$42,163
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$204,795
Participant contributions at end of year2021-12-31$33,811
Participant contributions at beginning of year2021-12-31$135,053
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$10,414
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$11,076
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$376
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$477
Other income not declared elsewhere2021-12-31$24,195
Total non interest bearing cash at end of year2021-12-31$20,016
Total non interest bearing cash at beginning of year2021-12-31$8,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-60,792
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,861,351
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,888,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,427,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,279,916
Interest on participant loans2021-12-31$3,113
Value of interest in common/collective trusts at end of year2021-12-31$379,316
Value of interest in common/collective trusts at beginning of year2021-12-31$446,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$124,576
Net investment gain or loss from common/collective trusts2021-12-31$6,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$129,310
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$7,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,052,459
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2021-12-31580692043
2020 : LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$1,341,182
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$1,558,386
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$747,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$702,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$785,883
Value of total assets at end of year2020-12-31$5,888,133
Value of total assets at beginning of year2020-12-31$6,418,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,510
Total interest from all sources2020-12-31$7,522
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$239,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$239,841
Administrative expenses professional fees incurred2020-12-31$45,510
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$472,323
Participant contributions at end of year2020-12-31$135,053
Participant contributions at beginning of year2020-12-31$150,266
Participant contributions at end of year2020-12-31$10,414
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$21,430
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$477
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$820
Other income not declared elsewhere2020-12-31$32,363
Total non interest bearing cash at end of year2020-12-31$8,164
Total non interest bearing cash at beginning of year2020-12-31$10,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$810,646
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,888,133
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,418,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,279,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,709,582
Interest on participant loans2020-12-31$7,522
Value of interest in common/collective trusts at end of year2020-12-31$446,727
Value of interest in common/collective trusts at beginning of year2020-12-31$547,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$483,180
Net investment gain or loss from common/collective trusts2020-12-31$9,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$292,130
Employer contributions (assets) at end of year2020-12-31$7,382
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$702,230
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2020-12-31580692043
2019 : LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$2,378,898
Total income from all sources (including contributions)2019-12-31$2,378,898
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,392,826
Total of all expenses incurred2019-12-31$1,392,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,342,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,342,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,156,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,156,016
Value of total assets at end of year2019-12-31$6,418,669
Value of total assets at end of year2019-12-31$6,418,669
Value of total assets at beginning of year2019-12-31$5,432,597
Value of total assets at beginning of year2019-12-31$5,432,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,641
Total interest from all sources2019-12-31$7,430
Total interest from all sources2019-12-31$7,430
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$440,047
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$440,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$440,047
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$440,047
Administrative expenses professional fees incurred2019-12-31$50,641
Administrative expenses professional fees incurred2019-12-31$50,641
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$652,093
Contributions received from participants2019-12-31$652,093
Participant contributions at end of year2019-12-31$150,266
Participant contributions at end of year2019-12-31$150,266
Participant contributions at beginning of year2019-12-31$64,581
Participant contributions at beginning of year2019-12-31$64,581
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$112,188
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$112,188
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$820
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$820
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$550
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$550
Other income not declared elsewhere2019-12-31$35,401
Other income not declared elsewhere2019-12-31$35,401
Total non interest bearing cash at end of year2019-12-31$10,199
Total non interest bearing cash at end of year2019-12-31$10,199
Total non interest bearing cash at beginning of year2019-12-31$9,251
Total non interest bearing cash at beginning of year2019-12-31$9,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$986,072
Value of net income/loss2019-12-31$986,072
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,418,669
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,418,669
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,432,597
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,432,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,709,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,709,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,767,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,767,671
Interest on participant loans2019-12-31$7,430
Interest on participant loans2019-12-31$7,430
Value of interest in common/collective trusts at end of year2019-12-31$547,802
Value of interest in common/collective trusts at end of year2019-12-31$547,802
Value of interest in common/collective trusts at beginning of year2019-12-31$590,544
Value of interest in common/collective trusts at beginning of year2019-12-31$590,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$726,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$726,830
Net investment gain or loss from common/collective trusts2019-12-31$13,174
Net investment gain or loss from common/collective trusts2019-12-31$13,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$391,735
Contributions received in cash from employer2019-12-31$391,735
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,342,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,342,185
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAULDIN & JENKINS, LLC
Accountancy firm name2019-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2019-12-31580692043
Accountancy firm EIN2019-12-31580692043
2018 : LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$574,119
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$845,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$799,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,022,909
Value of total assets at end of year2018-12-31$5,432,597
Value of total assets at beginning of year2018-12-31$5,703,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,763
Total interest from all sources2018-12-31$2,662
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$275,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$275,127
Administrative expenses professional fees incurred2018-12-31$45,763
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$624,470
Participant contributions at end of year2018-12-31$64,581
Participant contributions at beginning of year2018-12-31$37,430
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,166
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$550
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$742
Other income not declared elsewhere2018-12-31$33,706
Total non interest bearing cash at end of year2018-12-31$9,251
Total non interest bearing cash at beginning of year2018-12-31$5,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-270,900
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,432,597
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,703,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,767,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,115,250
Interest on participant loans2018-12-31$2,662
Value of interest in common/collective trusts at end of year2018-12-31$590,544
Value of interest in common/collective trusts at beginning of year2018-12-31$544,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-773,551
Net investment gain or loss from common/collective trusts2018-12-31$13,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$382,273
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$799,256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GREGORY, SHARER & STUART, P.A.
Accountancy firm EIN2018-12-31591850025
2017 : LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$42,301
Total income from all sources (including contributions)2017-12-31$1,852,025
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,199,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,157,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$971,239
Value of total assets at end of year2017-12-31$5,703,497
Value of total assets at beginning of year2017-12-31$5,093,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,140
Total interest from all sources2017-12-31$1,537
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$281,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$281,146
Administrative expenses professional fees incurred2017-12-31$39,809
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$594,907
Participant contributions at end of year2017-12-31$37,430
Participant contributions at beginning of year2017-12-31$28,232
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$21,246
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,308
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$742
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$11,067
Total non interest bearing cash at end of year2017-12-31$5,900
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$652,271
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,703,497
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,051,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,115,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,430,598
Interest on participant loans2017-12-31$1,537
Value of interest in common/collective trusts at end of year2017-12-31$544,175
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$600,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$581,220
Net investment gain or loss from common/collective trusts2017-12-31$5,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$370,024
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$12,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,157,614
Contract administrator fees2017-12-31$2,331
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$42,301
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GREGORY, SHARER & STUART, P.A.
Accountancy firm EIN2017-12-31591850025
2016 : LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$42,301
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$59,699
Total income from all sources (including contributions)2016-12-31$1,214,947
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$720,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$703,686
Expenses. Certain deemed distributions of participant loans2016-12-31$2,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$973,902
Value of total assets at end of year2016-12-31$5,093,527
Value of total assets at beginning of year2016-12-31$4,616,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,200
Total interest from all sources2016-12-31$8,186
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$80,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$80,301
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$559,031
Participant contributions at end of year2016-12-31$28,232
Participant contributions at beginning of year2016-12-31$23,715
Participant contributions at end of year2016-12-31$21,246
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$39,147
Administrative expenses (other) incurred2016-12-31$11,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$494,436
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,051,226
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,556,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,430,598
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,649,137
Interest on participant loans2016-12-31$1,005
Interest earned on other investments2016-12-31$7,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$600,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$489,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,169
Net investment gain/loss from pooled separate accounts2016-12-31$149,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$375,724
Employer contributions (assets) at end of year2016-12-31$12,728
Employer contributions (assets) at beginning of year2016-12-31$454,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$703,686
Contract administrator fees2016-12-31$2,980
Liabilities. Value of benefit claims payable at end of year2016-12-31$42,301
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$59,699
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$42,301
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KAHN LITWIN RENZA AND CO
Accountancy firm EIN2016-12-31050409387
2015 : LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$59,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$59,699
Total income from all sources (including contributions)2015-12-31$1,122,125
Total of all expenses incurred2015-12-31$576,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$554,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,199,438
Value of total assets at end of year2015-12-31$4,616,489
Value of total assets at beginning of year2015-12-31$4,070,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,427
Total interest from all sources2015-12-31$5,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$652,157
Participant contributions at end of year2015-12-31$23,715
Participant contributions at beginning of year2015-12-31$30,203
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$83,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$545,998
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,556,790
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,010,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,649,137
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,135,030
Interest on participant loans2015-12-31$1,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$489,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$513,925
Net investment gain/loss from pooled separate accounts2015-12-31$-82,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$463,342
Employer contributions (assets) at end of year2015-12-31$454,580
Employer contributions (assets) at beginning of year2015-12-31$391,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$554,700
Contract administrator fees2015-12-31$21,427
Liabilities. Value of benefit claims payable at end of year2015-12-31$59,699
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$59,699
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KAHN LITWIN RENZA AND CO
Accountancy firm EIN2015-12-31050409387
2014 : LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$59,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$55,109
Total income from all sources (including contributions)2014-12-31$1,145,501
Total of all expenses incurred2014-12-31$1,348,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,330,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$922,766
Value of total assets at end of year2014-12-31$4,070,491
Value of total assets at beginning of year2014-12-31$4,268,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,354
Total interest from all sources2014-12-31$1,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$494,830
Participant contributions at end of year2014-12-31$30,203
Participant contributions at beginning of year2014-12-31$30,091
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$36,603
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$4,590
Other income not declared elsewhere2014-12-31$12,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-202,622
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,010,792
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,213,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,135,030
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,009,090
Interest on participant loans2014-12-31$1,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$513,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$856,657
Net investment gain/loss from pooled separate accounts2014-12-31$209,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$391,333
Employer contributions (assets) at end of year2014-12-31$391,333
Employer contributions (assets) at beginning of year2014-12-31$372,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,326,179
Contract administrator fees2014-12-31$17,354
Liabilities. Value of benefit claims payable at end of year2014-12-31$59,699
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$55,109
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KAHN LITWIN RENZA AND CO
Accountancy firm EIN2014-12-31050409387
2013 : LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$55,109
Total income from all sources (including contributions)2013-12-31$1,507,094
Total of all expenses incurred2013-12-31$513,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$497,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$985,185
Value of total assets at end of year2013-12-31$4,268,523
Value of total assets at beginning of year2013-12-31$3,220,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,414
Total interest from all sources2013-12-31$1,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$504,425
Participant contributions at end of year2013-12-31$30,091
Participant contributions at beginning of year2013-12-31$19,490
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$108,075
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$55,109
Other income not declared elsewhere2013-12-31$10,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$993,340
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,213,414
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,220,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,009,090
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,252,693
Interest on participant loans2013-12-31$1,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$856,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$590,258
Net investment gain/loss from pooled separate accounts2013-12-31$509,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$372,685
Employer contributions (assets) at end of year2013-12-31$372,685
Employer contributions (assets) at beginning of year2013-12-31$357,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$442,231
Contract administrator fees2013-12-31$16,414
Liabilities. Value of benefit claims payable at end of year2013-12-31$55,109
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KAHN LITWIN RENZA AND CO
Accountancy firm EIN2013-12-31050409387
2012 : LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,152,535
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$461,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$444,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$891,093
Value of total assets at end of year2012-12-31$3,220,074
Value of total assets at beginning of year2012-12-31$2,528,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,748
Total interest from all sources2012-12-31$823
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$488,355
Participant contributions at end of year2012-12-31$19,490
Participant contributions at beginning of year2012-12-31$16,439
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$44,769
Other income not declared elsewhere2012-12-31$13,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$691,230
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,220,074
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,528,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,252,693
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,543,283
Interest on participant loans2012-12-31$823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$590,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$640,156
Net investment gain/loss from pooled separate accounts2012-12-31$247,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$357,969
Employer contributions (assets) at end of year2012-12-31$357,633
Employer contributions (assets) at beginning of year2012-12-31$328,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$444,557
Contract administrator fees2012-12-31$16,748
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KAHN, LITWIN, RENZA & CO.
Accountancy firm EIN2012-12-31050409384
2011 : LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$588,331
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$980,772
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$325,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$313,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,048,527
Value of total assets at end of year2011-12-31$2,528,844
Value of total assets at beginning of year2011-12-31$1,285,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,228
Total interest from all sources2011-12-31$1,134
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$455,955
Participant contributions at end of year2011-12-31$16,439
Participant contributions at beginning of year2011-12-31$24,730
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$168
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$263,606
Other income not declared elsewhere2011-12-31$16,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$655,396
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,528,844
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,285,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$767,660
Value of interest in pooled separate accounts at end of year2011-12-31$1,543,283
Interest on participant loans2011-12-31$1,134
Value of interest in common/collective trusts at beginning of year2011-12-31$397,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$640,156
Net investment gain/loss from pooled separate accounts2011-12-31$-84,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$328,966
Employer contributions (assets) at end of year2011-12-31$328,966
Employer contributions (assets) at beginning of year2011-12-31$95,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$313,148
Contract administrator fees2011-12-31$12,228
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KAHN, LITWIN, RENZA & CO.
Accountancy firm EIN2011-12-31050409384
2010 : LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$92,645
Total unrealized appreciation/depreciation of assets2010-12-31$92,645
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$348,700
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$68,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$66,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$245,611
Value of total assets at end of year2010-12-31$1,285,117
Value of total assets at beginning of year2010-12-31$1,004,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,185
Total interest from all sources2010-12-31$921
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$12,218
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$149,909
Participant contributions at end of year2010-12-31$24,730
Participant contributions at beginning of year2010-12-31$1,329
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$168
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$240
Other income not declared elsewhere2010-12-31$23
Administrative expenses (other) incurred2010-12-31$1,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$280,663
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,285,117
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,004,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$767,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$549,221
Interest on participant loans2010-12-31$921
Value of interest in common/collective trusts at end of year2010-12-31$397,097
Value of interest in common/collective trusts at beginning of year2010-12-31$377,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-2,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$95,462
Employer contributions (assets) at end of year2010-12-31$95,462
Employer contributions (assets) at beginning of year2010-12-31$76,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$66,852
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2010-12-31050409384
2009 : LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN

2022: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62184-1
Policy instance 1
Insurance contract or identification numberMR 62184-1
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-06-27
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932251
Policy instance 1
Insurance contract or identification number932251
Number of Individuals Covered512
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,244
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,244
Insurance broker organization code?3
Insurance broker nameMARSH INSURANCE AGENCY & INVESTMENT
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932251
Policy instance 1
Insurance contract or identification number932251
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,472
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,736
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932251
Policy instance 1
Insurance contract or identification number932251
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,351
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,175
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932251
Policy instance 1
Insurance contract or identification number932251
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,482
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $4,741
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932251
Policy instance 1
Insurance contract or identification number932251
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,643
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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