Logo

PEACEFUL LIVING, INC. 403(B) PLAN 401k Plan overview

Plan NamePEACEFUL LIVING, INC. 403(B) PLAN
Plan identification number 001

PEACEFUL LIVING, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

PEACEFUL LIVING has sponsored the creation of one or more 401k plans.

Company Name:PEACEFUL LIVING
Employer identification number (EIN):233062613
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEACEFUL LIVING, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-07-01MICHAEL CZEKNER2020-01-10 LELAND SAPP2020-01-10
0012017-07-01MICHAEL CZEKNER2019-04-09 LISA MUSSELMAN2019-04-09
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01MAGGIE HOEFLEIN2014-03-24
0012011-07-01MAGGIE HOEFLEIN2013-04-02
0012010-07-01JOSEPH LANDIS2012-03-14

Plan Statistics for PEACEFUL LIVING, INC. 403(B) PLAN

401k plan membership statisitcs for PEACEFUL LIVING, INC. 403(B) PLAN

Measure Date Value
2018: PEACEFUL LIVING, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01172
Total number of active participants reported on line 7a of the Form 55002018-07-010
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-010
Number of participants with account balances2018-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: PEACEFUL LIVING, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01175
Total number of active participants reported on line 7a of the Form 55002017-07-01130
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0143
Total of all active and inactive participants2017-07-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01173
Number of participants with account balances2017-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
2016: PEACEFUL LIVING, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01157
Total number of active participants reported on line 7a of the Form 55002016-07-01140
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0129
Total of all active and inactive participants2016-07-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01169
Number of participants with account balances2016-07-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-015
2015: PEACEFUL LIVING, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01133
Total number of active participants reported on line 7a of the Form 55002015-07-01111
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0131
Total of all active and inactive participants2015-07-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01142
Number of participants with account balances2015-07-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-012

Financial Data on PEACEFUL LIVING, INC. 403(B) PLAN

Measure Date Value
2019 : PEACEFUL LIVING, INC. 403(B) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-03-07$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-07$0
Total unrealized appreciation/depreciation of assets2019-03-07$0
Total transfer of assets to this plan2019-03-07$0
Total transfer of assets from this plan2019-03-07$298,951
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-07$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-07$0
Expenses. Interest paid2019-03-07$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-03-07$0
Total income from all sources (including contributions)2019-03-07$115,882
Total loss/gain on sale of assets2019-03-07$0
Total of all expenses incurred2019-03-07$19,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-07$18,545
Expenses. Certain deemed distributions of participant loans2019-03-07$0
Value of total corrective distributions2019-03-07$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-07$120,788
Value of total assets at end of year2019-03-07$0
Value of total assets at beginning of year2019-03-07$202,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-07$1,300
Total income from rents2019-03-07$0
Total interest from all sources2019-03-07$0
Total dividends received (eg from common stock, registered investment company shares)2019-03-07$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-07Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-03-07$0
Total dividends received from registered investment company shares (eg mutual funds)2019-03-07$0
Assets. Real estate other than employer real property at end of year2019-03-07$0
Assets. Real estate other than employer real property at beginning of year2019-03-07$0
Administrative expenses professional fees incurred2019-03-07$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-03-07$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-03-07$0
Was this plan covered by a fidelity bond2019-03-07Yes
Value of fidelity bond cover2019-03-07$250,000
If this is an individual account plan, was there a blackout period2019-03-07Yes
Were there any nonexempt tranactions with any party-in-interest2019-03-07No
Contributions received from participants2019-03-07$23,184
Participant contributions at end of year2019-03-07$0
Participant contributions at beginning of year2019-03-07$0
Participant contributions at end of year2019-03-07$0
Participant contributions at beginning of year2019-03-07$126
Assets. Other investments not covered elsewhere at end of year2019-03-07$0
Assets. Other investments not covered elsewhere at beginning of year2019-03-07$0
Income. Received or receivable in cash from other sources (including rollovers)2019-03-07$97,604
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-03-07$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-07$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-07$0
Assets. Loans (other than to participants) at end of year2019-03-07$0
Assets. Loans (other than to participants) at beginning of year2019-03-07$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-07$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-07$0
Other income not declared elsewhere2019-03-07$0
Administrative expenses (other) incurred2019-03-07$1,300
Liabilities. Value of operating payables at end of year2019-03-07$0
Liabilities. Value of operating payables at beginning of year2019-03-07$0
Total non interest bearing cash at end of year2019-03-07$0
Total non interest bearing cash at beginning of year2019-03-07$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-07No
Income. Non cash contributions2019-03-07$0
Value of net income/loss2019-03-07$96,037
Value of net assets at end of year (total assets less liabilities)2019-03-07$0
Value of net assets at beginning of year (total assets less liabilities)2019-03-07$202,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-07No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-07No
Were any leases to which the plan was party in default or uncollectible2019-03-07No
Assets. partnership/joint venture interests at end of year2019-03-07$0
Assets. partnership/joint venture interests at beginning of year2019-03-07$0
Investment advisory and management fees2019-03-07$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-07$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-07$202,788
Value of interest in pooled separate accounts at end of year2019-03-07$0
Value of interest in pooled separate accounts at beginning of year2019-03-07$0
Interest on participant loans2019-03-07$0
Income. Interest from loans (other than to participants)2019-03-07$0
Interest earned on other investments2019-03-07$0
Income. Interest from US Government securities2019-03-07$0
Income. Interest from corporate debt instruments2019-03-07$0
Value of interest in master investment trust accounts at end of year2019-03-07$0
Value of interest in master investment trust accounts at beginning of year2019-03-07$0
Value of interest in common/collective trusts at end of year2019-03-07$0
Value of interest in common/collective trusts at beginning of year2019-03-07$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-07$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-07$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-07$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-07$0
Assets. Value of investments in 103.12 investment entities at end of year2019-03-07$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-03-07$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-07$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-07$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-07$0
Asset value of US Government securities at end of year2019-03-07$0
Asset value of US Government securities at beginning of year2019-03-07$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-07$-4,906
Net investment gain/loss from pooled separate accounts2019-03-07$0
Net investment gain or loss from common/collective trusts2019-03-07$0
Net gain/loss from 103.12 investment entities2019-03-07$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-07No
Was there a failure to transmit to the plan any participant contributions2019-03-07Yes
Has the plan failed to provide any benefit when due under the plan2019-03-07No
Assets. Invements in employer securities at end of year2019-03-07$0
Assets. Invements in employer securities at beginning of year2019-03-07$0
Assets. Value of employer real property at end of year2019-03-07$0
Assets. Value of employer real property at beginning of year2019-03-07$0
Contributions received in cash from employer2019-03-07$0
Employer contributions (assets) at end of year2019-03-07$0
Employer contributions (assets) at beginning of year2019-03-07$0
Income. Dividends from preferred stock2019-03-07$0
Income. Dividends from common stock2019-03-07$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-07$18,545
Asset. Corporate debt instrument preferred debt at end of year2019-03-07$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-03-07$0
Asset. Corporate debt instrument debt (other) at end of year2019-03-07$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-03-07$0
Contract administrator fees2019-03-07$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-07Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-03-07$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-07$0
Liabilities. Value of benefit claims payable at end of year2019-03-07$0
Liabilities. Value of benefit claims payable at beginning of year2019-03-07$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-03-07$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-03-07$0
Did the plan have assets held for investment2019-03-07Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-07No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-07Yes
Aggregate proceeds on sale of assets2019-03-07$0
Aggregate carrying amount (costs) on sale of assets2019-03-07$0
Liabilities. Value of acquisition indebtedness at end of year2019-03-07$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-03-07$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-07Yes
Opinion of an independent qualified public accountant for this plan2019-03-07Disclaimer
Accountancy firm name2019-03-07DETWEILER, HERSHEY & ASSOCIATES, PC
Accountancy firm EIN2019-03-07231887636
2018 : PEACEFUL LIVING, INC. 403(B) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$0
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$0
Total transfer of assets from this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Expenses. Interest paid2018-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-06-30$0
Total income from all sources (including contributions)2018-06-30$66,537
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$93,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$92,257
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$56,270
Value of total assets at end of year2018-06-30$202,914
Value of total assets at beginning of year2018-06-30$230,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,450
Total income from rents2018-06-30$0
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$0
Assets. Real estate other than employer real property at end of year2018-06-30$0
Assets. Real estate other than employer real property at beginning of year2018-06-30$0
Administrative expenses professional fees incurred2018-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$250,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$55,820
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Participant contributions at end of year2018-06-30$126
Participant contributions at beginning of year2018-06-30$2,482
Assets. Other investments not covered elsewhere at end of year2018-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$450
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Assets. Loans (other than to participants) at end of year2018-06-30$0
Assets. Loans (other than to participants) at beginning of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$1,450
Liabilities. Value of operating payables at end of year2018-06-30$0
Liabilities. Value of operating payables at beginning of year2018-06-30$0
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Income. Non cash contributions2018-06-30$0
Value of net income/loss2018-06-30$-27,170
Value of net assets at end of year (total assets less liabilities)2018-06-30$202,914
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$230,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$0
Assets. partnership/joint venture interests at beginning of year2018-06-30$0
Investment advisory and management fees2018-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$202,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$227,602
Value of interest in pooled separate accounts at end of year2018-06-30$0
Value of interest in pooled separate accounts at beginning of year2018-06-30$0
Interest on participant loans2018-06-30$0
Income. Interest from loans (other than to participants)2018-06-30$0
Interest earned on other investments2018-06-30$0
Income. Interest from US Government securities2018-06-30$0
Income. Interest from corporate debt instruments2018-06-30$0
Value of interest in master investment trust accounts at end of year2018-06-30$0
Value of interest in master investment trust accounts at beginning of year2018-06-30$0
Value of interest in common/collective trusts at end of year2018-06-30$0
Value of interest in common/collective trusts at beginning of year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2018-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Asset value of US Government securities at end of year2018-06-30$0
Asset value of US Government securities at beginning of year2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$10,267
Net investment gain/loss from pooled separate accounts2018-06-30$0
Net investment gain or loss from common/collective trusts2018-06-30$0
Net gain/loss from 103.12 investment entities2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Assets. Invements in employer securities at end of year2018-06-30$0
Assets. Invements in employer securities at beginning of year2018-06-30$0
Assets. Value of employer real property at end of year2018-06-30$0
Assets. Value of employer real property at beginning of year2018-06-30$0
Contributions received in cash from employer2018-06-30$0
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$0
Income. Dividends from preferred stock2018-06-30$0
Income. Dividends from common stock2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$92,257
Asset. Corporate debt instrument preferred debt at end of year2018-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$0
Contract administrator fees2018-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$0
Liabilities. Value of benefit claims payable at end of year2018-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$0
Aggregate carrying amount (costs) on sale of assets2018-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2018-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30DETWEILER, HERSHEY & ASSOCIATES, PC
Accountancy firm EIN2018-06-30231887636
2017 : PEACEFUL LIVING, INC. 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$0
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$0
Total transfer of assets from this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Expenses. Interest paid2017-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-06-30$0
Total income from all sources (including contributions)2017-06-30$62,709
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$78,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$77,810
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Value of total corrective distributions2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$43,014
Value of total assets at end of year2017-06-30$230,084
Value of total assets at beginning of year2017-06-30$246,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$850
Total income from rents2017-06-30$0
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$0
Assets. Real estate other than employer real property at end of year2017-06-30$0
Assets. Real estate other than employer real property at beginning of year2017-06-30$0
Administrative expenses professional fees incurred2017-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$100,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$43,014
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Participant contributions at end of year2017-06-30$2,482
Participant contributions at beginning of year2017-06-30$0
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Assets. Loans (other than to participants) at end of year2017-06-30$0
Assets. Loans (other than to participants) at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$0
Liabilities. Value of operating payables at end of year2017-06-30$0
Liabilities. Value of operating payables at beginning of year2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Income. Non cash contributions2017-06-30$0
Value of net income/loss2017-06-30$-15,951
Value of net assets at end of year (total assets less liabilities)2017-06-30$230,084
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$246,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$0
Assets. partnership/joint venture interests at beginning of year2017-06-30$0
Investment advisory and management fees2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$227,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$193,595
Value of interest in pooled separate accounts at end of year2017-06-30$0
Value of interest in pooled separate accounts at beginning of year2017-06-30$0
Interest on participant loans2017-06-30$0
Income. Interest from loans (other than to participants)2017-06-30$0
Interest earned on other investments2017-06-30$0
Income. Interest from US Government securities2017-06-30$0
Income. Interest from corporate debt instruments2017-06-30$0
Value of interest in master investment trust accounts at end of year2017-06-30$0
Value of interest in master investment trust accounts at beginning of year2017-06-30$0
Value of interest in common/collective trusts at end of year2017-06-30$0
Value of interest in common/collective trusts at beginning of year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$13,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$13,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2017-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Asset value of US Government securities at end of year2017-06-30$0
Asset value of US Government securities at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$19,695
Net investment gain/loss from pooled separate accounts2017-06-30$0
Net investment gain or loss from common/collective trusts2017-06-30$0
Net gain/loss from 103.12 investment entities2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Assets. Invements in employer securities at end of year2017-06-30$0
Assets. Invements in employer securities at beginning of year2017-06-30$0
Assets. Value of employer real property at end of year2017-06-30$0
Assets. Value of employer real property at beginning of year2017-06-30$0
Contributions received in cash from employer2017-06-30$0
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$38,502
Income. Dividends from preferred stock2017-06-30$0
Income. Dividends from common stock2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$77,810
Asset. Corporate debt instrument preferred debt at end of year2017-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$0
Contract administrator fees2017-06-30$850
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$0
Liabilities. Value of benefit claims payable at end of year2017-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$0
Aggregate carrying amount (costs) on sale of assets2017-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2017-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30DETWEILER, HERSHEY & ASSOCIATES, PC
Accountancy firm EIN2017-06-30231887636
2016 : PEACEFUL LIVING, INC. 403(B) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$0
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total transfer of assets from this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Expenses. Interest paid2016-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-06-30$0
Total income from all sources (including contributions)2016-06-30$71,294
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$22,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$22,585
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$73,015
Value of total assets at end of year2016-06-30$246,035
Value of total assets at beginning of year2016-06-30$197,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total income from rents2016-06-30$0
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$0
Assets. Real estate other than employer real property at end of year2016-06-30$0
Assets. Real estate other than employer real property at beginning of year2016-06-30$0
Administrative expenses professional fees incurred2016-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$50,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$34,513
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Assets. Loans (other than to participants) at end of year2016-06-30$0
Assets. Loans (other than to participants) at beginning of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$0
Liabilities. Value of operating payables at end of year2016-06-30$0
Liabilities. Value of operating payables at beginning of year2016-06-30$0
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$0
Value of net income/loss2016-06-30$48,709
Value of net assets at end of year (total assets less liabilities)2016-06-30$246,035
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$197,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$0
Assets. partnership/joint venture interests at beginning of year2016-06-30$0
Investment advisory and management fees2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$193,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$184,637
Value of interest in pooled separate accounts at end of year2016-06-30$0
Value of interest in pooled separate accounts at beginning of year2016-06-30$0
Interest on participant loans2016-06-30$0
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$0
Income. Interest from US Government securities2016-06-30$0
Income. Interest from corporate debt instruments2016-06-30$0
Value of interest in master investment trust accounts at end of year2016-06-30$0
Value of interest in master investment trust accounts at beginning of year2016-06-30$0
Value of interest in common/collective trusts at end of year2016-06-30$0
Value of interest in common/collective trusts at beginning of year2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$13,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$12,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$12,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2016-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Asset value of US Government securities at end of year2016-06-30$0
Asset value of US Government securities at beginning of year2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,721
Net investment gain/loss from pooled separate accounts2016-06-30$0
Net investment gain or loss from common/collective trusts2016-06-30$0
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Assets. Invements in employer securities at end of year2016-06-30$0
Assets. Invements in employer securities at beginning of year2016-06-30$0
Assets. Value of employer real property at end of year2016-06-30$0
Assets. Value of employer real property at beginning of year2016-06-30$0
Contributions received in cash from employer2016-06-30$38,502
Employer contributions (assets) at end of year2016-06-30$38,502
Employer contributions (assets) at beginning of year2016-06-30$0
Income. Dividends from preferred stock2016-06-30$0
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$22,585
Asset. Corporate debt instrument preferred debt at end of year2016-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$0
Contract administrator fees2016-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$0
Liabilities. Value of benefit claims payable at end of year2016-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$0
Aggregate carrying amount (costs) on sale of assets2016-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2016-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30RKL, LLP
Accountancy firm EIN2016-06-30232108173

Form 5500 Responses for PEACEFUL LIVING, INC. 403(B) PLAN

2018: PEACEFUL LIVING, INC. 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingYes
2018-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PEACEFUL LIVING, INC. 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PEACEFUL LIVING, INC. 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PEACEFUL LIVING, INC. 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number751946
Policy instance 1
Insurance contract or identification number751946
Insurance policy start date2018-07-01
Insurance policy end date2019-03-07
Total amount of commissions paid to insurance brokerUSD $1,115
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,115
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number751946
Policy instance 1
Insurance contract or identification number751946
Number of Individuals Covered115
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $1,115
Total amount of fees paid to insurance companyUSD $0
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number751946
Policy instance 1
Insurance contract or identification number751946
Number of Individuals Covered92
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $899
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $899
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS, LLC

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1