401k Plan data: LUND VAN DYKE, LLC 401(K) PLAN plan

LUND VAN DYKE, LLC 401(K) PLAN 401k Plan overview

Plan Name	LUND VAN DYKE, LLC 401(K) PLAN
Plan identification number	001

LUND VAN DYKE, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

CARAVEL AUTISM HEALTH has sponsored the creation of one or more 401k plans.

Company Name: CARAVEL AUTISM HEALTH

Employer identification number (EIN): 271278853

NAIC Classification: 621330
NAIC Description: Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUND VAN DYKE, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 GAILE OMORI 2020-10-06
001 2018-01-01 GAILE OMORI 2019-10-09
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 ERIC J. LUND
001 2011-01-01 ERIC J. LUND 2012-10-09
001 2010-01-01 ERIC J. LUND 2011-10-12

Plan Statistics for LUND VAN DYKE, LLC 401(K) PLAN

401k plan membership statisitcs for LUND VAN DYKE, LLC 401(K) PLAN

Measure Date Value
2022: LUND VAN DYKE, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,542
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,084
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 371
Total of all active and inactive participants 2022-01-01 1,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,455
Number of participants with account balances 2022-01-01 1,455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 468
2021: LUND VAN DYKE, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 872
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,249
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 199
Total of all active and inactive participants 2021-01-01 1,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,448
Number of participants with account balances 2021-01-01 1,362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 27
2020: LUND VAN DYKE, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 673
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 822
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 822
Number of participants with account balances 2020-01-01 822
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LUND VAN DYKE, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 403
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 599
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 33
Total of all active and inactive participants 2019-01-01 632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 632
Number of participants with account balances 2019-01-01 255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LUND VAN DYKE, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 322
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 26
Total of all active and inactive participants 2018-01-01 349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 349
Number of participants with account balances 2018-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 27
2017: LUND VAN DYKE, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 317
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 253
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 23
Total of all active and inactive participants 2017-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 276
Number of participants with account balances 2017-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LUND VAN DYKE, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 271
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 287
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 304
Number of participants with account balances 2016-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LUND VAN DYKE, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 219
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 14
Total of all active and inactive participants 2015-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 234
Number of participants with account balances 2015-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LUND VAN DYKE, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 262
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 201
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 214
Number of participants with account balances 2014-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LUND VAN DYKE, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 210
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 218
Total participants 2013-01-01 218
Number of participants with account balances 2013-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LUND VAN DYKE, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 173
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 175
Total participants 2012-01-01 175
Number of participants with account balances 2012-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: LUND VAN DYKE, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,542
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,084
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	371
Total of all active and inactive participants	2022-01-01	1,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,455
Number of participants with account balances	2022-01-01	1,455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	468
2021: LUND VAN DYKE, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	872
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,249
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	199
Total of all active and inactive participants	2021-01-01	1,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,448
Number of participants with account balances	2021-01-01	1,362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	27
2020: LUND VAN DYKE, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	673
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	822
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	822
Number of participants with account balances	2020-01-01	822
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LUND VAN DYKE, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	403
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	599
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	33
Total of all active and inactive participants	2019-01-01	632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	632
Number of participants with account balances	2019-01-01	255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LUND VAN DYKE, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	322
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	26
Total of all active and inactive participants	2018-01-01	349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	349
Number of participants with account balances	2018-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	27
2017: LUND VAN DYKE, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	317
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	253
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	23
Total of all active and inactive participants	2017-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	276
Number of participants with account balances	2017-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LUND VAN DYKE, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	271
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	287
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	304
Number of participants with account balances	2016-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LUND VAN DYKE, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	219
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	14
Total of all active and inactive participants	2015-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	234
Number of participants with account balances	2015-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LUND VAN DYKE, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	262
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	201
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	214
Number of participants with account balances	2014-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LUND VAN DYKE, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	210
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	218
Total participants	2013-01-01	218
Number of participants with account balances	2013-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LUND VAN DYKE, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	173
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	175
Total participants	2012-01-01	175
Number of participants with account balances	2012-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on LUND VAN DYKE, LLC 401(K) PLAN

Measure	Date	Value
2022 : LUND VAN DYKE, LLC 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$1,222,650
Total of all expenses incurred	2022-12-31	$1,255,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,092,928
Value of total corrective distributions	2022-12-31	$47,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,875,404
Value of total assets at end of year	2022-12-31	$8,158,001
Value of total assets at beginning of year	2022-12-31	$8,190,661
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$114,937
Total interest from all sources	2022-12-31	$3,799
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$101,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$101,414
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,566,369
Participant contributions at end of year	2022-12-31	$71,355
Participant contributions at beginning of year	2022-12-31	$95,924
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$258,842
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$111
Administrative expenses (other) incurred	2022-12-31	$48,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-32,660
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,158,001
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,190,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$66,275
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,898,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,829,754
Interest on participant loans	2022-12-31	$3,778
Interest earned on other investments	2022-12-31	$21
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$107,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$131,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,757,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$50,193
Employer contributions (assets) at end of year	2022-12-31	$80,881
Employer contributions (assets) at beginning of year	2022-12-31	$133,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,092,928
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KRD, LTD.
Accountancy firm EIN	2022-12-31	363856676
2021 : LUND VAN DYKE, LLC 401(K) PLAN 2021 401k financial data
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	$42,228
Total income from all sources (including contributions)	2021-12-31	$3,665,619
Total of all expenses incurred	2021-12-31	$871,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$843,688
Value of total corrective distributions	2021-12-31	$4,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,684,342
Value of total assets at end of year	2021-12-31	$8,190,661
Value of total assets at beginning of year	2021-12-31	$5,439,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$24,113
Total interest from all sources	2021-12-31	$3,284
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$88,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$88,069
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,095,087
Participant contributions at end of year	2021-12-31	$95,924
Participant contributions at beginning of year	2021-12-31	$74,491
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$56,704
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$455,673
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$111
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$42,228
Administrative expenses (other) incurred	2021-12-31	$24,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,793,766
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,190,661
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,396,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,829,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,149,142
Interest on participant loans	2021-12-31	$3,243
Interest earned on other investments	2021-12-31	$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$131,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$59,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$889,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$133,582
Employer contributions (assets) at end of year	2021-12-31	$133,582
Employer contributions (assets) at beginning of year	2021-12-31	$99,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$843,688
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KRD, LTD.
Accountancy firm EIN	2021-12-31	363856676
2020 : LUND VAN DYKE, LLC 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$42,228
Total income from all sources (including contributions)	2020-12-31	$1,875,160
Total of all expenses incurred	2020-12-31	$397,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$349,376
Value of total corrective distributions	2020-12-31	$42,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,136,015
Value of total assets at end of year	2020-12-31	$5,439,123
Value of total assets at beginning of year	2020-12-31	$3,919,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$6,053
Total interest from all sources	2020-12-31	$1,774
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$83,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$83,506
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$801,922
Participant contributions at end of year	2020-12-31	$74,491
Participant contributions at beginning of year	2020-12-31	$31,627
Participant contributions at end of year	2020-12-31	$56,704
Participant contributions at beginning of year	2020-12-31	$109
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$67,276
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$42,228
Administrative expenses (other) incurred	2020-12-31	$338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,477,503
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,396,895
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,919,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$5,715
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,149,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,887,609
Interest on participant loans	2020-12-31	$1,764
Interest earned on other investments	2020-12-31	$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$59,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$653,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$266,817
Employer contributions (assets) at end of year	2020-12-31	$99,210
Employer contributions (assets) at beginning of year	2020-12-31	$47
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$349,376
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN	2020-12-31	391520996
2019 : LUND VAN DYKE, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,857,028
Total of all expenses incurred	2019-12-31	$376,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$372,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,270,225
Value of total assets at end of year	2019-12-31	$3,919,392
Value of total assets at beginning of year	2019-12-31	$2,438,376
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,798
Total interest from all sources	2019-12-31	$152,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$553,192
Participant contributions at end of year	2019-12-31	$31,627
Participant contributions at beginning of year	2019-12-31	$21,394
Participant contributions at end of year	2019-12-31	$109
Participant contributions at beginning of year	2019-12-31	$14,657
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$375,749
Other income not declared elsewhere	2019-12-31	$7,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,481,016
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,919,392
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,438,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,887,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,393,748
Interest on participant loans	2019-12-31	$1,232
Interest earned on other investments	2019-12-31	$151,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$426,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$341,284
Employer contributions (assets) at end of year	2019-12-31	$47
Employer contributions (assets) at beginning of year	2019-12-31	$8,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$372,214
Contract administrator fees	2019-12-31	$3,798
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN	2019-12-31	391520996
2018 : LUND VAN DYKE, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$419,996
Total of all expenses incurred	2018-12-31	$189,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$186,126
Expenses. Certain deemed distributions of participant loans	2018-12-31	$621
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$570,437
Value of total assets at end of year	2018-12-31	$2,438,376
Value of total assets at beginning of year	2018-12-31	$2,207,908
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,781
Total interest from all sources	2018-12-31	$1,177
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$129,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$129,080
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$366,663
Participant contributions at end of year	2018-12-31	$21,394
Participant contributions at beginning of year	2018-12-31	$27,445
Participant contributions at end of year	2018-12-31	$14,657
Participant contributions at beginning of year	2018-12-31	$13,901
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$5,002
Administrative expenses (other) incurred	2018-12-31	$2,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$230,468
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,438,376
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,207,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,393,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,159,449
Interest on participant loans	2018-12-31	$1,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-280,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$198,772
Employer contributions (assets) at end of year	2018-12-31	$8,577
Employer contributions (assets) at beginning of year	2018-12-31	$7,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$186,126
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN	2018-12-31	391520996
2017 : LUND VAN DYKE, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$836,048
Total of all expenses incurred	2017-12-31	$154,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$151,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$529,428
Value of total assets at end of year	2017-12-31	$2,207,908
Value of total assets at beginning of year	2017-12-31	$1,526,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,420
Total interest from all sources	2017-12-31	$1,210
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$81,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$81,532
Administrative expenses professional fees incurred	2017-12-31	$1,650
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$175,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$305,147
Participant contributions at end of year	2017-12-31	$27,445
Participant contributions at beginning of year	2017-12-31	$26,838
Participant contributions at end of year	2017-12-31	$13,901
Participant contributions at beginning of year	2017-12-31	$10,617
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$64,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$681,125
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,207,908
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,526,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,159,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,484,148
Interest on participant loans	2017-12-31	$1,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$223,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$159,368
Employer contributions (assets) at end of year	2017-12-31	$7,113
Employer contributions (assets) at beginning of year	2017-12-31	$5,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$151,503
Contract administrator fees	2017-12-31	$1,770
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN	2017-12-31	391520996
2016 : LUND VAN DYKE, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$524,859
Total of all expenses incurred	2016-12-31	$100,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$97,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$426,318
Value of total assets at end of year	2016-12-31	$1,526,783
Value of total assets at beginning of year	2016-12-31	$1,102,534
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,208
Total interest from all sources	2016-12-31	$893
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$45,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$45,983
Administrative expenses professional fees incurred	2016-12-31	$1,635
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$175,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$240,129
Participant contributions at end of year	2016-12-31	$26,838
Participant contributions at beginning of year	2016-12-31	$20,425
Participant contributions at end of year	2016-12-31	$10,617
Participant contributions at beginning of year	2016-12-31	$8,030
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$60,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$424,249
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,526,783
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,102,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,484,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,070,006
Interest on participant loans	2016-12-31	$893
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$51,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$125,866
Employer contributions (assets) at end of year	2016-12-31	$5,180
Employer contributions (assets) at beginning of year	2016-12-31	$4,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$97,402
Contract administrator fees	2016-12-31	$1,573
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN	2016-12-31	391520996
2015 : LUND VAN DYKE, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$269,016
Total of all expenses incurred	2015-12-31	$42,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$41,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$284,193
Value of total assets at end of year	2015-12-31	$1,102,534
Value of total assets at beginning of year	2015-12-31	$876,431
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,845
Total interest from all sources	2015-12-31	$897
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$40,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$40,525
Administrative expenses professional fees incurred	2015-12-31	$1,050
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$125,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$188,333
Participant contributions at end of year	2015-12-31	$20,425
Participant contributions at beginning of year	2015-12-31	$18,179
Participant contributions at end of year	2015-12-31	$8,030
Participant contributions at beginning of year	2015-12-31	$6,410
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$226,103
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,102,534
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$876,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,070,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$847,747
Interest on participant loans	2015-12-31	$897
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-56,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$95,267
Employer contributions (assets) at end of year	2015-12-31	$4,073
Employer contributions (assets) at beginning of year	2015-12-31	$4,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$41,068
Contract administrator fees	2015-12-31	$795
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN	2015-12-31	391520996
2014 : LUND VAN DYKE, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$302,612
Total of all expenses incurred	2014-12-31	$40,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$37,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$267,724
Value of total assets at end of year	2014-12-31	$876,431
Value of total assets at beginning of year	2014-12-31	$614,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,740
Total interest from all sources	2014-12-31	$1,199
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$31,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$31,203
Administrative expenses professional fees incurred	2014-12-31	$1,815
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$125,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$155,410
Participant contributions at end of year	2014-12-31	$18,179
Participant contributions at beginning of year	2014-12-31	$10,357
Participant contributions at end of year	2014-12-31	$6,410
Participant contributions at beginning of year	2014-12-31	$5,927
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$6,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$261,901
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$876,431
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$614,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$847,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$594,651
Interest on participant loans	2014-12-31	$1,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$106,128
Employer contributions (assets) at end of year	2014-12-31	$4,095
Employer contributions (assets) at beginning of year	2014-12-31	$3,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$37,971
Contract administrator fees	2014-12-31	$925
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN	2014-12-31	391520996
2013 : LUND VAN DYKE, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$324,926
Total of all expenses incurred	2013-12-31	$107,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$106,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$240,045
Value of total assets at end of year	2013-12-31	$614,530
Value of total assets at beginning of year	2013-12-31	$396,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$925
Total interest from all sources	2013-12-31	$418
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$12,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$12,118
Administrative expenses professional fees incurred	2013-12-31	$690
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$125,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$138,324
Participant contributions at end of year	2013-12-31	$10,357
Participant contributions at beginning of year	2013-12-31	$22,199
Participant contributions at end of year	2013-12-31	$5,927
Participant contributions at beginning of year	2013-12-31	$4,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$217,780
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$614,530
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$396,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$594,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$368,173
Interest on participant loans	2013-12-31	$418
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$72,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$101,721
Employer contributions (assets) at end of year	2013-12-31	$3,595
Employer contributions (assets) at beginning of year	2013-12-31	$1,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$106,221
Contract administrator fees	2013-12-31	$235
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN	2013-12-31	391520996
2012 : LUND VAN DYKE, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$201,892
Total of all expenses incurred	2012-12-31	$12,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$12,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$169,040
Value of total assets at end of year	2012-12-31	$396,750
Value of total assets at beginning of year	2012-12-31	$207,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$790
Total interest from all sources	2012-12-31	$1,057
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$5,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$5,434
Administrative expenses professional fees incurred	2012-12-31	$480
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$125,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$92,967
Participant contributions at end of year	2012-12-31	$22,199
Participant contributions at beginning of year	2012-12-31	$27,717
Participant contributions at end of year	2012-12-31	$4,745
Participant contributions at beginning of year	2012-12-31	$6,538
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$11,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$189,054
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$396,750
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$207,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$125
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$368,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$171,134
Interest on participant loans	2012-12-31	$1,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$26,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$64,994
Employer contributions (assets) at end of year	2012-12-31	$1,633
Employer contributions (assets) at beginning of year	2012-12-31	$2,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$12,048
Contract administrator fees	2012-12-31	$185
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN	2012-12-31	391520996

Form 5500 Responses for LUND VAN DYKE, LLC 401(K) PLAN

2022: LUND VAN DYKE, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LUND VAN DYKE, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LUND VAN DYKE, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LUND VAN DYKE, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LUND VAN DYKE, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LUND VAN DYKE, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LUND VAN DYKE, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LUND VAN DYKE, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LUND VAN DYKE, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LUND VAN DYKE, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LUND VAN DYKE, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517731

Policy instance

Insurance contract or identification number	517731
Number of Individuals Covered	1455
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517731

Policy instance

Insurance contract or identification number	517731
Number of Individuals Covered	1362
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517731

Policy instance

Insurance contract or identification number	517731
Number of Individuals Covered	822
Insurance policy start date	2020-10-27
Insurance policy end date	2020-12-31
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

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

Company Name:	CARAVEL AUTISM HEALTH
Employer identification number (EIN):	271278853
NAIC Classification:	621330
NAIC Description:	Offices of Mental Health Practitioners (except Physicians)