LITTLE BROTHERS FRIENDS OF THE ELDERLY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN
401k plan membership statisitcs for LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN
| Measure | Date | Value |
|---|
| 2017: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 56 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 53 |
| Total of all active and inactive participants | 2017-01-01 | 53 |
| Total participants | 2017-01-01 | 53 |
| 2016: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 57 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 56 |
| Total of all active and inactive participants | 2016-01-01 | 56 |
| Total participants | 2016-01-01 | 56 |
| 2015: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 53 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 57 |
| Total of all active and inactive participants | 2015-01-01 | 57 |
| Total participants | 2015-01-01 | 57 |
| 2014: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 53 |
| Total of all active and inactive participants | 2014-01-01 | 53 |
| Total participants | 2014-01-01 | 53 |
| 2013: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 46 |
| Total of all active and inactive participants | 2013-01-01 | 46 |
| Total participants | 2013-01-01 | 46 |
| 2012: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 44 |
| Total of all active and inactive participants | 2012-01-01 | 44 |
| Total participants | 2012-01-01 | 44 |
| 2011: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 42 |
| Total of all active and inactive participants | 2011-01-01 | 42 |
| Total participants | 2011-01-01 | 42 |
| 2010: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 44 |
| Total of all active and inactive participants | 2010-01-01 | 44 |
| Total participants | 2010-01-01 | 44 |
| Number of participants with account balances | 2010-01-01 | 44 |
| 2009: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 47 |
| Total of all active and inactive participants | 2009-01-01 | 47 |
| Total participants | 2009-01-01 | 47 |
| Number of participants with account balances | 2009-01-01 | 47 |
| Measure | Date | Value |
|---|
| 2017 : LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $11,834 |
| Total income from all sources | 2017-12-31 | $350,793 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $14,898 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $12,997 |
| Total plan assets at end of year | 2017-12-31 | $1,751,349 |
| Total plan assets at beginning of year | 2017-12-31 | $1,403,620 |
| Total contributions received or receivable from participants | 2017-12-31 | $138,134 |
| Other income received | 2017-12-31 | $178,327 |
| Net income (gross income less expenses) | 2017-12-31 | $335,895 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,751,349 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,403,620 |
| Assets. Value of participant loans | 2017-12-31 | $35,734 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $34,332 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,901 |
| 2016 : LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $20,323 |
| Total income from all sources | 2016-12-31 | $264,396 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $5,631 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $3,900 |
| Total plan assets at end of year | 2016-12-31 | $1,403,620 |
| Total plan assets at beginning of year | 2016-12-31 | $1,124,532 |
| Total contributions received or receivable from participants | 2016-12-31 | $101,821 |
| Other income received | 2016-12-31 | $63,529 |
| Net income (gross income less expenses) | 2016-12-31 | $258,765 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,403,620 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,124,532 |
| Assets. Value of participant loans | 2016-12-31 | $32,591 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $99,046 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,731 |
| 2015 : LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $112,654 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $58,377 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $56,856 |
| Total plan assets at end of year | 2015-12-31 | $1,124,532 |
| Total plan assets at beginning of year | 2015-12-31 | $1,070,255 |
| Total contributions received or receivable from participants | 2015-12-31 | $90,605 |
| Other income received | 2015-12-31 | $-5,220 |
| Net income (gross income less expenses) | 2015-12-31 | $54,277 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,124,532 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,070,255 |
| Assets. Value of participant loans | 2015-12-31 | $20,680 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $27,269 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,521 |
| 2014 : LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $135,754 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $41,137 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $39,732 |
| Total plan assets at end of year | 2014-12-31 | $1,070,255 |
| Total plan assets at beginning of year | 2014-12-31 | $975,638 |
| Total contributions received or receivable from participants | 2014-12-31 | $52,930 |
| Other income received | 2014-12-31 | $36,345 |
| Net income (gross income less expenses) | 2014-12-31 | $94,617 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,070,255 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $975,638 |
| Assets. Value of participant loans | 2014-12-31 | $15,336 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $46,479 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,405 |
| 2013 : LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $221,654 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $15,269 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $11,095 |
| Total plan assets at end of year | 2013-12-31 | $975,638 |
| Total plan assets at beginning of year | 2013-12-31 | $769,253 |
| Total contributions received or receivable from participants | 2013-12-31 | $52,015 |
| Other income received | 2013-12-31 | $128,885 |
| Net income (gross income less expenses) | 2013-12-31 | $206,385 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $975,638 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $769,253 |
| Assets. Value of participant loans | 2013-12-31 | $20,126 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $40,754 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,174 |
| 2012 : LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $136,370 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $30,304 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $28,857 |
| Total plan assets at end of year | 2012-12-31 | $769,253 |
| Total plan assets at beginning of year | 2012-12-31 | $663,187 |
| Total contributions received or receivable from participants | 2012-12-31 | $41,682 |
| Other income received | 2012-12-31 | $59,413 |
| Net income (gross income less expenses) | 2012-12-31 | $106,066 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $769,253 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $663,187 |
| Assets. Value of participant loans | 2012-12-31 | $10,642 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $35,275 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,447 |
| 2011 : LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $-67,827 |
| Total plan liabilities at end of year | 2011-12-31 | $29,912 |
| Total plan liabilities at beginning of year | 2011-12-31 | $11,955 |
| Total income from all sources | 2011-12-31 | $124,272 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $109,132 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $94,752 |
| Total plan assets at end of year | 2011-12-31 | $663,187 |
| Total plan assets at beginning of year | 2011-12-31 | $715,873 |
| Total contributions received or receivable from participants | 2011-12-31 | $32,796 |
| Other income received | 2011-12-31 | $35,794 |
| Net income (gross income less expenses) | 2011-12-31 | $15,140 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $633,275 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $703,918 |
| Assets. Value of participant loans | 2011-12-31 | $3,803 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $55,682 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $14,380 |
| 2010 : LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $135,952 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $18,491 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $16,473 |
| Total plan assets at end of year | 2010-12-31 | $715,691 |
| Total plan assets at beginning of year | 2010-12-31 | $598,229 |
| Total contributions received or receivable from participants | 2010-12-31 | $38,547 |
| Other income received | 2010-12-31 | $58,982 |
| Net income (gross income less expenses) | 2010-12-31 | $117,461 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $715,691 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $598,229 |
| Assets. Value of participant loans | 2010-12-31 | $11,709 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $38,423 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,018 |
| 2017: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) 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: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) 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: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) 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: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) 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: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) 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: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) 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 |
| 2011: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LITTLE BROTHERS FRIENDS OF THE ELDERLY (403) (B) (1) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 785658 |
| Policy instance | 1 |
| Insurance contract or identification number | 785658 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $5,566 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,566 | | Insurance broker organization code? | 3 | | Insurance broker name | R. JOHNSON III |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 785658 |
| Policy instance | 1 |
| Insurance contract or identification number | 785658 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,258 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,258 | | Insurance broker organization code? | 3 | | Insurance broker name | R. JOHNSON III |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 785658 |
| Policy instance | 1 |
| Insurance contract or identification number | 785658 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $2,746 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,746 | | Insurance broker organization code? | 3 | | Insurance broker name | R. JOHNSON III |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 785658 |
| Policy instance | 1 |
| Insurance contract or identification number | 785658 | | Number of Individuals Covered | 46 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,318 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,838 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | R.JOHNSON |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 785658 |
| Policy instance | 1 |
| Insurance contract or identification number | 785658 | | Number of Individuals Covered | 44 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,967 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $985 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | R.JOHNSON |
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