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WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 401k Plan overview

Plan NameWISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN
Plan identification number 001

WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC.
Employer identification number (EIN):391047224
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARC DEVILLERS
0012016-01-01CHERYL HOELZ
0012015-01-01GAETANA BETHHAUSER
0012014-01-01GAETANA BETHHAUSER
0012013-01-01RICHARD HOFMANN
0012012-01-01RICHARD HOFMANN
0012011-01-01RICHARD HOFMANN
0012010-01-01RICHARD HOFMANN
0012009-01-01RICHARD HOFMANN

Plan Statistics for WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN

401k plan membership statisitcs for WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN

Measure Date Value
2022: WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01279
Total number of active participants reported on line 7a of the Form 55002022-01-01221
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01268
Number of participants with account balances2022-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01235
Total number of active participants reported on line 7a of the Form 55002021-01-01248
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01279
Number of participants with account balances2021-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01215
Total number of active participants reported on line 7a of the Form 55002020-01-01206
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01232
Number of participants with account balances2020-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01233
Total number of active participants reported on line 7a of the Form 55002019-01-01176
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01206
Number of participants with account balances2019-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01228
Total number of active participants reported on line 7a of the Form 55002018-01-01194
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01226
Number of participants with account balances2018-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01184
Total number of active participants reported on line 7a of the Form 55002017-01-01184
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01217
Number of participants with account balances2017-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01177
Total number of active participants reported on line 7a of the Form 55002016-01-01140
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01168
Number of participants with account balances2016-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01154
Total number of active participants reported on line 7a of the Form 55002015-01-01149
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01174
Number of participants with account balances2015-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01111
Total number of active participants reported on line 7a of the Form 55002014-01-0164
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0194
Number of participants with account balances2014-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01108
Total number of active participants reported on line 7a of the Form 55002013-01-0183
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01104
Number of participants with account balances2013-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01111
Total number of active participants reported on line 7a of the Form 55002012-01-0181
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01101
Number of participants with account balances2012-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01208
Total number of active participants reported on line 7a of the Form 55002011-01-0184
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01112
Number of participants with account balances2011-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01204
Total number of active participants reported on line 7a of the Form 55002010-01-01177
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01189
Number of participants with account balances2010-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01202
Total number of active participants reported on line 7a of the Form 55002009-01-01170
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01187
Total participants2009-01-01187
Number of participants with account balances2009-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN

Measure Date Value
2022 : WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$64,771
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$375,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$351,884
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$924,771
Value of total assets at end of year2022-12-31$4,771,212
Value of total assets at beginning of year2022-12-31$5,081,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,596
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$434,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$434,600
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$502,157
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$188,941
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$23,596
Total non interest bearing cash at end of year2022-12-31$30,593
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-310,709
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,771,212
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,081,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,740,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,081,921
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,294,600
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$233,673
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$351,884
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VRAKAS SC
Accountancy firm EIN2022-12-31391453055
2021 : WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,301,730
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$367,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$351,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$617,502
Value of total assets at end of year2021-12-31$5,081,921
Value of total assets at beginning of year2021-12-31$4,147,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,901
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$48,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$48,402
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$415,612
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$36,251
Administrative expenses (other) incurred2021-12-31$15,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$934,330
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,081,921
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,147,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,549
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,081,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,855,453
Interest earned on other investments2021-12-31$1,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$292,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$168,287
Net investment gain/loss from pooled separate accounts2021-12-31$467,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$165,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$351,499
Contract administrator fees2021-12-31$14,364
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VRAKAS S.C.
Accountancy firm EIN2021-12-31391453055
2020 : WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$876,133
Total of all expenses incurred2020-12-31$369,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$361,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$408,310
Value of total assets at end of year2020-12-31$4,147,591
Value of total assets at beginning of year2020-12-31$3,640,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,745
Total interest from all sources2020-12-31$2,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$280,900
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,727
Administrative expenses (other) incurred2020-12-31$7,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$507,018
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,147,591
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,640,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$713
Value of interest in pooled separate accounts at end of year2020-12-31$3,855,453
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,473,086
Interest earned on other investments2020-12-31$2,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$292,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$167,487
Net investment gain/loss from pooled separate accounts2020-12-31$465,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$100,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$361,370
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31VRAKAS S.C.
Accountancy firm EIN2020-12-31391453055
2019 : WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,099,761
Total of all expenses incurred2019-12-31$928,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$920,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$354,454
Value of total assets at end of year2019-12-31$3,640,573
Value of total assets at beginning of year2019-12-31$3,469,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,661
Total interest from all sources2019-12-31$2,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$241,914
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,594
Administrative expenses (other) incurred2019-12-31$7,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$171,053
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,640,573
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,469,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$732
Value of interest in pooled separate accounts at end of year2019-12-31$3,473,086
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,176,402
Interest earned on other investments2019-12-31$2,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$167,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$293,118
Net investment gain/loss from pooled separate accounts2019-12-31$743,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$109,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$920,047
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31VRAKAS S.C.
Accountancy firm EIN2019-12-31391453055
2018 : WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$120,686
Total of all expenses incurred2018-12-31$367,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$357,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$343,754
Value of total assets at end of year2018-12-31$3,469,520
Value of total assets at beginning of year2018-12-31$3,716,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,844
Total interest from all sources2018-12-31$1,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$230,025
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,215
Administrative expenses (other) incurred2018-12-31$10,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-247,279
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,469,520
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,716,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$3,176,402
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,544,585
Interest earned on other investments2018-12-31$1,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$293,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$172,214
Net investment gain/loss from pooled separate accounts2018-12-31$-224,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$99,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$357,121
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31VRAKAS/BLUM, S.C.
Accountancy firm EIN2018-12-31391453055
2017 : WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$821,492
Total of all expenses incurred2017-12-31$130,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$119,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$302,016
Value of total assets at end of year2017-12-31$3,716,799
Value of total assets at beginning of year2017-12-31$3,025,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,494
Total interest from all sources2017-12-31$1,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$214,658
Administrative expenses (other) incurred2017-12-31$9,821
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$691,012
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,716,799
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,025,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$3,544,585
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,858,086
Interest earned on other investments2017-12-31$1,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$172,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$167,701
Net investment gain/loss from pooled separate accounts2017-12-31$518,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$87,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$119,986
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31VRAKAS/BLUM, S.C.
Accountancy firm EIN2017-12-31391453055
2016 : WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$629,285
Total of all expenses incurred2016-12-31$247,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$234,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$317,965
Value of total assets at end of year2016-12-31$3,025,787
Value of total assets at beginning of year2016-12-31$2,643,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$220,674
Other income not declared elsewhere2016-12-31$663
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$20,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$382,236
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,025,787
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,643,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,623,294
Value of interest in pooled separate accounts at end of year2016-12-31$2,858,086
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$167,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$310,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$97,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$234,664
Contract administrator fees2016-12-31$12,385
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31VRAKAS/BLUM, S.C.
Accountancy firm EIN2016-12-31391453055
2015 : WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$222,686
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$401,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$389,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$337,972
Value of total assets at end of year2015-12-31$2,643,551
Value of total assets at beginning of year2015-12-31$2,822,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,610
Total interest from all sources2015-12-31$37
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$240,279
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$18
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,698
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1
Other income not declared elsewhere2015-12-31$11,431
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$20,257
Total non interest bearing cash at beginning of year2015-12-31$4,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-178,468
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,643,551
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,822,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,623,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,817,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-126,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$94,995
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$14
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$389,544
Contract administrator fees2015-12-31$11,610
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31VRAKAS/BLUM, S.C.
Accountancy firm EIN2015-12-31391453055
2014 : WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$387,788
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$766,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$753,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$303,379
Value of total assets at end of year2014-12-31$2,822,019
Value of total assets at beginning of year2014-12-31$3,201,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,155
Total interest from all sources2014-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$212,137
Participant contributions at end of year2014-12-31$18
Participant contributions at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$9,014
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$4,284
Total non interest bearing cash at beginning of year2014-12-31$4,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-379,113
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,822,019
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,201,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,817,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,197,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$75,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$91,242
Employer contributions (assets) at end of year2014-12-31$14
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$753,746
Contract administrator fees2014-12-31$13,155
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31VRAKAS/BLUM, S.C.
Accountancy firm EIN2014-12-31391453055
2013 : WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$788,033
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$237,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$224,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$327,336
Value of total assets at end of year2013-12-31$3,201,132
Value of total assets at beginning of year2013-12-31$2,650,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,200
Total interest from all sources2013-12-31$28
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$223,446
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$596
Other income not declared elsewhere2013-12-31$8,847
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$4,087
Total non interest bearing cash at beginning of year2013-12-31$2,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$550,996
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,201,132
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,650,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,197,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,646,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$451,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$103,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$224,837
Contract administrator fees2013-12-31$12,200
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2013-12-31390747409
2012 : WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$767,842
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$199,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$186,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$481,004
Value of total assets at end of year2012-12-31$2,650,136
Value of total assets at beginning of year2012-12-31$2,082,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,098
Total interest from all sources2012-12-31$16
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$13,098
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$225,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$208,532
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$176,208
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$596
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$436
Other income not declared elsewhere2012-12-31$8,226
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$2,663
Total non interest bearing cash at beginning of year2012-12-31$2,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$567,998
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,650,136
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,082,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,646,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,079,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$278,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$96,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$186,746
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2012-12-31390747409
2011 : WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$285,497
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$735,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$714,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$384,412
Value of total assets at end of year2011-12-31$2,082,138
Value of total assets at beginning of year2011-12-31$2,532,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,175
Total interest from all sources2011-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$190,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$247,441
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$436
Other income not declared elsewhere2011-12-31$8,936
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$2,548
Total non interest bearing cash at beginning of year2011-12-31$1,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-450,097
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,082,138
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,532,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,079,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,530,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-107,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$136,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$714,419
Contract administrator fees2011-12-31$21,175
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2011-12-31390747409
2010 : WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$883
Total income from all sources (including contributions)2010-12-31$746,173
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$278,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$269,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$438,822
Value of total assets at end of year2010-12-31$2,532,235
Value of total assets at beginning of year2010-12-31$2,065,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,077
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$9,077
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$190,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$265,465
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$18,831
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$883
Total non interest bearing cash at end of year2010-12-31$1,858
Total non interest bearing cash at beginning of year2010-12-31$883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$467,916
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,532,235
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,064,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,530,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,064,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$307,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$154,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$269,180
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2010-12-31390747409
2009 : WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC. PROFIT SHARING & 401K PLAN

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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807137
Policy instance 1
Insurance contract or identification number807137
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,453
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,453
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807137
Policy instance 1
Insurance contract or identification number807137
Number of Individuals Covered107
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,821
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,821
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807137
Policy instance 1
Insurance contract or identification number807137
Number of Individuals Covered102
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $13,042
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,042
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807137
Policy instance 1
Insurance contract or identification number807137
Number of Individuals Covered98
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,619
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractSTABLE VALUE OPTION
Commission paid to Insurance BrokerUSD $13,619
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807137
Policy instance 1
Insurance contract or identification number807137
Number of Individuals Covered89
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,194
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,953
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION

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