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LONG BAY GROUP RETIREMENT PLAN 401k Plan overview

Plan NameLONG BAY GROUP RETIREMENT PLAN
Plan identification number 001

LONG BAY GROUP RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

LONG BAY GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:LONG BAY GROUP, INC.
Employer identification number (EIN):461480037
NAIC Classification:811490
NAIC Description:Other Personal and Household Goods Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONG BAY GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-10-01
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01THOMAS FINLEY
0012016-10-01
0012015-10-01THOMAS P. FINLEY
0012015-10-01
0012014-10-01THOMAS P. FINLEY
0012013-10-01THOMAS FINLEY
0012012-10-01TOM FINLEY

Plan Statistics for LONG BAY GROUP RETIREMENT PLAN

401k plan membership statisitcs for LONG BAY GROUP RETIREMENT PLAN

Measure Date Value
2023: LONG BAY GROUP RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-10-016
Total number of active participants reported on line 7a of the Form 55002023-10-016
Number of retired or separated participants receiving benefits2023-10-010
Number of other retired or separated participants entitled to future benefits2023-10-010
Total of all active and inactive participants2023-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-10-010
Total participants2023-10-016
Number of participants with account balances2023-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-10-010
2022: LONG BAY GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-016
Total number of active participants reported on line 7a of the Form 55002022-10-016
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-010
Total of all active and inactive participants2022-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-016
Number of participants with account balances2022-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-010
2021: LONG BAY GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-016
Total number of active participants reported on line 7a of the Form 55002021-10-016
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-016
Number of participants with account balances2021-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: LONG BAY GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-017
Total number of active participants reported on line 7a of the Form 55002020-10-016
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-016
Number of participants with account balances2020-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: LONG BAY GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-016
Total number of active participants reported on line 7a of the Form 55002019-10-016
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-016
Number of participants with account balances2019-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: LONG BAY GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-015
Total number of active participants reported on line 7a of the Form 55002018-10-015
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-015
Number of participants with account balances2018-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: LONG BAY GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-015
Total number of active participants reported on line 7a of the Form 55002017-10-015
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-015
Number of participants with account balances2017-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: LONG BAY GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-012
Total number of active participants reported on line 7a of the Form 55002016-10-012
Total of all active and inactive participants2016-10-012
Total participants2016-10-012
Number of participants with account balances2016-10-012
2015: LONG BAY GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-012
Total number of active participants reported on line 7a of the Form 55002015-10-012
Total of all active and inactive participants2015-10-012
Total participants2015-10-012
Number of participants with account balances2015-10-012
2014: LONG BAY GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-012
Total number of active participants reported on line 7a of the Form 55002014-10-012
Total of all active and inactive participants2014-10-012
Total participants2014-10-012
Number of participants with account balances2014-10-012
2013: LONG BAY GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-012
Total number of active participants reported on line 7a of the Form 55002013-10-012
Total of all active and inactive participants2013-10-012
Total participants2013-10-012
Number of participants with account balances2013-10-012
2012: LONG BAY GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-012
Total number of active participants reported on line 7a of the Form 55002012-10-012
Total of all active and inactive participants2012-10-012
Total participants2012-10-012
Number of participants with account balances2012-10-012

Financial Data on LONG BAY GROUP RETIREMENT PLAN

Measure Date Value
2024 : LONG BAY GROUP RETIREMENT PLAN 2024 401k financial data
Total income from all sources2024-09-30$6,956
Expenses. Total of all expenses incurred2024-09-30$0
Total plan assets at end of year2024-09-30$215,640
Total plan assets at beginning of year2024-09-30$208,684
Other income received2024-09-30$6,956
Net income (gross income less expenses)2024-09-30$6,956
Net plan assets at end of year (total assets less liabilities)2024-09-30$215,640
Net plan assets at beginning of year (total assets less liabilities)2024-09-30$208,684
Assets. Value of employer securities2024-09-30$215,640
2023 : LONG BAY GROUP RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-09-30$0
Expenses. Total of all expenses incurred2023-09-30$0
Total plan assets at end of year2023-09-30$208,684
Total plan assets at beginning of year2023-09-30$208,684
Net income (gross income less expenses)2023-09-30$0
Net plan assets at end of year (total assets less liabilities)2023-09-30$208,684
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$208,684
Assets. Value of employer securities2023-09-30$208,684
2022 : LONG BAY GROUP RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-09-30$17,390
Expenses. Total of all expenses incurred2022-09-30$0
Total plan assets at end of year2022-09-30$208,684
Total plan assets at beginning of year2022-09-30$191,294
Other income received2022-09-30$17,390
Net income (gross income less expenses)2022-09-30$17,390
Net plan assets at end of year (total assets less liabilities)2022-09-30$208,684
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$191,294
Assets. Value of employer securities2022-09-30$208,684
2021 : LONG BAY GROUP RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-09-30$52,171
Expenses. Total of all expenses incurred2021-09-30$0
Total plan assets at end of year2021-09-30$191,294
Total plan assets at beginning of year2021-09-30$139,123
Other income received2021-09-30$52,171
Net income (gross income less expenses)2021-09-30$52,171
Net plan assets at end of year (total assets less liabilities)2021-09-30$191,294
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$139,123
Assets. Value of employer securities2021-09-30$191,294
2020 : LONG BAY GROUP RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-09-30$3,478
Expenses. Total of all expenses incurred2020-09-30$0
Total plan assets at end of year2020-09-30$139,123
Total plan assets at beginning of year2020-09-30$135,645
Other income received2020-09-30$3,478
Net income (gross income less expenses)2020-09-30$3,478
Net plan assets at end of year (total assets less liabilities)2020-09-30$139,123
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$135,645
Assets. Value of employer securities2020-09-30$139,123
2019 : LONG BAY GROUP RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-09-30$-38,259
Expenses. Total of all expenses incurred2019-09-30$0
Total plan assets at end of year2019-09-30$135,645
Total plan assets at beginning of year2019-09-30$173,904
Other income received2019-09-30$-38,259
Net income (gross income less expenses)2019-09-30$-38,259
Net plan assets at end of year (total assets less liabilities)2019-09-30$135,645
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$173,904
Assets. Value of employer securities2019-09-30$135,645
2017 : LONG BAY GROUP RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-09-30$51,476
Expenses. Total of all expenses incurred2017-09-30$2,572
Benefits paid (including direct rollovers)2017-09-30$2,572
Total plan assets at end of year2017-09-30$155,817
Total plan assets at beginning of year2017-09-30$106,913
Other income received2017-09-30$51,476
Net income (gross income less expenses)2017-09-30$48,904
Net plan assets at end of year (total assets less liabilities)2017-09-30$155,817
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$106,913
Assets. Value of employer securities2017-09-30$155,818
2016 : LONG BAY GROUP RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-09-30$-75,061
Total plan assets at end of year2016-09-30$4,310
Total plan assets at beginning of year2016-09-30$79,371
Other income received2016-09-30$-75,061
Net income (gross income less expenses)2016-09-30$-75,061
Net plan assets at end of year (total assets less liabilities)2016-09-30$4,310
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$79,371
Assets. Value of employer securities2016-09-30$1,729
Funding deficiency by the employer to the plan for this plan year2016-09-30$0
Minimum employer required contribution for this plan year2016-09-30$0
Amount contributed by the employer to the plan for this plan year2016-09-30$0
2015 : LONG BAY GROUP RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-09-30$1
Total plan assets at end of year2015-09-30$79,371
Total plan assets at beginning of year2015-09-30$79,370
Other income received2015-09-30$1
Net income (gross income less expenses)2015-09-30$1
Net plan assets at end of year (total assets less liabilities)2015-09-30$79,371
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$79,370
Assets. Value of employer securities2015-09-30$76,800
Funding deficiency by the employer to the plan for this plan year2015-09-30$0
Minimum employer required contribution for this plan year2015-09-30$0
Amount contributed by the employer to the plan for this plan year2015-09-30$0
2014 : LONG BAY GROUP RETIREMENT PLAN 2014 401k financial data
Total plan assets at end of year2014-09-30$79,370
Total plan assets at beginning of year2014-09-30$79,370
Net plan assets at end of year (total assets less liabilities)2014-09-30$79,370
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$79,370
Assets. Value of employer securities2014-09-30$76,800
Funding deficiency by the employer to the plan for this plan year2014-09-30$0
Minimum employer required contribution for this plan year2014-09-30$0
Amount contributed by the employer to the plan for this plan year2014-09-30$0
2013 : LONG BAY GROUP RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-09-30$79,427
Expenses. Total of all expenses incurred2013-09-30$56
Total plan assets at end of year2013-09-30$79,371
Expenses. Other expenses not covered elsewhere2013-09-30$56
Contributions received from other sources (not participants or employers)2013-09-30$79,426
Other income received2013-09-30$1
Net income (gross income less expenses)2013-09-30$79,371
Net plan assets at end of year (total assets less liabilities)2013-09-30$79,371
Assets. Value of employer securities2013-09-30$76,800
Funding deficiency by the employer to the plan for this plan year2013-09-30$0
Minimum employer required contribution for this plan year2013-09-30$0
Amount contributed by the employer to the plan for this plan year2013-09-30$0

Form 5500 Responses for LONG BAY GROUP RETIREMENT PLAN

2023: LONG BAY GROUP RETIREMENT PLAN 2023 form 5500 responses
2023-10-01Type of plan entitySingle employer plan
2023-10-01Submission has been amendedNo
2023-10-01This submission is the final filingNo
2023-10-01This return/report is a short plan year return/report (less than 12 months)No
2023-10-01Plan is a collectively bargained planNo
2023-10-01Plan funding arrangement – TrustYes
2023-10-01Plan benefit arrangement - TrustYes
2022: LONG BAY GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: LONG BAY GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: LONG BAY GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: LONG BAY GROUP RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: LONG BAY GROUP RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: LONG BAY GROUP RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: LONG BAY GROUP RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: LONG BAY GROUP RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: LONG BAY GROUP RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: LONG BAY GROUP RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: LONG BAY GROUP RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01First time form 5500 has been submittedYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes

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