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LIFESIZE, INC. 401(K) PLAN 401k Plan overview

Plan NameLIFESIZE, INC. 401(K) PLAN
Plan identification number 001

LIFESIZE, INC. 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LIFESIZE, INC. has sponsored the creation of one or more 401k plans.

Company Name:LIFESIZE, INC.
Employer identification number (EIN):472105803
NAIC Classification:561490

Additional information about LIFESIZE, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2016-02-03
Company Identification Number: 0802394476
Legal Registered Office Address: PO BOX 161180

AUSTIN
United States of America (USA)
78716

More information about LIFESIZE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFESIZE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01MARIE YURKOVICH
0012017-01-01MARIE YURKOVICH
0012016-01-01MARIE YURKOVICH
0012015-09-28MARIE YURKOVICH

Plan Statistics for LIFESIZE, INC. 401(K) PLAN

401k plan membership statisitcs for LIFESIZE, INC. 401(K) PLAN

Measure Date Value
2021: LIFESIZE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01281
Total number of active participants reported on line 7a of the Form 55002021-01-0198
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01265
Total of all active and inactive participants2021-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01364
Number of participants with account balances2021-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LIFESIZE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01307
Total number of active participants reported on line 7a of the Form 55002020-01-01167
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01113
Total of all active and inactive participants2020-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01281
Number of participants with account balances2020-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LIFESIZE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01324
Total number of active participants reported on line 7a of the Form 55002019-01-01204
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01102
Total of all active and inactive participants2019-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01307
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: LIFESIZE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01292
Total number of active participants reported on line 7a of the Form 55002018-01-01255
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0169
Total of all active and inactive participants2018-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01324
Number of participants with account balances2018-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LIFESIZE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01268
Total number of active participants reported on line 7a of the Form 55002017-01-01244
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01292
Number of participants with account balances2017-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LIFESIZE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01214
Total number of active participants reported on line 7a of the Form 55002016-01-01227
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01268
Number of participants with account balances2016-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LIFESIZE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-28179
Total number of active participants reported on line 7a of the Form 55002015-09-28179
Number of retired or separated participants receiving benefits2015-09-280
Number of other retired or separated participants entitled to future benefits2015-09-2835
Total of all active and inactive participants2015-09-28214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-280
Total participants2015-09-28214
Number of participants with account balances2015-09-28204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-280

Financial Data on LIFESIZE, INC. 401(K) PLAN

Measure Date Value
2021 : LIFESIZE, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$6,648,236
Total transfer of assets from this plan2021-12-31$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$6,060,123
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,342,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,123,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,882,042
Value of total assets at end of year2021-12-31$27,832,230
Value of total assets at beginning of year2021-12-31$26,466,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$218,911
Total interest from all sources2021-12-31$8,745
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$523,888
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$523,888
Administrative expenses professional fees incurred2021-12-31$59,789
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$1,680,883
Participant contributions at end of year2021-12-31$179,095
Participant contributions at beginning of year2021-12-31$192,704
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,028,165
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,332,277
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$201,159
Other income not declared elsewhere2021-12-31$153,837
Administrative expenses (other) incurred2021-12-31$87,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-5,282,702
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,832,230
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,466,696
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$72,101
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,524,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,945,153
Interest on participant loans2021-12-31$8,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,100,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$996,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$996,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,491,611
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,123,914
Contract administrator fees2021-12-31$0
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 name2021-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2021-12-31750786316
2020 : LIFESIZE, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,844,205
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,846,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,783,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,749,088
Value of total assets at end of year2020-12-31$26,466,696
Value of total assets at beginning of year2020-12-31$23,468,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,650
Total interest from all sources2020-12-31$13,279
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$430,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$430,492
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$2,276,428
Participant contributions at end of year2020-12-31$192,704
Participant contributions at beginning of year2020-12-31$243,123
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,332,277
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,130,249
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$115,174
Other income not declared elsewhere2020-12-31$261,943
Administrative expenses (other) incurred2020-12-31$62,650
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$2,998,040
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,466,696
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,468,656
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,945,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,535,365
Interest on participant loans2020-12-31$9,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$996,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$513,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$513,262
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,389,403
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$357,486
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$46,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,783,515
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2020-12-31750786316
2019 : LIFESIZE, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,847,615
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,471,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,406,095
Value of total corrective distributions2019-12-31$2,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,756,648
Value of total assets at end of year2019-12-31$23,468,656
Value of total assets at beginning of year2019-12-31$19,092,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,842
Total interest from all sources2019-12-31$20,234
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$481,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$481,587
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$2,466,004
Participant contributions at end of year2019-12-31$243,123
Participant contributions at beginning of year2019-12-31$203,642
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,130,249
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,217,871
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$359,387
Other income not declared elsewhere2019-12-31$205,651
Administrative expenses (other) incurred2019-12-31$62,842
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$4,376,053
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,468,656
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,092,603
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,535,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,928,031
Interest on participant loans2019-12-31$12,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$513,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$691,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$691,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,383,495
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$931,257
Employer contributions (assets) at end of year2019-12-31$46,657
Employer contributions (assets) at beginning of year2019-12-31$51,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,406,095
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 name2019-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2019-12-31750786316
2018 : LIFESIZE, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,477,232
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,662,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,606,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,758,029
Value of total assets at end of year2018-12-31$19,092,603
Value of total assets at beginning of year2018-12-31$18,278,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,078
Total interest from all sources2018-12-31$14,364
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$383,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$383,054
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$2,290,383
Participant contributions at end of year2018-12-31$203,642
Participant contributions at beginning of year2018-12-31$222,036
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,217,871
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,148,718
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$541,934
Other income not declared elsewhere2018-12-31$-76,799
Administrative expenses (other) incurred2018-12-31$53,900
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$814,434
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,092,603
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,278,169
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
Investment advisory and management fees2018-12-31$2,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,928,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,352,514
Interest on participant loans2018-12-31$8,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$691,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$554,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$554,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,601,416
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$925,712
Employer contributions (assets) at end of year2018-12-31$51,249
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,606,720
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 name2018-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2018-12-31750786316
2017 : LIFESIZE, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,506,791
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,233,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,185,374
Value of total corrective distributions2017-12-31$1,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,002,927
Value of total assets at end of year2017-12-31$18,278,169
Value of total assets at beginning of year2017-12-31$16,005,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$47,252
Total interest from all sources2017-12-31$11,673
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$285,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$285,472
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$2,142,462
Participant contributions at end of year2017-12-31$222,036
Participant contributions at beginning of year2017-12-31$177,012
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,148,718
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$845,314
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$118,767
Other income not declared elsewhere2017-12-31$139,153
Administrative expenses (other) incurred2017-12-31$47,252
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$2,273,034
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,278,169
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,005,135
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,352,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,032,237
Interest on participant loans2017-12-31$8,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$554,901
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$883,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$883,007
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,067,566
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$741,698
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$67,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,185,374
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 name2017-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2017-12-31750786316
2016 : LIFESIZE, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,115,065
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,695,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,653,113
Value of total corrective distributions2016-12-31$89
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,967,276
Value of total assets at end of year2016-12-31$16,005,135
Value of total assets at beginning of year2016-12-31$13,585,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$42,125
Total interest from all sources2016-12-31$8,895
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$245,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$245,871
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$1,848,245
Participant contributions at end of year2016-12-31$177,012
Participant contributions at beginning of year2016-12-31$198,428
Assets. Other investments not covered elsewhere at end of year2016-12-31$845,314
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$488,772
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$426,314
Other income not declared elsewhere2016-12-31$31,337
Administrative expenses (other) incurred2016-12-31$42,125
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$2,419,738
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,005,135
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,585,397
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$14,032,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,254,275
Interest on participant loans2016-12-31$6,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$883,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$634,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$634,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$861,686
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$692,717
Employer contributions (assets) at end of year2016-12-31$67,565
Employer contributions (assets) at beginning of year2016-12-31$9,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,653,113
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 name2016-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2016-12-31750786316
2015 : LIFESIZE, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$13,419,371
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$952,389
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$786,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$782,318
Value of total corrective distributions2015-12-31$1,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$509,716
Value of total assets at end of year2015-12-31$13,585,397
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,169
Total interest from all sources2015-12-31$1,975
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$91,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$91,554
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$362,731
Participant contributions at end of year2015-12-31$198,428
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$488,772
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$19,275
Administrative expenses (other) incurred2015-12-31$2,064
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$166,026
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,585,397
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
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
Investment advisory and management fees2015-12-31$105
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,254,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$1,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$634,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$329,869
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$146,985
Employer contributions (assets) at end of year2015-12-31$9,234
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$782,318
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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

Form 5500 Responses for LIFESIZE, INC. 401(K) PLAN

2021: LIFESIZE, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIFESIZE, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIFESIZE, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIFESIZE, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIFESIZE, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIFESIZE, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIFESIZE, INC. 401(K) PLAN 2015 form 5500 responses
2015-09-28Type of plan entitySingle employer plan
2015-09-28First time form 5500 has been submittedYes
2015-09-28Submission has been amendedNo
2015-09-28This submission is the final filingNo
2015-09-28This return/report is a short plan year return/report (less than 12 months)Yes
2015-09-28Plan is a collectively bargained planNo
2015-09-28Plan funding arrangement – TrustYes
2015-09-28Plan benefit arrangement - TrustYes

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