Plan Name | LIFESIZE, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | MARIE YURKOVICH | |||
001 | 2017-01-01 | MARIE YURKOVICH | |||
001 | 2016-01-01 | MARIE YURKOVICH | |||
001 | 2015-09-28 | MARIE YURKOVICH |
Measure | Date | Value |
---|---|---|
2021: LIFESIZE, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 281 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 265 |
Total of all active and inactive participants | 2021-01-01 | 363 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 364 |
Number of participants with account balances | 2021-01-01 | 357 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: LIFESIZE, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 307 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 167 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 113 |
Total of all active and inactive participants | 2020-01-01 | 280 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 281 |
Number of participants with account balances | 2020-01-01 | 277 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: LIFESIZE, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 324 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 204 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 102 |
Total of all active and inactive participants | 2019-01-01 | 306 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 307 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 19 |
2018: LIFESIZE, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 292 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 255 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 69 |
Total of all active and inactive participants | 2018-01-01 | 324 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 324 |
Number of participants with account balances | 2018-01-01 | 309 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: LIFESIZE, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 268 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 244 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 48 |
Total of all active and inactive participants | 2017-01-01 | 292 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 292 |
Number of participants with account balances | 2017-01-01 | 279 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: LIFESIZE, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 214 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 227 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 41 |
Total of all active and inactive participants | 2016-01-01 | 268 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 268 |
Number of participants with account balances | 2016-01-01 | 252 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: LIFESIZE, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-09-28 | 179 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-09-28 | 179 |
Number of retired or separated participants receiving benefits | 2015-09-28 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-09-28 | 35 |
Total of all active and inactive participants | 2015-09-28 | 214 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-09-28 | 0 |
Total participants | 2015-09-28 | 214 |
Number of participants with account balances | 2015-09-28 | 204 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-09-28 | 0 |
Measure | Date | Value |
---|---|---|
2021 : LIFESIZE, INC. 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $6,648,236 |
Total transfer of assets from this plan | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $11,342,825 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $27,832,230 |
Value of total assets at beginning of year | 2021-12-31 | $26,466,696 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $218,911 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $523,888 |
Administrative expenses professional fees incurred | 2021-12-31 | $59,789 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,680,883 |
Participant contributions at end of year | 2021-12-31 | $179,095 |
Participant contributions at beginning of year | 2021-12-31 | $192,704 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $1,028,165 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $1,332,277 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $201,159 |
Other income not declared elsewhere | 2021-12-31 | $153,837 |
Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $72,101 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $25,524,734 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $23,945,153 |
Interest on participant loans | 2021-12-31 | $8,178 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,100,236 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $996,562 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $11,123,914 |
Contract administrator fees | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2021-12-31 | 750786316 |
2020 : LIFESIZE, INC. 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,846,165 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $26,466,696 |
Value of total assets at beginning of year | 2020-12-31 | $23,468,656 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $62,650 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $430,492 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,276,428 |
Participant contributions at end of year | 2020-12-31 | $192,704 |
Participant contributions at beginning of year | 2020-12-31 | $243,123 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $1,332,277 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,130,249 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $115,174 |
Other income not declared elsewhere | 2020-12-31 | $261,943 |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $23,945,153 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $21,535,365 |
Interest on participant loans | 2020-12-31 | $9,270 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $996,562 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $513,262 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $357,486 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $46,657 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,783,515 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2020-12-31 | 750786316 |
2019 : LIFESIZE, INC. 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,471,562 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,406,095 |
Value of total corrective distributions | 2019-12-31 | $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 year | 2019-12-31 | $23,468,656 |
Value of total assets at beginning of year | 2019-12-31 | $19,092,603 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $62,842 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $481,587 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,466,004 |
Participant contributions at end of year | 2019-12-31 | $243,123 |
Participant contributions at beginning of year | 2019-12-31 | $203,642 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,130,249 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,217,871 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $359,387 |
Other income not declared elsewhere | 2019-12-31 | $205,651 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $21,535,365 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $16,928,031 |
Interest on participant loans | 2019-12-31 | $12,214 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $513,262 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $691,810 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $931,257 |
Employer contributions (assets) at end of year | 2019-12-31 | $46,657 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $51,249 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,406,095 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2019-12-31 | 750786316 |
2018 : LIFESIZE, INC. 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,662,798 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $19,092,603 |
Value of total assets at beginning of year | 2018-12-31 | $18,278,169 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $56,078 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $383,054 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,290,383 |
Participant contributions at end of year | 2018-12-31 | $203,642 |
Participant contributions at beginning of year | 2018-12-31 | $222,036 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,217,871 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $1,148,718 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $541,934 |
Other income not declared elsewhere | 2018-12-31 | $-76,799 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $2,178 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $16,928,031 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $16,352,514 |
Interest on participant loans | 2018-12-31 | $8,129 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $691,810 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $554,901 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $925,712 |
Employer contributions (assets) at end of year | 2018-12-31 | $51,249 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,606,720 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2018-12-31 | 750786316 |
2017 : LIFESIZE, INC. 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,233,757 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,185,374 |
Value of total corrective distributions | 2017-12-31 | $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 year | 2017-12-31 | $18,278,169 |
Value of total assets at beginning of year | 2017-12-31 | $16,005,135 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $47,252 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $285,472 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,142,462 |
Participant contributions at end of year | 2017-12-31 | $222,036 |
Participant contributions at beginning of year | 2017-12-31 | $177,012 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $1,148,718 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $845,314 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $118,767 |
Other income not declared elsewhere | 2017-12-31 | $139,153 |
Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $16,352,514 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $14,032,237 |
Interest on participant loans | 2017-12-31 | $8,319 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $554,901 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $883,007 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $741,698 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $67,565 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,185,374 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2017-12-31 | 750786316 |
2016 : LIFESIZE, INC. 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,695,327 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,653,113 |
Value of total corrective distributions | 2016-12-31 | $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 year | 2016-12-31 | $16,005,135 |
Value of total assets at beginning of year | 2016-12-31 | $13,585,397 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $42,125 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $245,871 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,848,245 |
Participant contributions at end of year | 2016-12-31 | $177,012 |
Participant contributions at beginning of year | 2016-12-31 | $198,428 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $845,314 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $488,772 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $426,314 |
Other income not declared elsewhere | 2016-12-31 | $31,337 |
Administrative expenses (other) incurred | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $14,032,237 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $12,254,275 |
Interest on participant loans | 2016-12-31 | $6,603 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $883,007 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $634,688 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $692,717 |
Employer contributions (assets) at end of year | 2016-12-31 | $67,565 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $9,234 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,653,113 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2016-12-31 | 750786316 |
2015 : LIFESIZE, INC. 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $786,363 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $782,318 |
Value of total corrective distributions | 2015-12-31 | $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 year | 2015-12-31 | $13,585,397 |
Value of total assets at beginning of year | 2015-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,169 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $91,554 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $362,731 |
Participant contributions at end of year | 2015-12-31 | $198,428 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $488,772 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $19,275 |
Administrative expenses (other) incurred | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $105 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $12,254,275 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $0 |
Interest on participant loans | 2015-12-31 | $1,757 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $634,688 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $146,985 |
Employer contributions (assets) at end of year | 2015-12-31 | $9,234 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $782,318 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
2021: LIFESIZE, INC. 401(K) PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: LIFESIZE, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LIFESIZE, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LIFESIZE, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LIFESIZE, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LIFESIZE, INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: LIFESIZE, INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-09-28 | Type of plan entity | Single employer plan |
2015-09-28 | First time form 5500 has been submitted | Yes |
2015-09-28 | Submission has been amended | No |
2015-09-28 | This submission is the final filing | No |
2015-09-28 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-09-28 | Plan is a collectively bargained plan | No |
2015-09-28 | Plan funding arrangement – Trust | Yes |
2015-09-28 | Plan benefit arrangement - Trust | Yes |