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LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameLIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN
Plan identification number 001

LIVINGSTONE COLLEGE DEFINED CONTRIBUTION 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

LIVINGSTONE COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:LIVINGSTONE COLLEGE
Employer identification number (EIN):560603922
NAIC Classification:611000

Additional information about LIVINGSTONE COLLEGE

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0273671

More information about LIVINGSTONE COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01REGINALD DICKENS
0012016-01-01REGINALD DICKENS
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01KEITH TERRELL
0012011-01-01KEITH TERRELL
0012009-01-01KEITH TERRELL

Plan Statistics for LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN

Measure Date Value
2023: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01249
Total number of active participants reported on line 7a of the Form 55002023-01-01177
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0197
Total of all active and inactive participants2023-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01276
Number of participants with account balances2023-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01234
Total number of active participants reported on line 7a of the Form 55002022-01-01154
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0194
Total of all active and inactive participants2022-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01249
Number of participants with account balances2022-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01234
Total number of active participants reported on line 7a of the Form 55002021-01-01137
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0196
Total of all active and inactive participants2021-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01235
Number of participants with account balances2021-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01240
Total number of active participants reported on line 7a of the Form 55002020-01-01129
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01107
Total of all active and inactive participants2020-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01236
Number of participants with account balances2020-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01218
Total number of active participants reported on line 7a of the Form 55002019-01-01126
Number of other retired or separated participants entitled to future benefits2019-01-01114
Total of all active and inactive participants2019-01-01240
Total participants2019-01-01240
Number of participants with account balances2019-01-01228
2018: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01209
Total number of active participants reported on line 7a of the Form 55002018-01-01109
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01109
Total of all active and inactive participants2018-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01218
Number of participants with account balances2018-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01193
Total number of active participants reported on line 7a of the Form 55002017-01-0198
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01111
Total of all active and inactive participants2017-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01209
Number of participants with account balances2017-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01401
Total number of active participants reported on line 7a of the Form 55002016-01-01365
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01386
Number of participants with account balances2016-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01165
Total number of active participants reported on line 7a of the Form 55002015-01-0168
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01112
Total of all active and inactive participants2015-01-01180
Total participants2015-01-01180
Number of participants with account balances2015-01-01162
2014: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01163
Total number of active participants reported on line 7a of the Form 55002014-01-0149
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01116
Total of all active and inactive participants2014-01-01165
Total participants2014-01-01165
Number of participants with account balances2014-01-01160
2013: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01164
Total number of active participants reported on line 7a of the Form 55002013-01-0144
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01121
Total of all active and inactive participants2013-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01165
Number of participants with account balances2013-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01193
Total number of active participants reported on line 7a of the Form 55002012-01-0143
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01121
Total of all active and inactive participants2012-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01164
Number of participants with account balances2012-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01189
Total number of active participants reported on line 7a of the Form 55002011-01-01153
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01193
Number of participants with account balances2011-01-01165
2009: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01187
Total number of active participants reported on line 7a of the Form 55002009-01-01151
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01183
Number of participants with account balances2009-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN

Measure Date Value
2023 : LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,726,068
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$851,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$829,849
Expenses. Certain deemed distributions of participant loans2023-12-31$5,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$612,852
Value of total assets at end of year2023-12-31$9,491,283
Value of total assets at beginning of year2023-12-31$8,616,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$15,782
Total interest from all sources2023-12-31$144,494
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$102,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$102,121
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$414,835
Participant contributions at end of year2023-12-31$51,547
Participant contributions at beginning of year2023-12-31$24,520
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Other income not declared elsewhere2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$874,487
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,491,283
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,616,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$6,312,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$5,315,474
Value of interest in pooled separate accounts at end of year2023-12-31$146,838
Value of interest in pooled separate accounts at beginning of year2023-12-31$190,406
Interest on participant loans2023-12-31$2,814
Interest earned on other investments2023-12-31$141,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,980,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,086,396
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$215,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$891,257
Net investment gain/loss from pooled separate accounts2023-12-31$-24,656
Net investment gain or loss from common/collective trusts2023-12-31$0
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$198,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$614,251
Contract administrator fees2023-12-31$15,782
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MURPHY AND COMPANY, P.C.
Accountancy firm EIN2023-12-31581910650
2022 : LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$346
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-424,062
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,057,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,039,590
Expenses. Certain deemed distributions of participant loans2022-12-31$3,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$550,736
Value of total assets at end of year2022-12-31$8,616,796
Value of total assets at beginning of year2022-12-31$10,097,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,212
Total interest from all sources2022-12-31$126,382
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$84,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$84,814
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$357,668
Participant contributions at end of year2022-12-31$24,520
Participant contributions at beginning of year2022-12-31$27,176
Other income not declared elsewhere2022-12-31$1,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,481,266
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,616,796
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,097,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,315,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,633,087
Value of interest in pooled separate accounts at end of year2022-12-31$190,406
Value of interest in pooled separate accounts at beginning of year2022-12-31$222,625
Interest on participant loans2022-12-31$1,128
Interest earned on other investments2022-12-31$125,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,086,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,214,828
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$68,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,206,490
Net investment gain/loss from pooled separate accounts2022-12-31$19,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$193,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$970,598
Contract administrator fees2022-12-31$14,212
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MURPHY AND COMPANY, P.C.
Accountancy firm EIN2022-12-31581910650
2021 : LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,465,800
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$454,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$439,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$513,648
Value of total assets at end of year2021-12-31$10,097,716
Value of total assets at beginning of year2021-12-31$9,085,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,359
Total interest from all sources2021-12-31$110,120
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$126,094
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$126,094
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$323,442
Participant contributions at end of year2021-12-31$27,176
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$543
Other income not declared elsewhere2021-12-31$32
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,011,717
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,097,716
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,085,999
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,633,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,553,005
Value of interest in pooled separate accounts at end of year2021-12-31$222,625
Value of interest in pooled separate accounts at beginning of year2021-12-31$229,409
Interest on participant loans2021-12-31$355
Interest earned on other investments2021-12-31$109,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,214,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,303,585
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$76,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$674,443
Net investment gain/loss from pooled separate accounts2021-12-31$41,463
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
Contributions received in cash from employer2021-12-31$189,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$363,387
Contract administrator fees2021-12-31$14,359
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 name2021-12-31MURPHY AND COMPANY, P.C.
Accountancy firm EIN2021-12-31581910650
2020 : LIVINGSTONE COLLEGE DEFINED CONTRIBUTION 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$1,420,877
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$416,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$406,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$517,509
Value of total assets at end of year2020-12-31$9,085,999
Value of total assets at beginning of year2020-12-31$8,081,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,124
Total interest from all sources2020-12-31$126,087
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$54,301
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$54,301
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$330,448
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$542
Other income not declared elsewhere2020-12-31$7
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$1,004,008
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,085,999
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,081,991
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$5,553,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,612,209
Value of interest in pooled separate accounts at end of year2020-12-31$229,409
Value of interest in pooled separate accounts at beginning of year2020-12-31$230,115
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$126,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,303,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,239,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$724,790
Net investment gain/loss from pooled separate accounts2020-12-31$-1,817
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$186,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$406,745
Contract administrator fees2020-12-31$10,124
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 name2020-12-31MURPHY AND COMPANY, P.C.
Accountancy firm EIN2020-12-31581910650
2019 : LIVINGSTONE COLLEGE DEFINED CONTRIBUTION 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$1,547,287
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$450,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$442,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$568,530
Value of total assets at end of year2019-12-31$8,081,991
Value of total assets at beginning of year2019-12-31$6,985,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,750
Total interest from all sources2019-12-31$123,784
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$39,710
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$39,710
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$325,594
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,113
Other income not declared elsewhere2019-12-31$2
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$1,096,824
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,081,991
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,985,167
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$4,612,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,600,443
Value of interest in pooled separate accounts at end of year2019-12-31$230,115
Value of interest in pooled separate accounts at beginning of year2019-12-31$224,281
Interest earned on other investments2019-12-31$123,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,239,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,160,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$803,290
Net investment gain/loss from pooled separate accounts2019-12-31$11,971
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$228,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$442,713
Contract administrator fees2019-12-31$7,750
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 name2019-12-31MURPHY AND COMPANY, P.C.
Accountancy firm EIN2019-12-31681910650
2018 : LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$473
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$270,421
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$351,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$346,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$412,972
Value of total assets at end of year2018-12-31$6,985,167
Value of total assets at beginning of year2018-12-31$7,066,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,411
Total interest from all sources2018-12-31$126,807
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$32,952
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$32,952
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$263,426
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$538
Other income not declared elsewhere2018-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-81,557
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,985,167
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,066,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,600,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,674,802
Value of interest in pooled separate accounts at end of year2018-12-31$224,281
Value of interest in pooled separate accounts at beginning of year2018-12-31$223,295
Interest earned on other investments2018-12-31$126,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,160,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,168,154
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$20,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-312,470
Net investment gain/loss from pooled separate accounts2018-12-31$10,158
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$149,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$325,773
Contract administrator fees2018-12-31$5,411
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 name2018-12-31MURPHY AND COMPANY, P.C.
Accountancy firm EIN2018-12-31681910650
2017 : LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$305
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$1,126,394
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,016,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,012,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$367,445
Value of total assets at end of year2017-12-31$7,066,251
Value of total assets at beginning of year2017-12-31$6,956,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,921
Total interest from all sources2017-12-31$125,491
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$16,157
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$16,157
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$237,758
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$543
Other income not declared elsewhere2017-12-31$439
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$110,273
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,066,251
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,956,283
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$3,674,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,541,307
Value of interest in pooled separate accounts at end of year2017-12-31$223,295
Value of interest in pooled separate accounts at beginning of year2017-12-31$226,053
Interest earned on other investments2017-12-31$125,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,168,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,188,923
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$155,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$607,182
Net investment gain/loss from pooled separate accounts2017-12-31$9,680
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$129,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$856,687
Contract administrator fees2017-12-31$3,921
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 name2017-12-31MURPHY AND COMPANY, P.C.
Accountancy firm EIN2017-12-31681910650
2016 : LIVINGSTONE COLLEGE DEFINED CONTRIBUTION 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$703,932
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$319,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$311,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$370,427
Value of total assets at end of year2016-12-31$6,442,838
Value of total assets at beginning of year2016-12-31$6,057,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,028
Total interest from all sources2016-12-31$129,344
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,422
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$11,422
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$252,583
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$538
Administrative expenses (other) incurred2016-12-31$6,133
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$384,915
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,442,838
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,057,923
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$3,256,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,889,361
Value of interest in pooled separate accounts at end of year2016-12-31$206,271
Value of interest in pooled separate accounts at beginning of year2016-12-31$208,926
Interest earned on other investments2016-12-31$129,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,980,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,959,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$182,129
Net investment gain/loss from pooled separate accounts2016-12-31$10,610
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$117,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$311,989
Contract administrator fees2016-12-31$895
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 name2016-12-31MURPHY AND COMPANY, P.C.
Accountancy firm EIN2016-12-31681910650
2015 : LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$437,903
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$338,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$285,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$309,376
Value of total assets at end of year2015-12-31$6,057,922
Value of total assets at beginning of year2015-12-31$5,958,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$52,855
Total interest from all sources2015-12-31$120,432
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,910
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$4,910
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$215,216
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$540
Administrative expenses (other) incurred2015-12-31$52,803
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$99,422
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,057,922
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,958,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,889,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,842,110
Value of interest in pooled separate accounts at end of year2015-12-31$208,926
Value of interest in pooled separate accounts at beginning of year2015-12-31$197,069
Interest earned on other investments2015-12-31$120,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,959,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,919,321
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$6,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,029
Net investment gain/loss from pooled separate accounts2015-12-31$16,214
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$93,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$279,021
Contract administrator fees2015-12-31$52
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MURPHY AND COMPANY, P.C.
Accountancy firm EIN2015-12-31681910650
2014 : LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$599,151
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$210,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$210,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$302,419
Value of total assets at end of year2014-12-31$5,957,500
Value of total assets at beginning of year2014-12-31$5,569,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$121,644
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$213,589
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$388,212
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,957,500
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,569,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,842,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,570,341
Value of interest in pooled separate accounts at end of year2014-12-31$197,069
Value of interest in pooled separate accounts at beginning of year2014-12-31$169,912
Interest earned on other investments2014-12-31$121,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,918,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,829,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$153,703
Net investment gain or loss from common/collective trusts2014-12-31$21,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$88,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$210,939
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MURPHY AND COMPANY, P.C.
Accountancy firm EIN2014-12-31581910650
2013 : LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$798,273
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$360,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$360,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$235,824
Value of total assets at end of year2013-12-31$5,569,288
Value of total assets at beginning of year2013-12-31$5,131,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$119,552
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$161,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$437,440
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,569,288
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,131,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,570,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,160,026
Value of interest in pooled separate accounts at end of year2013-12-31$169,912
Value of interest in pooled separate accounts at beginning of year2013-12-31$126,956
Interest earned on other investments2013-12-31$119,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,829,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,844,866
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$11,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$428,672
Net investment gain/loss from pooled separate accounts2013-12-31$14,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$74,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$349,073
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MURPHY AND COMPANY, P.C.
Accountancy firm EIN2013-12-31581910650
2012 : LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$620,496
Total of all expenses incurred2012-12-31$427,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$427,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$241,414
Value of total assets at end of year2012-12-31$5,156,588
Value of total assets at beginning of year2012-12-31$5,029,470
Total interest from all sources2012-12-31$121,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$157,898
Participant contributions at end of year2012-12-31$19,341
Participant contributions at beginning of year2012-12-31$14,770
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$192,525
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,156,588
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,029,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,160,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,881,477
Value of interest in pooled separate accounts at end of year2012-12-31$126,956
Value of interest in pooled separate accounts at beginning of year2012-12-31$107,323
Interest earned on other investments2012-12-31$121,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,844,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,018,524
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$213,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$246,460
Net investment gain/loss from pooled separate accounts2012-12-31$11,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$82,682
Employer contributions (assets) at end of year2012-12-31$5,399
Employer contributions (assets) at beginning of year2012-12-31$7,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$213,987
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MURPHY AND COMPANY, P.C.
Accountancy firm EIN2012-12-31581910650
2011 : LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$381,968
Total of all expenses incurred2011-12-31$285,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$285,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$284,940
Value of total assets at end of year2011-12-31$5,029,470
Value of total assets at beginning of year2011-12-31$5,021,240
Total interest from all sources2011-12-31$122,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$190,724
Participant contributions at end of year2011-12-31$14,770
Participant contributions at beginning of year2011-12-31$31,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$96,511
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,029,470
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,021,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,881,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,922,900
Value of interest in pooled separate accounts at end of year2011-12-31$107,323
Value of interest in pooled separate accounts at beginning of year2011-12-31$92,042
Interest earned on other investments2011-12-31$122,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,018,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,960,264
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$76,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-38,207
Net investment gain/loss from pooled separate accounts2011-12-31$12,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$94,216
Employer contributions (assets) at end of year2011-12-31$7,376
Employer contributions (assets) at beginning of year2011-12-31$14,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$208,984
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31THE WESLEY PEACHTREE GROUP, CPAS
Accountancy firm EIN2011-12-31581910650
2010 : LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$622,226
Total of all expenses incurred2010-12-31$139,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$139,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$293,033
Value of total assets at end of year2010-12-31$5,021,240
Value of total assets at beginning of year2010-12-31$4,538,437
Total interest from all sources2010-12-31$110,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$204,426
Participant contributions at end of year2010-12-31$31,652
Participant contributions at beginning of year2010-12-31$16,139
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$482,803
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,021,240
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,538,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,922,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,626,722
Value of interest in pooled separate accounts at end of year2010-12-31$92,042
Value of interest in pooled separate accounts at beginning of year2010-12-31$88,651
Interest earned on other investments2010-12-31$110,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,960,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,799,956
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$17,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$207,668
Net investment gain/loss from pooled separate accounts2010-12-31$10,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$87,471
Employer contributions (assets) at end of year2010-12-31$14,382
Employer contributions (assets) at beginning of year2010-12-31$6,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$121,589
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31THE WESLEY PEACHTREE GROUP, CPAS
Accountancy firm EIN2010-12-31581910650

Form 5500 Responses for LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN

2023: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION 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 – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION 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 – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION 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 – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION 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 – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION 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 – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500765
Policy instance 1
Insurance contract or identification number500765
Number of Individuals Covered142
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500765
Policy instance 1
Insurance contract or identification number500765
Number of Individuals Covered141
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500765
Policy instance 1
Insurance contract or identification number500765
Number of Individuals Covered145
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500765
Policy instance 1
Insurance contract or identification number500765
Number of Individuals Covered152
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500765
Policy instance 1
Insurance contract or identification number500765
Number of Individuals Covered154
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500765
Policy instance 1
Insurance contract or identification number500765
Number of Individuals Covered154
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500765
Policy instance 1
Insurance contract or identification number500765
Number of Individuals Covered159
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500765
Policy instance 1
Insurance contract or identification number500765
Number of Individuals Covered158
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314163
Policy instance 1
Insurance contract or identification number314163
Number of Individuals Covered161
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314163
Policy instance 1
Insurance contract or identification number314163
Number of Individuals Covered160
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314163
Policy instance 1
Insurance contract or identification number314163
Number of Individuals Covered161
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314163
Policy instance 1
Insurance contract or identification number314163
Number of Individuals Covered167
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314163
Policy instance 1
Insurance contract or identification number314163
Number of Individuals Covered163
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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