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LIGHTHOUSE FINANCIAL CORP 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameLIGHTHOUSE FINANCIAL CORP 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

LIGHTHOUSE FINANCIAL CORP 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

LIGHTHOUSE FINANCIAL CORP. has sponsored the creation of one or more 401k plans.

Company Name:LIGHTHOUSE FINANCIAL CORP.
Employer identification number (EIN):561568657
NAIC Classification:522298
NAIC Description:All Other Nondepository Credit Intermediation

Additional information about LIGHTHOUSE FINANCIAL CORP.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1986-07-14
Company Identification Number: J23714
Legal Registered Office Address: 6505 CRYSTAL BROOK DRIVE

TAMPA

33625

More information about LIGHTHOUSE FINANCIAL CORP.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIGHTHOUSE FINANCIAL CORP 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01RICHARD ALLEN2022-06-15 MARK WALLING2022-06-15
0012020-01-01RICHARD ALLEN2021-02-26 MARK WALLING2021-02-26
0012019-01-01RICHARD ALLEN2020-02-20 MARK WALLING2020-02-21
0012018-01-01RICHARD ALLEN2019-03-05 MARK WALLING2019-03-05
0012017-01-01RICHARD ALLEN2018-04-30 MARK WALLING2018-04-30
0012016-01-01MARK WALLING2017-03-15
0012015-01-01LAURENCE BASSETT2016-03-14
0012014-01-01LAURENCE BASSETT2015-03-18
0012013-01-01LAURENCE BASSETT2014-03-10 LAURENCE BASSETT2014-03-10
0012012-01-01LAURENCE BASSETT2013-05-08
0012011-01-01LAURENCE BASSETT2012-05-25
0012010-01-01LAURENCE BASSETT2011-02-08

Plan Statistics for LIGHTHOUSE FINANCIAL CORP 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for LIGHTHOUSE FINANCIAL CORP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: LIGHTHOUSE FINANCIAL CORP 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-016
Total number of active participants reported on line 7a of the Form 55002023-01-016
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-016
Number of participants with account balances2023-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: LIGHTHOUSE FINANCIAL CORP 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016
Number of participants with account balances2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010

Financial Data on LIGHTHOUSE FINANCIAL CORP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : LIGHTHOUSE FINANCIAL CORP 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$777,432
Expenses. Total of all expenses incurred2023-12-31$44,345
Benefits paid (including direct rollovers)2023-12-31$44,150
Total plan assets at end of year2023-12-31$2,937,835
Total plan assets at beginning of year2023-12-31$2,204,748
Value of fidelity bond covering the plan2023-12-31$175,000
Total contributions received or receivable from participants2023-12-31$104,040
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$611,360
Net income (gross income less expenses)2023-12-31$733,087
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,937,835
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,204,748
Total contributions received or receivable from employer(s)2023-12-31$62,032
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$195
2022 : LIGHTHOUSE FINANCIAL CORP 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-399,922
Expenses. Total of all expenses incurred2022-12-31$9,831
Benefits paid (including direct rollovers)2022-12-31$9,726
Total plan assets at end of year2022-12-31$2,204,748
Total plan assets at beginning of year2022-12-31$2,614,501
Value of fidelity bond covering the plan2022-12-31$175,000
Total contributions received or receivable from participants2022-12-31$100,850
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-561,070
Net income (gross income less expenses)2022-12-31$-409,753
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,204,748
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,614,501
Total contributions received or receivable from employer(s)2022-12-31$60,298
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$105

Form 5500 Responses for LIGHTHOUSE FINANCIAL CORP 401(K) PROFIT SHARING PLAN & TRUST

2023: LIGHTHOUSE FINANCIAL CORP 401(K) PROFIT SHARING PLAN & TRUST 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 – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LIGHTHOUSE FINANCIAL CORP 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes

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