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LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameLENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN
Plan identification number 388

LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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.

401k Sponsoring company profile

LENA POPE HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name:LENA POPE HOME, INC.
Employer identification number (EIN):756003583
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about LENA POPE HOME, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1930-07-15
Company Identification Number: 0032906101
Legal Registered Office Address: 4701 W ROSEDALE ST

FORT WORTH
United States of America (USA)
76107

More information about LENA POPE HOME, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3882023-01-01
3882022-01-01
3882021-01-01
3882020-01-01
3882019-01-01
3882018-01-01
3882017-01-01SHNEASE WEBB SHNEASE WEBB2018-10-11
3882016-01-01SHNEASE WEBB SHNEASE WEBB2017-10-12
3882015-01-01ALICIA DURAN SHNEASE WEBB2016-07-29
3882014-01-01SHNEASE WEBB SHNEASE WEBB2015-08-03
3882013-01-01SHNEASE WEBB SHNEASE WEBB2014-07-31
3882012-01-01SHNEASE WEBB
3882011-01-01SHNEASE WEBB
3882010-01-01SHNEASE WEBB2011-06-14

Plan Statistics for LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN

Measure Date Value
2023: LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01140
Total number of active participants reported on line 7a of the Form 55002023-01-01101
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0147
Total of all active and inactive participants2023-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01148
Number of participants with account balances2023-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01134
Total number of active participants reported on line 7a of the Form 55002022-01-0192
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0148
Total of all active and inactive participants2022-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01141
Number of participants with account balances2022-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01115
Total number of active participants reported on line 7a of the Form 55002021-01-0183
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01134
Number of participants with account balances2021-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01112
Total number of active participants reported on line 7a of the Form 55002020-01-0172
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01115
Number of participants with account balances2020-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01107
Total number of active participants reported on line 7a of the Form 55002019-01-0172
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01112
Number of participants with account balances2019-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01131
Total number of active participants reported on line 7a of the Form 55002018-01-0166
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01107
Number of participants with account balances2018-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01122
Total number of active participants reported on line 7a of the Form 55002017-01-0161
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01131
Number of participants with account balances2017-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01167
Total number of active participants reported on line 7a of the Form 55002016-01-0186
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0165
Total of all active and inactive participants2016-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01151
Number of participants with account balances2016-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01119
Total number of active participants reported on line 7a of the Form 55002015-01-0154
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01119
Number of participants with account balances2015-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0165
Total of all active and inactive participants2014-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0165
Number of participants with account balances2014-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01114
Total number of active participants reported on line 7a of the Form 55002013-01-0147
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01111
Number of participants with account balances2013-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01119
Total number of active participants reported on line 7a of the Form 55002012-01-0168
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01114
Number of participants with account balances2012-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01123
Total number of active participants reported on line 7a of the Form 55002011-01-01112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01119
Number of participants with account balances2011-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN

Measure Date Value
2023 : LENA POPE HOME, INC. 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$1,340,749
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$240,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$230,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$496,381
Value of total assets at end of year2023-12-31$7,508,293
Value of total assets at beginning of year2023-12-31$6,407,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$9,922
Total interest from all sources2023-12-31$62,226
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$60,457
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$60,457
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$263,119
Participant contributions at end of year2023-12-31$20,289
Participant contributions at beginning of year2023-12-31$24,973
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$1,100,727
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,508,293
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$6,407,566
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$5,832,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,692,471
Value of interest in pooled separate accounts at end of year2023-12-31$178,350
Value of interest in pooled separate accounts at beginning of year2023-12-31$315,871
Interest on participant loans2023-12-31$1,267
Interest earned on other investments2023-12-31$60,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,476,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,374,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$761,168
Net investment gain/loss from pooled separate accounts2023-12-31$-39,483
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$233,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$230,100
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 name2023-12-31BDO USA, P.C.
Accountancy firm EIN2023-12-31135381590
2022 : LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-51,179
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$893,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$886,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$937,460
Value of total assets at end of year2022-12-31$6,407,566
Value of total assets at beginning of year2022-12-31$7,352,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,426
Total interest from all sources2022-12-31$52,617
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$49,239
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$49,239
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$216,002
Participant contributions at end of year2022-12-31$24,973
Participant contributions at beginning of year2022-12-31$10,351
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$499,829
Administrative expenses (other) incurred2022-12-31$7,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-944,754
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,407,566
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,352,320
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$4,692,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,616,061
Value of interest in pooled separate accounts at end of year2022-12-31$315,871
Value of interest in pooled separate accounts at beginning of year2022-12-31$339,298
Interest on participant loans2022-12-31$784
Interest earned on other investments2022-12-31$51,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,374,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,386,610
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$15,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,119,480
Net investment gain/loss from pooled separate accounts2022-12-31$28,985
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$221,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$871,045
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 name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : LENA POPE HOME, INC. 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$1,265,602
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$299,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$294,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$468,379
Value of total assets at end of year2021-12-31$7,352,320
Value of total assets at beginning of year2021-12-31$6,385,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,707
Total interest from all sources2021-12-31$46,124
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$36,556
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$36,556
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$176,231
Participant contributions at end of year2021-12-31$10,351
Participant contributions at beginning of year2021-12-31$3,201
Administrative expenses (other) incurred2021-12-31$4,707
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$966,474
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,352,320
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,385,846
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$5,616,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,566,385
Value of interest in pooled separate accounts at end of year2021-12-31$339,298
Value of interest in pooled separate accounts at beginning of year2021-12-31$341,131
Interest on participant loans2021-12-31$439
Interest earned on other investments2021-12-31$45,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,386,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,475,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$658,450
Net investment gain/loss from pooled separate accounts2021-12-31$56,093
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$292,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$294,421
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 name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : LENA POPE HOME, INC. 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$982,740
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$623,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$621,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$230,569
Value of total assets at end of year2020-12-31$6,385,846
Value of total assets at beginning of year2020-12-31$6,026,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,734
Total interest from all sources2020-12-31$55,044
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$13,132
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$13,132
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$150,312
Participant contributions at end of year2020-12-31$3,201
Participant contributions at beginning of year2020-12-31$3,091
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$56
Administrative expenses (other) incurred2020-12-31$2,734
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$358,929
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,385,846
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,026,917
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$4,566,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,075,774
Value of interest in pooled separate accounts at end of year2020-12-31$341,131
Value of interest in pooled separate accounts at beginning of year2020-12-31$387,800
Interest on participant loans2020-12-31$131
Interest earned on other investments2020-12-31$54,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,475,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,560,252
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$20,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$687,431
Net investment gain/loss from pooled separate accounts2020-12-31$-3,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$80,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$600,627
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 name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : LENA POPE HOME, INC. 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$1,079,226
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$97,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$96,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$294,250
Value of total assets at end of year2019-12-31$6,026,917
Value of total assets at beginning of year2019-12-31$5,045,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,462
Total interest from all sources2019-12-31$54,509
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,107
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$9,107
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$148,604
Participant contributions at end of year2019-12-31$3,091
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,227
Administrative expenses (other) incurred2019-12-31$1,462
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$981,525
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,026,917
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,045,392
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$4,075,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,139,500
Value of interest in pooled separate accounts at end of year2019-12-31$387,800
Value of interest in pooled separate accounts at beginning of year2019-12-31$381,213
Interest on participant loans2019-12-31$148
Interest earned on other investments2019-12-31$54,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,560,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,524,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$700,874
Net investment gain/loss from pooled separate accounts2019-12-31$20,486
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$144,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$96,239
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 name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$178,100
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$855,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$852,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$314,280
Value of total assets at end of year2018-12-31$5,045,392
Value of total assets at beginning of year2018-12-31$5,722,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,623
Total interest from all sources2018-12-31$59,278
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,125
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$2,125
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$109,532
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$54,732
Administrative expenses (other) incurred2018-12-31$2,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-677,191
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,045,392
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,722,583
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$3,139,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,558,117
Value of interest in pooled separate accounts at end of year2018-12-31$381,213
Value of interest in pooled separate accounts at beginning of year2018-12-31$441,538
Interest earned on other investments2018-12-31$59,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,524,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,722,928
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$91,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-217,390
Net investment gain/loss from pooled separate accounts2018-12-31$19,807
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$150,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$761,620
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$823,781
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$154,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$154,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$270,780
Value of total assets at end of year2017-12-31$5,722,583
Value of total assets at beginning of year2017-12-31$5,053,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$59,666
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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$108,816
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,816
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$668,814
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,722,583
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,053,769
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$3,558,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,986,951
Value of interest in pooled separate accounts at end of year2017-12-31$441,538
Value of interest in pooled separate accounts at beginning of year2017-12-31$426,468
Interest earned on other investments2017-12-31$59,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,722,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,640,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$474,909
Net investment gain/loss from pooled separate accounts2017-12-31$18,426
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$149,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$154,967
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : LENA POPE HOME, INC. 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$520,651
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$348,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$348,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$270,453
Value of total assets at end of year2016-12-31$5,053,769
Value of total assets at beginning of year2016-12-31$4,881,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$64,076
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$82,966
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$49,419
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$172,534
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,053,769
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,881,235
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$2,986,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,810,819
Value of interest in pooled separate accounts at end of year2016-12-31$426,468
Value of interest in pooled separate accounts at beginning of year2016-12-31$411,714
Interest earned on other investments2016-12-31$64,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,640,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,658,702
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$49,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$164,745
Net investment gain/loss from pooled separate accounts2016-12-31$21,377
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$138,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$298,886
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$367,933
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$245,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$245,809
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$268,302
Value of total assets at end of year2015-12-31$4,881,235
Value of total assets at beginning of year2015-12-31$4,759,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$60,198
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$0
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$88,727
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$33,184
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$122,124
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,881,235
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,759,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,810,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,716,719
Value of interest in pooled separate accounts at end of year2015-12-31$411,714
Value of interest in pooled separate accounts at beginning of year2015-12-31$335,697
Interest on participant loans2015-12-31$2
Interest earned on other investments2015-12-31$60,196
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,658,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,706,695
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$11,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$9,868
Net investment gain/loss from pooled separate accounts2015-12-31$29,565
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$146,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$234,325
Contract administrator fees2015-12-31$0
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : LENA POPE HOME, INC. 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$519,934
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$188,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$188,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$265,334
Value of total assets at end of year2014-12-31$4,759,111
Value of total assets at beginning of year2014-12-31$4,427,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$62,447
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$110,136
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,210
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$331,372
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,759,111
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,427,739
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$2,716,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,489,775
Value of interest in pooled separate accounts at end of year2014-12-31$335,697
Value of interest in pooled separate accounts at beginning of year2014-12-31$301,811
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$62,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,706,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,636,153
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$7,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$155,427
Net investment gain/loss from pooled separate accounts2014-12-31$36,726
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$142,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$180,677
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : LENA POPE HOME, INC. 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$732,558
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$131,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$130,916
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$240,130
Value of total assets at end of year2013-12-31$4,427,739
Value of total assets at beginning of year2013-12-31$3,826,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$413
Total interest from all sources2013-12-31$59,855
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
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
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$123,352
Other income not declared elsewhere2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$601,229
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,427,739
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,826,510
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$2,489,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,987,483
Value of interest in pooled separate accounts at end of year2013-12-31$301,811
Value of interest in pooled separate accounts at beginning of year2013-12-31$274,474
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$59,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,636,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,564,553
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$405,979
Net investment gain/loss from pooled separate accounts2013-12-31$26,594
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$116,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$130,916
Contract administrator fees2013-12-31$413
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$576,280
Total of all expenses incurred2012-12-31$160,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$160,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$283,846
Value of total assets at end of year2012-12-31$3,826,510
Value of total assets at beginning of year2012-12-31$3,410,636
Total interest from all sources2012-12-31$55,939
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$121,364
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$31,559
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$415,874
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,826,510
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,410,636
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$1,987,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,649,308
Value of interest in pooled separate accounts at end of year2012-12-31$274,474
Value of interest in pooled separate accounts at beginning of year2012-12-31$248,325
Interest earned on other investments2012-12-31$55,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,564,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,513,003
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$14,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$211,473
Net investment gain/loss from pooled separate accounts2012-12-31$25,022
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$130,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$145,791
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31HARTMAN LEITO & BOLT, LLP
Accountancy firm EIN2012-12-31752407989
2011 : LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$681,021
Total of all expenses incurred2011-12-31$375,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$373,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$645,825
Value of total assets at end of year2011-12-31$3,410,635
Value of total assets at beginning of year2011-12-31$3,104,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,464
Total interest from all sources2011-12-31$52,639
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$681,021
Expenses. Total of all expenses incurred2011-12-31$-375,333
Benefits paid (including direct rollovers)2011-12-31$-373,869
Total plan assets at end of year2011-12-31$3,410,636
Total plan assets at beginning of year2011-12-31$3,104,949
Total contributions received or receivable from participants2011-12-31$126,520
Expenses. Other expenses not covered elsewhere2011-12-31$-1,464
Contributions received from other sources (not participants or employers)2011-12-31$365,069
Other income received2011-12-31$35,196
Net income (gross income less expenses)2011-12-31$1,056,354
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,410,636
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,104,949
Assets. Value of participant loans2011-12-31$70,694
Total contributions received or receivable from employer(s)2011-12-31$154,236
Value of corrective distributions2011-12-31$0
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 bond2011-12-31No
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$126,520
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$365,069
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$305,688
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,410,635
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,104,949
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$1,649,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,608,461
Value of interest in pooled separate accounts at end of year2011-12-31$248,324
Value of interest in pooled separate accounts at beginning of year2011-12-31$207,471
Interest earned on other investments2011-12-31$52,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,513,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,289,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-45,527
Net investment gain/loss from pooled separate accounts2011-12-31$28,084
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$154,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$373,869
Contract administrator fees2011-12-31$1,464
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2011-12-31750786316

Form 5500 Responses for LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN

2023: LENA POPE HOME, INC. 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 funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LENA POPE HOME, INC. 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 funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LENA POPE HOME, INC. 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LENA POPE HOME, INC. 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LENA POPE HOME, INC. 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: LENA POPE HOME, INC. 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: LENA POPE HOME, INC. 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: LENA POPE HOME, INC. 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: LENA POPE HOME, INC. 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: LENA POPE HOME, INC. 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: LENA POPE HOME, INC. 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: LENA POPE HOME, INC. DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388373
Policy instance 1
Insurance contract or identification number388373
Number of Individuals Covered78
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?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 number388373
Policy instance 1
Insurance contract or identification number388373
Number of Individuals Covered81
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 number388373
Policy instance 1
Insurance contract or identification number388373
Number of Individuals Covered85
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?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 number388373
Policy instance 1
Insurance contract or identification number388373
Number of Individuals Covered88
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 number388373
Policy instance 1
Insurance contract or identification number388373
Number of Individuals Covered92
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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 number388373
Policy instance 1
Insurance contract or identification number388373
Number of Individuals Covered102
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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 number388373
Policy instance 1
Insurance contract or identification number388373
Number of Individuals Covered125
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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 number388373
Policy instance 1
Insurance contract or identification number388373
Number of Individuals Covered119
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 number388373
Policy instance 1
Insurance contract or identification number388373
Number of Individuals Covered111
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number388373
Policy instance 1
Insurance contract or identification number388373
Number of Individuals Covered109
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 number388373
Policy instance 1
Insurance contract or identification number388373
Number of Individuals Covered104
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388373
Policy instance 1
Insurance contract or identification number388373
Number of Individuals Covered110
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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