Plan Name | LIFEPLAN CCO 401(K) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LIFEPLAN CCO NY, LLC |
Employer identification number (EIN): | 823070045 |
NAIC Classification: | 624100 |
NAIC Description: | Individual and Family Services |
Additional information about LIFEPLAN CCO NY, LLC
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2017-07-10 |
Company Identification Number: | 5167043 |
Legal Registered Office Address: |
1020 MARY STREET Oneida UTICA United States of America (USA) 13501 |
More information about LIFEPLAN CCO NY, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-07-01 | DEAN JOHNSTON | 2019-09-30 |
Measure | Date | Value |
---|---|---|
2022: LIFEPLAN CCO 401(K) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 838 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 837 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 83 |
Total of all active and inactive participants | 2022-01-01 | 920 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 920 |
Number of participants with account balances | 2022-01-01 | 497 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: LIFEPLAN CCO 401(K) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 869 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 784 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 54 |
Total of all active and inactive participants | 2021-01-01 | 838 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 838 |
Number of participants with account balances | 2021-01-01 | 453 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: LIFEPLAN CCO 401(K) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 760 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 830 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 39 |
Total of all active and inactive participants | 2020-01-01 | 869 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 869 |
Number of participants with account balances | 2020-01-01 | 417 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: LIFEPLAN CCO 401(K) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 295 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 751 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
Total of all active and inactive participants | 2019-01-01 | 760 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 760 |
Number of participants with account balances | 2019-01-01 | 255 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : LIFEPLAN CCO 401(K) RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $1,641,918 |
Total loss/gain on sale of assets | 2022-12-31 | $1,892 |
Total of all expenses incurred | 2022-12-31 | $801,498 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $702,134 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $30,952 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,179,874 |
Value of total assets at end of year | 2022-12-31 | $9,874,213 |
Value of total assets at beginning of year | 2022-12-31 | $9,033,793 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $68,412 |
Total interest from all sources | 2022-12-31 | $4,338 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $422,072 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $422,072 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,619,042 |
Participant contributions at end of year | 2022-12-31 | $148,018 |
Participant contributions at beginning of year | 2022-12-31 | $136,714 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $733,640 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $840,420 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,874,213 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,033,793 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $43,989 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $8,798,796 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,134,546 |
Interest on participant loans | 2022-12-31 | $4 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $927,399 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $735,548 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $4,334 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,979,513 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $13,255 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $827,192 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $26,985 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $702,134 |
Contract administrator fees | 2022-12-31 | $24,423 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $1,892 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BONADIO & CO., LLP. |
Accountancy firm EIN | 2022-12-31 | 161131146 |
2021 : LIFEPLAN CCO 401(K) RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,516,333 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $514,647 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $442,290 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $15,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,511,470 |
Value of total assets at end of year | 2021-12-31 | $9,033,793 |
Value of total assets at beginning of year | 2021-12-31 | $6,032,107 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $56,970 |
Total interest from all sources | 2021-12-31 | $2,169 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $360,780 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $360,780 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,372,199 |
Participant contributions at end of year | 2021-12-31 | $136,714 |
Participant contributions at beginning of year | 2021-12-31 | $106,561 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $397,979 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,001,686 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $9,033,793 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,032,107 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $19,323 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,134,546 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,441,889 |
Interest on participant loans | 2021-12-31 | $2,169 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $735,548 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $483,657 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $633,768 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $8,146 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $741,292 |
Employer contributions (assets) at end of year | 2021-12-31 | $26,985 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $442,290 |
Contract administrator fees | 2021-12-31 | $37,647 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BONADIO & CO., LLP. |
Accountancy firm EIN | 2021-12-31 | 161131146 |
2020 : LIFEPLAN CCO 401(K) RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,998,266 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $206,786 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $174,998 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,229,527 |
Value of total assets at end of year | 2020-12-31 | $6,032,107 |
Value of total assets at beginning of year | 2020-12-31 | $3,240,627 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $31,788 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $168,637 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $168,637 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,039,524 |
Participant contributions at end of year | 2020-12-31 | $106,561 |
Participant contributions at beginning of year | 2020-12-31 | $4,344 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $27,632 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $698,530 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $18,081 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,791,480 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,032,107 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,240,627 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $26,281 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,441,889 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,948,442 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $483,657 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $227,334 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $593,712 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $6,390 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $491,473 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $14,794 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $174,998 |
Contract administrator fees | 2020-12-31 | $5,507 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BONADIO & CO., LLP. |
Accountancy firm EIN | 2020-12-31 | 161131146 |
2019 : LIFEPLAN CCO 401(K) RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at 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 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 | $2,873,903 |
Total income from all sources (including contributions) | 2019-12-31 | $2,873,903 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $48,494 |
Total of all expenses incurred | 2019-12-31 | $48,494 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $28,806 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $28,806 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,537,806 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,537,806 |
Value of total assets at end of year | 2019-12-31 | $3,240,627 |
Value of total assets at end of year | 2019-12-31 | $3,240,627 |
Value of total assets at beginning of year | 2019-12-31 | $415,218 |
Value of total assets at beginning of year | 2019-12-31 | $415,218 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $19,688 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $19,688 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $117,096 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $117,096 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $117,096 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $117,096 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $531,919 |
Contributions received from participants | 2019-12-31 | $531,919 |
Participant contributions at end of year | 2019-12-31 | $4,344 |
Participant contributions at end of year | 2019-12-31 | $4,344 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $27,632 |
Participant contributions at end of year | 2019-12-31 | $27,632 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,731,434 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,731,434 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $18,081 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $18,081 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,825,409 |
Value of net income/loss | 2019-12-31 | $2,825,409 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,240,627 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,240,627 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $415,218 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $415,218 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $15,775 |
Investment advisory and management fees | 2019-12-31 | $15,775 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,948,442 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,948,442 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $387,778 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $387,778 |
Interest on participant loans | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $227,334 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $227,334 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $27,440 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $27,440 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $217,233 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $217,233 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,768 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,768 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $274,453 |
Contributions received in cash from employer | 2019-12-31 | $274,453 |
Employer contributions (assets) at end of year | 2019-12-31 | $14,794 |
Employer contributions (assets) at end of year | 2019-12-31 | $14,794 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $28,806 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $28,806 |
Contract administrator fees | 2019-12-31 | $3,913 |
Contract administrator fees | 2019-12-31 | $3,913 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BONADIO & CO., LLP. |
Accountancy firm name | 2019-12-31 | BONADIO & CO., LLP. |
Accountancy firm EIN | 2019-12-31 | 161131146 |
Accountancy firm EIN | 2019-12-31 | 161131146 |
2022: LIFEPLAN CCO 401(K) RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: LIFEPLAN CCO 401(K) RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: LIFEPLAN CCO 401(K) RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LIFEPLAN CCO 401(K) RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |