Logo

LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan NameLIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN
Plan identification number 001

LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LIGHTHOUSE PROPERTY MANAGEMENT, has sponsored the creation of one or more 401k plans.

Company Name:LIGHTHOUSE PROPERTY MANAGEMENT,
Employer identification number (EIN):954731186
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BELINDA GILLETT BELINDA GILLETT2018-10-10
0012016-01-01MICHELE TASKER

Plan Statistics for LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN

Measure Date Value
2022: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01163
Total number of active participants reported on line 7a of the Form 55002022-01-0190
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01101
Number of participants with account balances2022-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01204
Total number of active participants reported on line 7a of the Form 55002021-01-01151
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01164
Number of participants with account balances2021-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01191
Total number of active participants reported on line 7a of the Form 55002020-01-01183
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01199
Number of participants with account balances2020-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01204
Total number of active participants reported on line 7a of the Form 55002019-01-01164
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01173
Number of participants with account balances2019-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01209
Total number of active participants reported on line 7a of the Form 55002018-01-01172
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01188
Number of participants with account balances2018-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01180
Total number of active participants reported on line 7a of the Form 55002017-01-01176
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01192
Number of participants with account balances2017-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01141
Total number of active participants reported on line 7a of the Form 55002016-01-01161
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01163
Number of participants with account balances2016-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011

Financial Data on LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN

Measure Date Value
2022 : LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$96,110
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$365,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$350,647
Expenses. Certain deemed distributions of participant loans2022-12-31$56
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$322,507
Value of total assets at end of year2022-12-31$1,149,691
Value of total assets at beginning of year2022-12-31$1,419,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,717
Total interest from all sources2022-12-31$430
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$30,185
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$30,185
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$142,000
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$322,507
Participant contributions at end of year2022-12-31$5,132
Participant contributions at beginning of year2022-12-31$10,960
Administrative expenses (other) incurred2022-12-31$14,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-269,310
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,149,691
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,419,001
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$1,102,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,364,477
Interest on participant loans2022-12-31$430
Value of interest in common/collective trusts at end of year2022-12-31$42,470
Value of interest in common/collective trusts at beginning of year2022-12-31$43,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-257,853
Net investment gain or loss from common/collective trusts2022-12-31$841
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$350,647
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 name2022-12-31ARMANINO
Accountancy firm EIN2022-12-31946214841
2021 : LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$452,481
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$92,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$89,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$290,767
Value of total assets at end of year2021-12-31$1,419,001
Value of total assets at beginning of year2021-12-31$1,058,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,617
Total interest from all sources2021-12-31$897
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$36,265
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$36,265
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$106,000
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$284,038
Participant contributions at end of year2021-12-31$10,960
Participant contributions at beginning of year2021-12-31$24,060
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,655
Other income not declared elsewhere2021-12-31$3
Administrative expenses (other) incurred2021-12-31$2,617
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$360,341
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,419,001
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,058,660
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$1,364,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,009,972
Interest on participant loans2021-12-31$897
Value of interest in common/collective trusts at end of year2021-12-31$43,564
Value of interest in common/collective trusts at beginning of year2021-12-31$24,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$124,168
Net investment gain or loss from common/collective trusts2021-12-31$381
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$74
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$89,523
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 name2021-12-31ARMANINO
Accountancy firm EIN2021-12-31946214841
2020 : LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$391,973
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$91,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$84,810
Expenses. Certain deemed distributions of participant loans2020-12-31$3,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$260,523
Value of total assets at end of year2020-12-31$1,058,660
Value of total assets at beginning of year2020-12-31$758,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,068
Total interest from all sources2020-12-31$937
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$19,994
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$19,994
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$76,000
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$218,648
Participant contributions at end of year2020-12-31$24,060
Participant contributions at beginning of year2020-12-31$16,526
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,851
Other income not declared elsewhere2020-12-31$764
Administrative expenses (other) incurred2020-12-31$3,068
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$300,190
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,058,660
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$758,470
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$1,009,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$735,383
Interest on participant loans2020-12-31$937
Value of interest in common/collective trusts at end of year2020-12-31$24,628
Value of interest in common/collective trusts at beginning of year2020-12-31$6,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$109,097
Net investment gain or loss from common/collective trusts2020-12-31$658
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$36,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$84,810
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ARMANINO
Accountancy firm EIN2020-12-31946214841
2019 : LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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$379,274
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$83,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$77,827
Expenses. Certain deemed distributions of participant loans2019-12-31$13
Value of total corrective distributions2019-12-31$3,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$257,768
Value of total assets at end of year2019-12-31$758,470
Value of total assets at beginning of year2019-12-31$462,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,624
Total interest from all sources2019-12-31$883
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$18,186
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$18,186
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$47,000
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$198,807
Participant contributions at end of year2019-12-31$16,526
Participant contributions at beginning of year2019-12-31$13,500
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,436
Other income not declared elsewhere2019-12-31$165
Administrative expenses (other) incurred2019-12-31$2,624
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$295,796
Value of net assets at end of year (total assets less liabilities)2019-12-31$758,470
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$462,674
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$735,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$448,076
Interest on participant loans2019-12-31$883
Value of interest in common/collective trusts at end of year2019-12-31$6,561
Value of interest in common/collective trusts at beginning of year2019-12-31$1,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$102,174
Net investment gain or loss from common/collective trusts2019-12-31$98
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$57,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$77,827
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 name2019-12-31SQUAR MILNER LLP
Accountancy firm EIN2019-12-31330835986
2018 : LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$235,299
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$94,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$89,989
Expenses. Certain deemed distributions of participant loans2018-12-31$2,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$267,113
Value of total assets at end of year2018-12-31$462,674
Value of total assets at beginning of year2018-12-31$321,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,880
Total interest from all sources2018-12-31$523
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$16,867
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$16,867
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$33,000
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$161,607
Participant contributions at end of year2018-12-31$13,500
Participant contributions at beginning of year2018-12-31$7,141
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$52,861
Administrative expenses (other) incurred2018-12-31$1,880
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$140,787
Value of net assets at end of year (total assets less liabilities)2018-12-31$462,674
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$321,887
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$448,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$314,735
Interest on participant loans2018-12-31$523
Value of interest in common/collective trusts at end of year2018-12-31$1,098
Value of interest in common/collective trusts at beginning of year2018-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-49,211
Net investment gain or loss from common/collective trusts2018-12-31$7
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$52,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$89,989
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 name2018-12-31SQUAR MILNER LLP
Accountancy firm EIN2018-12-31330835986
2017 : LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$315,107
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$18,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$291,160
Value of total assets at end of year2017-12-31$321,887
Value of total assets at beginning of year2017-12-31$25,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,545
Total interest from all sources2017-12-31$74
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,429
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000
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$150,774
Participant contributions at end of year2017-12-31$7,141
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$84,949
Administrative expenses (other) incurred2017-12-31$1,545
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$296,130
Value of net assets at end of year (total assets less liabilities)2017-12-31$321,887
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,757
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$314,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,757
Interest on participant loans2017-12-31$74
Value of interest in common/collective trusts at end of year2017-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$16,442
Net investment gain or loss from common/collective trusts2017-12-31$2
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$55,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$17,432
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 name2017-12-31SQUAR MILNER LLP
Accountancy firm EIN2017-12-31330835986
2016 : LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$25,757
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$25,555
Value of total assets at end of year2016-12-31$25,757
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$598
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$16,831
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$25,757
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,757
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
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$25,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-396
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$8,724
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 name2016-12-31SQUAR MILNER LLP
Accountancy firm EIN2016-12-31330835986

Form 5500 Responses for LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN

2022: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) & PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1