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FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 401k Plan overview

Plan NameFINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST
Plan identification number 002

FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

FINANCIAL LIFESTYLE STRATEGIES INC has sponsored the creation of one or more 401k plans.

Company Name:FINANCIAL LIFESTYLE STRATEGIES INC
Employer identification number (EIN):954772532
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01BRUCE MAROTTA
0022016-12-01BRUCE MAROTTA
0022015-12-01BRUCE MAROTTA
0022014-12-01EDWARD MYLETT
0022013-12-01EDWARD MYLETT
0022012-12-01EDWARD MYLETT
0022011-12-01EDWARD MYLETT
0022010-12-01EDWARD MYLETT
0022009-12-01EDWARD MYLETT
0022008-12-01

Plan Statistics for FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST

401k plan membership statisitcs for FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2019: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets2019-12-312,653,655
Acturial value of plan assets2019-12-312,653,655
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-317,714
Active participant vested funding target2019-12-312,383,270
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-312,383,270
Total participant count2019-12-313
Total funding target for all participants2019-12-312,390,984
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31300,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31280,447
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3154,165
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31280,447
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-313,013,740
Acturial value of plan assets2018-12-313,013,740
Funding target for retired participants and beneficiaries receiving payment2018-12-31619,048
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-316,519
Active participant vested funding target2018-12-312,024,791
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-312,024,791
Total participant count2018-12-314
Total funding target for all participants2018-12-312,650,358
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3147,088
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-312,999,660
Acturial value of plan assets2017-12-312,999,660
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-31625,150
Active participant vested funding target2017-12-311,760,574
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-311,760,574
Total participant count2017-12-314
Total funding target for all participants2017-12-312,385,724
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3141,919
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-312,999,793
Acturial value of plan assets2016-12-312,999,793
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-31636,554
Active participant vested funding target2016-12-311,707,983
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-311,707,983
Total participant count2016-12-314
Total funding target for all participants2016-12-312,344,537
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-12-014
Total number of active participants reported on line 7a of the Form 55002016-12-012
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-012
Total of all active and inactive participants2016-12-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-010
Total participants2016-12-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-010
2015: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-12-014
Total number of active participants reported on line 7a of the Form 55002015-12-012
Number of retired or separated participants receiving benefits2015-12-010
Number of other retired or separated participants entitled to future benefits2015-12-012
Total of all active and inactive participants2015-12-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-010
Total participants2015-12-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-010
2014: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-12-014
Total number of active participants reported on line 7a of the Form 55002014-12-012
Number of retired or separated participants receiving benefits2014-12-010
Number of other retired or separated participants entitled to future benefits2014-12-012
Total of all active and inactive participants2014-12-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-010
Total participants2014-12-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-010
2013: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-12-014
Total number of active participants reported on line 7a of the Form 55002013-12-012
Number of retired or separated participants receiving benefits2013-12-010
Number of other retired or separated participants entitled to future benefits2013-12-012
Total of all active and inactive participants2013-12-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-010
Total participants2013-12-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-010
2012: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-12-014
Total number of active participants reported on line 7a of the Form 55002012-12-013
Number of retired or separated participants receiving benefits2012-12-010
Number of other retired or separated participants entitled to future benefits2012-12-011
Total of all active and inactive participants2012-12-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-010
Total participants2012-12-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-010
2011: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-12-015
Total number of active participants reported on line 7a of the Form 55002011-12-013
Number of retired or separated participants receiving benefits2011-12-010
Number of other retired or separated participants entitled to future benefits2011-12-011
Total of all active and inactive participants2011-12-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-010
Total participants2011-12-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-010
2010: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-12-015
Total number of active participants reported on line 7a of the Form 55002010-12-013
Number of retired or separated participants receiving benefits2010-12-010
Number of other retired or separated participants entitled to future benefits2010-12-011
Total of all active and inactive participants2010-12-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-011
Total participants2010-12-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-010
2009: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-12-015
Total number of active participants reported on line 7a of the Form 55002009-12-014
Number of retired or separated participants receiving benefits2009-12-010
Number of other retired or separated participants entitled to future benefits2009-12-011
Total of all active and inactive participants2009-12-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-010
Total participants2009-12-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-010

Financial Data on FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2019 : FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$453,065
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$3,106,720
Total plan assets at beginning of year2019-12-31$2,653,655
Value of fidelity bond covering the plan2019-12-31$1,595,000
Other income received2019-12-31$153,065
Net income (gross income less expenses)2019-12-31$453,065
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,106,720
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,653,655
Total contributions received or receivable from employer(s)2019-12-31$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$-309,111
Expenses. Total of all expenses incurred2018-12-31$50,974
Benefits paid (including direct rollovers)2018-12-31$50,974
Total plan assets at end of year2018-12-31$2,653,655
Total plan assets at beginning of year2018-12-31$3,013,740
Value of fidelity bond covering the plan2018-12-31$1,595,000
Other income received2018-12-31$-309,111
Net income (gross income less expenses)2018-12-31$-360,085
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,653,655
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,013,740
Assets. Value of real-estate (other than employer real property)2018-12-31$617,654
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$65,054
Expenses. Total of all expenses incurred2017-12-31$50,974
Benefits paid (including direct rollovers)2017-12-31$50,974
Total plan assets at end of year2017-12-31$3,013,740
Total plan assets at beginning of year2017-12-31$2,999,660
Value of fidelity bond covering the plan2017-12-31$1,595,000
Other income received2017-12-31$65,054
Net income (gross income less expenses)2017-12-31$14,080
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,013,740
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,999,660
Assets. Value of real-estate (other than employer real property)2017-12-31$617,654
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$-133
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$2,999,660
Total plan assets at beginning of year2016-12-31$2,999,793
Value of fidelity bond covering the plan2016-12-31$1,595,000
Other income received2016-12-31$-133
Net income (gross income less expenses)2016-12-31$-133
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,999,660
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,999,793
Assets. Value of real-estate (other than employer real property)2016-12-31$617,654
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Total plan liabilities at end of year2016-11-30$0
Total plan liabilities at beginning of year2016-11-30$0
Total income from all sources2016-11-30$125,629
Expenses. Total of all expenses incurred2016-11-30$50,974
Benefits paid (including direct rollovers)2016-11-30$50,974
Total plan assets at end of year2016-11-30$2,999,793
Total plan assets at beginning of year2016-11-30$2,925,138
Value of fidelity bond covering the plan2016-11-30$1,595,000
Total contributions received or receivable from participants2016-11-30$0
Contributions received from other sources (not participants or employers)2016-11-30$0
Other income received2016-11-30$125,629
Noncash contributions received2016-11-30$0
Net income (gross income less expenses)2016-11-30$74,655
Net plan assets at end of year (total assets less liabilities)2016-11-30$2,999,793
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$2,925,138
Assets. Value of real-estate (other than employer real property)2016-11-30$617,654
Total contributions received or receivable from employer(s)2016-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
2015 : FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-11-30$0
Total plan liabilities at beginning of year2015-11-30$0
Total income from all sources2015-11-30$-360,386
Expenses. Total of all expenses incurred2015-11-30$5,971
Benefits paid (including direct rollovers)2015-11-30$0
Total plan assets at end of year2015-11-30$2,925,138
Total plan assets at beginning of year2015-11-30$3,291,495
Value of fidelity bond covering the plan2015-11-30$1,595,000
Total contributions received or receivable from participants2015-11-30$0
Expenses. Other expenses not covered elsewhere2015-11-30$4,001
Contributions received from other sources (not participants or employers)2015-11-30$0
Other income received2015-11-30$-360,386
Noncash contributions received2015-11-30$0
Net income (gross income less expenses)2015-11-30$-366,357
Net plan assets at end of year (total assets less liabilities)2015-11-30$2,925,138
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$3,291,495
Assets. Value of real-estate (other than employer real property)2015-11-30$617,654
Total contributions received or receivable from employer(s)2015-11-30$0
Value of certain deemed distributions of participant loans2015-11-30$0
Value of corrective distributions2015-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$1,970
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
2014 : FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-11-30$0
Total plan liabilities at beginning of year2014-11-30$0
Total income from all sources2014-11-30$524,875
Expenses. Total of all expenses incurred2014-11-30$2,890
Benefits paid (including direct rollovers)2014-11-30$0
Total plan assets at end of year2014-11-30$3,291,495
Total plan assets at beginning of year2014-11-30$2,769,510
Value of fidelity bond covering the plan2014-11-30$894,604
Total contributions received or receivable from participants2014-11-30$0
Assets. Value of loans (other than to participants)2014-11-30$700,000
Expenses. Other expenses not covered elsewhere2014-11-30$1,150
Contributions received from other sources (not participants or employers)2014-11-30$0
Other income received2014-11-30$24,005
Noncash contributions received2014-11-30$0
Net income (gross income less expenses)2014-11-30$521,985
Net plan assets at end of year (total assets less liabilities)2014-11-30$3,291,495
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$2,769,510
Assets. Value of real-estate (other than employer real property)2014-11-30$617,654
Total contributions received or receivable from employer(s)2014-11-30$500,870
Value of certain deemed distributions of participant loans2014-11-30$0
Value of corrective distributions2014-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-11-30$1,740
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
2013 : FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year2013-11-30$0
Total plan liabilities at beginning of year2013-11-30$0
Total income from all sources2013-11-30$193,660
Expenses. Total of all expenses incurred2013-11-30$1,064
Benefits paid (including direct rollovers)2013-11-30$0
Total plan assets at end of year2013-11-30$2,769,510
Total plan assets at beginning of year2013-11-30$2,576,914
Value of fidelity bond covering the plan2013-11-30$600,000
Total contributions received or receivable from participants2013-11-30$0
Expenses. Other expenses not covered elsewhere2013-11-30$1,064
Contributions received from other sources (not participants or employers)2013-11-30$0
Other income received2013-11-30$23,660
Noncash contributions received2013-11-30$0
Net income (gross income less expenses)2013-11-30$192,596
Net plan assets at end of year (total assets less liabilities)2013-11-30$2,769,510
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$2,576,914
Assets. Value of real-estate (other than employer real property)2013-11-30$1,591,730
Total contributions received or receivable from employer(s)2013-11-30$170,000
Value of certain deemed distributions of participant loans2013-11-30$0
Value of corrective distributions2013-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-11-30$0
2012 : FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-11-30$0
Total plan liabilities at beginning of year2012-11-30$0
Total income from all sources2012-11-30$843,687
Expenses. Total of all expenses incurred2012-11-30$150,017
Benefits paid (including direct rollovers)2012-11-30$150,000
Total plan assets at end of year2012-11-30$2,576,914
Total plan assets at beginning of year2012-11-30$1,883,244
Value of fidelity bond covering the plan2012-11-30$600,000
Total contributions received or receivable from participants2012-11-30$0
Assets. Value of loans (other than to participants)2012-11-30$319,000
Expenses. Other expenses not covered elsewhere2012-11-30$0
Contributions received from other sources (not participants or employers)2012-11-30$0
Other income received2012-11-30$343,687
Noncash contributions received2012-11-30$0
Net income (gross income less expenses)2012-11-30$693,670
Net plan assets at end of year (total assets less liabilities)2012-11-30$2,576,914
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$1,883,244
Total contributions received or receivable from employer(s)2012-11-30$500,000
Value of certain deemed distributions of participant loans2012-11-30$0
Value of corrective distributions2012-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-11-30$17
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
2011 : FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year2011-11-30$0
Total plan liabilities at beginning of year2011-11-30$0
Total income from all sources2011-11-30$199,632
Expenses. Total of all expenses incurred2011-11-30$565,079
Benefits paid (including direct rollovers)2011-11-30$564,169
Total plan assets at end of year2011-11-30$1,883,244
Total plan assets at beginning of year2011-11-30$2,248,691
Value of fidelity bond covering the plan2011-11-30$600,000
Total contributions received or receivable from participants2011-11-30$0
Assets. Value of loans (other than to participants)2011-11-30$600,000
Contributions received from other sources (not participants or employers)2011-11-30$0
Other income received2011-11-30$-368
Noncash contributions received2011-11-30$0
Net income (gross income less expenses)2011-11-30$-365,447
Net plan assets at end of year (total assets less liabilities)2011-11-30$1,883,244
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$2,248,691
Total contributions received or receivable from employer(s)2011-11-30$200,000
Value of certain deemed distributions of participant loans2011-11-30$0
Value of corrective distributions2011-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-11-30$910
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0
2010 : FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-11-30$0

Form 5500 Responses for FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST

2019: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 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: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement – InsuranceYes
2016-12-01Plan benefit arrangement - TrustYes
2015: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement - TrustYes
2014: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement - TrustYes
2013: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – InsuranceYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement – InsuranceYes
2013-12-01Plan benefit arrangement - TrustYes
2012: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement – InsuranceYes
2012-12-01Plan benefit arrangement - TrustYes
2011: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement – InsuranceYes
2011-12-01Plan benefit arrangement - TrustYes
2010: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2010 form 5500 responses
2010-12-01Type of plan entitySingle employer plan
2010-12-01Submission has been amendedNo
2010-12-01This submission is the final filingNo
2010-12-01This return/report is a short plan year return/report (less than 12 months)No
2010-12-01Plan is a collectively bargained planNo
2010-12-01Plan funding arrangement – InsuranceYes
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement – InsuranceYes
2010-12-01Plan benefit arrangement - TrustYes
2009: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – InsuranceYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement – InsuranceYes
2009-12-01Plan benefit arrangement - TrustYes
2008: FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70123561
Policy instance 1
Insurance contract or identification number70123561
Number of Individuals Covered1
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?1
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?No
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70018762
Policy instance 2
Insurance contract or identification number70018762
Number of Individuals Covered1
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?1
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?No
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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number50W0013746
Policy instance 3
Insurance contract or identification number50W0013746
Number of Individuals Covered1
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?1
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?No
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70123561
Policy instance 1
Insurance contract or identification number70123561
Number of Individuals Covered1
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?1
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?No
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70018762
Policy instance 2
Insurance contract or identification number70018762
Number of Individuals Covered1
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?1
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?No
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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number50W0013746
Policy instance 3
Insurance contract or identification number50W0013746
Number of Individuals Covered1
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?1
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?No
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70123561
Policy instance 1
Insurance contract or identification number70123561
Number of Individuals Covered1
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?1
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?No
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70018762
Policy instance 2
Insurance contract or identification number70018762
Number of Individuals Covered1
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?1
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?No
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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number50W0013746
Policy instance 3
Insurance contract or identification number50W0013746
Number of Individuals Covered1
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?No
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

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