THE LEAVITT CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE LEAVITT CORPORATION RETIREMENT PLAN
Measure | Date | Value |
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2022 : THE LEAVITT CORPORATION RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-628,863 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $179,284 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $178,659 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $620,345 |
Value of total assets at end of year | 2022-12-31 | $7,293,449 |
Value of total assets at beginning of year | 2022-12-31 | $8,101,596 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $625 |
Total interest from all sources | 2022-12-31 | $5,279 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $361,264 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-808,147 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,293,449 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,101,596 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,076,272 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $6,762,993 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $6,519,165 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $5,279 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $271,375 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $242,457 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,254,487 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $259,081 |
Employer contributions (assets) at end of year | 2022-12-31 | $259,081 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $263,702 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $178,659 |
Contract administrator fees | 2022-12-31 | $625 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BRITT AND COMPANY CPA LLC |
Accountancy firm EIN | 2022-12-31 | 450604259 |
2021 : THE LEAVITT CORPORATION RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,415,118 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $324,221 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $321,005 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $723,854 |
Value of total assets at end of year | 2021-12-31 | $8,101,596 |
Value of total assets at beginning of year | 2021-12-31 | $7,010,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,216 |
Total interest from all sources | 2021-12-31 | $7,311 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $364,598 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $95,554 |
Administrative expenses (other) incurred | 2021-12-31 | $3,216 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,090,897 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,101,596 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,010,699 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,076,272 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $6,519,165 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $6,267,103 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $7,311 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $242,457 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $474,412 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $683,953 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $263,702 |
Employer contributions (assets) at end of year | 2021-12-31 | $263,702 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $269,184 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $321,005 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BRITT AND COMPANY CPA LLC |
Accountancy firm EIN | 2021-12-31 | 450604259 |