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LIFEPLANS RETIREMENT PLAN 401k Plan overview

Plan NameLIFEPLANS RETIREMENT PLAN
Plan identification number 001

LIFEPLANS RETIREMENT 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LIFEPLANS, INC. has sponsored the creation of one or more 401k plans.

Company Name:LIFEPLANS, INC.
Employer identification number (EIN):042925808
NAIC Classification:524290

Additional information about LIFEPLANS, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3526017

More information about LIFEPLANS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFEPLANS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01TRACEY BOSTWICK TRACEY BOSTWICK2018-10-12
0012016-01-01PATRICK OBRIEN
0012016-01-01
0012015-01-01EILEEN HAGGERTY
0012014-01-01EILEEN HAGGERTY
0012013-01-01EILEEN HAGGERTY
0012012-01-01EILEEN HAGGERTY
0012011-01-01EILEEN HAGGERTY
0012009-01-01EILEEN HAGGERTY

Plan Statistics for LIFEPLANS RETIREMENT PLAN

401k plan membership statisitcs for LIFEPLANS RETIREMENT PLAN

Measure Date Value
2017: LIFEPLANS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01134
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0174
Number of participants with account balances2017-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LIFEPLANS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01136
Total number of active participants reported on line 7a of the Form 55002016-01-0194
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01134
Number of participants with account balances2016-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LIFEPLANS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01123
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01134
Number of participants with account balances2015-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LIFEPLANS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01148
Total number of active participants reported on line 7a of the Form 55002014-01-0187
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01123
Number of participants with account balances2014-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LIFEPLANS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01163
Total number of active participants reported on line 7a of the Form 55002013-01-01116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01148
Number of participants with account balances2013-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LIFEPLANS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01170
Total number of active participants reported on line 7a of the Form 55002012-01-01132
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01163
Number of participants with account balances2012-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LIFEPLANS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01158
Total number of active participants reported on line 7a of the Form 55002011-01-01153
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01170
Number of participants with account balances2011-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: LIFEPLANS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01135
Total number of active participants reported on line 7a of the Form 55002009-01-01125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01144
Number of participants with account balances2009-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on LIFEPLANS RETIREMENT PLAN

Measure Date Value
2017 : LIFEPLANS RETIREMENT 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$1,623,357
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,308,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,274,663
Expenses. Certain deemed distributions of participant loans2017-12-31$20,478
Value of total corrective distributions2017-12-31$10,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$288,480
Value of total assets at end of year2017-12-31$6,348,282
Value of total assets at beginning of year2017-12-31$9,033,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,075
Total interest from all sources2017-12-31$7,963
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$335,063
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$335,063
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$288,480
Participant contributions at end of year2017-12-31$43,774
Participant contributions at beginning of year2017-12-31$171,908
Other income not declared elsewhere2017-12-31$60
Administrative expenses (other) incurred2017-12-31$3,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-2,685,368
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,348,282
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,033,650
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$6,304,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,861,742
Interest on participant loans2017-12-31$7,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$991,791
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,274,663
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 name2017-12-31DOWNEY & COMPANY, LLP
Accountancy firm EIN2017-12-31043106302
2016 : LIFEPLANS RETIREMENT 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$1,606,847
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,334,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,313,669
Expenses. Certain deemed distributions of participant loans2016-12-31$4,184
Value of total corrective distributions2016-12-31$14,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$757,419
Value of total assets at end of year2016-12-31$9,033,650
Value of total assets at beginning of year2016-12-31$8,760,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,750
Total interest from all sources2016-12-31$7,750
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$403,422
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$403,422
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$444,362
Participant contributions at end of year2016-12-31$171,908
Participant contributions at beginning of year2016-12-31$172,368
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$100,627
Administrative expenses (other) incurred2016-12-31$1,750
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$272,704
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,033,650
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,760,946
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$8,861,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,588,578
Interest on participant loans2016-12-31$7,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$438,256
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$212,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,313,669
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 name2016-12-31DOWNEY & COMPANY, LLP
Accountancy firm EIN2016-12-31043106302
2015 : LIFEPLANS RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$744,710
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$367,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$346,478
Expenses. Certain deemed distributions of participant loans2015-12-31$19,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$873,014
Value of total assets at end of year2015-12-31$8,760,946
Value of total assets at beginning of year2015-12-31$8,383,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,600
Total interest from all sources2015-12-31$8,587
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$704,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$704,374
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$481,356
Participant contributions at end of year2015-12-31$172,368
Participant contributions at beginning of year2015-12-31$157,266
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,755
Administrative expenses (other) incurred2015-12-31$1,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$377,417
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,760,946
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,383,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,588,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,226,263
Interest on participant loans2015-12-31$8,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-841,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$378,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$346,478
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BLUM, SHAPIRO & COMPANY
Accountancy firm EIN2015-12-31061009205
2014 : LIFEPLANS RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,363,397
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$915,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$847,371
Expenses. Certain deemed distributions of participant loans2014-12-31$53,463
Value of total corrective distributions2014-12-31$12,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$817,443
Value of total assets at end of year2014-12-31$8,383,529
Value of total assets at beginning of year2014-12-31$7,935,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,250
Total interest from all sources2014-12-31$5,918
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$775,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$775,404
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$467,296
Participant contributions at end of year2014-12-31$157,266
Participant contributions at beginning of year2014-12-31$148,408
Administrative expenses (other) incurred2014-12-31$2,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$447,688
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,383,529
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,935,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,226,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,787,433
Interest on participant loans2014-12-31$5,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-235,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$350,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$847,371
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BLUM, SHAPIRO & COMPANY
Accountancy firm EIN2014-12-31061009205
2013 : LIFEPLANS RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,358,597
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$652,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$647,740
Expenses. Certain deemed distributions of participant loans2013-12-31$1,611
Value of total corrective distributions2013-12-31$1,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$864,762
Value of total assets at end of year2013-12-31$7,935,841
Value of total assets at beginning of year2013-12-31$6,229,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,450
Total interest from all sources2013-12-31$4,715
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$425,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$425,617
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$467,130
Participant contributions at end of year2013-12-31$148,408
Participant contributions at beginning of year2013-12-31$101,563
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$40,366
Administrative expenses (other) incurred2013-12-31$1,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,706,170
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,935,841
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,229,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,787,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,128,108
Interest on participant loans2013-12-31$4,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,063,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$357,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$647,740
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SCHNEIDER,SCHNEIDER & ASSOCIATES
Accountancy firm EIN2013-12-31043102586
2012 : LIFEPLANS RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,670,325
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$861,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$851,430
Expenses. Certain deemed distributions of participant loans2012-12-31$931
Value of total corrective distributions2012-12-31$7,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$972,560
Value of total assets at end of year2012-12-31$6,229,671
Value of total assets at beginning of year2012-12-31$5,420,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,475
Total interest from all sources2012-12-31$4,177
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$185,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$185,071
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$511,918
Participant contributions at end of year2012-12-31$101,563
Participant contributions at beginning of year2012-12-31$96,250
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$99,953
Administrative expenses (other) incurred2012-12-31$1,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$809,172
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,229,671
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,420,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,128,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,324,249
Interest on participant loans2012-12-31$4,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$508,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$360,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$851,430
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHNEIDER,SCHNEIDER &ASSOCIATES
Accountancy firm EIN2012-12-31043102586
2011 : LIFEPLANS RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$630,901
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$69,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$48,669
Value of total corrective distributions2011-12-31$19,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$739,639
Value of total assets at end of year2011-12-31$5,420,499
Value of total assets at beginning of year2011-12-31$4,858,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,125
Total interest from all sources2011-12-31$2,276
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$114,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$114,018
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$424,076
Participant contributions at end of year2011-12-31$96,250
Participant contributions at beginning of year2011-12-31$61,486
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,100
Other income not declared elsewhere2011-12-31$70
Administrative expenses (other) incurred2011-12-31$1,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$561,860
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,420,499
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,858,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,324,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,110,216
Interest on participant loans2011-12-31$2,276
Value of interest in common/collective trusts at beginning of year2011-12-31$686,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-242,994
Net investment gain or loss from common/collective trusts2011-12-31$17,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$312,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$48,669
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCHNEIDER,SCHNEIDER &ASSOCIATES
Accountancy firm EIN2011-12-31043102586
2010 : LIFEPLANS RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,268,342
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$207,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$206,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$706,925
Value of total assets at end of year2010-12-31$4,858,639
Value of total assets at beginning of year2010-12-31$3,798,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,625
Total interest from all sources2010-12-31$1,025
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$52,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$52,931
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$396,408
Participant contributions at end of year2010-12-31$61,486
Participant contributions at beginning of year2010-12-31$17,518
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,824
Other income not declared elsewhere2010-12-31$6
Administrative expenses (other) incurred2010-12-31$1,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,060,404
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,858,639
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,798,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,110,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,056,659
Interest on participant loans2010-12-31$1,025
Value of interest in common/collective trusts at end of year2010-12-31$686,937
Value of interest in common/collective trusts at beginning of year2010-12-31$724,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$495,743
Net investment gain or loss from common/collective trusts2010-12-31$11,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$298,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$206,313
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SCHNEIDER,SCHNEIDER &ASSOCIATES
Accountancy firm EIN2010-12-31043102586
2009 : LIFEPLANS RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LIFEPLANS RETIREMENT PLAN

2017: LIFEPLANS RETIREMENT 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: LIFEPLANS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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
2015: LIFEPLANS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIFEPLANS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LIFEPLANS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LIFEPLANS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LIFEPLANS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LIFEPLANS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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