LIFEPLANS, INC. has sponsored the creation of one or more 401k plans.
Additional information about LIFEPLANS, INC.
Measure | Date | Value |
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2017 : LIFEPLANS RETIREMENT PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $4,308,725 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,274,663 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $20,478 |
Value of total corrective distributions | 2017-12-31 | $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 year | 2017-12-31 | $6,348,282 |
Value of total assets at beginning of year | 2017-12-31 | $9,033,650 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,075 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $335,063 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $288,480 |
Participant contributions at end of year | 2017-12-31 | $43,774 |
Participant contributions at beginning of year | 2017-12-31 | $171,908 |
Other income not declared elsewhere | 2017-12-31 | $60 |
Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,304,508 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,861,742 |
Interest on participant loans | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,274,663 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | DOWNEY & COMPANY, LLP |
Accountancy firm EIN | 2017-12-31 | 043106302 |
2016 : LIFEPLANS RETIREMENT PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,334,143 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,313,669 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $4,184 |
Value of total corrective distributions | 2016-12-31 | $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 year | 2016-12-31 | $9,033,650 |
Value of total assets at beginning of year | 2016-12-31 | $8,760,946 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,750 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $403,422 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $444,362 |
Participant contributions at end of year | 2016-12-31 | $171,908 |
Participant contributions at beginning of year | 2016-12-31 | $172,368 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $100,627 |
Administrative expenses (other) incurred | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,861,742 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $8,588,578 |
Interest on participant loans | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $212,430 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,313,669 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DOWNEY & COMPANY, LLP |
Accountancy firm EIN | 2016-12-31 | 043106302 |
2015 : LIFEPLANS RETIREMENT PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $367,293 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $346,478 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $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 year | 2015-12-31 | $8,760,946 |
Value of total assets at beginning of year | 2015-12-31 | $8,383,529 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,600 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $704,374 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $481,356 |
Participant contributions at end of year | 2015-12-31 | $172,368 |
Participant contributions at beginning of year | 2015-12-31 | $157,266 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $12,755 |
Administrative expenses (other) incurred | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $8,588,578 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $8,226,263 |
Interest on participant loans | 2015-12-31 | $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 assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $378,903 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $346,478 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BLUM, SHAPIRO & COMPANY |
Accountancy firm EIN | 2015-12-31 | 061009205 |
2014 : LIFEPLANS RETIREMENT PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $915,709 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $847,371 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $53,463 |
Value of total corrective distributions | 2014-12-31 | $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 year | 2014-12-31 | $8,383,529 |
Value of total assets at beginning of year | 2014-12-31 | $7,935,841 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,250 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $775,404 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $467,296 |
Participant contributions at end of year | 2014-12-31 | $157,266 |
Participant contributions at beginning of year | 2014-12-31 | $148,408 |
Administrative expenses (other) incurred | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $8,226,263 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $7,787,433 |
Interest on participant loans | 2014-12-31 | $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 assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $350,147 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $847,371 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BLUM, SHAPIRO & COMPANY |
Accountancy firm EIN | 2014-12-31 | 061009205 |
2013 : LIFEPLANS RETIREMENT PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $652,427 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $647,740 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $1,611 |
Value of total corrective distributions | 2013-12-31 | $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 year | 2013-12-31 | $7,935,841 |
Value of total assets at beginning of year | 2013-12-31 | $6,229,671 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,450 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $425,617 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $467,130 |
Participant contributions at end of year | 2013-12-31 | $148,408 |
Participant contributions at beginning of year | 2013-12-31 | $101,563 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $40,366 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $7,787,433 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,128,108 |
Interest on participant loans | 2013-12-31 | $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 assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $357,266 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $647,740 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SCHNEIDER,SCHNEIDER & ASSOCIATES |
Accountancy firm EIN | 2013-12-31 | 043102586 |
2012 : LIFEPLANS RETIREMENT PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $861,153 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $851,430 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $931 |
Value of total corrective distributions | 2012-12-31 | $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 year | 2012-12-31 | $6,229,671 |
Value of total assets at beginning of year | 2012-12-31 | $5,420,499 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,475 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $185,071 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $511,918 |
Participant contributions at end of year | 2012-12-31 | $101,563 |
Participant contributions at beginning of year | 2012-12-31 | $96,250 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $99,953 |
Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $6,128,108 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $5,324,249 |
Interest on participant loans | 2012-12-31 | $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 assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $360,689 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $851,430 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SCHNEIDER,SCHNEIDER &ASSOCIATES |
Accountancy firm EIN | 2012-12-31 | 043102586 |
2011 : LIFEPLANS RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $69,041 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $48,669 |
Value of total corrective distributions | 2011-12-31 | $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 year | 2011-12-31 | $5,420,499 |
Value of total assets at beginning of year | 2011-12-31 | $4,858,639 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,125 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $114,018 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $424,076 |
Participant contributions at end of year | 2011-12-31 | $96,250 |
Participant contributions at beginning of year | 2011-12-31 | $61,486 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $3,100 |
Other income not declared elsewhere | 2011-12-31 | $70 |
Administrative expenses (other) incurred | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $5,324,249 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,110,216 |
Interest on participant loans | 2011-12-31 | $2,276 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $17,892 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $312,463 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $48,669 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SCHNEIDER,SCHNEIDER &ASSOCIATES |
Accountancy firm EIN | 2011-12-31 | 043102586 |
2010 : LIFEPLANS RETIREMENT PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $207,938 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $4,858,639 |
Value of total assets at beginning of year | 2010-12-31 | $3,798,235 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,625 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $52,931 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $396,408 |
Participant contributions at end of year | 2010-12-31 | $61,486 |
Participant contributions at beginning of year | 2010-12-31 | $17,518 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $11,824 |
Other income not declared elsewhere | 2010-12-31 | $6 |
Administrative expenses (other) incurred | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,110,216 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,056,659 |
Interest on participant loans | 2010-12-31 | $1,025 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $686,937 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $11,712 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $298,693 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $206,313 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SCHNEIDER,SCHNEIDER &ASSOCIATES |
Accountancy firm EIN | 2010-12-31 | 043102586 |
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 securities | 2009-12-31 | $0 |