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LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameLIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

LIFEBRIDGE COMMUNITY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:LIFEBRIDGE COMMUNITY SERVICES, INC.
Employer identification number (EIN):060646974
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-07-01FRANK FARIAS2022-04-14
0022019-07-01
0022018-07-01FRANK FARIAS2020-04-07
0022017-07-01FRANK FARIAS2019-04-02
0022017-07-01FRANK FARIAS2019-04-02
0022016-07-01WILLIAM J HASS
0022015-07-01WILLIAM J HASS
0022014-07-01WILLIAM J HASS
0022013-07-01WILLIAM J HASS
0022012-07-01WILLIAM J HASS
0022011-07-01WILLIAM J HASS
0022010-07-01WILLIAM J HASS
0022009-07-01WILLIAM J. HASS
0022009-07-01WILLIAM J HASS
0022009-07-01WILLIAM J. HASS
0022009-07-01WILLIAM J HASS
0022009-07-01WILLIAM J. HASS
0022009-07-01WILLIAM J HASS
0022009-07-01WILLIAM J HASS
0022009-07-01WILLIAM J. HASS

Plan Statistics for LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2020: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01240
Total number of active participants reported on line 7a of the Form 55002020-07-010
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-010
Number of participants with account balances2020-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01259
Total number of active participants reported on line 7a of the Form 55002019-07-0140
Number of other retired or separated participants entitled to future benefits2019-07-01192
Total of all active and inactive participants2019-07-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-018
Total participants2019-07-01240
Number of participants with account balances2019-07-01240
2018: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01275
Total number of active participants reported on line 7a of the Form 55002018-07-0160
Number of other retired or separated participants entitled to future benefits2018-07-01192
Total of all active and inactive participants2018-07-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-017
Total participants2018-07-01259
Number of participants with account balances2018-07-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0125
2017: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01291
Total number of active participants reported on line 7a of the Form 55002017-07-01105
Number of other retired or separated participants entitled to future benefits2017-07-01164
Total of all active and inactive participants2017-07-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-016
Total participants2017-07-01275
Number of participants with account balances2017-07-01275
2016: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01275
Total number of active participants reported on line 7a of the Form 55002016-07-01113
Number of other retired or separated participants entitled to future benefits2016-07-01172
Total of all active and inactive participants2016-07-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-016
Total participants2016-07-01291
Number of participants with account balances2016-07-01291
2015: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01269
Total number of active participants reported on line 7a of the Form 55002015-07-0191
Number of other retired or separated participants entitled to future benefits2015-07-01178
Total of all active and inactive participants2015-07-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-016
Total participants2015-07-01275
Number of participants with account balances2015-07-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-012
2014: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01298
Total number of active participants reported on line 7a of the Form 55002014-07-01105
Number of other retired or separated participants entitled to future benefits2014-07-01159
Total of all active and inactive participants2014-07-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-015
Total participants2014-07-01269
Number of participants with account balances2014-07-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01307
Total number of active participants reported on line 7a of the Form 55002013-07-01129
Number of other retired or separated participants entitled to future benefits2013-07-01164
Total of all active and inactive participants2013-07-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-015
Total participants2013-07-01298
Number of participants with account balances2013-07-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01310
Total number of active participants reported on line 7a of the Form 55002012-07-01140
Number of other retired or separated participants entitled to future benefits2012-07-01163
Total of all active and inactive participants2012-07-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-014
Total participants2012-07-01307
Number of participants with account balances2012-07-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0116
2011: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01301
Total number of active participants reported on line 7a of the Form 55002011-07-01289
Number of other retired or separated participants entitled to future benefits2011-07-0119
Total of all active and inactive participants2011-07-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-01310
Number of participants with account balances2011-07-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-015
2010: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01273
Total number of active participants reported on line 7a of the Form 55002010-07-01285
Number of other retired or separated participants entitled to future benefits2010-07-0114
Total of all active and inactive participants2010-07-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-012
Total participants2010-07-01301
Number of participants with account balances2010-07-01273
2009: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01177
Total number of active participants reported on line 7a of the Form 55002009-07-01178
Number of other retired or separated participants entitled to future benefits2009-07-011
Total of all active and inactive participants2009-07-01179
Total participants2009-07-01179
Number of participants with account balances2009-07-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-013

Financial Data on LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2021 : LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$345,296
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,870,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,870,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,900
Value of total assets at end of year2021-06-30$0
Value of total assets at beginning of year2021-06-30$1,524,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$0
Total interest from all sources2021-06-30$8,340
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$200,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$2,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-1,524,713
Value of net assets at end of year (total assets less liabilities)2021-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,524,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,200,530
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$93,468
Interest earned on other investments2021-06-30$8,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$230,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$328,478
Net investment gain/loss from pooled separate accounts2021-06-30$5,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,870,009
Did the plan have assets held for investment2021-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30Yes
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-06-30271728945
2020 : LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$79,632
Total of all expenses incurred2020-06-30$93,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$93,701
Value of total assets at end of year2020-06-30$1,524,713
Value of total assets at beginning of year2020-06-30$1,538,782
Total interest from all sources2020-06-30$9,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$200,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-14,069
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,524,713
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,538,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,200,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,207,802
Value of interest in pooled separate accounts at end of year2020-06-30$93,468
Value of interest in pooled separate accounts at beginning of year2020-06-30$98,918
Interest earned on other investments2020-06-30$9,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$230,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$232,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$69,344
Net investment gain/loss from pooled separate accounts2020-06-30$1,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$93,701
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-06-30271728945
2019 : LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$81,269
Total of all expenses incurred2019-06-30$386,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$384,501
Value of total assets at end of year2019-06-30$1,538,782
Value of total assets at beginning of year2019-06-30$1,843,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,799
Total interest from all sources2019-06-30$10,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$200,000
If this is an individual account plan, was there a blackout period2019-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-06-300
Minimum employer required contribution for this plan year2019-06-30$0
Amount contributed by the employer to the plan for this plan year2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Administrative expenses (other) incurred2019-06-30$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-305,031
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,538,782
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,843,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,207,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,410,573
Value of interest in pooled separate accounts at end of year2019-06-30$98,918
Value of interest in pooled separate accounts at beginning of year2019-06-30$123,089
Interest earned on other investments2019-06-30$10,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$232,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$310,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$65,609
Net investment gain/loss from pooled separate accounts2019-06-30$5,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$384,501
Contract administrator fees2019-06-30$1,797
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-06-30271728945
2018 : LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$163,056
Total of all expenses incurred2018-06-30$155,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$154,919
Value of total assets at end of year2018-06-30$1,843,813
Value of total assets at beginning of year2018-06-30$1,835,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$163
Total interest from all sources2018-06-30$12,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$200,000
If this is an individual account plan, was there a blackout period2018-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-06-300
Minimum employer required contribution for this plan year2018-06-30$0
Amount contributed by the employer to the plan for this plan year2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$7,974
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,843,813
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,835,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,410,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,346,853
Value of interest in pooled separate accounts at end of year2018-06-30$123,089
Value of interest in pooled separate accounts at beginning of year2018-06-30$124,055
Interest earned on other investments2018-06-30$12,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$310,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$364,931
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$49,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$144,608
Net investment gain/loss from pooled separate accounts2018-06-30$6,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$105,500
Contract administrator fees2018-06-30$163
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2018-06-30061308345
2017 : LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$177,311
Total of all expenses incurred2017-06-30$82,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$82,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$587
Value of total assets at end of year2017-06-30$1,835,839
Value of total assets at beginning of year2017-06-30$1,741,418
Total interest from all sources2017-06-30$12,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$200,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$94,421
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,835,839
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,741,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,346,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,230,258
Value of interest in pooled separate accounts at end of year2017-06-30$124,055
Value of interest in pooled separate accounts at beginning of year2017-06-30$124,019
Interest earned on other investments2017-06-30$12,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$364,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$306,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$158,969
Net investment gain/loss from pooled separate accounts2017-06-30$4,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$587
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$80,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$82,890
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2017-06-30061308345
2016 : LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$80,523
Total of all expenses incurred2016-06-30$36,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$36,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$74,999
Value of total assets at end of year2016-06-30$1,741,418
Value of total assets at beginning of year2016-06-30$1,697,600
Total interest from all sources2016-06-30$11,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$200,000
If this is an individual account plan, was there a blackout period2016-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-06-300
Minimum employer required contribution for this plan year2016-06-30$0
Amount contributed by the employer to the plan for this plan year2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$43,818
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,741,418
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,697,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,230,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,220,613
Value of interest in pooled separate accounts at end of year2016-06-30$124,019
Value of interest in pooled separate accounts at beginning of year2016-06-30$113,124
Interest earned on other investments2016-06-30$11,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$306,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$288,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-14,411
Net investment gain/loss from pooled separate accounts2016-06-30$7,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$74,999
Employer contributions (assets) at end of year2016-06-30$80,786
Employer contributions (assets) at beginning of year2016-06-30$75,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$36,705
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2016-06-30061308345
2015 : LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$150,934
Total of all expenses incurred2015-06-30$142,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$142,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$74,532
Value of total assets at end of year2015-06-30$1,697,600
Value of total assets at beginning of year2015-06-30$1,689,096
Total interest from all sources2015-06-30$11,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-06-300
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$8,504
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,697,600
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,689,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,220,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,210,819
Value of interest in pooled separate accounts at end of year2015-06-30$113,124
Value of interest in pooled separate accounts at beginning of year2015-06-30$101,626
Interest earned on other investments2015-06-30$11,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$288,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$303,655
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$24,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$53,821
Net investment gain/loss from pooled separate accounts2015-06-30$10,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$74,532
Employer contributions (assets) at end of year2015-06-30$75,861
Employer contributions (assets) at beginning of year2015-06-30$72,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$117,578
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2015-06-30061308345
2014 : LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$276,053
Total of all expenses incurred2014-06-30$123,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$123,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$68,165
Value of total assets at end of year2014-06-30$1,689,096
Value of total assets at beginning of year2014-06-30$1,536,763
Total interest from all sources2014-06-30$12,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$2,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$152,333
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,689,096
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,536,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,210,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,065,260
Value of interest in pooled separate accounts at end of year2014-06-30$101,626
Value of interest in pooled separate accounts at beginning of year2014-06-30$99,900
Interest earned on other investments2014-06-30$12,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$2,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$2,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$303,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$298,693
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$7,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$185,792
Net investment gain/loss from pooled separate accounts2014-06-30$9,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$65,446
Employer contributions (assets) at end of year2014-06-30$72,996
Employer contributions (assets) at beginning of year2014-06-30$69,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$116,518
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2014-06-30061308345
2013 : LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$245,569
Total of all expenses incurred2013-06-30$73,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$73,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$115,739
Value of total assets at end of year2013-06-30$1,299,745
Value of total assets at beginning of year2013-06-30$1,127,999
Total interest from all sources2013-06-30$12,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$115,739
Participant contributions at end of year2013-06-30$4,653
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$13,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$171,746
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,299,745
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,127,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$821,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$693,074
Value of interest in pooled separate accounts at end of year2013-06-30$89,966
Value of interest in pooled separate accounts at beginning of year2013-06-30$80,616
Interest earned on other investments2013-06-30$12,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$2,975
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$4,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$4,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$383,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$354,309
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$14,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$110,300
Net investment gain/loss from pooled separate accounts2013-06-30$7,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$30,199
Employer contributions (assets) at end of year2013-06-30$69,935
Employer contributions (assets) at beginning of year2013-06-30$79,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$73,823
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2013-06-30061308345
2012 : LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$136,587
Total of all expenses incurred2012-06-30$76,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$76,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$118,435
Value of total assets at end of year2012-06-30$1,127,999
Value of total assets at beginning of year2012-06-30$1,067,986
Total interest from all sources2012-06-30$11,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$118,435
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$4,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$60,013
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,127,999
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,067,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$693,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$664,411
Value of interest in pooled separate accounts at end of year2012-06-30$80,616
Value of interest in pooled separate accounts at beginning of year2012-06-30$72,511
Interest earned on other investments2012-06-30$11,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$4,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$354,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$326,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-1,020
Net investment gain/loss from pooled separate accounts2012-06-30$7,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$80,632
Employer contributions (assets) at end of year2012-06-30$79,172
Employer contributions (assets) at beginning of year2012-06-30$89,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$76,574
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2012-06-30061308345
2011 : LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$266,140
Total of all expenses incurred2011-06-30$68,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$68,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$89,087
Value of total assets at end of year2011-06-30$1,307,674
Value of total assets at beginning of year2011-06-30$1,109,747
Total interest from all sources2011-06-30$11,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$127,448
Participant contributions at end of year2011-06-30$4,278
Participant contributions at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$197,927
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,307,674
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,109,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$852,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$666,668
Value of interest in pooled separate accounts at end of year2011-06-30$89,808
Value of interest in pooled separate accounts at beginning of year2011-06-30$70,819
Interest earned on other investments2011-06-30$11,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$4,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$4,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$274,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$286,910
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$24,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$151,896
Net investment gain/loss from pooled separate accounts2011-06-30$13,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$89,087
Employer contributions (assets) at end of year2011-06-30$89,087
Employer contributions (assets) at beginning of year2011-06-30$80,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$43,343
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2011-06-30061308345

Form 5500 Responses for LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN

2020: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingYes
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2020-07-01Plan benefit arrangement - TrustYes
2019: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2019-07-01Plan benefit arrangement - TrustYes
2018: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2018-07-01Plan benefit arrangement - TrustYes
2017: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2017-07-01Plan benefit arrangement - TrustYes
2016: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2016-07-01Plan benefit arrangement - TrustYes
2015: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2015-07-01Plan benefit arrangement - TrustYes
2014: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2014-07-01Plan benefit arrangement - TrustYes
2013: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2013-07-01Plan benefit arrangement - TrustYes
2012: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2012-07-01Plan benefit arrangement - TrustYes
2011: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2011-07-01Plan benefit arrangement - TrustYes
2010: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2010-07-01Plan benefit arrangement - TrustYes
2009: LIFEBRIDGE COMMUNITY SERVICES 401(A) DC PLAN F/K/A FSW, INC. CT DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01First time form 5500 has been submittedYes
2009-07-01Submission has been amendedYes
2009-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347096
Policy instance 1
Insurance contract or identification number347096
Number of Individuals Covered0
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347096
Policy instance 1
Insurance contract or identification number347096
Number of Individuals Covered244
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347096
Policy instance 1
Insurance contract or identification number347096
Number of Individuals Covered263
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347096
Policy instance 1
Insurance contract or identification number347096
Number of Individuals Covered279
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347096
Policy instance 1
Insurance contract or identification number347096
Number of Individuals Covered278
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347096
Policy instance 1
Insurance contract or identification number347096
Number of Individuals Covered270
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347096
Policy instance 1
Insurance contract or identification number347096
Number of Individuals Covered271
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347095
Policy instance 1
Insurance contract or identification number347095
Number of Individuals Covered74
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347096
Policy instance 1
Insurance contract or identification number347096
Number of Individuals Covered280
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347096
Policy instance 1
Insurance contract or identification number347096
Number of Individuals Covered282
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347096
Policy instance 1
Insurance contract or identification number347096
Number of Individuals Covered273
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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