LIBERTY HOUSE FOUNDATION, INC. has sponsored the creation of one or more 401k plans.
Additional information about LIBERTY HOUSE FOUNDATION, INC.
Measure | Date | Value |
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2018: LIBERTY HOUSE PENSION PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 11 |
Total of all active and inactive participants | 2018-01-01 | 20 |
Total participants | 2018-01-01 | 20 |
Number of participants with account balances | 2018-01-01 | 20 |
2017: LIBERTY HOUSE PENSION PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 11 |
Total of all active and inactive participants | 2017-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 21 |
Number of participants with account balances | 2017-01-01 | 20 |
2016: LIBERTY HOUSE PENSION PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 11 |
Total of all active and inactive participants | 2016-01-01 | 20 |
Total participants | 2016-01-01 | 20 |
Number of participants with account balances | 2016-01-01 | 18 |
2015: LIBERTY HOUSE PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 8 |
Total of all active and inactive participants | 2015-01-01 | 18 |
Total participants | 2015-01-01 | 18 |
Number of participants with account balances | 2015-01-01 | 18 |
2014: LIBERTY HOUSE PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 18 |
Total participants | 2014-01-01 | 18 |
Number of participants with account balances | 2014-01-01 | 18 |
2013: LIBERTY HOUSE PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 12 |
Total of all active and inactive participants | 2013-01-01 | 12 |
Total participants | 2013-01-01 | 12 |
Number of participants with account balances | 2013-01-01 | 9 |
2012: LIBERTY HOUSE PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
Total of all active and inactive participants | 2012-01-01 | 12 |
Total participants | 2012-01-01 | 12 |
Number of participants with account balances | 2012-01-01 | 9 |
2011: LIBERTY HOUSE PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
Total of all active and inactive participants | 2011-01-01 | 10 |
Total participants | 2011-01-01 | 10 |
Number of participants with account balances | 2011-01-01 | 10 |
2010: LIBERTY HOUSE PENSION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 10 |
Total of all active and inactive participants | 2010-01-01 | 10 |
Total participants | 2010-01-01 | 10 |
Number of participants with account balances | 2010-01-01 | 9 |
2009: LIBERTY HOUSE PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 10 |
Total participants | 2009-01-01 | 10 |
Number of participants with account balances | 2009-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2018 : LIBERTY HOUSE PENSION PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-3,779 |
Expenses. Total of all expenses incurred | 2018-12-31 | $114,206 |
Benefits paid (including direct rollovers) | 2018-12-31 | $113,620 |
Total plan assets at end of year | 2018-12-31 | $728,890 |
Total plan assets at beginning of year | 2018-12-31 | $846,875 |
Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
Total contributions received or receivable from participants | 2018-12-31 | $46,720 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $586 |
Other income received | 2018-12-31 | $-70,586 |
Net income (gross income less expenses) | 2018-12-31 | $-117,985 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $728,890 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $846,875 |
Assets. Value of participant loans | 2018-12-31 | $7,123 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $20,087 |
2017 : LIBERTY HOUSE PENSION PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $181,356 |
Expenses. Total of all expenses incurred | 2017-12-31 | $20,016 |
Benefits paid (including direct rollovers) | 2017-12-31 | $5,688 |
Total plan assets at end of year | 2017-12-31 | $846,875 |
Total plan assets at beginning of year | 2017-12-31 | $685,535 |
Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
Total contributions received or receivable from participants | 2017-12-31 | $42,430 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $14,328 |
Other income received | 2017-12-31 | $123,197 |
Net income (gross income less expenses) | 2017-12-31 | $161,340 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $846,875 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $685,535 |
Assets. Value of participant loans | 2017-12-31 | $8,661 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $15,729 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
2016 : LIBERTY HOUSE PENSION PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $124,122 |
Expenses. Total of all expenses incurred | 2016-12-31 | $62,578 |
Benefits paid (including direct rollovers) | 2016-12-31 | $50,778 |
Total plan assets at end of year | 2016-12-31 | $685,535 |
Total plan assets at beginning of year | 2016-12-31 | $623,991 |
Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
Total contributions received or receivable from participants | 2016-12-31 | $34,500 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $11,800 |
Other income received | 2016-12-31 | $74,553 |
Net income (gross income less expenses) | 2016-12-31 | $61,544 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $685,535 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $623,991 |
Assets. Value of participant loans | 2016-12-31 | $1,924 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $15,069 |
2015 : LIBERTY HOUSE PENSION PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $43,367 |
Expenses. Total of all expenses incurred | 2015-12-31 | $28,980 |
Benefits paid (including direct rollovers) | 2015-12-31 | $3,398 |
Total plan assets at end of year | 2015-12-31 | $623,991 |
Total plan assets at beginning of year | 2015-12-31 | $609,604 |
Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
Total contributions received or receivable from participants | 2015-12-31 | $42,310 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $10,216 |
Other income received | 2015-12-31 | $-19,247 |
Net income (gross income less expenses) | 2015-12-31 | $14,387 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $623,991 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $609,604 |
Assets. Value of participant loans | 2015-12-31 | $3,656 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $20,304 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $15,366 |
2014 : LIBERTY HOUSE PENSION PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $104,365 |
Expenses. Total of all expenses incurred | 2014-12-31 | $35,213 |
Benefits paid (including direct rollovers) | 2014-12-31 | $19,580 |
Total plan assets at end of year | 2014-12-31 | $609,604 |
Total plan assets at beginning of year | 2014-12-31 | $540,452 |
Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
Total contributions received or receivable from participants | 2014-12-31 | $39,535 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $11,180 |
Other income received | 2014-12-31 | $44,902 |
Net income (gross income less expenses) | 2014-12-31 | $69,152 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $609,604 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $540,452 |
Assets. Value of participant loans | 2014-12-31 | $15,564 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $19,928 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $4,453 |
2018: LIBERTY HOUSE PENSION PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2017: LIBERTY HOUSE PENSION PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2016: LIBERTY HOUSE PENSION PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2015: LIBERTY HOUSE PENSION PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2014: LIBERTY HOUSE PENSION PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: LIBERTY HOUSE PENSION PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: LIBERTY HOUSE PENSION PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: LIBERTY HOUSE PENSION PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: LIBERTY HOUSE PENSION PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: LIBERTY HOUSE PENSION PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 784300000 |
Policy instance | 1 |
Insurance contract or identification number | 784300000 | Number of Individuals Covered | 20 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $2,052 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,731 | Insurance broker organization code? | 3 |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 784300000 |
Policy instance | 1 |
Insurance contract or identification number | 784300000 | Number of Individuals Covered | 20 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $1,489 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 1489 | Insurance broker name | MATTHEW BEEBE |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 784300000 |
Policy instance | 1 |
Insurance contract or identification number | 784300000 | Number of Individuals Covered | 18 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $15 | Insurance broker organization code? | 3 | Insurance broker name | MATTHEW BEEBE |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 784300000 |
Policy instance | 1 |
Insurance contract or identification number | 784300000 | Number of Individuals Covered | 18 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1,186 | 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 | Commission paid to Insurance Broker | USD $1,176 | Insurance broker organization code? | 3 | Insurance broker name | G. GABRIELS, CHFC, CLU |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 784300 |
Policy instance | 1 |
Insurance contract or identification number | 784300 | Number of Individuals Covered | 9 | Insurance policy start date | 2002-01-01 | Insurance policy end date | 2002-12-31 | Total amount of commissions paid to insurance broker | USD $982 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $5 | Insurance broker organization code? | 3 | Insurance broker name | MATTHEW BEEBE |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 784300 |
Policy instance | 1 |
Insurance contract or identification number | 784300 | Number of Individuals Covered | 9 | Insurance policy start date | 2002-01-01 | Insurance policy end date | 2002-12-31 | Total amount of commissions paid to insurance broker | USD $819 | Commission paid to Insurance Broker | USD $777 | Insurance broker organization code? | 3 | Insurance broker name | J GABRIELS |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 784300 |
Policy instance | 1 |
Insurance contract or identification number | 784300 | Number of Individuals Covered | 10 | Insurance policy start date | 2002-01-01 | Insurance policy end date | 2002-12-31 | Total amount of commissions paid to insurance broker | USD $711 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 784300 |
Policy instance | 1 |
Insurance contract or identification number | 784300 | Number of Individuals Covered | 9 | Insurance policy start date | 2002-01-01 | Insurance policy end date | 2002-12-31 | Total amount of commissions paid to insurance broker | USD $575 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Other information about contract | TAX SHELTERED ANNUITY CONTRACTS | Commission paid to Insurance Broker | USD $536 | Insurance broker organization code? | 3 | Insurance broker name | J GABRIELS |
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