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LIBERTY HOUSE PENSION PLAN 401k Plan overview

Plan NameLIBERTY HOUSE PENSION PLAN
Plan identification number 003

LIBERTY HOUSE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LIBERTY HOUSE FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:LIBERTY HOUSE FOUNDATION, INC.
Employer identification number (EIN):141568361
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about LIBERTY HOUSE FOUNDATION, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1975-04-15
Company Identification Number: 367292
Legal Registered Office Address: 54 BAY STREET
Warren
GLENS FALLS
United States of America (USA)
12801

More information about LIBERTY HOUSE FOUNDATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY HOUSE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01JULIA BEEBE2023-02-08 JULIA BEEBE2023-02-08
0032021-01-01JULIA BEEBE2022-02-23
0032020-01-01JULIA BEEBE2021-08-05 JULIA BEEBE2021-08-05
0032019-01-01JULIA BEEBE2020-04-27 JULIA BEEBE2020-04-27
0032018-01-01
0032017-01-01ULIA BEEBE-LIBERTY HOUSE FOUNDATION OLGA OSUCHOWSKI2018-07-30
0032016-01-01JULIA BEEBE OLGA OSUCHOWSKI2017-07-31
0032015-01-01JULIA BEEBE OLGA OSUCHOWSKI2016-07-25
0032014-01-01JULIA BEEBE
0032013-01-01JULIA BEEBE KATHLEEN DALY2014-07-30
0032012-01-01JULIA BEEBE KATHLEEN DALY2013-07-25
0032011-01-01JULIA BEEBE KATHLEEN DALY2012-07-26
0032010-01-01JULIA BEEBE2011-07-29
0032009-01-01JULIA BEEBE MIKE JACOBS2010-09-16

Plan Statistics for LIBERTY HOUSE PENSION PLAN

401k plan membership statisitcs for LIBERTY HOUSE PENSION PLAN

Measure Date Value
2018: LIBERTY HOUSE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0120
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-0111
Total of all active and inactive participants2018-01-0120
Total participants2018-01-0120
Number of participants with account balances2018-01-0120
2017: LIBERTY HOUSE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0119
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-0111
Total of all active and inactive participants2017-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0121
Number of participants with account balances2017-01-0120
2016: LIBERTY HOUSE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-0111
Total of all active and inactive participants2016-01-0120
Total participants2016-01-0120
Number of participants with account balances2016-01-0118
2015: LIBERTY HOUSE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-018
Total of all active and inactive participants2015-01-0118
Total participants2015-01-0118
Number of participants with account balances2015-01-0118
2014: LIBERTY HOUSE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0117
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-018
Total of all active and inactive participants2014-01-0118
Total participants2014-01-0118
Number of participants with account balances2014-01-0118
2013: LIBERTY HOUSE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Total of all active and inactive participants2013-01-0112
Total participants2013-01-0112
Number of participants with account balances2013-01-019
2012: LIBERTY HOUSE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-0112
Total of all active and inactive participants2012-01-0112
Total participants2012-01-0112
Number of participants with account balances2012-01-019
2011: LIBERTY HOUSE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Total of all active and inactive participants2011-01-0110
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
2010: LIBERTY HOUSE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-0110
Total of all active and inactive participants2010-01-0110
Total participants2010-01-0110
Number of participants with account balances2010-01-019
2009: LIBERTY HOUSE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0110
Total participants2009-01-0110
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LIBERTY HOUSE PENSION PLAN

Measure Date Value
2018 : LIBERTY HOUSE PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$-3,779
Expenses. Total of all expenses incurred2018-12-31$114,206
Benefits paid (including direct rollovers)2018-12-31$113,620
Total plan assets at end of year2018-12-31$728,890
Total plan assets at beginning of year2018-12-31$846,875
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$46,720
Expenses. Other expenses not covered elsewhere2018-12-31$586
Other income received2018-12-31$-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 loans2018-12-31$7,123
Total contributions received or receivable from employer(s)2018-12-31$20,087
2017 : LIBERTY HOUSE PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$181,356
Expenses. Total of all expenses incurred2017-12-31$20,016
Benefits paid (including direct rollovers)2017-12-31$5,688
Total plan assets at end of year2017-12-31$846,875
Total plan assets at beginning of year2017-12-31$685,535
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$42,430
Expenses. Other expenses not covered elsewhere2017-12-31$14,328
Other income received2017-12-31$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 loans2017-12-31$8,661
Total contributions received or receivable from employer(s)2017-12-31$15,729
Value of certain deemed distributions of participant loans2017-12-31$0
2016 : LIBERTY HOUSE PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$124,122
Expenses. Total of all expenses incurred2016-12-31$62,578
Benefits paid (including direct rollovers)2016-12-31$50,778
Total plan assets at end of year2016-12-31$685,535
Total plan assets at beginning of year2016-12-31$623,991
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$34,500
Expenses. Other expenses not covered elsewhere2016-12-31$11,800
Other income received2016-12-31$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 loans2016-12-31$1,924
Total contributions received or receivable from employer(s)2016-12-31$15,069
2015 : LIBERTY HOUSE PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$43,367
Expenses. Total of all expenses incurred2015-12-31$28,980
Benefits paid (including direct rollovers)2015-12-31$3,398
Total plan assets at end of year2015-12-31$623,991
Total plan assets at beginning of year2015-12-31$609,604
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$42,310
Expenses. Other expenses not covered elsewhere2015-12-31$10,216
Other income received2015-12-31$-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 loans2015-12-31$3,656
Total contributions received or receivable from employer(s)2015-12-31$20,304
Value of certain deemed distributions of participant loans2015-12-31$15,366
2014 : LIBERTY HOUSE PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$104,365
Expenses. Total of all expenses incurred2014-12-31$35,213
Benefits paid (including direct rollovers)2014-12-31$19,580
Total plan assets at end of year2014-12-31$609,604
Total plan assets at beginning of year2014-12-31$540,452
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$39,535
Expenses. Other expenses not covered elsewhere2014-12-31$11,180
Other income received2014-12-31$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 loans2014-12-31$15,564
Total contributions received or receivable from employer(s)2014-12-31$19,928
Value of certain deemed distributions of participant loans2014-12-31$4,453

Form 5500 Responses for LIBERTY HOUSE PENSION PLAN

2018: LIBERTY HOUSE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: LIBERTY HOUSE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: LIBERTY HOUSE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: LIBERTY HOUSE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: LIBERTY HOUSE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: LIBERTY HOUSE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: LIBERTY HOUSE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: LIBERTY HOUSE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: LIBERTY HOUSE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: LIBERTY HOUSE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number784300000
Policy instance 1
Insurance contract or identification number784300000
Number of Individuals Covered20
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $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 BrokerUSD $1,731
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number784300000
Policy instance 1
Insurance contract or identification number784300000
Number of Individuals Covered20
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $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 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
Amount paid for insurance broker fees1489
Insurance broker nameMATTHEW BEEBE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number784300000
Policy instance 1
Insurance contract or identification number784300000
Number of Individuals Covered18
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 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?No
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
Commission paid to Insurance BrokerUSD $15
Insurance broker organization code?3
Insurance broker nameMATTHEW BEEBE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number784300000
Policy instance 1
Insurance contract or identification number784300000
Number of Individuals Covered18
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $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 BrokerUSD $1,176
Insurance broker organization code?3
Insurance broker nameG. GABRIELS, CHFC, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number784300
Policy instance 1
Insurance contract or identification number784300
Number of Individuals Covered9
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
Total amount of commissions paid to insurance brokerUSD $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 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?No
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
Commission paid to Insurance BrokerUSD $5
Insurance broker organization code?3
Insurance broker nameMATTHEW BEEBE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number784300
Policy instance 1
Insurance contract or identification number784300
Number of Individuals Covered9
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
Total amount of commissions paid to insurance brokerUSD $819
Commission paid to Insurance BrokerUSD $777
Insurance broker organization code?3
Insurance broker nameJ GABRIELS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number784300
Policy instance 1
Insurance contract or identification number784300
Number of Individuals Covered10
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
Total amount of commissions paid to insurance brokerUSD $711
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number784300
Policy instance 1
Insurance contract or identification number784300
Number of Individuals Covered9
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
Total amount of commissions paid to insurance brokerUSD $575
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractTAX SHELTERED ANNUITY CONTRACTS
Commission paid to Insurance BrokerUSD $536
Insurance broker organization code?3
Insurance broker nameJ GABRIELS

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