401k Plan data: LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN plan

LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 401k Plan overview

Plan Name	LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN
Plan identification number	001

LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

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

Company Name: LIVING BENEFITS, INC.

Employer identification number (EIN): 201256441

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Additional information about LIVING BENEFITS, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2423850

More information about LIVING BENEFITS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CHERISH FRENCH 2024-02-28 CHERISH FRENCH 2024-02-28
001 2022-01-01 ROBERTA RAASVELD 2023-03-21 ROBERTA RAASVELD 2023-03-21
001 2021-01-01 ROBERTA RAASVELD 2022-06-13 ROBERTA RAASVELD 2022-06-13
001 2020-01-01 ROBERTA RAASVELD 2021-06-24 ROBERTA RAASVELD 2021-06-24
001 2019-01-01 ROBERTA RAASVELD 2020-06-22 ROBERTA RAASVELD 2020-06-22
001 2018-01-01 ROBERTA RAASVELD 2019-07-08 ROBERTA RAASVELD 2019-07-08
001 2017-01-01 ROBERTA RAASVELD 2018-07-30 ROBERTA RAASVELD 2018-07-30
001 2016-01-01 ROBERTA RAASVELD 2017-07-26 ROBERTA RAASVELD 2017-07-26
001 2015-01-01 ROBERTA RASSVELD ROBERTA RASSVELD 2016-08-10
001 2014-01-01 ROBERTA RASSVELD ROBERTA RASSVELD 2015-07-28
001 2013-01-01 ROBERTA RASSVELD ROBERTA RASSVELD 2014-07-17
001 2012-04-15 ROBERTA RAASVELD ROBERTA RAASVELD 2013-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CHERISH FRENCH	2024-02-28	CHERISH FRENCH	2024-02-28
001	2022-01-01	ROBERTA RAASVELD	2023-03-21	ROBERTA RAASVELD	2023-03-21
001	2021-01-01	ROBERTA RAASVELD	2022-06-13	ROBERTA RAASVELD	2022-06-13
001	2020-01-01	ROBERTA RAASVELD	2021-06-24	ROBERTA RAASVELD	2021-06-24
001	2019-01-01	ROBERTA RAASVELD	2020-06-22	ROBERTA RAASVELD	2020-06-22
001	2018-01-01	ROBERTA RAASVELD	2019-07-08	ROBERTA RAASVELD	2019-07-08
001	2017-01-01	ROBERTA RAASVELD	2018-07-30	ROBERTA RAASVELD	2018-07-30
001	2016-01-01	ROBERTA RAASVELD	2017-07-26	ROBERTA RAASVELD	2017-07-26
001	2015-01-01	ROBERTA RASSVELD		ROBERTA RASSVELD	2016-08-10
001	2014-01-01	ROBERTA RASSVELD		ROBERTA RASSVELD	2015-07-28
001	2013-01-01	ROBERTA RASSVELD		ROBERTA RASSVELD	2014-07-17
001	2012-04-15	ROBERTA RAASVELD		ROBERTA RAASVELD	2013-07-25

Plan Statistics for LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN

401k plan membership statisitcs for LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN

Measure Date Value
2025: LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-28 5
Total number of particpants at end of year 2025-07-28 5
Number of Participants With Account Balances 2025-07-28 5
2024: LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-02-28 5
Total number of particpants at end of year 2024-02-28 5
Number of Participants With Account Balances 2024-02-28 5
2015: LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-15 4
Total number of active participants reported on line 7a of the Form 5500 2012-04-15 5
Total of all active and inactive participants 2012-04-15 5
Total participants 2012-04-15 5
Number of participants with account balances 2012-04-15 4

Measure	Date	Value
2025: LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-28	5
Total number of particpants at end of year	2025-07-28	5
Number of Participants With Account Balances	2025-07-28	5
2024: LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-02-28	5
Total number of particpants at end of year	2024-02-28	5
Number of Participants With Account Balances	2024-02-28	5
2015: LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-15	4
Total number of active participants reported on line 7a of the Form 5500	2012-04-15	5
Total of all active and inactive participants	2012-04-15	5
Total participants	2012-04-15	5
Number of participants with account balances	2012-04-15	4

Financial Data on LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN

Measure	Date	Value
2025 : LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-28	0
Total liabilities as of the end of the plan year	2025-07-28	0
Total liabilities as of the beginning of the plan year	2025-07-28	0
Total expenses incurred by plan in this plan year	2025-07-28	16880
Net assets as of the end of the plan year	2025-07-28	1850385
Total assets as of the beginning of the plan year	2025-07-28	1482728
Value of plan covered by a fidelity bond	2025-07-28	125000
Participant contributions to plan in this plan year	2025-07-28	56949
Value of participant loans at end of plan year	2025-07-28	42933
Other expenses paid from plan in this plan year	2025-07-28	0
Other contributions to plan in this plan year	2025-07-28	0
Other income to plan in this plan year	2025-07-28	301059
Plan net income in this plan year	2025-07-28	367657
Net assets as of the end of the plan year	2025-07-28	1850385
Net assets as of the beginning of the plan year	2025-07-28	1482728
Employer contributions to plan in this plan year	2025-07-28	26529
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-28	0
2024 : LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-02-28	0
Total liabilities as of the end of the plan year	2024-02-28	0
Total liabilities as of the beginning of the plan year	2024-02-28	0
Total expenses incurred by plan in this plan year	2024-02-28	0
Net assets as of the end of the plan year	2024-02-28	1482728
Total assets as of the beginning of the plan year	2024-02-28	1102338
Value of plan covered by a fidelity bond	2024-02-28	125000
Participant contributions to plan in this plan year	2024-02-28	52183
Value of participant loans at end of plan year	2024-02-28	34919
Other expenses paid from plan in this plan year	2024-02-28	0
Other contributions to plan in this plan year	2024-02-28	0
Other income to plan in this plan year	2024-02-28	259619
Plan net income in this plan year	2024-02-28	380390
Net assets as of the end of the plan year	2024-02-28	1482728
Net assets as of the beginning of the plan year	2024-02-28	1102338
Employer contributions to plan in this plan year	2024-02-28	68588
Expensese paid to adminstrative service provicers from plan in this plan year	2024-02-28	0
2015 : LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$103,897
Expenses. Total of all expenses incurred	2015-12-31	$898
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$256,386
Total plan assets at beginning of year	2015-12-31	$153,387
Total contributions received or receivable from participants	2015-12-31	$37,520
Other income received	2015-12-31	$-6,312
Net income (gross income less expenses)	2015-12-31	$102,999
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$256,386
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$153,387
Assets. Value of participant loans	2015-12-31	$7,035
Total contributions received or receivable from employer(s)	2015-12-31	$72,689
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$898
2014 : LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$80,550
Expenses. Total of all expenses incurred	2014-12-31	$9,170
Benefits paid (including direct rollovers)	2014-12-31	$8,504
Total plan assets at end of year	2014-12-31	$153,387
Total plan assets at beginning of year	2014-12-31	$82,007
Total contributions received or receivable from participants	2014-12-31	$36,938
Other income received	2014-12-31	$1,157
Net income (gross income less expenses)	2014-12-31	$71,380
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$153,387
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$82,007
Total contributions received or receivable from employer(s)	2014-12-31	$42,455
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$666
2013 : LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$55,551
Expenses. Total of all expenses incurred	2013-12-31	$4,616
Benefits paid (including direct rollovers)	2013-12-31	$4,151
Total plan assets at end of year	2013-12-31	$82,007
Total plan assets at beginning of year	2013-12-31	$31,072
Total contributions received or receivable from participants	2013-12-31	$27,491
Other income received	2013-12-31	$8,673
Net income (gross income less expenses)	2013-12-31	$50,935
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$82,007
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$31,072
Total contributions received or receivable from employer(s)	2013-12-31	$19,387
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$465
2012 : LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$31,100
Expenses. Total of all expenses incurred	2012-12-31	$28
Total plan assets at end of year	2012-12-31	$31,072
Total plan assets at beginning of year	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$25,467
Other income received	2012-12-31	$1,118
Net income (gross income less expenses)	2012-12-31	$31,072
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$31,072
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$4,515
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$28

Form 5500 Responses for LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN

2015: LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2015 form 5500 responses
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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2013 form 5500 responses
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LIVING BENEFITS, INC. RETIREMENT PLAN INC. RETIREMENT PLAN 2012 form 5500 responses
2012-04-15	Type of plan entity	Single employer plan
2012-04-15	First time form 5500 has been submitted	Yes
2012-04-15	Submission has been amended	No
2012-04-15	This submission is the final filing	No
2012-04-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-04-15	Plan is a collectively bargained plan	No
2012-04-15	Plan funding arrangement – Trust	Yes
2012-04-15	Plan benefit arrangement - Trust	Yes

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Company Name:	LIVING BENEFITS, INC.
Employer identification number (EIN):	201256441
NAIC Classification:	523120
NAIC Description:	Securities Brokerage

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2423850