?>
Logo

EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 401k Plan overview

Plan NameEMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC
Plan identification number 502

EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

401k Sponsoring company profile

LOWCOUNTRY BAGEL, INC has sponsored the creation of one or more 401k plans.

Company Name:LOWCOUNTRY BAGEL, INC
Employer identification number (EIN):208005772
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022019-05-01
5022018-05-01
5022017-05-01DAN KRUEGER
5022016-05-01DAN KRUEGER
5022015-05-01DAN KRUEGER
5022014-05-01DAN KRUEGER
5022013-05-01DAN KRUEGER
5022012-05-01DANIEL KRUEGER
5022011-05-01DANIEL KRUEGER

Plan Statistics for EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC

401k plan membership statisitcs for EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC

Measure Date Value
2019: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2019 401k membership
Total participants, beginning-of-year2019-05-014
Total number of active participants reported on line 7a of the Form 55002019-05-011
Number of retired or separated participants receiving benefits2019-05-010
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-011
2018: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2018 401k membership
Total participants, beginning-of-year2018-05-015
Total number of active participants reported on line 7a of the Form 55002018-05-014
Number of retired or separated participants receiving benefits2018-05-010
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-014
2017: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2017 401k membership
Total participants, beginning-of-year2017-05-016
Total number of active participants reported on line 7a of the Form 55002017-05-014
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-014
2016: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2016 401k membership
Total participants, beginning-of-year2016-05-014
Total number of active participants reported on line 7a of the Form 55002016-05-017
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-017
2015: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2015 401k membership
Total participants, beginning-of-year2015-05-015
Total number of active participants reported on line 7a of the Form 55002015-05-014
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-014
2014: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2014 401k membership
Total participants, beginning-of-year2014-05-018
Total number of active participants reported on line 7a of the Form 55002014-05-015
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-015
2013: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2013 401k membership
Total participants, beginning-of-year2013-05-017
Total number of active participants reported on line 7a of the Form 55002013-05-016
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-010
Total of all active and inactive participants2013-05-016
2012: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2012 401k membership
Total participants, beginning-of-year2012-05-017
Total number of active participants reported on line 7a of the Form 55002012-05-017
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-017
2011: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2011 401k membership
Total participants, beginning-of-year2011-05-0111
Total number of active participants reported on line 7a of the Form 55002011-05-017
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-017

Financial Data on EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC

Measure Date Value
2020 : EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2020 401k financial data
Total plan liabilities at end of year2020-04-30$0
Total plan liabilities at beginning of year2020-04-30$0
Total income from all sources2020-04-30$17,668
Expenses. Total of all expenses incurred2020-04-30$12,272
Benefits paid (including direct rollovers)2020-04-30$2,905
Total plan assets at end of year2020-04-30$95,801
Total plan assets at beginning of year2020-04-30$90,405
Value of fidelity bond covering the plan2020-04-30$90,000
Expenses. Other expenses not covered elsewhere2020-04-30$9,367
Net income (gross income less expenses)2020-04-30$5,396
Net plan assets at end of year (total assets less liabilities)2020-04-30$95,801
Net plan assets at beginning of year (total assets less liabilities)2020-04-30$90,405
Total contributions received or receivable from employer(s)2020-04-30$17,668
2018 : EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2018 401k financial data
Total plan liabilities at end of year2018-04-30$0
Total plan liabilities at beginning of year2018-04-30$0
Total income from all sources2018-04-30$39,427
Expenses. Total of all expenses incurred2018-04-30$30,441
Benefits paid (including direct rollovers)2018-04-30$8,265
Total plan assets at end of year2018-04-30$84,137
Total plan assets at beginning of year2018-04-30$75,151
Value of fidelity bond covering the plan2018-04-30$75,000
Expenses. Other expenses not covered elsewhere2018-04-30$22,176
Net income (gross income less expenses)2018-04-30$8,986
Net plan assets at end of year (total assets less liabilities)2018-04-30$84,137
Net plan assets at beginning of year (total assets less liabilities)2018-04-30$75,151
Total contributions received or receivable from employer(s)2018-04-30$39,427
2017 : EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2017 401k financial data
Total plan liabilities at end of year2017-04-30$0
Total plan liabilities at beginning of year2017-04-30$0
Total income from all sources2017-04-30$40,293
Expenses. Total of all expenses incurred2017-04-30$30,736
Benefits paid (including direct rollovers)2017-04-30$6,524
Total plan assets at end of year2017-04-30$75,151
Total plan assets at beginning of year2017-04-30$65,594
Value of fidelity bond covering the plan2017-04-30$75,000
Expenses. Other expenses not covered elsewhere2017-04-30$24,212
Net income (gross income less expenses)2017-04-30$9,557
Net plan assets at end of year (total assets less liabilities)2017-04-30$75,151
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$65,594
Total contributions received or receivable from employer(s)2017-04-30$40,293
2016 : EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2016 401k financial data
Total plan liabilities at end of year2016-04-30$0
Total plan liabilities at beginning of year2016-04-30$903
Total income from all sources2016-04-30$33,410
Expenses. Total of all expenses incurred2016-04-30$27,520
Benefits paid (including direct rollovers)2016-04-30$8,413
Total plan assets at end of year2016-04-30$65,594
Total plan assets at beginning of year2016-04-30$60,607
Value of fidelity bond covering the plan2016-04-30$70,000
Expenses. Other expenses not covered elsewhere2016-04-30$19,107
Net income (gross income less expenses)2016-04-30$5,890
Net plan assets at end of year (total assets less liabilities)2016-04-30$65,594
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$59,704
Total contributions received or receivable from employer(s)2016-04-30$33,410
2015 : EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2015 401k financial data
Total plan liabilities at end of year2015-04-30$903
Total plan liabilities at beginning of year2015-04-30$1,589
Total income from all sources2015-04-30$53,652
Expenses. Total of all expenses incurred2015-04-30$41,228
Benefits paid (including direct rollovers)2015-04-30$11,830
Total plan assets at end of year2015-04-30$60,607
Total plan assets at beginning of year2015-04-30$48,869
Value of fidelity bond covering the plan2015-04-30$10,000
Expenses. Other expenses not covered elsewhere2015-04-30$29,398
Net income (gross income less expenses)2015-04-30$12,424
Net plan assets at end of year (total assets less liabilities)2015-04-30$59,704
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$47,280
Total contributions received or receivable from employer(s)2015-04-30$53,652
2014 : EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2014 401k financial data
Total plan liabilities at end of year2014-04-30$1,589
Total plan liabilities at beginning of year2014-04-30$1,208
Total income from all sources2014-04-30$51,179
Expenses. Total of all expenses incurred2014-04-30$41,006
Benefits paid (including direct rollovers)2014-04-30$11,325
Total plan assets at end of year2014-04-30$48,869
Total plan assets at beginning of year2014-04-30$38,315
Value of fidelity bond covering the plan2014-04-30$10,000
Expenses. Other expenses not covered elsewhere2014-04-30$29,681
Net income (gross income less expenses)2014-04-30$10,173
Net plan assets at end of year (total assets less liabilities)2014-04-30$47,280
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$37,107
Total contributions received or receivable from employer(s)2014-04-30$51,179
2013 : EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2013 401k financial data
Total plan liabilities at end of year2013-04-30$1,208
Total plan liabilities at beginning of year2013-04-30$2,616
Total income from all sources2013-04-30$49,015
Expenses. Total of all expenses incurred2013-04-30$39,686
Benefits paid (including direct rollovers)2013-04-30$14,750
Total plan assets at end of year2013-04-30$38,315
Total plan assets at beginning of year2013-04-30$30,394
Expenses. Other expenses not covered elsewhere2013-04-30$24,936
Net income (gross income less expenses)2013-04-30$9,329
Net plan assets at end of year (total assets less liabilities)2013-04-30$37,107
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$27,778
Total contributions received or receivable from employer(s)2013-04-30$49,015
2012 : EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2012 401k financial data
Total plan liabilities at end of year2012-04-30$2,616
Total plan liabilities at beginning of year2012-04-30$2,268
Total income from all sources2012-04-30$59,052
Expenses. Total of all expenses incurred2012-04-30$38,533
Benefits paid (including direct rollovers)2012-04-30$8,192
Total plan assets at end of year2012-04-30$30,394
Total plan assets at beginning of year2012-04-30$9,527
Expenses. Other expenses not covered elsewhere2012-04-30$30,341
Net income (gross income less expenses)2012-04-30$20,519
Net plan assets at end of year (total assets less liabilities)2012-04-30$27,778
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$7,259
Total contributions received or receivable from employer(s)2012-04-30$59,052
2011 : EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2011 401k financial data
Total plan liabilities at end of year2011-04-30$2,268
Total plan liabilities at beginning of year2011-04-30$0
Total income from all sources2011-04-30$60,338
Expenses. Total of all expenses incurred2011-04-30$53,079
Benefits paid (including direct rollovers)2011-04-30$23,147
Total plan assets at end of year2011-04-30$9,527
Total plan assets at beginning of year2011-04-30$0
Expenses. Other expenses not covered elsewhere2011-04-30$29,932
Net income (gross income less expenses)2011-04-30$7,259
Net plan assets at end of year (total assets less liabilities)2011-04-30$7,259
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$0
Total contributions received or receivable from employer(s)2011-04-30$60,338

Form 5500 Responses for EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC

2019: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE HEALTH PLAN OF LOWCOUNTRY BAGEL, INC 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number40157 NFA 0451
Policy instance 1
Insurance contract or identification number40157 NFA 0451
Number of Individuals Covered1
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
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?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
Welfare Benefit Premiums Paid to CarrierUSD $7,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number40157 NFA 0451
Policy instance 1
Insurance contract or identification number40157 NFA 0451
Number of Individuals Covered5
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
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?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
Welfare Benefit Premiums Paid to CarrierUSD $15,994
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number40157 NFA 0451
Policy instance 1
Insurance contract or identification numberETB146085
Number of Individuals Covered153
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,431
Total amount of fees paid to insurance companyUSD $0
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
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $22,870
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,431
Insurance broker organization code?3

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3