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LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 401k Plan overview

Plan NameLIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN
Plan identification number 001

LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name:LIFT, INC.
Employer identification number (EIN):232574915
NAIC Classification:423800

Additional information about LIFT, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2005-02-07
Company Identification Number: 3160511
Legal Registered Office Address: DANIEL COSTA-BRAGA
34 BARRY LANE
SYOSSET
United States of America (USA)
11791

More information about LIFT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-10-01AARON MYERS
0012017-10-01
0012016-10-01GEORGE HENNESSY
0012015-10-01GAYLE VELKY
0012014-10-01
0012013-10-01
0012012-10-01GAYLE VELKY
0012011-10-01GAYLE VELKY
0012009-10-01GAYLE VELKY
0012008-10-01

Plan Statistics for LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN

401k plan membership statisitcs for LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2022: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01431
Total number of active participants reported on line 7a of the Form 55002022-01-01356
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01116
Total of all active and inactive participants2022-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01477
Number of participants with account balances2022-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0142
2021: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01426
Total number of active participants reported on line 7a of the Form 55002021-01-01311
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01107
Total of all active and inactive participants2021-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01424
Number of participants with account balances2021-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0139
2020: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01421
Total number of active participants reported on line 7a of the Form 55002020-01-01285
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01127
Total of all active and inactive participants2020-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01421
Number of participants with account balances2020-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0151
2019: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01387
Total number of active participants reported on line 7a of the Form 55002019-01-01309
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0193
Total of all active and inactive participants2019-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01408
Number of participants with account balances2019-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0131
2018: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01376
Total number of active participants reported on line 7a of the Form 55002018-10-01314
Number of retired or separated participants receiving benefits2018-10-014
Number of other retired or separated participants entitled to future benefits2018-10-0160
Total of all active and inactive participants2018-10-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01378
Number of participants with account balances2018-10-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-017
2017: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01360
Total number of active participants reported on line 7a of the Form 55002017-10-01308
Number of retired or separated participants receiving benefits2017-10-015
Number of other retired or separated participants entitled to future benefits2017-10-0158
Total of all active and inactive participants2017-10-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01371
Number of participants with account balances2017-10-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0125
2016: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01354
Total number of active participants reported on line 7a of the Form 55002016-10-01298
Number of retired or separated participants receiving benefits2016-10-013
Number of other retired or separated participants entitled to future benefits2016-10-0155
Total of all active and inactive participants2016-10-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01356
Number of participants with account balances2016-10-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-0134
2015: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01278
Total number of active participants reported on line 7a of the Form 55002015-10-01302
Number of retired or separated participants receiving benefits2015-10-012
Number of other retired or separated participants entitled to future benefits2015-10-0146
Total of all active and inactive participants2015-10-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01350
Number of participants with account balances2015-10-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-018
2014: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01277
Total number of active participants reported on line 7a of the Form 55002014-10-01251
Number of retired or separated participants receiving benefits2014-10-013
Number of other retired or separated participants entitled to future benefits2014-10-0137
Total of all active and inactive participants2014-10-01291
Total participants2014-10-01291
Number of participants with account balances2014-10-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-018
2013: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01247
Total number of active participants reported on line 7a of the Form 55002013-10-01255
Number of retired or separated participants receiving benefits2013-10-011
Number of other retired or separated participants entitled to future benefits2013-10-0121
Total of all active and inactive participants2013-10-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01277
Number of participants with account balances2013-10-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-014
2012: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01249
Total number of active participants reported on line 7a of the Form 55002012-10-01218
Number of other retired or separated participants entitled to future benefits2012-10-0129
Total of all active and inactive participants2012-10-01247
Total participants2012-10-01247
Number of participants with account balances2012-10-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-017
2011: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01226
Total number of active participants reported on line 7a of the Form 55002011-10-01235
Number of other retired or separated participants entitled to future benefits2011-10-0114
Total of all active and inactive participants2011-10-01249
Total participants2011-10-01249
Number of participants with account balances2011-10-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-015
2009: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01209
Total number of active participants reported on line 7a of the Form 55002009-10-01203
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0111
Total of all active and inactive participants2009-10-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01214
Number of participants with account balances2009-10-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-013

Financial Data on LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2022 : LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$32,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,599,158
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,802,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,689,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,299,373
Value of total assets at end of year2022-12-31$27,533,781
Value of total assets at beginning of year2022-12-31$32,902,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$112,963
Total interest from all sources2022-12-31$509
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$909,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$909,223
Administrative expenses professional fees incurred2022-12-31$8,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$600,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,540,650
Participant contributions at end of year2022-12-31$23,701
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$61,171
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$32,807
Other income not declared elsewhere2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$32,808
Total non interest bearing cash at beginning of year2022-12-31$26,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,401,683
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,500,974
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,902,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$104,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,290,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,747,585
Value of interest in common/collective trusts at end of year2022-12-31$1,001,384
Value of interest in common/collective trusts at beginning of year2022-12-31$941,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$169,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$185,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$185,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,823,542
Net investment gain or loss from common/collective trusts2022-12-31$15,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$697,552
Employer contributions (assets) at end of year2022-12-31$8,412
Employer contributions (assets) at beginning of year2022-12-31$1,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,689,562
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RKL LLP
Accountancy firm EIN2022-12-31232108173
2021 : LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,410,948
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,841,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,724,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,990,560
Value of total assets at end of year2021-12-31$32,902,657
Value of total assets at beginning of year2021-12-31$28,333,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$117,764
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,666,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,666,254
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$600,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,259,950
Participant contributions at beginning of year2021-12-31$16,993
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$125,541
Other income not declared elsewhere2021-12-31$5,407
Total non interest bearing cash at end of year2021-12-31$26,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,569,087
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,902,657
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,333,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$117,764
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,747,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,152,093
Value of interest in common/collective trusts at end of year2021-12-31$941,783
Value of interest in common/collective trusts at beginning of year2021-12-31$989,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$185,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$168,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$168,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,748,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$605,069
Employer contributions (assets) at end of year2021-12-31$1,394
Employer contributions (assets) at beginning of year2021-12-31$6,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,724,097
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,913,981
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,661,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,560,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,809,405
Value of total assets at end of year2020-12-31$28,333,570
Value of total assets at beginning of year2020-12-31$26,081,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$100,709
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$984,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$984,372
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$600,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,164,248
Participant contributions at end of year2020-12-31$16,993
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$76,551
Other income not declared elsewhere2020-12-31$3,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,252,443
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,333,570
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,081,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$100,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,152,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,926,603
Value of interest in common/collective trusts at end of year2020-12-31$989,353
Value of interest in common/collective trusts at beginning of year2020-12-31$997,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$168,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$157,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$157,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,116,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$568,606
Employer contributions (assets) at end of year2020-12-31$6,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,560,829
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,082,441
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,034,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,932,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,963,938
Value of total assets at end of year2019-12-31$26,081,127
Value of total assets at beginning of year2019-12-31$22,033,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$102,134
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$850,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$850,648
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,207,217
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$188,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,047,629
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,081,127
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,033,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,083,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,174,064
Value of interest in common/collective trusts at end of year2019-12-31$997,146
Value of interest in common/collective trusts at beginning of year2019-12-31$859,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,267,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$568,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,932,678
Contract administrator fees2019-12-31$102,134
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-12-31390859910
2018 : LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-2,144,603
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$478,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$456,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$383,586
Value of total assets at end of year2018-12-31$22,033,498
Value of total assets at beginning of year2018-12-31$24,656,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,986
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$897,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$897,882
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$280,957
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,623,298
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,033,498
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,656,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,174,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,679,441
Value of interest in common/collective trusts at end of year2018-12-31$859,434
Value of interest in common/collective trusts at beginning of year2018-12-31$827,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,426,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$94,725
Employer contributions (assets) at beginning of year2018-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$456,709
Contract administrator fees2018-12-31$21,986
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$4,491,549
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$1,520,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$1,426,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$1,802,305
Value of total assets at end of year2018-09-30$24,656,796
Value of total assets at beginning of year2018-09-30$21,685,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$93,747
Total interest from all sources2018-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$729,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$729,272
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$1,056,662
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$229,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$2,971,483
Value of net assets at end of year (total assets less liabilities)2018-09-30$24,656,796
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$21,685,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$23,679,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$20,536,350
Value of interest in common/collective trusts at end of year2018-09-30$827,355
Value of interest in common/collective trusts at beginning of year2018-09-30$998,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$1,959,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$516,619
Employer contributions (assets) at end of year2018-09-30$150,000
Employer contributions (assets) at beginning of year2018-09-30$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$1,426,319
Contract administrator fees2018-09-30$93,747
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-09-30390859910
2017 : LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$4,367,574
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$746,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$665,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$1,669,333
Value of total assets at end of year2017-09-30$21,685,313
Value of total assets at beginning of year2017-09-30$18,063,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$80,915
Total interest from all sources2017-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$528,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$528,589
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$1,076,394
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$59,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$3,621,461
Value of net assets at end of year (total assets less liabilities)2017-09-30$21,685,313
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$18,063,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$20,536,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$17,913,852
Value of interest in common/collective trusts at end of year2017-09-30$998,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$2,169,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$532,979
Employer contributions (assets) at end of year2017-09-30$150,000
Employer contributions (assets) at beginning of year2017-09-30$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$665,198
Contract administrator fees2017-09-30$80,915
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-09-30390859910
2016 : LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$3,166,469
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$2,016,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$1,980,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$1,331,434
Value of total assets at end of year2016-09-30$18,063,852
Value of total assets at beginning of year2016-09-30$16,913,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$36,438
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$780,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$780,915
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$867,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$1,149,854
Value of net assets at end of year (total assets less liabilities)2016-09-30$18,063,852
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$16,913,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$17,913,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$15,965,416
Value of interest in common/collective trusts at beginning of year2016-09-30$798,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$1,054,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$463,837
Employer contributions (assets) at end of year2016-09-30$150,000
Employer contributions (assets) at beginning of year2016-09-30$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$1,980,177
Contract administrator fees2016-09-30$36,438
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-09-30Yes
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-09-30390859910
2015 : LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-09-30$1,283,909
Total of all expenses incurred2015-09-30$672,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$641,205
Value of total corrective distributions2015-09-30$12,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$1,426,960
Value of total assets at end of year2015-09-30$16,913,998
Value of total assets at beginning of year2015-09-30$16,302,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$18,801
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$783,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$783,340
Administrative expenses professional fees incurred2015-09-30$6,530
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$808,074
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$176,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$611,313
Value of net assets at end of year (total assets less liabilities)2015-09-30$16,913,998
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$16,302,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$15,965,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$15,379,789
Value of interest in common/collective trusts at end of year2015-09-30$798,582
Value of interest in common/collective trusts at beginning of year2015-09-30$772,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-934,373
Net investment gain or loss from common/collective trusts2015-09-30$7,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$442,143
Employer contributions (assets) at end of year2015-09-30$150,000
Employer contributions (assets) at beginning of year2015-09-30$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$641,205
Contract administrator fees2015-09-30$12,271
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-09-30390859910
2014 : LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-09-30$3,163,411
Total of all expenses incurred2014-09-30$804,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$775,645
Value of total corrective distributions2014-09-30$7,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$1,267,139
Value of total assets at end of year2014-09-30$16,302,685
Value of total assets at beginning of year2014-09-30$13,943,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$21,915
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$486,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$486,637
Administrative expenses professional fees incurred2014-09-30$6,340
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$778,706
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$69,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$2,358,716
Value of net assets at end of year (total assets less liabilities)2014-09-30$16,302,685
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$13,943,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$15,379,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$13,018,105
Value of interest in common/collective trusts at end of year2014-09-30$772,896
Value of interest in common/collective trusts at beginning of year2014-09-30$775,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$1,396,974
Net investment gain or loss from common/collective trusts2014-09-30$12,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$418,819
Employer contributions (assets) at end of year2014-09-30$150,000
Employer contributions (assets) at beginning of year2014-09-30$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$775,645
Contract administrator fees2014-09-30$15,575
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30SELIGMAN, FRIEDMAN & COMPANY, PC
Accountancy firm EIN2014-09-30232708607
2013 : LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-09-30$3,141,238
Total of all expenses incurred2013-09-30$1,600,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$1,580,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$1,143,681
Value of total assets at end of year2013-09-30$13,943,969
Value of total assets at beginning of year2013-09-30$12,403,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$20,131
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$277,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$277,826
Administrative expenses professional fees incurred2013-09-30$6,150
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$738,656
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$4,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$1,540,717
Value of net assets at end of year (total assets less liabilities)2013-09-30$13,943,969
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$12,403,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$13,018,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$11,149,399
Value of interest in common/collective trusts at end of year2013-09-30$775,864
Value of interest in common/collective trusts at beginning of year2013-09-30$1,103,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$1,677,532
Net investment gain or loss from common/collective trusts2013-09-30$42,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30Yes
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$400,888
Employer contributions (assets) at end of year2013-09-30$150,000
Employer contributions (assets) at beginning of year2013-09-30$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$1,580,390
Contract administrator fees2013-09-30$13,981
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30SELIGMAN, FRIEDMAN & COMPANY, PC
Accountancy firm EIN2013-09-30232708607
2012 : LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-09-30$3,404,548
Total of all expenses incurred2012-09-30$685,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$663,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$1,389,504
Value of total assets at end of year2012-09-30$12,403,252
Value of total assets at beginning of year2012-09-30$9,684,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$22,880
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$256,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$256,295
Administrative expenses professional fees incurred2012-09-30$6,020
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$700,914
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$303,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$2,718,598
Value of net assets at end of year (total assets less liabilities)2012-09-30$12,403,252
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$9,684,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$11,149,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$8,702,366
Value of interest in common/collective trusts at end of year2012-09-30$1,103,853
Value of interest in common/collective trusts at beginning of year2012-09-30$862,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$1,692,586
Net investment gain or loss from common/collective trusts2012-09-30$66,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$385,107
Employer contributions (assets) at end of year2012-09-30$150,000
Employer contributions (assets) at beginning of year2012-09-30$120,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$663,070
Contract administrator fees2012-09-30$16,860
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30SELIGMAN, FRIEDMAN & COMPANY, PC
Accountancy firm EIN2012-09-30232708607
2011 : LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-09-30$999,236
Total of all expenses incurred2011-09-30$946,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$927,129
Value of total corrective distributions2011-09-30$1,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$1,004,223
Value of total assets at end of year2011-09-30$9,684,654
Value of total assets at beginning of year2011-09-30$9,631,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$17,453
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$190,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$190,997
Administrative expenses professional fees incurred2011-09-30$5,920
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$654,927
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$17,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$52,957
Value of net assets at end of year (total assets less liabilities)2011-09-30$9,684,654
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$9,631,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$8,702,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$8,771,243
Value of interest in common/collective trusts at end of year2011-09-30$862,288
Value of interest in common/collective trusts at beginning of year2011-09-30$800,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-179,683
Net investment gain or loss from common/collective trusts2011-09-30$-16,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$332,100
Employer contributions (assets) at end of year2011-09-30$120,000
Employer contributions (assets) at beginning of year2011-09-30$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$927,129
Contract administrator fees2011-09-30$11,533
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30SELIGMAN, FRIEDMAN & COMPANY, PC
Accountancy firm EIN2011-09-30232708607

Form 5500 Responses for LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN

2022: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: LIFT, INC. EMPLOYEE 401K INCENTIVE SAVINGS & PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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