401k Plan data: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN plan

LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 401k Plan overview

Plan Name	LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN
Plan identification number	001

LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEE COUNTY YOUTH DEVELOPMENT CENTER has sponsored the creation of one or more 401k plans.

Company Name: LEE COUNTY YOUTH DEVELOPMENT CENTER

Employer identification number (EIN): 237078903

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CORA MCGRIFF 2023-09-06 LAURA COOPER 2023-09-06
001 2021-01-01 CORA MCGRIFF 2022-07-19 LAURA COOPER 2022-07-19
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CORA MCGRIFF LAURA COOPER 2018-10-04
001 2016-01-01 CORA MCGRIFF LAURA COOPER 2017-10-16
001 2015-01-01 CORA MCGRIFF
001 2015-01-01
001 2014-01-01 CORA MCGRIFF LAURA COOPER 2015-10-14
001 2013-01-01 LAURA COOPER
001 2012-01-01 KEYONA FOSTON 2013-07-26
001 2011-01-01 LAURA COOPER 2012-09-19 LAURA COOPER 2012-09-19
001 2010-01-01 LAURA COOPER 2011-08-22 LAURA COOPER 2011-08-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CORA MCGRIFF	2023-09-06	LAURA COOPER	2023-09-06
001	2021-01-01	CORA MCGRIFF	2022-07-19	LAURA COOPER	2022-07-19
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	CORA MCGRIFF		LAURA COOPER	2018-10-04
001	2016-01-01	CORA MCGRIFF		LAURA COOPER	2017-10-16
001	2015-01-01	CORA MCGRIFF
001	2015-01-01
001	2014-01-01	CORA MCGRIFF		LAURA COOPER	2015-10-14
001	2013-01-01	LAURA COOPER
001	2012-01-01	KEYONA FOSTON	2013-07-26
001	2011-01-01	LAURA COOPER	2012-09-19	LAURA COOPER	2012-09-19
001	2010-01-01	LAURA COOPER	2011-08-22	LAURA COOPER	2011-08-22

Plan Statistics for LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN

401k plan membership statisitcs for LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN

Measure Date Value
2020: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 69
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 14
Total of all active and inactive participants 2020-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 83
Number of participants with account balances 2020-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 81
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 93
Number of participants with account balances 2019-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 84
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 93
Number of participants with account balances 2018-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 71
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 85
Number of participants with account balances 2017-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12
2016: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 91
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 20
Total of all active and inactive participants 2016-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 111
Number of participants with account balances 2016-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 10
2015: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 100
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 109
Number of participants with account balances 2015-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 98
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 113
Number of participants with account balances 2014-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 100
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 114
Number of participants with account balances 2013-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5

Measure	Date	Value
2020: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	69
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	14
Total of all active and inactive participants	2020-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	83
Number of participants with account balances	2020-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	81
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	93
Number of participants with account balances	2019-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	84
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	93
Number of participants with account balances	2018-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	71
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	85
Number of participants with account balances	2017-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12
2016: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	91
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	20
Total of all active and inactive participants	2016-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	111
Number of participants with account balances	2016-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	10
2015: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	100
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	109
Number of participants with account balances	2015-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	98
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	113
Number of participants with account balances	2014-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	100
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	114
Number of participants with account balances	2013-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5

Financial Data on LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN

Measure	Date	Value
2020 : LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$364,214
Expenses. Total of all expenses incurred	2020-12-31	$415,929
Benefits paid (including direct rollovers)	2020-12-31	$406,710
Total plan assets at end of year	2020-12-31	$1,510,355
Total plan assets at beginning of year	2020-12-31	$1,562,070
Value of fidelity bond covering the plan	2020-12-31	$290,000
Total contributions received or receivable from participants	2020-12-31	$96,511
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$182,086
Net income (gross income less expenses)	2020-12-31	$-51,715
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,510,355
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,562,070
Total contributions received or receivable from employer(s)	2020-12-31	$85,617
Value of corrective distributions	2020-12-31	$1,866
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$7,353
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$406,241
Expenses. Total of all expenses incurred	2019-12-31	$69,153
Benefits paid (including direct rollovers)	2019-12-31	$61,969
Total plan assets at end of year	2019-12-31	$1,562,070
Total plan assets at beginning of year	2019-12-31	$1,224,982
Value of fidelity bond covering the plan	2019-12-31	$290,000
Total contributions received or receivable from participants	2019-12-31	$98,069
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$222,551
Net income (gross income less expenses)	2019-12-31	$337,088
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,562,070
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,224,982
Total contributions received or receivable from employer(s)	2019-12-31	$85,621
Value of corrective distributions	2019-12-31	$1,272
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$5,912
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$63,179
Expenses. Total of all expenses incurred	2018-12-31	$156,392
Benefits paid (including direct rollovers)	2018-12-31	$147,598
Total plan assets at end of year	2018-12-31	$1,224,982
Total plan assets at beginning of year	2018-12-31	$1,318,195
Value of fidelity bond covering the plan	2018-12-31	$290,000
Total contributions received or receivable from participants	2018-12-31	$70,245
Other income received	2018-12-31	$-54,823
Net income (gross income less expenses)	2018-12-31	$-93,213
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,224,982
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,318,195
Total contributions received or receivable from employer(s)	2018-12-31	$47,757
Value of corrective distributions	2018-12-31	$415
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$8,379
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$343,787
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$289,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$281,998
Value of total corrective distributions	2017-12-31	$162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$172,730
Value of total assets at end of year	2017-12-31	$1,318,195
Value of total assets at beginning of year	2017-12-31	$1,264,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,677
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$6,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$6,100
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$290,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$93,639
Participant contributions at end of year	2017-12-31	$3,004
Participant contributions at beginning of year	2017-12-31	$3,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$53,950
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,318,195
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,264,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,222,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,151,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$89,777
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$105,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$105,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$164,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$79,091
Employer contributions (assets) at end of year	2017-12-31	$2,554
Employer contributions (assets) at beginning of year	2017-12-31	$3,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$281,998
Contract administrator fees	2017-12-31	$7,677
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BARFIELD MURPHY SHANK & SMITH LLC
Accountancy firm EIN	2017-12-31	461498870
2016 : LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$257,992
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$276,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$268,162
Value of total corrective distributions	2016-12-31	$839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$191,018
Value of total assets at end of year	2016-12-31	$1,264,245
Value of total assets at beginning of year	2016-12-31	$1,282,637
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$7,383
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$8,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$8,562
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$290,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$102,106
Participant contributions at end of year	2016-12-31	$3,516
Participant contributions at beginning of year	2016-12-31	$5,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-18,392
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,264,245
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,282,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,151,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,151,422
Interest on participant loans	2016-12-31	$0
Income. Interest from loans (other than to participants)	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$105,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$120,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$120,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$58,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$88,912
Employer contributions (assets) at end of year	2016-12-31	$3,151
Employer contributions (assets) at beginning of year	2016-12-31	$5,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$268,162
Contract administrator fees	2016-12-31	$7,383
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BARFIELD MURPHY SHANK & SMITH LLC
Accountancy firm EIN	2016-12-31	461498870
2015 : LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$202,995
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$267,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$258,811
Value of total corrective distributions	2015-12-31	$1,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$216,835
Value of total assets at end of year	2015-12-31	$1,282,637
Value of total assets at beginning of year	2015-12-31	$1,347,476
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,635
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$9,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$9,644
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$290,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$119,808
Participant contributions at end of year	2015-12-31	$5,678
Participant contributions at beginning of year	2015-12-31	$3,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-64,839
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,282,637
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,347,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,151,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,185,603
Interest on participant loans	2015-12-31	$0
Income. Interest from loans (other than to participants)	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$120,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$154,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$154,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-23,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$97,027
Employer contributions (assets) at end of year	2015-12-31	$5,016
Employer contributions (assets) at beginning of year	2015-12-31	$3,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$258,811
Contract administrator fees	2015-12-31	$7,635
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HIMMELWRIGHT, HUGULEY, & BOLES, LLC
Accountancy firm EIN	2015-12-31	631212950
2014 : LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$220,787
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$311,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$303,109
Value of total corrective distributions	2014-12-31	$218
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$160,171
Value of total assets at end of year	2014-12-31	$1,347,476
Value of total assets at beginning of year	2014-12-31	$1,438,035
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,019
Total interest from all sources	2014-12-31	$1,014
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$13,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$13,698
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$290,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$93,547
Participant contributions at end of year	2014-12-31	$3,965
Participant contributions at beginning of year	2014-12-31	$3,309
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$4,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-90,559
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,347,476
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,438,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,185,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,210,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$154,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$138,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$138,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$45,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$61,640
Employer contributions (assets) at end of year	2014-12-31	$3,559
Employer contributions (assets) at beginning of year	2014-12-31	$84,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$303,109
Contract administrator fees	2014-12-31	$8,019
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HIMMELWRIGHT, HUGULEY, & BOLES, LLC
Accountancy firm EIN	2014-12-31	631212950
2013 : LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$327,858
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$322,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$316,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$157,339
Value of total assets at end of year	2013-12-31	$1,349,861
Value of total assets at beginning of year	2013-12-31	$1,344,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$6,314
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$11,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$11,801
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$290,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$82,654
Participant contributions at end of year	2013-12-31	$3,309
Participant contributions at beginning of year	2013-12-31	$3,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$5,491
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,349,861
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,344,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,210,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,154,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$138,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$189,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$189,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$158,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$74,685
Employer contributions (assets) at end of year	2013-12-31	$84,865
Employer contributions (assets) at beginning of year	2013-12-31	$63,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$316,053
Contract administrator fees	2013-12-31	$6,314
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Qualified
Accountancy firm name	2013-12-31	HIMMELRIGHT, HUGULEY & BOLES, LLC
Accountancy firm EIN	2013-12-31	631212950

Form 5500 Responses for LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN

2020: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEE COUNTY YOUTH DEVELOPMENT CENTER RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEE COUNTY YOUTH DEVELOPMENT CENTER
Employer identification number (EIN):	237078903
NAIC Classification:	624100
NAIC Description:	Individual and Family Services