LIFESWORK OF WESTERN PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR LIFESWORK OF WESTERN PA
| Measure | Date | Value |
|---|
| 2023 : 403(B) THRIFT PLAN FOR LIFESWORK OF WESTERN PA 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-06-30 | $4,825 |
| Total unrealized appreciation/depreciation of assets | 2023-06-30 | $4,825 |
| Total income from all sources (including contributions) | 2023-06-30 | $526,523 |
| Total of all expenses incurred | 2023-06-30 | $42,731 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $42,179 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $306,758 |
| Value of total assets at end of year | 2023-06-30 | $2,482,756 |
| Value of total assets at beginning of year | 2023-06-30 | $1,998,964 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $552 |
| Total interest from all sources | 2023-06-30 | $8,361 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $350,000 |
| If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Contributions received from participants | 2023-06-30 | $190,193 |
| Participant contributions at end of year | 2023-06-30 | $8,994 |
| Participant contributions at beginning of year | 2023-06-30 | $7,129 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-06-30 | $17,934 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Value of net income/loss | 2023-06-30 | $483,792 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $2,482,756 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $1,998,964 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Value of interest in pooled separate accounts at end of year | 2023-06-30 | $2,033,776 |
| Value of interest in pooled separate accounts at beginning of year | 2023-06-30 | $1,596,224 |
| Interest earned on other investments | 2023-06-30 | $8,361 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-06-30 | $434,871 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-06-30 | $392,427 |
| Net investment gain/loss from pooled separate accounts | 2023-06-30 | $206,579 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Contributions received in cash from employer | 2023-06-30 | $98,631 |
| Employer contributions (assets) at end of year | 2023-06-30 | $5,115 |
| Employer contributions (assets) at beginning of year | 2023-06-30 | $3,184 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $42,179 |
| Contract administrator fees | 2023-06-30 | $552 |
| Did the plan have assets held for investment | 2023-06-30 | 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 | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Disclaimer |
| Accountancy firm name | 2023-06-30 | SISTERSON & CO LLP |
| Accountancy firm EIN | 2023-06-30 | 251467156 |
| 2022 : 403(B) THRIFT PLAN FOR LIFESWORK OF WESTERN PA 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-07-01 | $4,825 |
| Total unrealized appreciation/depreciation of assets | 2022-07-01 | $4,825 |
| Total income from all sources (including contributions) | 2022-07-01 | $526,523 |
| Total of all expenses incurred | 2022-07-01 | $42,731 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-01 | $42,179 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-01 | $306,758 |
| Value of total assets at end of year | 2022-07-01 | $2,482,756 |
| Value of total assets at beginning of year | 2022-07-01 | $1,998,964 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-01 | $552 |
| Total interest from all sources | 2022-07-01 | $8,361 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-01 | No |
| Was this plan covered by a fidelity bond | 2022-07-01 | Yes |
| Value of fidelity bond cover | 2022-07-01 | $350,000 |
| If this is an individual account plan, was there a blackout period | 2022-07-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-01 | No |
| Contributions received from participants | 2022-07-01 | $190,193 |
| Participant contributions at end of year | 2022-07-01 | $8,994 |
| Participant contributions at beginning of year | 2022-07-01 | $7,129 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-07-01 | $17,934 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-01 | No |
| Value of net income/loss | 2022-07-01 | $483,792 |
| Value of net assets at end of year (total assets less liabilities) | 2022-07-01 | $2,482,756 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-01 | $1,998,964 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-07-01 | $2,033,776 |
| Value of interest in pooled separate accounts at beginning of year | 2022-07-01 | $1,596,224 |
| Interest earned on other investments | 2022-07-01 | $8,361 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-07-01 | $434,871 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-07-01 | $392,427 |
| Net investment gain/loss from pooled separate accounts | 2022-07-01 | $206,579 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-01 | No |
| Contributions received in cash from employer | 2022-07-01 | $98,631 |
| Employer contributions (assets) at end of year | 2022-07-01 | $5,115 |
| Employer contributions (assets) at beginning of year | 2022-07-01 | $3,184 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-01 | $42,179 |
| Contract administrator fees | 2022-07-01 | $552 |
| Did the plan have assets held for investment | 2022-07-01 | 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 | 2022-07-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-07-01 | 3 |
| Accountancy firm name | 2022-07-01 | SISTERSON & CO LLP |
| Accountancy firm EIN | 2022-07-01 | 251467156 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-30 | $-6,701 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $-6,701 |
| Total income from all sources (including contributions) | 2022-06-30 | $626,484 |
| Total of all expenses incurred | 2022-06-30 | $160,600 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $159,156 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $902,180 |
| Value of total assets at end of year | 2022-06-30 | $1,998,964 |
| Value of total assets at beginning of year | 2022-06-30 | $1,533,080 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $1,444 |
| Total interest from all sources | 2022-06-30 | $7,178 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $350,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Contributions received from participants | 2022-06-30 | $157,970 |
| Participant contributions at end of year | 2022-06-30 | $7,129 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $659,616 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $465,884 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $1,998,964 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $1,533,080 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Value of interest in pooled separate accounts at end of year | 2022-06-30 | $1,596,224 |
| Value of interest in pooled separate accounts at beginning of year | 2022-06-30 | $1,180,126 |
| Interest earned on other investments | 2022-06-30 | $7,178 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $392,427 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $352,954 |
| Net investment gain/loss from pooled separate accounts | 2022-06-30 | $-276,173 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $84,594 |
| Employer contributions (assets) at end of year | 2022-06-30 | $3,184 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $159,156 |
| Contract administrator fees | 2022-06-30 | $1,444 |
| Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Disclaimer |
| Accountancy firm name | 2022-06-30 | SISTERSON & CO LLP |
| Accountancy firm EIN | 2022-06-30 | 251467156 |
| 2021 : 403(B) THRIFT PLAN FOR LIFESWORK OF WESTERN PA 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-06-30 | $477,360 |
| Total of all expenses incurred | 2021-06-30 | $40,169 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $38,637 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $201,642 |
| Value of total assets at end of year | 2021-06-30 | $1,533,080 |
| Value of total assets at beginning of year | 2021-06-30 | $1,095,889 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $1,532 |
| Total interest from all sources | 2021-06-30 | $7,312 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $350,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Contributions received from participants | 2021-06-30 | $84,176 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $48,458 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $437,191 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $1,533,080 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $1,095,889 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Value of interest in pooled separate accounts at end of year | 2021-06-30 | $1,180,126 |
| Value of interest in pooled separate accounts at beginning of year | 2021-06-30 | $755,276 |
| Interest earned on other investments | 2021-06-30 | $7,312 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $352,954 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $340,613 |
| Net investment gain/loss from pooled separate accounts | 2021-06-30 | $268,406 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $69,008 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $38,637 |
| Contract administrator fees | 2021-06-30 | $1,532 |
| Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
| Accountancy firm name | 2021-06-30 | SISTERSON & CO LLP |
| Accountancy firm EIN | 2021-06-30 | 251467156 |
| 2020 : 403(B) THRIFT PLAN FOR LIFESWORK OF WESTERN PA 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-06-30 | $168,131 |
| Total of all expenses incurred | 2020-06-30 | $53,347 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $51,922 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $140,829 |
| Value of total assets at end of year | 2020-06-30 | $1,095,889 |
| Value of total assets at beginning of year | 2020-06-30 | $981,105 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $1,425 |
| Total interest from all sources | 2020-06-30 | $7,597 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $350,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Contributions received from participants | 2020-06-30 | $67,171 |
| Participant contributions at end of year | 2020-06-30 | $0 |
| Participant contributions at beginning of year | 2020-06-30 | $2,491 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $2,196 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $114,784 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $1,095,889 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $981,105 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $755,276 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $606,094 |
| Interest earned on other investments | 2020-06-30 | $7,597 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $340,613 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $336,964 |
| Net investment gain/loss from pooled separate accounts | 2020-06-30 | $19,705 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $71,462 |
| Employer contributions (assets) at end of year | 2020-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $35,556 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $51,922 |
| Contract administrator fees | 2020-06-30 | $1,425 |
| Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | SISTERSON & CO LLP |
| Accountancy firm EIN | 2020-06-30 | 251467156 |
