401k Plan data: FAMILY LIFE DESIGN, INC. 401(K) PLAN plan

FAMILY LIFE DESIGN, INC. 401(K) PLAN 401k Plan overview

Plan Name	FAMILY LIFE DESIGN, INC. 401(K) PLAN
Plan identification number	001

FAMILY LIFE DESIGN, INC. 401(K) 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.
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

FAMILY LIFE DESIGN, INC. has sponsored the creation of one or more 401k plans.

Company Name: FAMILY LIFE DESIGN, INC.

Employer identification number (EIN): 260320282

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about FAMILY LIFE DESIGN, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2004-12-02

Company Identification Number: P04000162737

Legal Registered Office Address: 1840 SW 22ND ST.

MIAMI

33145

More information about FAMILY LIFE DESIGN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY LIFE DESIGN, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 DAVID HARRIS 2014-07-31
001 2012-01-01 DAVID HARRIS
001 2011-01-01 DAVID HARRIS
001 2010-01-01 DAVID HARRIS
001 2009-01-01 DAVID HARRIS

Plan Statistics for FAMILY LIFE DESIGN, INC. 401(K) PLAN

401k plan membership statisitcs for FAMILY LIFE DESIGN, INC. 401(K) PLAN

Measure Date Value
2012: FAMILY LIFE DESIGN, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 37
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 48
Number of participants with account balances 2012-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FAMILY LIFE DESIGN, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 39
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 11
Total of all active and inactive participants 2011-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 50
Number of participants with account balances 2011-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: FAMILY LIFE DESIGN, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 45
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 55
Number of participants with account balances 2010-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: FAMILY LIFE DESIGN, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 42
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 45
Number of participants with account balances 2009-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: FAMILY LIFE DESIGN, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	37
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	48
Number of participants with account balances	2012-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FAMILY LIFE DESIGN, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	39
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	11
Total of all active and inactive participants	2011-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	50
Number of participants with account balances	2011-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: FAMILY LIFE DESIGN, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	45
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	55
Number of participants with account balances	2010-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: FAMILY LIFE DESIGN, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	42
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	45
Number of participants with account balances	2009-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FAMILY LIFE DESIGN, INC. 401(K) PLAN

Measure	Date	Value
2012 : FAMILY LIFE DESIGN, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$198,115
Expenses. Total of all expenses incurred	2012-12-31	$21,271
Benefits paid (including direct rollovers)	2012-12-31	$14,750
Total plan assets at end of year	2012-12-31	$621,313
Total plan assets at beginning of year	2012-12-31	$444,469
Total contributions received or receivable from participants	2012-12-31	$62,258
Contributions received from other sources (not participants or employers)	2012-12-31	$26,627
Other income received	2012-12-31	$51,417
Net income (gross income less expenses)	2012-12-31	$176,844
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$621,313
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$444,469
Assets. Value of participant loans	2012-12-31	$31,135
Total contributions received or receivable from employer(s)	2012-12-31	$57,813
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,521
2011 : FAMILY LIFE DESIGN, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$95,004
Expenses. Total of all expenses incurred	2011-12-31	$64,716
Benefits paid (including direct rollovers)	2011-12-31	$58,151
Total plan assets at end of year	2011-12-31	$444,469
Total plan assets at beginning of year	2011-12-31	$414,181
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$49,356
Other income received	2011-12-31	$-453
Net income (gross income less expenses)	2011-12-31	$30,288
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$444,469
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$414,181
Assets. Value of participant loans	2011-12-31	$30,521
Total contributions received or receivable from employer(s)	2011-12-31	$46,101
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,565
2010 : FAMILY LIFE DESIGN, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$125,056
Expenses. Total of all expenses incurred	2010-12-31	$6,093
Benefits paid (including direct rollovers)	2010-12-31	$1,094
Total plan assets at end of year	2010-12-31	$414,181
Total plan assets at beginning of year	2010-12-31	$295,218
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$45,731
Other income received	2010-12-31	$37,149
Net income (gross income less expenses)	2010-12-31	$118,963
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$414,181
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$295,218
Assets. Value of participant loans	2010-12-31	$24,409
Total contributions received or receivable from employer(s)	2010-12-31	$42,176
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,999

Form 5500 Responses for FAMILY LIFE DESIGN, INC. 401(K) PLAN

2012: FAMILY LIFE DESIGN, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FAMILY LIFE DESIGN, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FAMILY LIFE DESIGN, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FAMILY LIFE DESIGN, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP35418

Policy instance

Insurance contract or identification number	GP35418
Number of Individuals Covered	39
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,303
Total amount of fees paid to insurance company	USD $722
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,375
Insurance broker organization code?	4
Amount paid for insurance broker fees	464
Additional information about fees paid to insurance broker	TPA
Insurance broker name	FINANCIAL TELESIS INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP35418

Policy instance

Insurance contract or identification number	GP35418
Number of Individuals Covered	31
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,989
Total amount of fees paid to insurance company	USD $645
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP35418

Policy instance

Insurance contract or identification number	GP35418
Number of Individuals Covered	29
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,529
Total amount of fees paid to insurance company	USD $409
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $913
Insurance broker organization code?	4
Amount paid for insurance broker fees	235
Additional information about fees paid to insurance broker	TPA
Insurance broker name	FINANCIAL TELESIS INC

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Company Name:	FAMILY LIFE DESIGN, INC.
Employer identification number (EIN):	260320282
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2004-12-02
Company Identification Number:	P04000162737
Legal Registered Office Address:	1840 SW 22ND ST. MIAMI 33145

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	DAVID HARRIS	2014-07-31
001	2012-01-01	DAVID HARRIS
001	2011-01-01	DAVID HARRIS
001	2010-01-01	DAVID HARRIS
001	2009-01-01	DAVID HARRIS