LIFE CONNECTION OF OHIO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF LIFE CONNECTION OF OHIO
| Measure | Date | Value |
|---|
| 2023 : EMPLOYEE BENEFIT PLAN OF LIFE CONNECTION OF OHIO 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $3,062,252 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $2,027,292 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,973,684 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,813,691 |
| Value of total assets at end of year | 2023-12-31 | $8,238,120 |
| Value of total assets at beginning of year | 2023-12-31 | $7,203,160 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $53,608 |
| Total interest from all sources | 2023-12-31 | $9,700 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $756,206 |
| Participant contributions at end of year | 2023-12-31 | $174,783 |
| Participant contributions at beginning of year | 2023-12-31 | $110,458 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $225,409 |
| Total non interest bearing cash at end of year | 2023-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $4,145 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,034,960 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $8,238,120 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $7,203,160 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $30,457 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $7,869,315 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $6,921,394 |
| Interest on participant loans | 2023-12-31 | $9,700 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $1,238,861 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $832,076 |
| Employer contributions (assets) at end of year | 2023-12-31 | $194,022 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $167,163 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,973,684 |
| Contract administrator fees | 2023-12-31 | $19,191 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | FORVIS MAZARS, LLP |
| Accountancy firm EIN | 2023-12-31 | 440160260 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $3,062,252 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $2,027,292 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,973,684 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,813,691 |
| Value of total assets at end of year | 2023-01-01 | $8,238,120 |
| Value of total assets at beginning of year | 2023-01-01 | $7,203,160 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $53,608 |
| Total interest from all sources | 2023-01-01 | $9,700 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $756,206 |
| Participant contributions at end of year | 2023-01-01 | $174,783 |
| Participant contributions at beginning of year | 2023-01-01 | $110,458 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $225,409 |
| Total non interest bearing cash at end of year | 2023-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $4,145 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,034,960 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $8,238,120 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $7,203,160 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $30,457 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $7,869,315 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $6,921,394 |
| Interest on participant loans | 2023-01-01 | $9,700 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $1,238,861 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $832,076 |
| Employer contributions (assets) at end of year | 2023-01-01 | $194,022 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $167,163 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,973,684 |
| Contract administrator fees | 2023-01-01 | $19,191 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | FORVIS MAZARS, LLP |
| Accountancy firm EIN | 2023-01-01 | 440160260 |
| 2022 : EMPLOYEE BENEFIT PLAN OF LIFE CONNECTION OF OHIO 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| 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 | $294,109 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $359,593 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $304,262 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,575,013 |
| Value of total assets at end of year | 2022-12-31 | $7,203,160 |
| Value of total assets at beginning of year | 2022-12-31 | $7,268,644 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $55,331 |
| Total interest from all sources | 2022-12-31 | $4,106 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $646,226 |
| Participant contributions at end of year | 2022-12-31 | $110,458 |
| Participant contributions at beginning of year | 2022-12-31 | $68,660 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $195,565 |
| Total non interest bearing cash at end of year | 2022-12-31 | $4,145 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $893 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-65,484 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,203,160 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,268,644 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $38,309 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $6,921,394 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $7,168,822 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $4,106 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-1,285,010 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $733,222 |
| Employer contributions (assets) at end of year | 2022-12-31 | $167,163 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $30,269 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $304,262 |
| Contract administrator fees | 2022-12-31 | $17,022 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | FORVIS |
| Accountancy firm EIN | 2022-12-31 | 440160260 |
| Total liabilities as of the end of the plan year | 2022-06-07 | 125735 |
| Total liabilities as of the beginning of the plan year | 2022-06-07 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-07 | 514141 |
| Net assets as of the end of the plan year | 2022-06-07 | 7394379 |
| Total assets as of the beginning of the plan year | 2022-06-07 | 5025125 |
| Value of plan covered by a fidelity bond | 2022-06-07 | 500000 |
| Participant contributions to plan in this plan year | 2022-06-07 | 485794 |
| Value of participant loans at end of plan year | 2022-06-07 | 68660 |
| Other contributions to plan in this plan year | 2022-06-07 | 857426 |
| Other income to plan in this plan year | 2022-06-07 | 809591 |
| Plan net income in this plan year | 2022-06-07 | 2243519 |
| Net assets as of the end of the plan year | 2022-06-07 | 7268644 |
| Net assets as of the beginning of the plan year | 2022-06-07 | 5025125 |
| Employer contributions to plan in this plan year | 2022-06-07 | 604849 |
| Fees paid to broker by Benefit Provider | 2022-06-07 | 14240 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-07 | 52232 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $294,109 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $359,593 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $304,262 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,575,013 |
| Value of total assets at end of year | 2022-01-01 | $7,203,160 |
| Value of total assets at beginning of year | 2022-01-01 | $7,268,644 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $55,331 |
| Total interest from all sources | 2022-01-01 | $4,106 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $646,226 |
| Participant contributions at end of year | 2022-01-01 | $110,458 |
| Participant contributions at beginning of year | 2022-01-01 | $68,660 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $195,565 |
| Total non interest bearing cash at end of year | 2022-01-01 | $4,145 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $893 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-65,484 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $7,203,160 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $7,268,644 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $38,309 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $6,921,394 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $7,168,822 |
| Income. Interest from loans (other than to participants) | 2022-01-01 | $4,106 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-1,285,010 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $733,222 |
| Employer contributions (assets) at end of year | 2022-01-01 | $167,163 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $30,269 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $304,262 |
| Contract administrator fees | 2022-01-01 | $17,022 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | FORVIS |
| Accountancy firm EIN | 2022-01-01 | 440160260 |
