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LAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION 401(K) PS PLAN 401k Plan overview

Plan NameLAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION 401(K) PS PLAN
Plan identification number 001

LAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION 401(K) PS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

LAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION INC. has sponsored the creation of one or more 401k plans.

Company Name:LAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION INC.
Employer identification number (EIN):370958448
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION 401(K) PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01CALVIN HWANG
0012023-01-01
0012023-01-01CALVIN HWANG
0012022-01-01
0012022-01-01CALVIN HWANG
0012021-01-01CALVIN HWANG2022-07-18
0012020-01-01CALVIN HWANG2021-10-12 CALVIN HWANG2021-10-12
0012019-01-01CALVIN HWANG2020-10-14 CALVIN HWANG2020-10-14
0012018-01-01CALVIN HWANG2019-10-07
0012017-01-01CALVIN HWANG2018-10-02
0012016-01-01CALVIN HWANG2017-10-13
0012015-01-01CALVIN HWANG2016-09-20
0012014-01-01CHRISTOPHER DAIN2015-07-17
0012013-01-01CHRISTOPHER DAIN2014-07-21
0012012-01-01ROBERT MARTINEZ2013-07-18
0012011-01-01ROBERT MARTINEZ2012-07-24
0012010-01-01ROBERT MARTINEZ2011-07-28 ROBERT MARTINEZ2011-07-28

Plan Statistics for LAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION 401(K) PS PLAN

401k plan membership statisitcs for LAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION 401(K) PS PLAN

Measure Date Value
2023: LAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION 401(K) PS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01162
Total number of active participants reported on line 7a of the Form 55002023-01-01112
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0155
Total of all active and inactive participants2023-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01168
Number of participants with account balances2023-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: LAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION 401(K) PS PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-18116
Total number of particpants at end of year2022-07-18124
Number of Participants With Account Balances2022-07-18123
Total participants, beginning-of-year2022-01-01140
Total number of active participants reported on line 7a of the Form 55002022-01-01101
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01151
Number of participants with account balances2022-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010

Financial Data on LAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION 401(K) PS PLAN

Measure Date Value
2024 : LAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION 401(K) PS PLAN 2024 401k financial data
Total unrealized appreciation/depreciation of assets2024-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total income from all sources (including contributions)2024-01-01$3,299,476
Total loss/gain on sale of assets2024-01-01$0
Total of all expenses incurred2024-01-01$607,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-01-01$570,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-01-01$1,532,514
Value of total assets at end of year2024-01-01$18,332,390
Value of total assets at beginning of year2024-01-01$15,640,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-01-01$36,795
Total interest from all sources2024-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2024-01-01$393,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2024-01-01$393,987
Was this plan covered by a fidelity bond2024-01-01Yes
Value of fidelity bond cover2024-01-01$550,000
If this is an individual account plan, was there a blackout period2024-01-01No
Were there any nonexempt tranactions with any party-in-interest2024-01-01No
Contributions received from participants2024-01-01$758,234
Participant contributions at end of year2024-01-01$0
Participant contributions at beginning of year2024-01-01$24,618
Assets. Other investments not covered elsewhere at end of year2024-01-01$9,950
Income. Received or receivable in cash from other sources (including rollovers)2024-01-01$162,588
Other income not declared elsewhere2024-01-01$52,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Value of net income/loss2024-01-01$2,692,003
Value of net assets at end of year (total assets less liabilities)2024-01-01$18,332,390
Value of net assets at beginning of year (total assets less liabilities)2024-01-01$15,640,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2024-01-01No
Were any leases to which the plan was party in default or uncollectible2024-01-01No
Investment advisory and management fees2024-01-01$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2024-01-01$16,384,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2024-01-01$13,791,057
Interest on participant loans2024-01-01$0
Income. Interest from loans (other than to participants)2024-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2024-01-01$1,682,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2024-01-01$1,686,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2024-01-01$1,320,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-01-01No
Was there a failure to transmit to the plan any participant contributions2024-01-01No
Has the plan failed to provide any benefit when due under the plan2024-01-01No
Contributions received in cash from employer2024-01-01$611,692
Employer contributions (assets) at end of year2024-01-01$255,243
Employer contributions (assets) at beginning of year2024-01-01$138,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-01-01$570,678
Contract administrator fees2024-01-01$16,795
Did the plan have assets held for investment2024-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-01-01No
Opinion of an independent qualified public accountant for this plan2024-01-011
Accountancy firm name2024-01-01CARON AND BLETZER
Accountancy firm EIN2024-01-01043499945
2023 : LAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION 401(K) PS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$3,062,261
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$446,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$412,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,062,769
Value of total assets at end of year2023-12-31$15,640,387
Value of total assets at beginning of year2023-12-31$13,024,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$34,043
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$330,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$330,596
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$550,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$638,987
Participant contributions at end of year2023-12-31$24,618
Participant contributions at beginning of year2023-12-31$27,104
Other income not declared elsewhere2023-12-31$40,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,616,079
Value of net assets at end of year (total assets less liabilities)2023-12-31$15,640,387
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$13,024,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$13,791,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$11,919,954
Interest on participant loans2023-12-31$0
Income. Interest from loans (other than to participants)2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,686,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$984,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,628,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$423,782
Employer contributions (assets) at end of year2023-12-31$138,708
Employer contributions (assets) at beginning of year2023-12-31$92,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$412,139
Contract administrator fees2023-12-31$14,043
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31UHY LLP
Accountancy firm EIN2023-12-31200694403
Total unrealized appreciation/depreciation of assets2023-01-01$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$3,062,261
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$446,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$412,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,062,769
Value of total assets at end of year2023-01-01$15,640,387
Value of total assets at beginning of year2023-01-01$13,024,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$34,043
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$330,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$330,596
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$550,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$638,987
Participant contributions at end of year2023-01-01$24,618
Participant contributions at beginning of year2023-01-01$27,104
Other income not declared elsewhere2023-01-01$40,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,616,079
Value of net assets at end of year (total assets less liabilities)2023-01-01$15,640,387
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$13,024,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$13,791,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$11,919,954
Interest on participant loans2023-01-01$0
Income. Interest from loans (other than to participants)2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$1,686,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$984,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,628,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$423,782
Employer contributions (assets) at end of year2023-01-01$138,708
Employer contributions (assets) at beginning of year2023-01-01$92,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$412,139
Contract administrator fees2023-01-01$14,043
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01UHY LLP
Accountancy firm EIN2023-01-01200694403
2022 : LAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION 401(K) PS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,115,096
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$858,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$824,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,056,959
Value of total assets at end of year2022-12-31$13,024,308
Value of total assets at beginning of year2022-12-31$14,997,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,678
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$268,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$268,065
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$550,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$587,692
Participant contributions at end of year2022-12-31$27,104
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$63,997
Other income not declared elsewhere2022-12-31$21,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,973,270
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,024,308
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,997,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,919,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,706,086
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$984,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,291,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,461,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$405,270
Employer contributions (assets) at end of year2022-12-31$92,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$824,496
Contract administrator fees2022-12-31$13,678
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31UHY LLP
Accountancy firm EIN2022-12-31200694403
Total liabilities as of the beginning of the plan year2022-07-180
Total expenses incurred by plan in this plan year2022-07-18170654
Net assets as of the end of the plan year2022-07-1814997578
Total assets as of the beginning of the plan year2022-07-1812921405
Value of plan covered by a fidelity bond2022-07-18550000
Participant contributions to plan in this plan year2022-07-18430212
Other income to plan in this plan year2022-07-181560070
Plan net income in this plan year2022-07-182076173
Net assets as of the end of the plan year2022-07-1814997578
Net assets as of the beginning of the plan year2022-07-1812921405
Employer contributions to plan in this plan year2022-07-18256545
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1838108
Total unrealized appreciation/depreciation of assets2022-01-01$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$0
Total income from all sources (including contributions)2022-01-01$-1,115,096
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$858,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$824,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,056,959
Value of total assets at end of year2022-01-01$13,024,308
Value of total assets at beginning of year2022-01-01$14,997,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$33,678
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$268,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$268,065
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$550,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$587,692
Participant contributions at end of year2022-01-01$27,104
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$63,997
Other income not declared elsewhere2022-01-01$21,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,973,270
Value of net assets at end of year (total assets less liabilities)2022-01-01$13,024,308
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$14,997,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$11,919,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$13,706,086
Interest on participant loans2022-01-01$0
Income. Interest from loans (other than to participants)2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$984,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,291,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,461,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$405,270
Employer contributions (assets) at end of year2022-01-01$92,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$824,496
Contract administrator fees2022-01-01$13,678
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01UHY LLP
Accountancy firm EIN2022-01-01200694403

Form 5500 Responses for LAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION 401(K) PS PLAN

2023: LAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION 401(K) PS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION 401(K) PS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811367
Policy instance 1
Insurance contract or identification number811367
Number of Individuals Covered168
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811367
Policy instance 1

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