LUTHERAN CHILD & FAMILY SERVICE OF MICHIGAN, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOYS & GIRLS REPUBLIC DEFINED BENEFIT PENSION PLAN
401k plan membership statisitcs for BOYS & GIRLS REPUBLIC DEFINED BENEFIT PENSION PLAN
| Measure | Date | Value |
|---|
| 2020: BOYS & GIRLS REPUBLIC DEFINED BENEFIT PENSION PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-10-30 | 2,627,262 |
| Acturial value of plan assets | 2020-10-30 | 2,627,262 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-10-30 | 1,040,381 |
| Number of terminated vested participants | 2020-10-30 | 61 |
| Fundng target for terminated vested participants | 2020-10-30 | 1,377,487 |
| Active participant vested funding target | 2020-10-30 | 188,223 |
| Number of active participants | 2020-10-30 | 2 |
| Total funding liabilities for active participants | 2020-10-30 | 190,961 |
| Total participant count | 2020-10-30 | 76 |
| Total funding target for all participants | 2020-10-30 | 2,608,829 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-10-30 | 28,320 |
| Amount remaining of prefunding balance | 2020-10-30 | 28,320 |
| Present value of excess contributions | 2020-10-30 | 1,285 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-10-30 | 1,355 |
| Balance of carryovers at beginning of current year | 2020-10-30 | 0 |
| Balance of prefunding at beginning of current year | 2020-10-30 | 34,562 |
| Total employer contributions | 2020-10-30 | 1,190,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-10-30 | 1,147,395 |
| Liquidity shortfalls end of Q1 | 2020-10-30 | 0 |
| Liquidity shortfalls end of Q2 | 2020-10-30 | 0 |
| Liquidity shortfalls end of Q3 | 2020-10-30 | 0 |
| Liquidity shortfalls end of Q4 | 2020-10-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-10-30 | 0 |
| Minimum required contributions for current year target normal cost | 2020-10-30 | 85,630 |
| Net shortfall amortization installment of oustanding balance | 2020-10-30 | 16,129 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-10-30 | 124,433 |
| Additional cash requirement | 2020-10-30 | 124,433 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-10-30 | 1,147,395 |
| Unpaid minimum required contributions for current year | 2020-10-30 | 0 |
| 2019: BOYS & GIRLS REPUBLIC DEFINED BENEFIT PENSION PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 2,358,063 |
| Acturial value of plan assets | 2019-12-31 | 2,358,063 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 1,250,410 |
| Number of terminated vested participants | 2019-12-31 | 64 |
| Fundng target for terminated vested participants | 2019-12-31 | 1,440,474 |
| Active participant vested funding target | 2019-12-31 | 206,838 |
| Number of active participants | 2019-12-31 | 3 |
| Total funding liabilities for active participants | 2019-12-31 | 209,249 |
| Total participant count | 2019-12-31 | 81 |
| Total funding target for all participants | 2019-12-31 | 2,900,133 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 29,673 |
| Amount remaining of prefunding balance | 2019-12-31 | 29,673 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 28,320 |
| Total employer contributions | 2019-12-31 | 187,976 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 177,806 |
| Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 62,873 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 570,390 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 176,521 |
| Additional cash requirement | 2019-12-31 | 176,521 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 177,806 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| 2018: BOYS & GIRLS REPUBLIC DEFINED BENEFIT PENSION PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 2,691,635 |
| Acturial value of plan assets | 2018-12-31 | 2,691,635 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 1,225,802 |
| Number of terminated vested participants | 2018-12-31 | 66 |
| Fundng target for terminated vested participants | 2018-12-31 | 1,455,486 |
| Active participant vested funding target | 2018-12-31 | 235,229 |
| Number of active participants | 2018-12-31 | 4 |
| Total funding liabilities for active participants | 2018-12-31 | 237,302 |
| Total participant count | 2018-12-31 | 84 |
| Total funding target for all participants | 2018-12-31 | 2,918,590 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 25,355 |
| Amount remaining of prefunding balance | 2018-12-31 | 25,355 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 29,673 |
| Total employer contributions | 2018-12-31 | 116,134 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 111,976 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 56,781 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 256,628 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 111,976 |
| Additional cash requirement | 2018-12-31 | 111,976 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 111,976 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| 2017: BOYS & GIRLS REPUBLIC DEFINED BENEFIT PENSION PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 2,394,664 |
| Acturial value of plan assets | 2017-12-31 | 2,394,664 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 1,243,050 |
| Number of terminated vested participants | 2017-12-31 | 67 |
| Fundng target for terminated vested participants | 2017-12-31 | 1,315,104 |
| Active participant vested funding target | 2017-12-31 | 204,544 |
| Number of active participants | 2017-12-31 | 4 |
| Total funding liabilities for active participants | 2017-12-31 | 211,838 |
| Total participant count | 2017-12-31 | 85 |
| Total funding target for all participants | 2017-12-31 | 2,769,992 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 80,357 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 56,887 |
| Amount remaining of prefunding balance | 2017-12-31 | 23,470 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 25,355 |
| Total employer contributions | 2017-12-31 | 112,501 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 105,787 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 35,310 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 400,683 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 105,787 |
| Additional cash requirement | 2017-12-31 | 105,787 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 105,787 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| 2016: BOYS & GIRLS REPUBLIC DEFINED BENEFIT PENSION PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 2,407,111 |
| Acturial value of plan assets | 2016-12-31 | 2,407,111 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 1,267,151 |
| Number of terminated vested participants | 2016-12-31 | 69 |
| Fundng target for terminated vested participants | 2016-12-31 | 1,110,485 |
| Active participant vested funding target | 2016-12-31 | 177,618 |
| Number of active participants | 2016-12-31 | 4 |
| Total funding liabilities for active participants | 2016-12-31 | 189,943 |
| Total participant count | 2016-12-31 | 88 |
| Total funding target for all participants | 2016-12-31 | 2,567,579 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 81,938 |
| Amount remaining of prefunding balance | 2016-12-31 | 81,938 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 80,357 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 17,097 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 240,825 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 56,887 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 56,887 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| 2013: BOYS & GIRLS REPUBLIC DEFINED BENEFIT PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 78 |
| Total of all active and inactive participants | 2013-01-01 | 90 |
| Total participants | 2013-01-01 | 90 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: BOYS & GIRLS REPUBLIC DEFINED BENEFIT PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 78 |
| Total of all active and inactive participants | 2012-01-01 | 94 |
| Total participants | 2012-01-01 | 94 |
| 2011: BOYS & GIRLS REPUBLIC DEFINED BENEFIT PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 82 |
| Total of all active and inactive participants | 2011-01-01 | 97 |
| Total participants | 2011-01-01 | 97 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: BOYS & GIRLS REPUBLIC DEFINED BENEFIT PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 71 |
| Total of all active and inactive participants | 2009-01-01 | 101 |
| Total participants | 2009-01-01 | 101 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : BOYS & GIRLS REPUBLIC DEFINED BENEFIT PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $486,322 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $438,696 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $412,099 |
| Total plan assets at end of year | 2013-12-31 | $2,765,701 |
| Total plan assets at beginning of year | 2013-12-31 | $2,718,075 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Other income received | 2013-12-31 | $486,322 |
| Net income (gross income less expenses) | 2013-12-31 | $47,626 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,765,701 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,718,075 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $26,597 |
| 2012 : BOYS & GIRLS REPUBLIC DEFINED BENEFIT PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $354,445 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $368,309 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $352,215 |
| Total plan assets at end of year | 2012-12-31 | $2,718,075 |
| Total plan assets at beginning of year | 2012-12-31 | $2,731,939 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Other income received | 2012-12-31 | $271,557 |
| Net income (gross income less expenses) | 2012-12-31 | $-13,864 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,718,075 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,731,939 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $82,888 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $16,094 |
| 2011 : BOYS & GIRLS REPUBLIC DEFINED BENEFIT PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $120,309 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $209,505 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $177,006 |
| Total plan assets at end of year | 2011-12-31 | $2,731,939 |
| Total plan assets at beginning of year | 2011-12-31 | $2,821,135 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $-52,013 |
| Net income (gross income less expenses) | 2011-12-31 | $-89,196 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,731,939 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,821,135 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $172,322 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $32,499 |
| 2010 : BOYS & GIRLS REPUBLIC DEFINED BENEFIT PENSION PLAN 2010 401k financial data |
|---|
| Total transfer of assets from this plan | 2010-12-31 | $11,842 |
| Total income from all sources (including contributions) | 2010-12-31 | $1,076,514 |
| Total of all expenses incurred | 2010-12-31 | $463,730 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $444,320 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $242,716 |
| Value of total assets at end of year | 2010-12-31 | $2,821,135 |
| Value of total assets at beginning of year | 2010-12-31 | $2,220,193 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $19,410 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $45,746 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $45,746 |
| Administrative expenses professional fees incurred | 2010-12-31 | $12,236 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $100 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $924,777 |
| Other income not declared elsewhere | 2010-12-31 | $555,869 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $612,784 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,821,135 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,220,193 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $7,174 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,691,479 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,114,143 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $118,556 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $181,273 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $232,100 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $83 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $242,716 |
| Employer contributions (assets) at end of year | 2010-12-31 | $11,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $444,320 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | WEINLANDER FITZHUGH |
| Accountancy firm EIN | 2010-12-31 | 382272300 |