401k Plan data: INDEPENDENT LIFESTYLES, INC 403(B) PLAN plan

INDEPENDENT LIFESTYLES, INC 403(B) PLAN 401k Plan overview

Plan Name	INDEPENDENT LIFESTYLES, INC 403(B) PLAN
Plan identification number	001

INDEPENDENT LIFESTYLES, INC 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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.

401k Sponsoring company profile

INDEPENDENT LIFESTYLES, INC. has sponsored the creation of one or more 401k plans.

Company Name: INDEPENDENT LIFESTYLES, INC.

Employer identification number (EIN): 411871141

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDEPENDENT LIFESTYLES, INC 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TERRY JOHNSON 2023-07-18
001 2021-01-01 TERRY JOHNSON 2022-06-28
001 2021-01-01 TERRY JOHNSON 2022-06-28
001 2021-01-01 TERRY JOHNSON 2023-07-18
001 2020-01-01 TERRY JOHNSON 2021-07-29
001 2019-01-01 TERRY JOHNSON 2020-10-01
001 2018-01-01 TERRY JOHNSON 2019-10-10
001 2017-01-01 TERRY JOHNSON 2018-10-15
001 2016-01-01 TERRY JOHNSON TERRY JOHNSON 2017-07-25
001 2015-01-01 TERRY JOHNSON
001 2014-01-01 TERRY JOHNSON TERRY JOHNSON 2016-01-04
001 2013-01-01 TERRY JOHNSON
001 2012-01-01 TERRY JOHNSON
001 2011-01-01 TERRY JOHNSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	TERRY JOHNSON	2023-07-18
001	2021-01-01	TERRY JOHNSON	2022-06-28
001	2021-01-01	TERRY JOHNSON	2022-06-28
001	2021-01-01	TERRY JOHNSON	2023-07-18
001	2020-01-01	TERRY JOHNSON	2021-07-29
001	2019-01-01	TERRY JOHNSON	2020-10-01
001	2018-01-01	TERRY JOHNSON	2019-10-10
001	2017-01-01	TERRY JOHNSON	2018-10-15
001	2016-01-01	TERRY JOHNSON		TERRY JOHNSON	2017-07-25
001	2015-01-01	TERRY JOHNSON
001	2014-01-01	TERRY JOHNSON		TERRY JOHNSON	2016-01-04
001	2013-01-01	TERRY JOHNSON
001	2012-01-01	TERRY JOHNSON
001	2011-01-01	TERRY JOHNSON

Plan Statistics for INDEPENDENT LIFESTYLES, INC 403(B) PLAN

401k plan membership statisitcs for INDEPENDENT LIFESTYLES, INC 403(B) PLAN

Measure Date Value
2016: INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 19
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 19
Total participants 2016-01-01 19
Number of participants with account balances 2016-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 17
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 17
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
Number of retired or separated participants receiving benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 16
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
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 0
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Total of all active and inactive participants 2011-01-01 8
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 13

Measure	Date	Value
2016: INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	19
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	19
Total participants	2016-01-01	19
Number of participants with account balances	2016-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	17
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	17
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
Number of retired or separated participants receiving benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	16
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
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	0
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Total of all active and inactive participants	2011-01-01	8
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	13

Financial Data on INDEPENDENT LIFESTYLES, INC 403(B) PLAN

Measure	Date	Value
2016 : INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$94,288
Expenses. Total of all expenses incurred	2016-12-31	$22,380
Benefits paid (including direct rollovers)	2016-12-31	$22,380
Total plan assets at end of year	2016-12-31	$515,883
Total plan assets at beginning of year	2016-12-31	$443,975
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$61,405
Other income received	2016-12-31	$32,883
Net income (gross income less expenses)	2016-12-31	$71,908
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$515,883
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$443,975
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$82,340
Expenses. Total of all expenses incurred	2015-12-31	$3,971
Benefits paid (including direct rollovers)	2015-12-31	$2,194
Total plan assets at end of year	2015-12-31	$443,975
Total plan assets at beginning of year	2015-12-31	$365,606
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$82,340
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,777
Net income (gross income less expenses)	2015-12-31	$78,369
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$443,975
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$365,606
2014 : INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$50,330
Expenses. Total of all expenses incurred	2014-12-31	$1,569
Benefits paid (including direct rollovers)	2014-12-31	$1,569
Total plan assets at end of year	2014-12-31	$365,606
Total plan assets at beginning of year	2014-12-31	$316,845
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$31,653
Other income received	2014-12-31	$18,677
Net income (gross income less expenses)	2014-12-31	$48,761
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$365,606
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$316,845
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$80,064
Expenses. Total of all expenses incurred	2013-12-31	$3,321
Benefits paid (including direct rollovers)	2013-12-31	$3,321
Total plan assets at end of year	2013-12-31	$316,845
Total plan assets at beginning of year	2013-12-31	$240,102
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$15,600
Other income received	2013-12-31	$64,464
Net income (gross income less expenses)	2013-12-31	$76,743
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$316,845
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$240,102
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$63,219
Expenses. Total of all expenses incurred	2012-12-31	$1,614
Benefits paid (including direct rollovers)	2012-12-31	$1,614
Total plan assets at end of year	2012-12-31	$240,102
Total plan assets at beginning of year	2012-12-31	$178,497
Value of fidelity bond covering the plan	2012-12-31	$25,000
Total contributions received or receivable from participants	2012-12-31	$28,344
Other income received	2012-12-31	$34,875
Net income (gross income less expenses)	2012-12-31	$61,605
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$240,102
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$178,497
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-4,757
Expenses. Total of all expenses incurred	2011-12-31	$216,758
Benefits paid (including direct rollovers)	2011-12-31	$216,758
Total plan assets at end of year	2011-12-31	$178,497
Total plan assets at beginning of year	2011-12-31	$400,012
Total contributions received or receivable from participants	2011-12-31	$28,877
Other income received	2011-12-31	$-33,634
Net income (gross income less expenses)	2011-12-31	$-221,515
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$178,497
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$400,012
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for INDEPENDENT LIFESTYLES, INC 403(B) PLAN

2016: INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INDEPENDENT LIFESTYLES, INC 403(B) 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: INDEPENDENT LIFESTYLES, INC 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INDEPENDENT LIFESTYLES, INC.
Employer identification number (EIN):	411871141
NAIC Classification:	624100
NAIC Description:	Individual and Family Services