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403(B) THRIFT PLAN OF LAKEWOOD ALIVE, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF LAKEWOOD ALIVE, INC.
Plan identification number 001

403(B) THRIFT PLAN OF LAKEWOOD ALIVE, INC. Benefits

401k Plan TypeDefined 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 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.
  • 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

LAKEWOOD ALIVE INC has sponsored the creation of one or more 401k plans.

Company Name:LAKEWOOD ALIVE INC
Employer identification number (EIN):550793987
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF LAKEWOOD ALIVE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01IAN ANDREWS2024-07-25
0012022-01-01IAN ANDREWS2023-07-28
0012021-01-01IAN ANDREWS2022-05-13
0012020-01-01IAN ANDREWS2021-03-15
0012019-01-01IAN ANDREWS2020-09-25

Financial Data on 403(B) THRIFT PLAN OF LAKEWOOD ALIVE, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF LAKEWOOD ALIVE, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-280
Net assets as of the end of the plan year2025-07-2867297
Total assets as of the beginning of the plan year2025-07-2812951
Value of plan covered by a fidelity bond2025-07-281000000
Participant contributions to plan in this plan year2025-07-281026
Value of participant loans at end of plan year2025-07-2816643
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-2851415
Other income to plan in this plan year2025-07-281905
Plan net income in this plan year2025-07-2854346
Net assets as of the end of the plan year2025-07-2867297
Net assets as of the beginning of the plan year2025-07-2812951
Employer contributions to plan in this plan year2025-07-280
Fees paid to broker by Benefit Provider2025-07-287
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-280
2024 : 403(B) THRIFT PLAN OF LAKEWOOD ALIVE, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-250
Net assets as of the end of the plan year2024-07-2512951
Total assets as of the beginning of the plan year2024-07-258766
Value of plan covered by a fidelity bond2024-07-251000000
Participant contributions to plan in this plan year2024-07-252350
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-251835
Plan net income in this plan year2024-07-254185
Net assets as of the end of the plan year2024-07-2512951
Net assets as of the beginning of the plan year2024-07-258766
Employer contributions to plan in this plan year2024-07-250
Fees paid to broker by Benefit Provider2024-07-252
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-250
2022 : 403(B) THRIFT PLAN OF LAKEWOOD ALIVE, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-130
Total liabilities as of the end of the plan year2022-05-130
Total liabilities as of the beginning of the plan year2022-05-130
Total expenses incurred by plan in this plan year2022-05-130
Net assets as of the end of the plan year2022-05-137645
Total assets as of the beginning of the plan year2022-05-134266
Value of plan covered by a fidelity bond2022-05-131000000
Participant contributions to plan in this plan year2022-05-132400
Other expenses paid from plan in this plan year2022-05-130
Other contributions to plan in this plan year2022-05-130
Other income to plan in this plan year2022-05-13979
Plan net income in this plan year2022-05-133379
Net assets as of the end of the plan year2022-05-137645
Net assets as of the beginning of the plan year2022-05-134266
Employer contributions to plan in this plan year2022-05-130
Fees paid to broker by Benefit Provider2022-05-136

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