?>
Logo

LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 401k Plan overview

Plan NameLIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN
Plan identification number 002

LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. has sponsored the creation of one or more 401k plans.

Company Name:LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC.
Employer identification number (EIN):591375195
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1971-09-21
Company Identification Number: 721746
Legal Registered Office Address: 525 EAST 15TH ST

PANAMA CITY

32405

More information about LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01WESLEY BERRY
0022015-07-01WESLEY BERRY
0022014-07-01WESLEY BERRY
0022013-07-01WESLEY BERRY
0022012-07-01WESLEY BERRY
0022011-07-01WESLEY BERRY WESLEY BERRY2013-04-05
0022009-07-01WESLEY BERRY
0022009-07-01WESLEY BERRY

Plan Statistics for LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN

401k plan membership statisitcs for LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN

Measure Date Value
2021: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01255
Total number of active participants reported on line 7a of the Form 55002021-07-01237
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0129
Total of all active and inactive participants2021-07-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01266
Number of participants with account balances2021-07-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-014
2020: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01290
Total number of active participants reported on line 7a of the Form 55002020-07-01230
Number of retired or separated participants receiving benefits2020-07-013
Number of other retired or separated participants entitled to future benefits2020-07-0122
Total of all active and inactive participants2020-07-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01255
Number of participants with account balances2020-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-017
2019: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01304
Total number of active participants reported on line 7a of the Form 55002019-07-01262
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0125
Total of all active and inactive participants2019-07-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01289
Number of participants with account balances2019-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-019
2018: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01273
Total number of active participants reported on line 7a of the Form 55002018-07-01285
Number of retired or separated participants receiving benefits2018-07-013
Number of other retired or separated participants entitled to future benefits2018-07-0116
Total of all active and inactive participants2018-07-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01304
Number of participants with account balances2018-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-014
2017: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01294
Total number of active participants reported on line 7a of the Form 55002017-07-01253
Number of retired or separated participants receiving benefits2017-07-013
Number of other retired or separated participants entitled to future benefits2017-07-0116
Total of all active and inactive participants2017-07-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01272
Number of participants with account balances2017-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-016
2016: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01314
Total number of active participants reported on line 7a of the Form 55002016-07-01265
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0129
Total of all active and inactive participants2016-07-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01294
Number of participants with account balances2016-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01282
Total number of active participants reported on line 7a of the Form 55002015-07-01282
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0130
Total of all active and inactive participants2015-07-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01312
Number of participants with account balances2015-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-012
2014: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01282
Total number of active participants reported on line 7a of the Form 55002014-07-01258
Number of retired or separated participants receiving benefits2014-07-0123
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01281
Number of participants with account balances2014-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-012
2013: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01275
Total number of active participants reported on line 7a of the Form 55002013-07-01261
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0120
Total of all active and inactive participants2013-07-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01281
Number of participants with account balances2013-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01265
Total number of active participants reported on line 7a of the Form 55002012-07-01254
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0120
Total of all active and inactive participants2012-07-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01274
Number of participants with account balances2012-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01297
Total number of active participants reported on line 7a of the Form 55002011-07-01250
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0114
Total of all active and inactive participants2011-07-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01264
Number of participants with account balances2011-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2009: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01279
Total number of active participants reported on line 7a of the Form 55002009-07-01244
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0126
Total of all active and inactive participants2009-07-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01270
Number of participants with account balances2009-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-013

Financial Data on LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN

Measure Date Value
2022 : LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$2,119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$89
Total income from all sources (including contributions)2022-06-30$219,542
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$454,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$429,293
Value of total corrective distributions2022-06-30$8,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$698,543
Value of total assets at end of year2022-06-30$3,404,102
Value of total assets at beginning of year2022-06-30$3,637,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$16,820
Total interest from all sources2022-06-30$2,248
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$352,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$352,878
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$251,356
Participant contributions at end of year2022-06-30$52,385
Participant contributions at beginning of year2022-06-30$43,914
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$328,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$2,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$89
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-235,086
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,401,983
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,637,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$3,351,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$3,593,244
Interest on participant loans2022-06-30$2,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-834,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$119,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$429,293
Contract administrator fees2022-06-30$16,820
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30JAMES MOORE & CO., P.L.
Accountancy firm EIN2022-06-30593204548
2021 : LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$89
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,308
Total income from all sources (including contributions)2021-06-30$1,140,545
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$707,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$683,507
Value of total corrective distributions2021-06-30$7,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$431,371
Value of total assets at end of year2021-06-30$3,637,158
Value of total assets at beginning of year2021-06-30$3,205,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$16,336
Total interest from all sources2021-06-30$1,318
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$102,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$102,956
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$250,676
Participant contributions at end of year2021-06-30$43,914
Participant contributions at beginning of year2021-06-30$16,313
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$29,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$89
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$1,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$433,288
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,637,069
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,203,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,593,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,188,696
Interest on participant loans2021-06-30$1,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$604,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$151,386
Employer contributions (assets) at beginning of year2021-06-30$80
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$683,507
Contract administrator fees2021-06-30$16,336
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30SMITH, MILES & COMPANY, P.A.
Accountancy firm EIN2021-06-30593717263
2020 : LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$1,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$551,745
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$477,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$457,804
Value of total corrective distributions2020-06-30$4,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$449,571
Value of total assets at end of year2020-06-30$3,205,089
Value of total assets at beginning of year2020-06-30$3,129,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$14,607
Total interest from all sources2020-06-30$1,282
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$108,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$108,539
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$293,757
Participant contributions at end of year2020-06-30$16,313
Participant contributions at beginning of year2020-06-30$27,898
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$18,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$1,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$74,644
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,203,781
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,129,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,188,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,101,239
Interest on participant loans2020-06-30$1,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-7,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$137,189
Employer contributions (assets) at end of year2020-06-30$80
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$457,804
Contract administrator fees2020-06-30$14,607
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SMITH, MILES & COMPANY, P.A.
Accountancy firm EIN2020-06-30593717263
2019 : LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$612,870
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$367,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$351,704
Value of total corrective distributions2019-06-30$2,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$439,530
Value of total assets at end of year2019-06-30$3,129,137
Value of total assets at beginning of year2019-06-30$2,884,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$13,327
Total interest from all sources2019-06-30$1,333
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$137,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$137,931
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$252,035
Participant contributions at end of year2019-06-30$27,898
Participant contributions at beginning of year2019-06-30$29,106
Participant contributions at beginning of year2019-06-30$5,795
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$57,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$245,033
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,129,137
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,884,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,101,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,838,797
Interest on participant loans2019-06-30$1,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$34,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$129,850
Employer contributions (assets) at beginning of year2019-06-30$10,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$351,704
Contract administrator fees2019-06-30$13,327
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30SMITH, MILES & COMPANY, P.A.
Accountancy firm EIN2019-06-30593717263
2018 : LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$629,175
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$305,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$292,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$413,490
Value of total assets at end of year2018-06-30$2,884,104
Value of total assets at beginning of year2018-06-30$2,559,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$12,586
Total interest from all sources2018-06-30$1,327
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$115,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$115,403
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$249,153
Participant contributions at end of year2018-06-30$29,106
Participant contributions at beginning of year2018-06-30$28,835
Participant contributions at end of year2018-06-30$5,795
Participant contributions at beginning of year2018-06-30$15,041
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$40,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$324,140
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,884,104
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,559,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,838,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,506,376
Interest on participant loans2018-06-30$1,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$98,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$123,790
Employer contributions (assets) at end of year2018-06-30$10,406
Employer contributions (assets) at beginning of year2018-06-30$9,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$292,449
Contract administrator fees2018-06-30$12,586
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SMITH, MILES & COMPANY, P.A.
Accountancy firm EIN2018-06-30593717263
2017 : LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$537,837
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$258,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$250,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$292,013
Value of total assets at end of year2017-06-30$2,559,964
Value of total assets at beginning of year2017-06-30$2,281,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$8,562
Total interest from all sources2017-06-30$2,011
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$80,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$80,754
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$165,566
Participant contributions at end of year2017-06-30$28,835
Participant contributions at beginning of year2017-06-30$50,009
Participant contributions at end of year2017-06-30$15,041
Participant contributions at beginning of year2017-06-30$13,383
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$20,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$278,924
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,559,964
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,281,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,506,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,208,955
Interest on participant loans2017-06-30$2,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$163,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$105,783
Employer contributions (assets) at end of year2017-06-30$9,712
Employer contributions (assets) at beginning of year2017-06-30$8,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$250,351
Contract administrator fees2017-06-30$8,562
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SMITH, MILES & COMPANY, P.A.
Accountancy firm EIN2017-06-30593717263
2016 : LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$273,595
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$289,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$281,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$284,448
Value of total assets at end of year2016-06-30$2,281,040
Value of total assets at beginning of year2016-06-30$2,297,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$8,219
Total interest from all sources2016-06-30$1,185
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$102,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$102,166
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$172,270
Participant contributions at end of year2016-06-30$50,009
Participant contributions at beginning of year2016-06-30$24,698
Participant contributions at end of year2016-06-30$13,383
Participant contributions at beginning of year2016-06-30$8,653
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$15,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-16,282
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,281,040
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,297,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,208,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,250,579
Interest on participant loans2016-06-30$1,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-114,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$97,002
Employer contributions (assets) at end of year2016-06-30$8,693
Employer contributions (assets) at beginning of year2016-06-30$13,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$281,658
Contract administrator fees2016-06-30$8,219
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SMITH, MILES & COMPANY, P.A.
Accountancy firm EIN2016-06-30593717263
2015 : LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$356,724
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$189,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$181,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$288,669
Value of total assets at end of year2015-06-30$2,297,322
Value of total assets at beginning of year2015-06-30$2,130,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$8,067
Total interest from all sources2015-06-30$638
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$79,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$79,615
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$181,684
Participant contributions at end of year2015-06-30$24,698
Participant contributions at beginning of year2015-06-30$12,040
Participant contributions at end of year2015-06-30$8,653
Participant contributions at beginning of year2015-06-30$7,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$166,803
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,297,322
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,130,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,250,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,097,952
Interest on participant loans2015-06-30$638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-12,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$106,985
Employer contributions (assets) at end of year2015-06-30$13,392
Employer contributions (assets) at beginning of year2015-06-30$12,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$181,854
Contract administrator fees2015-06-30$8,067
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SMITH, MILES & COMPANY, P.A.
Accountancy firm EIN2015-06-30593717263
2014 : LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$516,292
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$148,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$141,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$284,877
Value of total assets at end of year2014-06-30$2,130,519
Value of total assets at beginning of year2014-06-30$1,762,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$7,285
Total interest from all sources2014-06-30$422
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$52,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$52,961
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$165,751
Participant contributions at end of year2014-06-30$12,040
Participant contributions at beginning of year2014-06-30$2,273
Participant contributions at end of year2014-06-30$7,760
Participant contributions at beginning of year2014-06-30$8,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$367,818
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,130,519
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,762,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,097,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,740,174
Interest on participant loans2014-06-30$422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$178,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$119,126
Employer contributions (assets) at end of year2014-06-30$12,767
Employer contributions (assets) at beginning of year2014-06-30$12,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$141,189
Contract administrator fees2014-06-30$7,285
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SMITH, MILES & COMPANY, P.A.
Accountancy firm EIN2014-06-30593717263
2013 : LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$426,400
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$128,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$122,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$276,321
Value of total assets at end of year2013-06-30$1,762,701
Value of total assets at beginning of year2013-06-30$1,464,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$6,109
Total interest from all sources2013-06-30$136
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$30,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$30,627
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$161,739
Participant contributions at end of year2013-06-30$2,273
Participant contributions at beginning of year2013-06-30$3,838
Participant contributions at end of year2013-06-30$8,033
Participant contributions at beginning of year2013-06-30$17,580
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$3,079
Administrative expenses (other) incurred2013-06-30$6,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$297,806
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,762,701
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,464,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,740,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,430,308
Interest on participant loans2013-06-30$136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$119,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$111,503
Employer contributions (assets) at end of year2013-06-30$12,221
Employer contributions (assets) at beginning of year2013-06-30$13,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$122,485
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30SMITH, MILES & COMPANY, P.A.
Accountancy firm EIN2013-06-30593717263
2012 : LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$267,935
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$38,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$33,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$263,356
Value of total assets at end of year2012-06-30$1,464,895
Value of total assets at beginning of year2012-06-30$1,235,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$5,085
Total interest from all sources2012-06-30$212
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$22,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$22,602
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$154,381
Participant contributions at end of year2012-06-30$3,838
Participant contributions at beginning of year2012-06-30$6,697
Participant contributions at end of year2012-06-30$17,580
Participant contributions at beginning of year2012-06-30$15,459
Administrative expenses (other) incurred2012-06-30$5,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$229,692
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,464,895
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,235,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,430,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,205,319
Interest on participant loans2012-06-30$212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-18,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$108,975
Employer contributions (assets) at end of year2012-06-30$13,169
Employer contributions (assets) at beginning of year2012-06-30$7,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$33,158
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SMITH, MILES & COMPANY, P.A.
Accountancy firm EIN2012-06-30593717263
2011 : LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$481,002
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$446,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$441,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$279,508
Value of total assets at end of year2011-06-30$1,235,203
Value of total assets at beginning of year2011-06-30$1,201,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$5,405
Total interest from all sources2011-06-30$321
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$18,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$18,128
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$156,821
Participant contributions at end of year2011-06-30$6,697
Participant contributions at beginning of year2011-06-30$9,182
Participant contributions at end of year2011-06-30$15,459
Participant contributions at beginning of year2011-06-30$12,574
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$23,671
Administrative expenses (other) incurred2011-06-30$5,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$34,123
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,235,203
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,201,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,205,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,170,975
Interest on participant loans2011-06-30$321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$183,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$99,016
Employer contributions (assets) at end of year2011-06-30$7,728
Employer contributions (assets) at beginning of year2011-06-30$8,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$441,474
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SMITH, MILES & COMPANY, P.A.
Accountancy firm EIN2011-06-30593717263

Form 5500 Responses for LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN

2021: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3