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STAR OF HOPE RETIREMENT PLAN 401k Plan overview

Plan NameSTAR OF HOPE RETIREMENT PLAN
Plan identification number 001

STAR OF HOPE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STAR OF HOPE MISSION, INC. has sponsored the creation of one or more 401k plans.

Company Name:STAR OF HOPE MISSION, INC.
Employer identification number (EIN):741152599
NAIC Classification:624200

Additional information about STAR OF HOPE MISSION, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1921-04-12
Company Identification Number: 0003626201
Legal Registered Office Address: 4848 LOOP CENTRAL DR STE 500

HOUSTON
United States of America (USA)
77081

More information about STAR OF HOPE MISSION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STAR OF HOPE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DAVID STUTTS
0012023-01-01
0012023-01-01
0012023-01-01DAVID STUTTS
0012023-01-01DAVID STUTTS
0012022-01-01
0012022-01-01CATHRYN TAYLOR
0012021-01-01
0012021-01-01CATHRYN TAYLOR
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CATHRYN TAYLOR
0012016-01-01CATHRYN TAYLOR
0012015-01-01CATHRYN TAYLOR
0012014-01-01TROY GADDIE
0012013-01-01CATHRYN TAYLOR

Plan Statistics for STAR OF HOPE RETIREMENT PLAN

401k plan membership statisitcs for STAR OF HOPE RETIREMENT PLAN

Measure Date Value
2023: STAR OF HOPE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01296
Total number of active participants reported on line 7a of the Form 55002023-01-01212
Number of retired or separated participants receiving benefits2023-01-0112
Number of other retired or separated participants entitled to future benefits2023-01-0188
Total of all active and inactive participants2023-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01312
Number of participants with account balances2023-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0120
2022: STAR OF HOPE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01291
Total number of active participants reported on line 7a of the Form 55002022-01-01205
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-0178
Total of all active and inactive participants2022-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01296
Number of participants with account balances2022-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0127
2021: STAR OF HOPE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01284
Total number of active participants reported on line 7a of the Form 55002021-01-01199
Number of retired or separated participants receiving benefits2021-01-0120
Number of other retired or separated participants entitled to future benefits2021-01-0172
Total of all active and inactive participants2021-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01291
Number of participants with account balances2021-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: STAR OF HOPE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01272
Total number of active participants reported on line 7a of the Form 55002020-01-01213
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0166
Total of all active and inactive participants2020-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01284
Number of participants with account balances2020-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: STAR OF HOPE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01296
Total number of active participants reported on line 7a of the Form 55002019-01-01211
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0155
Total of all active and inactive participants2019-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01269
Number of participants with account balances2019-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0142
2018: STAR OF HOPE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01276
Total number of active participants reported on line 7a of the Form 55002018-01-01246
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01296
Number of participants with account balances2018-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: STAR OF HOPE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01283
Total number of active participants reported on line 7a of the Form 55002017-01-01242
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01274
Number of participants with account balances2017-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: STAR OF HOPE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01283
Total number of active participants reported on line 7a of the Form 55002016-01-01227
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01279
Number of participants with account balances2016-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2015: STAR OF HOPE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01301
Total number of active participants reported on line 7a of the Form 55002015-01-01254
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01281
Number of participants with account balances2015-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: STAR OF HOPE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01274
Total number of active participants reported on line 7a of the Form 55002014-01-01236
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0155
Total of all active and inactive participants2014-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01294
Number of participants with account balances2014-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: STAR OF HOPE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01335
Total number of active participants reported on line 7a of the Form 55002013-01-01222
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01274
Number of participants with account balances2013-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019

Financial Data on STAR OF HOPE RETIREMENT PLAN

Measure Date Value
2023 : STAR OF HOPE RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,597,314
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$555,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$514,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,101,056
Value of total assets at end of year2023-12-31$11,986,237
Value of total assets at beginning of year2023-12-31$9,944,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$41,196
Total interest from all sources2023-12-31$40,465
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$284,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$284,498
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$634,506
Participant contributions at end of year2023-12-31$134,883
Participant contributions at beginning of year2023-12-31$53,599
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,041,447
Value of net assets at end of year (total assets less liabilities)2023-12-31$11,986,237
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$9,944,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$9,981,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$8,207,686
Interest on participant loans2023-12-31$4,278
Interest earned on other investments2023-12-31$36,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,870,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,683,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,171,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$464,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$514,671
Contract administrator fees2023-12-31$41,196
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HARPER & PEARSON, COMPANY, P.C.
Accountancy firm EIN2023-12-31741695589
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$2,597,314
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$555,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$514,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,101,056
Value of total assets at end of year2023-01-01$11,986,237
Value of total assets at beginning of year2023-01-01$9,944,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$41,196
Total interest from all sources2023-01-01$40,465
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$284,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$284,498
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$634,506
Participant contributions at end of year2023-01-01$134,883
Participant contributions at beginning of year2023-01-01$53,599
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$2,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,041,447
Value of net assets at end of year (total assets less liabilities)2023-01-01$11,986,237
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$9,944,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$9,981,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$8,207,686
Interest on participant loans2023-01-01$4,278
Interest earned on other investments2023-01-01$36,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$1,870,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$1,683,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,171,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$464,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$514,671
Contract administrator fees2023-01-01$41,196
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01HARPER & PEARSON, COMPANY, P.C.
Accountancy firm EIN2023-01-01741695589
2022 : STAR OF HOPE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-701,766
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,319,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,276,737
Expenses. Certain deemed distributions of participant loans2022-12-31$4,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,007,041
Value of total assets at end of year2022-12-31$9,944,790
Value of total assets at beginning of year2022-12-31$11,965,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,331
Total interest from all sources2022-12-31$29,515
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$244,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$244,578
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$551,598
Participant contributions at end of year2022-12-31$53,599
Participant contributions at beginning of year2022-12-31$77,169
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,021,113
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,944,790
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,965,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,207,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,478,523
Interest on participant loans2022-12-31$3,183
Interest earned on other investments2022-12-31$26,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,683,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,410,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,982,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$450,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,276,737
Contract administrator fees2022-12-31$38,331
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HARPER & PEARSON, COMPANY, P.C.
Accountancy firm EIN2022-12-31741695589
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-701,766
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,319,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,276,737
Expenses. Certain deemed distributions of participant loans2022-01-01$4,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,007,041
Value of total assets at end of year2022-01-01$9,944,790
Value of total assets at beginning of year2022-01-01$11,965,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$38,331
Total interest from all sources2022-01-01$29,515
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$244,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$244,578
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$551,598
Participant contributions at end of year2022-01-01$53,599
Participant contributions at beginning of year2022-01-01$77,169
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$4,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,021,113
Value of net assets at end of year (total assets less liabilities)2022-01-01$9,944,790
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$11,965,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$8,207,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$10,478,523
Interest on participant loans2022-01-01$3,183
Interest earned on other investments2022-01-01$26,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$1,683,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,410,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,982,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$450,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,276,737
Contract administrator fees2022-01-01$38,331
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01HARPER & PEARSON, COMPANY, P.C.
Accountancy firm EIN2022-01-01741695589
2021 : STAR OF HOPE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,264,457
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$868,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$809,749
Expenses. Certain deemed distributions of participant loans2021-12-31$5,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$998,666
Value of total assets at end of year2021-12-31$11,965,903
Value of total assets at beginning of year2021-12-31$10,570,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$53,376
Total interest from all sources2021-12-31$31,255
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,148,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,148,513
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$552,221
Participant contributions at end of year2021-12-31$77,169
Participant contributions at beginning of year2021-12-31$92,753
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$20,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,395,632
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,965,903
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,570,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,478,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,684,224
Interest on participant loans2021-12-31$4,290
Interest earned on other investments2021-12-31$26,965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,410,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,793,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$86,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$425,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$809,749
Contract administrator fees2021-12-31$53,376
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HARPER & PEARSON, COMPANY, P.C.
Accountancy firm EIN2021-12-31741695589
2020 : STAR OF HOPE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,203,457
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$868,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$811,477
Expenses. Certain deemed distributions of participant loans2020-12-31$10,944
Value of total corrective distributions2020-12-31$2,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$975,191
Value of total assets at end of year2020-12-31$10,570,271
Value of total assets at beginning of year2020-12-31$9,235,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$43,180
Total interest from all sources2020-12-31$37,570
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$262,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$262,073
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$506,208
Participant contributions at end of year2020-12-31$92,753
Participant contributions at beginning of year2020-12-31$115,802
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,335,251
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,570,271
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,235,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,684,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,481,605
Interest on participant loans2020-12-31$5,727
Interest earned on other investments2020-12-31$31,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,793,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,637,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$928,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$451,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$811,477
Contract administrator fees2020-12-31$43,180
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HARPER & PEARSON, COMPANY, P.C.
Accountancy firm EIN2020-12-31741695589
2019 : STAR OF HOPE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,378,878
Total income from all sources (including contributions)2019-12-31$2,378,878
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,256,723
Total of all expenses incurred2019-12-31$1,256,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,181,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,181,025
Expenses. Certain deemed distributions of participant loans2019-12-31$34,021
Expenses. Certain deemed distributions of participant loans2019-12-31$34,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$954,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$954,719
Value of total assets at end of year2019-12-31$9,235,020
Value of total assets at end of year2019-12-31$9,235,020
Value of total assets at beginning of year2019-12-31$8,112,865
Value of total assets at beginning of year2019-12-31$8,112,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,677
Total interest from all sources2019-12-31$43,935
Total interest from all sources2019-12-31$43,935
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$219,497
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$219,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$219,497
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$219,497
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$506,826
Participant contributions at end of year2019-12-31$115,802
Participant contributions at end of year2019-12-31$115,802
Participant contributions at beginning of year2019-12-31$144,331
Participant contributions at beginning of year2019-12-31$144,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,122,155
Value of net income/loss2019-12-31$1,122,155
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,235,020
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,235,020
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,112,865
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,112,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,481,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,481,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,159,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,159,635
Interest on participant loans2019-12-31$6,773
Interest earned on other investments2019-12-31$37,162
Interest earned on other investments2019-12-31$37,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,637,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,637,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,808,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,808,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,160,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,160,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$447,893
Contributions received in cash from employer2019-12-31$447,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,181,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,181,025
Contract administrator fees2019-12-31$41,677
Contract administrator fees2019-12-31$41,677
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HARPER & PEARSON, COMPANY, P.C.
Accountancy firm name2019-12-31HARPER & PEARSON, COMPANY, P.C.
Accountancy firm EIN2019-12-31741695589
Accountancy firm EIN2019-12-31741695589
2018 : STAR OF HOPE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$593,153
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$433,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$360,675
Expenses. Certain deemed distributions of participant loans2018-12-31$22,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$964,917
Value of total assets at end of year2018-12-31$8,112,865
Value of total assets at beginning of year2018-12-31$7,953,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,802
Total interest from all sources2018-12-31$39,895
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$227,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$227,926
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$524,185
Participant contributions at end of year2018-12-31$144,331
Participant contributions at beginning of year2018-12-31$126,892
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,881
Other income not declared elsewhere2018-12-31$-87
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$159,655
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,112,865
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,953,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,159,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,151,880
Interest on participant loans2018-12-31$6,790
Interest earned on other investments2018-12-31$33,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,808,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,674,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-639,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$433,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$360,675
Contract administrator fees2018-12-31$50,802
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HARPER & PEARSON, COMPANY, P.C.
Accountancy firm EIN2018-12-31741695589
2017 : STAR OF HOPE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,843,107
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$554,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$497,061
Expenses. Certain deemed distributions of participant loans2017-12-31$9,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$888,784
Value of total assets at end of year2017-12-31$7,953,210
Value of total assets at beginning of year2017-12-31$6,664,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$48,327
Total interest from all sources2017-12-31$31,053
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$170,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$170,133
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$646,870
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$482,600
Participant contributions at end of year2017-12-31$126,892
Participant contributions at beginning of year2017-12-31$70,580
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,442
Other income not declared elsewhere2017-12-31$1,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,288,440
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,953,210
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,664,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,151,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,999,727
Interest on participant loans2017-12-31$3,716
Interest earned on other investments2017-12-31$27,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,674,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,594,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$751,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$398,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$497,061
Contract administrator fees2017-12-31$48,327
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HARPER & PEARSON, COMPANY, P.C.
Accountancy firm EIN2017-12-31741695589
2016 : STAR OF HOPE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,373,762
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$250,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$207,504
Expenses. Certain deemed distributions of participant loans2016-12-31$2,256
Value of total corrective distributions2016-12-31$441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$962,971
Value of total assets at end of year2016-12-31$6,664,770
Value of total assets at beginning of year2016-12-31$5,541,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,592
Total interest from all sources2016-12-31$24,982
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$145,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$145,199
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$646,870
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$490,534
Participant contributions at end of year2016-12-31$70,580
Participant contributions at beginning of year2016-12-31$34,075
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$97,665
Other income not declared elsewhere2016-12-31$945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,122,969
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,664,770
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,541,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,999,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,204,594
Interest on participant loans2016-12-31$1,872
Interest earned on other investments2016-12-31$23,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,594,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,303,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$239,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$374,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$207,504
Contract administrator fees2016-12-31$40,592
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HARPER & PEARSON, COMPANY, P.C.
Accountancy firm EIN2016-12-31741695589
2015 : STAR OF HOPE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,027,790
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$510,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$469,549
Expenses. Certain deemed distributions of participant loans2015-12-31$5,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,055,889
Value of total assets at end of year2015-12-31$5,541,801
Value of total assets at beginning of year2015-12-31$5,024,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,774
Total interest from all sources2015-12-31$21,736
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$149,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$149,544
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$646,870
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$436,394
Participant contributions at end of year2015-12-31$34,075
Participant contributions at beginning of year2015-12-31$27,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$516,971
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,541,801
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,024,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,204,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,481,020
Interest on participant loans2015-12-31$1,197
Interest earned on other investments2015-12-31$20,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,303,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,516,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-199,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$619,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$469,549
Contract administrator fees2015-12-31$35,774
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HARPER & PEARSON, COMPANY, P.C.
Accountancy firm EIN2015-12-31741695589
2014 : STAR OF HOPE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,242,012
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$525,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$486,129
Expenses. Certain deemed distributions of participant loans2014-12-31$8,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,003,820
Value of total assets at end of year2014-12-31$5,024,830
Value of total assets at beginning of year2014-12-31$4,308,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,135
Total interest from all sources2014-12-31$22,484
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$89,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$89,698
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$362,724
Participant contributions at end of year2014-12-31$27,062
Participant contributions at beginning of year2014-12-31$22,302
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$134,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$716,215
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,024,830
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,308,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,481,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,844,059
Interest on participant loans2014-12-31$703
Interest earned on other investments2014-12-31$21,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,516,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,442,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$126,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$506,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$486,129
Contract administrator fees2014-12-31$31,135
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HARPER & PEARSON, C.O. PC
Accountancy firm EIN2014-12-31741695589
2013 : STAR OF HOPE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,740,437
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$322,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$292,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,226,785
Value of total assets at end of year2013-12-31$4,308,615
Value of total assets at beginning of year2013-12-31$2,890,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,652
Total interest from all sources2013-12-31$23,709
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$62,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$62,571
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$276,669
Participant contributions at end of year2013-12-31$22,302
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$425,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,417,883
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,308,615
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,890,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,844,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,750,039
Interest on participant loans2013-12-31$230
Interest earned on other investments2013-12-31$23,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,442,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,140,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$427,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$524,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$292,902
Contract administrator fees2013-12-31$29,652
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HARPER & PEARSON, C.O. PC
Accountancy firm EIN2013-12-31741695589

Form 5500 Responses for STAR OF HOPE RETIREMENT PLAN

2023: STAR OF HOPE RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: STAR OF HOPE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STAR OF HOPE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STAR OF HOPE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STAR OF HOPE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STAR OF HOPE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STAR OF HOPE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STAR OF HOPE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STAR OF HOPE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STAR OF HOPE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STAR OF HOPE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895570+087
Policy instance 1
Insurance contract or identification number895570+087
Number of Individuals Covered63
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895570+087
Policy instance 1
Insurance contract or identification number895570+087
Number of Individuals Covered63
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895570+087
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895570+087
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89557-087
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893555-087
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893555-087
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberSTAR-001
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberSTAR-001
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberSTAR-001
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47643
Policy instance 1

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