LIFE PROPERTY MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE LIFE PROPERTIES 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : THE LIFE PROPERTIES 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-25 | -857952 |
| Total expenses incurred by plan in this plan year | 2025-08-25 | 309989 |
| Net assets as of the end of the plan year | 2025-08-25 | 0 |
| Total assets as of the beginning of the plan year | 2025-08-25 | 1184413 |
| Value of plan covered by a fidelity bond | 2025-08-25 | 500000 |
| Other income to plan in this plan year | 2025-08-25 | -16472 |
| Plan net income in this plan year | 2025-08-25 | -326461 |
| Net assets as of the end of the plan year | 2025-08-25 | 0 |
| Net assets as of the beginning of the plan year | 2025-08-25 | 1184413 |
| Fees paid to broker by Benefit Provider | 2025-08-25 | 395 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-25 | 2297 |
| Total expenses incurred by plan in this plan year | 2025-07-02 | 1161593 |
| Net assets as of the end of the plan year | 2025-07-02 | 1184413 |
| Total assets as of the beginning of the plan year | 2025-07-02 | 1926153 |
| Value of plan covered by a fidelity bond | 2025-07-02 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-02 | 140352 |
| Value of participant loans at end of plan year | 2025-07-02 | 21807 |
| Other income to plan in this plan year | 2025-07-02 | 212858 |
| Plan net income in this plan year | 2025-07-02 | -741740 |
| Net assets as of the end of the plan year | 2025-07-02 | 1184413 |
| Net assets as of the beginning of the plan year | 2025-07-02 | 1926153 |
| Employer contributions to plan in this plan year | 2025-07-02 | 66643 |
| Fees paid to broker by Benefit Provider | 2025-07-02 | 3184 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-02 | 18052 |
| 2024 : THE LIFE PROPERTIES 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-26 | 402374 |
| Net assets as of the end of the plan year | 2024-07-26 | 1926153 |
| Total assets as of the beginning of the plan year | 2024-07-26 | 1184965 |
| Value of plan covered by a fidelity bond | 2024-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-26 | 593411 |
| Value of participant loans at end of plan year | 2024-07-26 | 36341 |
| Other contributions to plan in this plan year | 2024-07-26 | 20551 |
| Other income to plan in this plan year | 2024-07-26 | 252147 |
| Plan net income in this plan year | 2024-07-26 | 741188 |
| Net assets as of the end of the plan year | 2024-07-26 | 1926153 |
| Net assets as of the beginning of the plan year | 2024-07-26 | 1184965 |
| Employer contributions to plan in this plan year | 2024-07-26 | 277453 |
| Fees paid to broker by Benefit Provider | 2024-07-26 | 1804 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-26 | 18553 |
| 2023 : THE LIFE PROPERTIES 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2023-10-12 | 24227 |
| Net assets as of the end of the plan year | 2023-10-12 | 665634 |
| Total assets as of the beginning of the plan year | 2023-10-12 | 228975 |
| Value of plan covered by a fidelity bond | 2023-10-12 | 500000 |
| Participant contributions to plan in this plan year | 2023-10-12 | 258163 |
| Value of participant loans at end of plan year | 2023-10-12 | 7809 |
| Other income to plan in this plan year | 2023-10-12 | 63546 |
| Plan net income in this plan year | 2023-10-12 | 436659 |
| Net assets as of the end of the plan year | 2023-10-12 | 665634 |
| Net assets as of the beginning of the plan year | 2023-10-12 | 228975 |
| Employer contributions to plan in this plan year | 2023-10-12 | 139177 |
| Fees paid to broker by Benefit Provider | 2023-10-12 | 600 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-10-12 | 7527 |
| 2022 : THE LIFE PROPERTIES 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $375 |
| Total income from all sources (including contributions) | 2022-12-31 | $601,447 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $82,116 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $68,540 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $753,030 |
| Value of total assets at end of year | 2022-12-31 | $1,184,965 |
| Value of total assets at beginning of year | 2022-12-31 | $666,009 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $13,576 |
| Total interest from all sources | 2022-12-31 | $462 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $449,006 |
| Participant contributions at end of year | 2022-12-31 | $15,071 |
| Participant contributions at beginning of year | 2022-12-31 | $7,809 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $7,677 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $78,937 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $375 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $519,331 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,184,965 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $665,634 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,169,894 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $650,457 |
| Interest on participant loans | 2022-12-31 | $462 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-152,045 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $225,087 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $66 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $68,540 |
| Contract administrator fees | 2022-12-31 | $13,576 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | TOPCHE AND COMPANY LLC |
| Accountancy firm EIN | 2022-12-31 | 460558140 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $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 | $375 |
| Total income from all sources (including contributions) | 2022-01-01 | $601,447 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $82,116 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $68,540 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $753,030 |
| Value of total assets at end of year | 2022-01-01 | $1,184,965 |
| Value of total assets at beginning of year | 2022-01-01 | $666,009 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $13,576 |
| Total interest from all sources | 2022-01-01 | $462 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $449,006 |
| Participant contributions at end of year | 2022-01-01 | $15,071 |
| Participant contributions at beginning of year | 2022-01-01 | $7,809 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $7,677 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $78,937 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $375 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $519,331 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,184,965 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $665,634 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $1,169,894 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $650,457 |
| Interest on participant loans | 2022-01-01 | $462 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-152,045 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $225,087 |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $66 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $68,540 |
| Contract administrator fees | 2022-01-01 | $13,576 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | TOPCHE AND COMPANY LLC |
| Accountancy firm EIN | 2022-01-01 | 460558140 |
