FOREST HEIGHTS LODGE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF FOREST HEIGHTS LODGE
401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF FOREST HEIGHTS LODGE
| Measure | Date | Value |
|---|
| 2012: EMPLOYEE BENEFIT PLAN OF FOREST HEIGHTS LODGE 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 37 |
| Total of all active and inactive participants | 2012-01-01 | 55 |
| Total participants | 2012-01-01 | 55 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: EMPLOYEE BENEFIT PLAN OF FOREST HEIGHTS LODGE 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 19 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 33 |
| Total of all active and inactive participants | 2011-01-01 | 52 |
| Total participants | 2011-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
| 2009: EMPLOYEE BENEFIT PLAN OF FOREST HEIGHTS LODGE 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 26 |
| Total of all active and inactive participants | 2009-01-01 | 47 |
| Total participants | 2009-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2012 : EMPLOYEE BENEFIT PLAN OF FOREST HEIGHTS LODGE 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $-24,967 |
| Total income from all sources | 2012-12-31 | $275,340 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $8,922 |
| Total plan assets at end of year | 2012-12-31 | $2,062,260 |
| Total plan assets at beginning of year | 2012-12-31 | $1,820,809 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $8,922 |
| Other income received | 2012-12-31 | $182,505 |
| Net income (gross income less expenses) | 2012-12-31 | $266,418 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,062,260 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,820,809 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $92,835 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : EMPLOYEE BENEFIT PLAN OF FOREST HEIGHTS LODGE 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $75,674 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $42,541 |
| Total plan assets at end of year | 2011-12-31 | $1,820,809 |
| Total plan assets at beginning of year | 2011-12-31 | $1,787,676 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $42,541 |
| Other income received | 2011-12-31 | $-35,645 |
| Net income (gross income less expenses) | 2011-12-31 | $33,133 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,820,809 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,787,676 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $111,319 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : EMPLOYEE BENEFIT PLAN OF FOREST HEIGHTS LODGE 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $311,469 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $10,443 |
| Total plan assets at end of year | 2010-12-31 | $1,787,676 |
| Total plan assets at beginning of year | 2010-12-31 | $1,486,650 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $10,443 |
| Other income received | 2010-12-31 | $202,726 |
| Net income (gross income less expenses) | 2010-12-31 | $301,026 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,787,676 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,486,650 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $108,743 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : EMPLOYEE BENEFIT PLAN OF FOREST HEIGHTS LODGE 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 053900-D |
| Policy instance | 1 |
| Insurance contract or identification number | 053900-D | | Number of Individuals Covered | 55 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of fees paid to insurance company | USD $56 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | COMPENSATION | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 5 | | Insurance broker name | ROSA R WEYMAN |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 053900-D |
| Policy instance | 1 |
| Insurance contract or identification number | 053900-D | | Number of Individuals Covered | 52 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of fees paid to insurance company | USD $237 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 053900-D |
| Policy instance | 1 |
| Insurance contract or identification number | 053900-D | | Number of Individuals Covered | 54 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of fees paid to insurance company | USD $128 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 16 | | Additional information about fees paid to insurance broker | COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | TERRY HOUSTON |
|
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