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Plan Name | LIFE WORKS 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LIFE WORKS |
Employer identification number (EIN): | 911224762 |
NAIC Classification: | 624100 |
NAIC Description: | Individual and Family Services |
Additional information about LIFE WORKS
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1983-09-20 |
Company Identification Number: | 601149791 |
Legal Registered Office Address: |
906 NEW YORK ST LONGVIEW United States of America (USA) 986324132 |
More information about LIFE WORKS
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | CHRIS FLYNN | |||
001 | 2016-01-01 | DAVID HILL | |||
001 | 2015-01-01 | DAVID HILL | |||
001 | 2014-01-01 | DAVID HILL | |||
001 | 2013-01-01 | DAVID HILL | |||
001 | 2012-01-01 | DAVID HILL | |||
001 | 2011-01-01 | ANNE DEFRANCISCO | |||
001 | 2010-01-01 | ANNE DEFRANCISCO | ANNE DEFRANCISCO | 2011-10-17 | |
001 | 2009-01-01 | MARTHA JOHNSON |
Measure | Date | Value |
---|---|---|
2022: LIFE WORKS 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 141 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 130 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 22 |
Total of all active and inactive participants | 2022-01-01 | 152 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 152 |
Number of participants with account balances | 2022-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: LIFE WORKS 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 179 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 122 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 19 |
Total of all active and inactive participants | 2021-01-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 141 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: LIFE WORKS 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 170 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 9 |
Total of all active and inactive participants | 2020-01-01 | 179 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 179 |
Number of participants with account balances | 2020-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: LIFE WORKS 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 163 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 169 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 169 |
Number of participants with account balances | 2019-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: LIFE WORKS 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 148 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 8 |
Total of all active and inactive participants | 2018-01-01 | 156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 156 |
Number of participants with account balances | 2018-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: LIFE WORKS 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 162 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 9 |
Total of all active and inactive participants | 2017-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 158 |
Number of participants with account balances | 2017-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: LIFE WORKS 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 150 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 156 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 6 |
Total of all active and inactive participants | 2016-01-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 162 |
Number of participants with account balances | 2016-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: LIFE WORKS 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 147 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 150 |
Number of participants with account balances | 2015-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: LIFE WORKS 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 144 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 145 |
Number of participants with account balances | 2014-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: LIFE WORKS 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 138 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 143 |
Number of participants with account balances | 2013-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: LIFE WORKS 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 135 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 140 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 140 |
Number of participants with account balances | 2012-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: LIFE WORKS 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 132 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 135 |
Number of participants with account balances | 2011-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: LIFE WORKS 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 125 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 129 |
Number of participants with account balances | 2010-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: LIFE WORKS 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 125 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 128 |
Number of participants with account balances | 2009-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : LIFE WORKS 401(K) 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 | $8 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $136 |
Total income from all sources (including contributions) | 2022-12-31 | $-439,986 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $100,104 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $96,454 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $249,144 |
Value of total assets at end of year | 2022-12-31 | $2,800,242 |
Value of total assets at beginning of year | 2022-12-31 | $3,340,460 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,650 |
Total interest from all sources | 2022-12-31 | $9,939 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $127,636 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $127,636 |
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 | $156,571 |
Participant contributions at end of year | 2022-12-31 | $240,724 |
Participant contributions at beginning of year | 2022-12-31 | $246,338 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $8 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $136 |
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 | $-540,090 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,800,234 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,340,324 |
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 registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,559,518 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,094,122 |
Interest on participant loans | 2022-12-31 | $9,939 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-826,705 |
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 | $92,573 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $96,454 |
Contract administrator fees | 2022-12-31 | $3,650 |
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 | HOWELL STRACZEK LLC |
Accountancy firm EIN | 2022-12-31 | 852477767 |
2021 : LIFE WORKS 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $136 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $95 |
Total income from all sources (including contributions) | 2021-12-31 | $656,484 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $184,415 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $147,225 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $33,070 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $221,398 |
Value of total assets at end of year | 2021-12-31 | $3,340,460 |
Value of total assets at beginning of year | 2021-12-31 | $2,868,350 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,120 |
Total interest from all sources | 2021-12-31 | $13,197 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $187,478 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $187,478 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $142,147 |
Participant contributions at end of year | 2021-12-31 | $246,338 |
Participant contributions at beginning of year | 2021-12-31 | $346,987 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $136 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $95 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $472,069 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,340,324 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,868,255 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,094,122 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,521,363 |
Interest on participant loans | 2021-12-31 | $13,197 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $234,411 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $79,251 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $147,225 |
Contract administrator fees | 2021-12-31 | $4,120 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HOWELL STRACZEK LLC |
Accountancy firm EIN | 2021-12-31 | 852477767 |
2020 : LIFE WORKS 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $95 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $136 |
Total income from all sources (including contributions) | 2020-12-31 | $665,995 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $183,019 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $174,060 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $5,514 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $206,329 |
Value of total assets at end of year | 2020-12-31 | $2,868,350 |
Value of total assets at beginning of year | 2020-12-31 | $2,385,415 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,445 |
Total interest from all sources | 2020-12-31 | $16,402 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $68,698 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $68,698 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $286,835 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $139,225 |
Participant contributions at end of year | 2020-12-31 | $346,987 |
Participant contributions at beginning of year | 2020-12-31 | $368,541 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $95 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $136 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $482,976 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,868,255 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,385,279 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,521,363 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,016,874 |
Interest on participant loans | 2020-12-31 | $16,402 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $374,566 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $67,104 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $174,060 |
Contract administrator fees | 2020-12-31 | $3,445 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | HOWELL STRACZEK LLC |
Accountancy firm EIN | 2020-12-31 | 852477767 |
2019 : LIFE WORKS 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $136 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $135 |
Total income from all sources (including contributions) | 2019-12-31 | $602,121 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $223,988 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $218,878 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $167,696 |
Value of total assets at end of year | 2019-12-31 | $2,385,415 |
Value of total assets at beginning of year | 2019-12-31 | $2,007,281 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,110 |
Total interest from all sources | 2019-12-31 | $13,795 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $85,800 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $85,800 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $238,542 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $110,361 |
Participant contributions at end of year | 2019-12-31 | $368,541 |
Participant contributions at beginning of year | 2019-12-31 | $294,244 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $136 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $135 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $378,133 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,385,279 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,007,146 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,016,874 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,713,037 |
Interest on participant loans | 2019-12-31 | $13,795 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $334,830 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $57,335 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $218,878 |
Contract administrator fees | 2019-12-31 | $5,110 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | HOUCK EVARTS & COMPANY LLC |
Accountancy firm EIN | 2019-12-31 | 200361525 |
2018 : LIFE WORKS 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $135 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $26 |
Total income from all sources (including contributions) | 2018-12-31 | $28,998 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $262,688 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $251,929 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $6,149 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $133,990 |
Value of total assets at end of year | 2018-12-31 | $2,007,281 |
Value of total assets at beginning of year | 2018-12-31 | $2,240,862 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,610 |
Total interest from all sources | 2018-12-31 | $11,096 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $135,159 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $135,159 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $200,728 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $82,361 |
Participant contributions at end of year | 2018-12-31 | $294,244 |
Participant contributions at beginning of year | 2018-12-31 | $301,926 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $135 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $26 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-233,690 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,007,146 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,240,836 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,713,037 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,938,936 |
Interest on participant loans | 2018-12-31 | $11,096 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-251,247 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $51,629 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $251,929 |
Contract administrator fees | 2018-12-31 | $4,610 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | HOUCK EVARTS & COMPANY LLC |
Accountancy firm EIN | 2018-12-31 | 200361525 |
2017 : LIFE WORKS 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $26 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $27 |
Total income from all sources (including contributions) | 2017-12-31 | $519,502 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $110,230 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $106,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $126,147 |
Value of total assets at end of year | 2017-12-31 | $2,240,862 |
Value of total assets at beginning of year | 2017-12-31 | $1,831,591 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,230 |
Total interest from all sources | 2017-12-31 | $10,267 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $76,006 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $76,006 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $76,761 |
Participant contributions at end of year | 2017-12-31 | $301,926 |
Participant contributions at beginning of year | 2017-12-31 | $272,954 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $26 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $27 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $409,272 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,240,836 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,831,564 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,938,936 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,558,226 |
Interest on participant loans | 2017-12-31 | $10,267 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $307,082 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $49,386 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $411 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $106,000 |
Contract administrator fees | 2017-12-31 | $4,230 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | HOUCK EVARTS & COMPANY LLC |
Accountancy firm EIN | 2017-12-31 | 200361525 |
2016 : LIFE WORKS 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $27 |
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 | $229,979 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $287,495 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $283,150 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $116,405 |
Value of total assets at end of year | 2016-12-31 | $1,831,591 |
Value of total assets at beginning of year | 2016-12-31 | $1,889,080 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,345 |
Total interest from all sources | 2016-12-31 | $8,791 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $69,406 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $69,406 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $69,989 |
Participant contributions at end of year | 2016-12-31 | $272,954 |
Participant contributions at beginning of year | 2016-12-31 | $263,720 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $27 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-57,516 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,831,564 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,889,080 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,558,226 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,625,360 |
Interest on participant loans | 2016-12-31 | $8,791 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $35,377 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $46,416 |
Employer contributions (assets) at end of year | 2016-12-31 | $411 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $283,150 |
Contract administrator fees | 2016-12-31 | $4,345 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | HOUCK EVARTS & COMPANY LLC |
Accountancy firm EIN | 2016-12-31 | 200361525 |
2015 : LIFE WORKS 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $4,260 |
Total income from all sources (including contributions) | 2015-12-31 | $185,613 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $64,182 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $54,483 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $5,734 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $123,012 |
Value of total assets at end of year | 2015-12-31 | $1,889,080 |
Value of total assets at beginning of year | 2015-12-31 | $1,771,909 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,965 |
Total interest from all sources | 2015-12-31 | $9,116 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $94,647 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $94,647 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $71,933 |
Participant contributions at end of year | 2015-12-31 | $263,720 |
Participant contributions at beginning of year | 2015-12-31 | $303,708 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $4,260 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $121,431 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,889,080 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,767,649 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,625,360 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,468,201 |
Interest on participant loans | 2015-12-31 | $9,116 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-41,162 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $51,079 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $54,483 |
Contract administrator fees | 2015-12-31 | $3,965 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | HOUCK EVARTS & COMPANY LLC |
Accountancy firm EIN | 2015-12-31 | 200361525 |
2014 : LIFE WORKS 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $4,260 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $105 |
Total income from all sources (including contributions) | 2014-12-31 | $222,496 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $153,724 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $144,323 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $1,016 |
Value of total corrective distributions | 2014-12-31 | $4,260 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $111,554 |
Value of total assets at end of year | 2014-12-31 | $1,771,909 |
Value of total assets at beginning of year | 2014-12-31 | $1,698,982 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,125 |
Total interest from all sources | 2014-12-31 | $8,727 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $114,854 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $114,854 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $63,179 |
Participant contributions at end of year | 2014-12-31 | $303,708 |
Participant contributions at beginning of year | 2014-12-31 | $228,576 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $4,260 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $105 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $68,772 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,767,649 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,698,877 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,468,201 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,470,406 |
Interest on participant loans | 2014-12-31 | $8,727 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-12,639 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $48,375 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $144,323 |
Contract administrator fees | 2014-12-31 | $4,125 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | HOUCK EVARTS & COMPANY LLC |
Accountancy firm EIN | 2014-12-31 | 200361525 |
2013 : LIFE WORKS 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $105 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $105 |
Total income from all sources (including contributions) | 2013-12-31 | $458,125 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $128,989 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $125,554 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $121,356 |
Value of total assets at end of year | 2013-12-31 | $1,698,982 |
Value of total assets at beginning of year | 2013-12-31 | $1,369,846 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,435 |
Total interest from all sources | 2013-12-31 | $6,289 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $69,176 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $69,176 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $56,791 |
Participant contributions at end of year | 2013-12-31 | $228,576 |
Participant contributions at beginning of year | 2013-12-31 | $161,011 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $18,962 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $105 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $105 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $329,136 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,698,877 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,369,741 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,470,406 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,208,835 |
Interest on participant loans | 2013-12-31 | $6,289 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $261,304 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $45,603 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $125,554 |
Contract administrator fees | 2013-12-31 | $3,435 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | HOUCK EVARTS & COMPANY LLC |
Accountancy firm EIN | 2013-12-31 | 200361525 |
2012 : LIFE WORKS 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $105 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $105 |
Total income from all sources (including contributions) | 2012-12-31 | $299,448 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $105,096 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $102,426 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $109,080 |
Value of total assets at end of year | 2012-12-31 | $1,369,846 |
Value of total assets at beginning of year | 2012-12-31 | $1,175,494 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,670 |
Total interest from all sources | 2012-12-31 | $5,269 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $18,102 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $18,102 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $62,800 |
Participant contributions at end of year | 2012-12-31 | $161,011 |
Participant contributions at beginning of year | 2012-12-31 | $154,558 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $105 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $105 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $194,352 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,369,741 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,175,389 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,208,835 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,020,936 |
Interest on participant loans | 2012-12-31 | $5,269 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $166,997 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $46,280 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $102,426 |
Contract administrator fees | 2012-12-31 | $2,670 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | HOUCK EVARTS & COMPANY LLC |
Accountancy firm EIN | 2012-12-31 | 200361525 |
2011 : LIFE WORKS 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $105 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $104 |
Total income from all sources (including contributions) | 2011-12-31 | $80,908 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $198,706 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $197,542 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $107,018 |
Value of total assets at end of year | 2011-12-31 | $1,175,494 |
Value of total assets at beginning of year | 2011-12-31 | $1,293,291 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,164 |
Total interest from all sources | 2011-12-31 | $5,241 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $63,235 |
Participant contributions at end of year | 2011-12-31 | $154,558 |
Participant contributions at beginning of year | 2011-12-31 | $127,448 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $105 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $104 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-117,798 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,175,389 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,293,187 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,020,936 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,165,843 |
Interest on participant loans | 2011-12-31 | $5,241 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-31,351 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $43,783 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $197,542 |
Contract administrator fees | 2011-12-31 | $1,164 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | HOUCK EVARTS & COMPANY LLC |
Accountancy firm EIN | 2011-12-31 | 200361525 |
2010 : LIFE WORKS 401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $104 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $104 |
Total income from all sources (including contributions) | 2010-12-31 | $248,170 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $71,196 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $67,646 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $120,054 |
Value of total assets at end of year | 2010-12-31 | $1,293,291 |
Value of total assets at beginning of year | 2010-12-31 | $1,116,317 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,550 |
Total interest from all sources | 2010-12-31 | $4,892 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $73,989 |
Participant contributions at end of year | 2010-12-31 | $127,448 |
Participant contributions at beginning of year | 2010-12-31 | $117,892 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $104 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $104 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $176,974 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,293,187 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,116,213 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,165,843 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $998,425 |
Interest on participant loans | 2010-12-31 | $4,892 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $123,224 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $46,065 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $67,646 |
Contract administrator fees | 2010-12-31 | $3,550 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | HOUCK EVARTS & COMPANY LLC |
Accountancy firm EIN | 2010-12-31 | 200361525 |
2022: LIFE WORKS 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: LIFE WORKS 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: LIFE WORKS 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LIFE WORKS 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LIFE WORKS 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LIFE WORKS 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LIFE WORKS 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: LIFE WORKS 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: LIFE WORKS 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: LIFE WORKS 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LIFE WORKS 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LIFE WORKS 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: LIFE WORKS 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LIFE WORKS 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |