LUSO-AMERICAN FINANCIAL A FRAT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT PLAN OF LUSO-AMERICAN LIFE INSURANCE SOCIETY
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT PLAN OF LUSO-AMERICAN LIFE INSURANCE SOCIETY 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-24 | 0 |
| Net assets as of the end of the plan year | 2025-09-24 | 71865 |
| Total assets as of the beginning of the plan year | 2025-09-24 | 56868 |
| Value of plan covered by a fidelity bond | 2025-09-24 | 200000 |
| Other income to plan in this plan year | 2025-09-24 | 1664 |
| Plan net income in this plan year | 2025-09-24 | 14997 |
| Net assets as of the end of the plan year | 2025-09-24 | 71865 |
| Net assets as of the beginning of the plan year | 2025-09-24 | 56868 |
| Employer contributions to plan in this plan year | 2025-09-24 | 13333 |
| 2024 : RETIREMENT PLAN OF LUSO-AMERICAN LIFE INSURANCE SOCIETY 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-30 | 0 |
| Net assets as of the end of the plan year | 2024-09-30 | 56868 |
| Total assets as of the beginning of the plan year | 2024-09-30 | 42099 |
| Value of plan covered by a fidelity bond | 2024-09-30 | 200000 |
| Other income to plan in this plan year | 2024-09-30 | 1242 |
| Plan net income in this plan year | 2024-09-30 | 14769 |
| Net assets as of the end of the plan year | 2024-09-30 | 56868 |
| Net assets as of the beginning of the plan year | 2024-09-30 | 42099 |
| Employer contributions to plan in this plan year | 2024-09-30 | 13527 |
| 2011 : RETIREMENT PLAN OF LUSO-AMERICAN LIFE INSURANCE SOCIETY 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $115,778 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $13,496 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $13,396 |
| Total plan assets at end of year | 2011-12-31 | $1,033,458 |
| Total plan assets at beginning of year | 2011-12-31 | $931,176 |
| Total contributions received or receivable from participants | 2011-12-31 | $113,976 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $1,802 |
| Net income (gross income less expenses) | 2011-12-31 | $102,282 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,033,458 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $931,176 |
| Assets. Value of participant loans | 2011-12-31 | $14,571 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $100 |
| 2010 : RETIREMENT PLAN OF LUSO-AMERICAN LIFE INSURANCE SOCIETY 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $180,805 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $199,261 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $199,161 |
| Total plan assets at end of year | 2010-12-31 | $931,176 |
| Total plan assets at beginning of year | 2010-12-31 | $949,632 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $110,207 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $70,598 |
| Net income (gross income less expenses) | 2010-12-31 | $-18,456 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $931,176 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $949,632 |
| Assets. Value of participant loans | 2010-12-31 | $21,465 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $100 |
| 2009 : RETIREMENT PLAN OF LUSO-AMERICAN LIFE INSURANCE SOCIETY 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
