LIFE OPTIONS, VOCATIONAL & RESOURCE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER
| Measure | Date | Value |
|---|
| 2025 : HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-15 | 0 |
| Net assets as of the end of the plan year | 2025-07-15 | 6853 |
| Total assets as of the beginning of the plan year | 2025-07-15 | 6853 |
| Participant contributions to plan in this plan year | 2025-07-15 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-15 | 0 |
| Other contributions to plan in this plan year | 2025-07-15 | 0 |
| Other income to plan in this plan year | 2025-07-15 | 0 |
| Plan net income in this plan year | 2025-07-15 | 0 |
| Net assets as of the end of the plan year | 2025-07-15 | 6853 |
| Net assets as of the beginning of the plan year | 2025-07-15 | 6853 |
| Employer contributions to plan in this plan year | 2025-07-15 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-15 | 0 |
| 2023 : HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2023 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2023-03-07 | 0 |
| Total liabilities as of the end of the plan year | 2023-03-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2023-03-07 | 0 |
| Total expenses incurred by plan in this plan year | 2023-03-07 | 1368 |
| Net assets as of the end of the plan year | 2023-03-07 | 8719 |
| Total assets as of the beginning of the plan year | 2023-03-07 | 10087 |
| Participant contributions to plan in this plan year | 2023-03-07 | 0 |
| Other expenses paid from plan in this plan year | 2023-03-07 | 0 |
| Other contributions to plan in this plan year | 2023-03-07 | 0 |
| Other income to plan in this plan year | 2023-03-07 | 0 |
| Plan net income in this plan year | 2023-03-07 | -1368 |
| Net assets as of the end of the plan year | 2023-03-07 | 8719 |
| Net assets as of the beginning of the plan year | 2023-03-07 | 10087 |
| Employer contributions to plan in this plan year | 2023-03-07 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-03-07 | 0 |
| 2017 : HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-09-30 | $-127,092 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $5,761 |
| Total plan assets at end of year | 2017-09-30 | $0 |
| Total plan assets at beginning of year | 2017-09-30 | $132,853 |
| Value of fidelity bond covering the plan | 2017-09-30 | $14,000 |
| Expenses. Other expenses not covered elsewhere | 2017-09-30 | $5,761 |
| Net income (gross income less expenses) | 2017-09-30 | $-5,761 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $132,853 |
| Expenses. Total of all expenses incurred | 2017-05-31 | $5,806 |
| Total plan assets at end of year | 2017-05-31 | $132,853 |
| Total plan assets at beginning of year | 2017-05-31 | $138,659 |
| Value of fidelity bond covering the plan | 2017-05-31 | $14,000 |
| Net income (gross income less expenses) | 2017-05-31 | $-5,806 |
| Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $132,853 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $138,659 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-05-31 | $5,806 |
| 2016 : HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2016 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2016-05-31 | $3,617 |
| Total plan assets at end of year | 2016-05-31 | $138,659 |
| Total plan assets at beginning of year | 2016-05-31 | $142,276 |
| Value of fidelity bond covering the plan | 2016-05-31 | $20,000 |
| Net income (gross income less expenses) | 2016-05-31 | $-3,617 |
| Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $138,659 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $142,276 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-05-31 | $3,617 |
| 2015 : HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2015 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2015-05-31 | $11,137 |
| Benefits paid (including direct rollovers) | 2015-05-31 | $3,197 |
| Total plan assets at end of year | 2015-05-31 | $142,276 |
| Total plan assets at beginning of year | 2015-05-31 | $153,413 |
| Value of fidelity bond covering the plan | 2015-05-31 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2015-05-31 | $268 |
| Net income (gross income less expenses) | 2015-05-31 | $-11,137 |
| Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $142,276 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $153,413 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-05-31 | $7,672 |
| 2014 : HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2014 401k financial data |
|---|
| Total income from all sources | 2014-05-31 | $62,200 |
| Expenses. Total of all expenses incurred | 2014-05-31 | $53,498 |
| Benefits paid (including direct rollovers) | 2014-05-31 | $26,807 |
| Total plan assets at end of year | 2014-05-31 | $153,413 |
| Total plan assets at beginning of year | 2014-05-31 | $144,711 |
| Value of fidelity bond covering the plan | 2014-05-31 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2014-05-31 | $2,476 |
| Net income (gross income less expenses) | 2014-05-31 | $8,702 |
| Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $153,413 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $144,711 |
| Total contributions received or receivable from employer(s) | 2014-05-31 | $62,200 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-31 | $24,215 |
| 2013 : HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2013 401k financial data |
|---|
| Total income from all sources | 2013-05-31 | $71,997 |
| Expenses. Total of all expenses incurred | 2013-05-31 | $54,351 |
| Benefits paid (including direct rollovers) | 2013-05-31 | $28,407 |
| Total plan assets at end of year | 2013-05-31 | $144,711 |
| Total plan assets at beginning of year | 2013-05-31 | $127,065 |
| Value of fidelity bond covering the plan | 2013-05-31 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2013-05-31 | $2,017 |
| Net income (gross income less expenses) | 2013-05-31 | $17,646 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $144,711 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $127,065 |
| Total contributions received or receivable from employer(s) | 2013-05-31 | $71,997 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-05-31 | $23,927 |
| 2012 : HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2012 401k financial data |
|---|
| Total income from all sources | 2012-05-31 | $54,071 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $40,537 |
| Benefits paid (including direct rollovers) | 2012-05-31 | $17,363 |
| Total plan assets at end of year | 2012-05-31 | $127,065 |
| Total plan assets at beginning of year | 2012-05-31 | $113,531 |
| Value of fidelity bond covering the plan | 2012-05-31 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2012-05-31 | $2,001 |
| Net income (gross income less expenses) | 2012-05-31 | $13,534 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $127,065 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $113,531 |
| Total contributions received or receivable from employer(s) | 2012-05-31 | $54,071 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $21,173 |
| 2011 : HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2011 401k financial data |
|---|
| Total income from all sources | 2011-05-31 | $43,529 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $29,171 |
| Benefits paid (including direct rollovers) | 2011-05-31 | $12,078 |
| Total plan assets at end of year | 2011-05-31 | $113,531 |
| Total plan assets at beginning of year | 2011-05-31 | $99,173 |
| Value of fidelity bond covering the plan | 2011-05-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2011-05-31 | $1,693 |
| Net income (gross income less expenses) | 2011-05-31 | $14,358 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $113,531 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $99,173 |
| Total contributions received or receivable from employer(s) | 2011-05-31 | $43,529 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-05-31 | $15,400 |
