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LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameLGH FIDELITY 403B RETIREMENT SAVINGS PLAN
Plan identification number 004

LGH FIDELITY 403B RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

LOWELL GENERAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:LOWELL GENERAL HOSPITAL
Employer identification number (EIN):042103590
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LGH FIDELITY 403B RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042023-01-01KARA OCONNOR
0042022-01-01
0042022-01-01KARA OCONNOR
0042021-01-01
0042021-01-01KARA OCONNOR
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01WILLIAM WYMAN
0042016-01-01SUSAN GREEN
0042015-01-01SUSAN GREEN
0042014-01-01SUSAN GREEN
0042013-01-01SUSAN GREEN
0042012-01-01SUSAN GREEN
0042011-01-01SUSAN GREEN
0042010-01-01SUSAN GREEN
0042009-01-01SUSAN GREEN

Plan Statistics for LGH FIDELITY 403B RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for LGH FIDELITY 403B RETIREMENT SAVINGS PLAN

Measure Date Value
2023: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-015,509
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,188
Total number of active participants reported on line 7a of the Form 55002022-01-013,893
Number of retired or separated participants receiving benefits2022-01-0133
Number of other retired or separated participants entitled to future benefits2022-01-011,571
Total of all active and inactive participants2022-01-015,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-015,509
Number of participants with account balances2022-01-013,715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0177
2021: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,982
Total number of active participants reported on line 7a of the Form 55002021-01-013,653
Number of retired or separated participants receiving benefits2021-01-0132
Number of other retired or separated participants entitled to future benefits2021-01-011,489
Total of all active and inactive participants2021-01-015,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-015,188
Number of participants with account balances2021-01-013,573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0187
2020: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,427
Total number of active participants reported on line 7a of the Form 55002020-01-013,630
Number of retired or separated participants receiving benefits2020-01-0123
Number of other retired or separated participants entitled to future benefits2020-01-011,317
Total of all active and inactive participants2020-01-014,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-014,982
Number of participants with account balances2020-01-013,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0150
2019: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,310
Total number of active participants reported on line 7a of the Form 55002019-01-012,223
Number of retired or separated participants receiving benefits2019-01-0132
Number of other retired or separated participants entitled to future benefits2019-01-011,159
Total of all active and inactive participants2019-01-013,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-013,427
Number of participants with account balances2019-01-013,216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0146
2018: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,037
Total number of active participants reported on line 7a of the Form 55002018-01-012,143
Number of retired or separated participants receiving benefits2018-01-0127
Number of other retired or separated participants entitled to future benefits2018-01-011,133
Total of all active and inactive participants2018-01-013,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-013,310
Number of participants with account balances2018-01-013,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0152
2017: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,815
Total number of active participants reported on line 7a of the Form 55002017-01-012,086
Number of retired or separated participants receiving benefits2017-01-0122
Number of other retired or separated participants entitled to future benefits2017-01-01925
Total of all active and inactive participants2017-01-013,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-013,037
Number of participants with account balances2017-01-012,803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,256
Total number of active participants reported on line 7a of the Form 55002016-01-011,840
Number of retired or separated participants receiving benefits2016-01-0118
Number of other retired or separated participants entitled to future benefits2016-01-01953
Total of all active and inactive participants2016-01-012,811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-012,815
Number of participants with account balances2016-01-012,296
2015: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01674
Total number of active participants reported on line 7a of the Form 55002015-01-011,427
Number of retired or separated participants receiving benefits2015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-01816
Total of all active and inactive participants2015-01-012,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,256
Number of participants with account balances2015-01-012,184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01525
Total number of active participants reported on line 7a of the Form 55002014-01-01577
Number of other retired or separated participants entitled to future benefits2014-01-0197
Total of all active and inactive participants2014-01-01674
Total participants2014-01-01674
Number of participants with account balances2014-01-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01425
Total number of active participants reported on line 7a of the Form 55002013-01-01522
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01525
Number of participants with account balances2013-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01328
Total number of active participants reported on line 7a of the Form 55002012-01-01420
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01425
Number of participants with account balances2012-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01314
Total number of active participants reported on line 7a of the Form 55002011-01-01326
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01328
Number of participants with account balances2011-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01232
Total number of active participants reported on line 7a of the Form 55002010-01-01299
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-01314
Total participants2010-01-01314
Number of participants with account balances2010-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01232
Total number of active participants reported on line 7a of the Form 55002009-01-01232
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01232
Number of participants with account balances2009-01-01206

Financial Data on LGH FIDELITY 403B RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-09-29$0
Total transfer of assets from this plan2023-09-29$231,811,085
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-29$0
Total income from all sources (including contributions)2023-09-29$39,997,106
Total loss/gain on sale of assets2023-09-29$-233
Total of all expenses incurred2023-09-29$14,750,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-29$14,603,180
Expenses. Certain deemed distributions of participant loans2023-09-29$-19,830
Value of total corrective distributions2023-09-29$46
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-29$21,717,191
Value of total assets at end of year2023-09-29$0
Value of total assets at beginning of year2023-09-29$206,564,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-29$166,966
Total interest from all sources2023-09-29$73,505
Total dividends received (eg from common stock, registered investment company shares)2023-09-29$1,315,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-29Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-09-29$0
Total dividends received from registered investment company shares (eg mutual funds)2023-09-29$1,315,749
Was this plan covered by a fidelity bond2023-09-29Yes
Value of fidelity bond cover2023-09-29$500,000
If this is an individual account plan, was there a blackout period2023-09-29No
Were there any nonexempt tranactions with any party-in-interest2023-09-29No
Contributions received from participants2023-09-29$12,375,897
Participant contributions at end of year2023-09-29$0
Participant contributions at beginning of year2023-09-29$1,831,926
Assets. Other investments not covered elsewhere at end of year2023-09-29$0
Assets. Other investments not covered elsewhere at beginning of year2023-09-29$19,135
Income. Received or receivable in cash from other sources (including rollovers)2023-09-29$6,118,202
Other income not declared elsewhere2023-09-29$37,500
Administrative expenses (other) incurred2023-09-29$7,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-29No
Value of net income/loss2023-09-29$25,246,744
Value of net assets at end of year (total assets less liabilities)2023-09-29$0
Value of net assets at beginning of year (total assets less liabilities)2023-09-29$206,564,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-29No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-29No
Were any leases to which the plan was party in default or uncollectible2023-09-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-29$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-29$188,408,668
Interest on participant loans2023-09-29$73,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-09-29$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-09-29$16,302,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-09-29$16,302,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-09-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-09-29$1,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-29$16,853,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-29No
Was there a failure to transmit to the plan any participant contributions2023-09-29No
Has the plan failed to provide any benefit when due under the plan2023-09-29No
Contributions received in cash from employer2023-09-29$3,223,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-29$14,603,180
Did the plan have assets held for investment2023-09-29No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-29Yes
Aggregate proceeds on sale of assets2023-09-29$2,921
Aggregate carrying amount (costs) on sale of assets2023-09-29$3,154
Opinion of an independent qualified public accountant for this plan2023-09-29Unqualified
Accountancy firm name2023-09-29MAYER HOFFMANN MCCANN PC
Accountancy firm EIN2023-09-29431947695
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets from this plan2023-01-01$231,811,085
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$39,997,106
Total loss/gain on sale of assets2023-01-01$-233
Total of all expenses incurred2023-01-01$14,750,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$14,603,180
Expenses. Certain deemed distributions of participant loans2023-01-01$-19,830
Value of total corrective distributions2023-01-01$46
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$21,717,191
Value of total assets at end of year2023-01-01$0
Value of total assets at beginning of year2023-01-01$206,564,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$166,966
Total interest from all sources2023-01-01$73,505
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,315,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-01-01$0
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,315,749
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$12,375,897
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$1,831,926
Assets. Other investments not covered elsewhere at end of year2023-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$19,135
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$6,118,202
Other income not declared elsewhere2023-01-01$37,500
Administrative expenses (other) incurred2023-01-01$7,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$25,246,744
Value of net assets at end of year (total assets less liabilities)2023-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$206,564,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$188,408,668
Interest on participant loans2023-01-01$73,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$1,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$16,853,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$3,223,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$14,603,180
Did the plan have assets held for investment2023-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01Yes
Aggregate proceeds on sale of assets2023-01-01$2,921
Aggregate carrying amount (costs) on sale of assets2023-01-01$3,154
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MAYER HOFFMANN MCCANN PC
Accountancy firm EIN2023-01-01431947695
2022 : LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-22,986,475
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,832,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,585,976
Expenses. Certain deemed distributions of participant loans2022-12-31$27,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$21,829,376
Value of total assets at end of year2022-12-31$206,564,341
Value of total assets at beginning of year2022-12-31$246,383,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$218,869
Total interest from all sources2022-12-31$336,319
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,083,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,083,285
Administrative expenses professional fees incurred2022-12-31$16,158
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$15,438,040
Participant contributions at end of year2022-12-31$1,831,926
Participant contributions at beginning of year2022-12-31$1,998,810
Assets. Other investments not covered elsewhere at end of year2022-12-31$19,135
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$25,589
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,655,544
Other income not declared elsewhere2022-12-31$50,000
Administrative expenses (other) incurred2022-12-31$170,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-39,818,707
Value of net assets at end of year (total assets less liabilities)2022-12-31$206,564,341
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$246,383,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$32,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$188,408,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$229,588,452
Interest on participant loans2022-12-31$91,465
Interest earned on other investments2022-12-31$55
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$16,302,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$13,829,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$13,829,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$244,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-53,285,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,735,792
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$939,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,585,976
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMANN MCCANN PC
Accountancy firm EIN2022-12-31431947695
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-22,986,475
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$16,832,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$16,585,976
Expenses. Certain deemed distributions of participant loans2022-01-01$27,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$21,829,376
Value of total assets at end of year2022-01-01$206,564,341
Value of total assets at beginning of year2022-01-01$246,383,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$218,869
Total interest from all sources2022-01-01$336,319
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$8,083,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$8,083,285
Administrative expenses professional fees incurred2022-01-01$16,158
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$15,438,040
Participant contributions at end of year2022-01-01$1,831,926
Participant contributions at beginning of year2022-01-01$1,998,810
Assets. Other investments not covered elsewhere at end of year2022-01-01$19,135
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$25,589
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$2,655,544
Other income not declared elsewhere2022-01-01$50,000
Administrative expenses (other) incurred2022-01-01$170,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-39,818,707
Value of net assets at end of year (total assets less liabilities)2022-01-01$206,564,341
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$246,383,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$32,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$188,408,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$229,588,452
Interest on participant loans2022-01-01$91,465
Interest earned on other investments2022-01-01$55
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$16,302,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$244,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$1,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-53,285,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$3,735,792
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$939,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$16,585,976
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MAYER HOFFMANN MCCANN PC
Accountancy firm EIN2022-01-01431947695
2021 : LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$50,696,116
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$17,452,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,204,785
Expenses. Certain deemed distributions of participant loans2021-12-31$11,516
Value of total corrective distributions2021-12-31$6,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,694,704
Value of total assets at end of year2021-12-31$246,383,048
Value of total assets at beginning of year2021-12-31$213,139,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$229,663
Total interest from all sources2021-12-31$108,369
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,520,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$9,520,275
Administrative expenses professional fees incurred2021-12-31$14,672
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$14,550,518
Participant contributions at end of year2021-12-31$1,998,810
Participant contributions at beginning of year2021-12-31$1,957,162
Assets. Other investments not covered elsewhere at end of year2021-12-31$25,589
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$21,076
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,363,454
Administrative expenses (other) incurred2021-12-31$190,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$33,243,368
Value of net assets at end of year (total assets less liabilities)2021-12-31$246,383,048
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$213,139,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$23,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$229,588,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$195,059,946
Interest on participant loans2021-12-31$101,248
Interest earned on other investments2021-12-31$5,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$13,829,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$15,192,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$15,192,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$21,372,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,780,732
Employer contributions (assets) at end of year2021-12-31$939,057
Employer contributions (assets) at beginning of year2021-12-31$907,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,204,785
Contract administrator fees2021-12-31$283
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMANN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$53,816,866
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,513,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,188,587
Expenses. Certain deemed distributions of participant loans2020-12-31$70,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,933,188
Value of total assets at end of year2020-12-31$213,139,680
Value of total assets at beginning of year2020-12-31$172,836,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$254,266
Total interest from all sources2020-12-31$170,630
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,646,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,646,976
Administrative expenses professional fees incurred2020-12-31$29,721
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$13,366,741
Participant contributions at end of year2020-12-31$1,957,162
Participant contributions at beginning of year2020-12-31$1,897,557
Assets. Other investments not covered elsewhere at end of year2020-12-31$21,076
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$17,266
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,936,592
Other income not declared elsewhere2020-12-31$50,000
Administrative expenses (other) incurred2020-12-31$199,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$40,303,139
Value of net assets at end of year (total assets less liabilities)2020-12-31$213,139,680
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$172,836,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$25,038
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$195,059,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$158,974,590
Interest on participant loans2020-12-31$106,939
Interest earned on other investments2020-12-31$4,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$15,192,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$11,945,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$11,945,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$59,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$28,016,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,629,855
Employer contributions (assets) at end of year2020-12-31$907,036
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,188,587
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$48,503,956
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$11,200,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,994,805
Expenses. Certain deemed distributions of participant loans2019-12-31$7,895
Value of total corrective distributions2019-12-31$1,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,247,437
Value of total assets at end of year2019-12-31$172,836,541
Value of total assets at beginning of year2019-12-31$135,532,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$196,268
Total interest from all sources2019-12-31$346,877
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,488,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,488,229
Administrative expenses professional fees incurred2019-12-31$17,511
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$12,737,319
Participant contributions at end of year2019-12-31$1,897,557
Participant contributions at beginning of year2019-12-31$1,630,128
Assets. Other investments not covered elsewhere at end of year2019-12-31$17,266
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$12,541
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,033,862
Other income not declared elsewhere2019-12-31$55,044
Administrative expenses (other) incurred2019-12-31$154,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$37,303,841
Value of net assets at end of year (total assets less liabilities)2019-12-31$172,836,541
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$135,532,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$24,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$158,974,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$121,592,023
Interest on participant loans2019-12-31$86,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$11,945,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,125,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,125,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$260,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,431,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,366,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,476,256
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$740,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,994,805
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER
Accountancy firm EIN2019-12-31043499945
2018 : LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$10,097,017
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,268,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,154,329
Expenses. Certain deemed distributions of participant loans2018-12-31$30,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$17,703,334
Value of total assets at end of year2018-12-31$135,532,700
Value of total assets at beginning of year2018-12-31$133,703,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$83,930
Total interest from all sources2018-12-31$281,580
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,701,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,701,481
Administrative expenses professional fees incurred2018-12-31$23,922
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$12,140,738
Participant contributions at end of year2018-12-31$1,630,128
Participant contributions at beginning of year2018-12-31$1,541,643
Assets. Other investments not covered elsewhere at end of year2018-12-31$12,541
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$12,785
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,262,362
Other income not declared elsewhere2018-12-31$49,989
Administrative expenses (other) incurred2018-12-31$18,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,828,748
Value of net assets at end of year (total assets less liabilities)2018-12-31$135,532,700
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$133,703,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$41,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$121,592,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$120,514,608
Interest on participant loans2018-12-31$80,421
Interest earned on other investments2018-12-31$55,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$10,125,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$8,002,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$8,002,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$145,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,431,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,152,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-15,639,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,300,234
Employer contributions (assets) at end of year2018-12-31$740,629
Employer contributions (assets) at beginning of year2018-12-31$480,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,154,329
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARON & BLETZER
Accountancy firm EIN2018-12-31043499945
2017 : LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$19,714,199
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$33,023,066
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,357,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,254,483
Expenses. Certain deemed distributions of participant loans2017-12-31$76,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,368,142
Value of total assets at end of year2017-12-31$133,703,952
Value of total assets at beginning of year2017-12-31$88,324,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,325
Total interest from all sources2017-12-31$99,635
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,610,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,610,508
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$10,399,743
Participant contributions at end of year2017-12-31$1,541,643
Participant contributions at beginning of year2017-12-31$1,178,643
Assets. Other investments not covered elsewhere at end of year2017-12-31$12,785
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$887,935
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,317,597
Other income not declared elsewhere2017-12-31$25,000
Administrative expenses (other) incurred2017-12-31$26,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$25,665,318
Value of net assets at end of year (total assets less liabilities)2017-12-31$133,703,952
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$88,324,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$120,514,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$75,710,125
Interest on participant loans2017-12-31$57,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$8,002,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,794,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,794,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$41,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,152,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,919,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,080,464
Employer contributions (assets) at end of year2017-12-31$480,431
Employer contributions (assets) at beginning of year2017-12-31$323,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,254,483
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SAMET & COMPANY PC
Accountancy firm EIN2017-12-31043027605
2016 : LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$7,326,048
Total income from all sources (including contributions)2016-12-31$14,558,162
Total of all expenses incurred2016-12-31$6,585,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,540,112
Expenses. Certain deemed distributions of participant loans2016-12-31$36,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,719,675
Value of total assets at end of year2016-12-31$88,324,435
Value of total assets at beginning of year2016-12-31$73,026,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,545
Total interest from all sources2016-12-31$72,090
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,134,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,134,423
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,419,836
Participant contributions at end of year2016-12-31$1,178,643
Participant contributions at beginning of year2016-12-31$1,051,708
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$926,023
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,317,597
Administrative expenses (other) incurred2016-12-31$9,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,972,252
Value of net assets at end of year (total assets less liabilities)2016-12-31$88,324,435
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$73,026,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$75,710,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$67,149,097
Interest on participant loans2016-12-31$43,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,794,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,464,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,464,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$28,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,631,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,373,816
Employer contributions (assets) at end of year2016-12-31$323,257
Employer contributions (assets) at beginning of year2016-12-31$360,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,540,112
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SAMET & COMPANY PC
Accountancy firm EIN2016-12-31043027605
2015 : LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$53,055,408
Total income from all sources (including contributions)2015-12-31$7,571,066
Total of all expenses incurred2015-12-31$6,139,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,088,492
Expenses. Certain deemed distributions of participant loans2015-12-31$44,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,879,087
Value of total assets at end of year2015-12-31$73,026,135
Value of total assets at beginning of year2015-12-31$18,539,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,872
Total interest from all sources2015-12-31$31,368
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,522,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,522,296
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,164,831
Participant contributions at end of year2015-12-31$1,051,708
Participant contributions at beginning of year2015-12-31$288,831
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,455,117
Administrative expenses (other) incurred2015-12-31$6,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,431,395
Value of net assets at end of year (total assets less liabilities)2015-12-31$73,026,135
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,539,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$67,149,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,744,717
Interest on participant loans2015-12-31$30,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,464,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$502,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$502,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,861,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,259,139
Employer contributions (assets) at end of year2015-12-31$360,949
Employer contributions (assets) at beginning of year2015-12-31$3,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,088,492
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SAMET & COMPANY PC
Accountancy firm EIN2015-12-31043027605
2014 : LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2014 401k financial data
Total transfer of assets from this plan2014-12-31$24,966
Total income from all sources (including contributions)2014-12-31$5,220,737
Total of all expenses incurred2014-12-31$1,113,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,095,562
Expenses. Certain deemed distributions of participant loans2014-12-31$3,861
Value of total corrective distributions2014-12-31$1,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,180,426
Value of total assets at end of year2014-12-31$18,539,332
Value of total assets at beginning of year2014-12-31$14,456,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,506
Total interest from all sources2014-12-31$3,107
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,081,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,081,488
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,568,111
Participant contributions at end of year2014-12-31$288,831
Participant contributions at beginning of year2014-12-31$253,483
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,397,240
Administrative expenses (other) incurred2014-12-31$12,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,107,733
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,539,332
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,456,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,744,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,509,104
Interest on participant loans2014-12-31$3,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$502,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$606,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$606,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$93
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-44,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$215,075
Employer contributions (assets) at end of year2014-12-31$3,699
Employer contributions (assets) at beginning of year2014-12-31$87,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,095,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SAMET & COMPANY PC
Accountancy firm EIN2014-12-31043027605
2013 : LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$5,129,638
Total of all expenses incurred2013-12-31$692,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$681,276
Expenses. Certain deemed distributions of participant loans2013-12-31$536
Value of total corrective distributions2013-12-31$530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,083,756
Value of total assets at end of year2013-12-31$14,456,565
Value of total assets at beginning of year2013-12-31$10,018,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,678
Total interest from all sources2013-12-31$2,635
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$575,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$575,988
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,110,623
Participant contributions at end of year2013-12-31$253,483
Participant contributions at beginning of year2013-12-31$181,505
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$639,709
Administrative expenses (other) incurred2013-12-31$9,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,437,618
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,456,565
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,018,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,509,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,184,176
Interest on participant loans2013-12-31$2,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$606,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$584,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$584,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,467,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$333,424
Employer contributions (assets) at end of year2013-12-31$87,643
Employer contributions (assets) at beginning of year2013-12-31$69,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$681,276
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SAMET & COMPANY PC
Accountancy firm EIN2013-12-31043027605
2012 : LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,070,307
Total of all expenses incurred2012-12-31$840,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$828,850
Value of total corrective distributions2012-12-31$4,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,028,619
Value of total assets at end of year2012-12-31$10,018,947
Value of total assets at beginning of year2012-12-31$7,789,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,201
Total interest from all sources2012-12-31$2,275
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$215,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$215,673
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,581,946
Participant contributions at end of year2012-12-31$181,505
Participant contributions at beginning of year2012-12-31$138,077
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$184,194
Administrative expenses (other) incurred2012-12-31$7,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,229,493
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,018,947
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,789,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,184,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,103,035
Interest on participant loans2012-12-31$2,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$584,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$489,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$489,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$823,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$262,479
Employer contributions (assets) at end of year2012-12-31$69,151
Employer contributions (assets) at beginning of year2012-12-31$59,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$828,850
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SAMET & COMPANY PC
Accountancy firm EIN2012-12-31043027605
2011 : LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,648,291
Total of all expenses incurred2011-12-31$357,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$350,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,842,372
Value of total assets at end of year2011-12-31$7,789,454
Value of total assets at beginning of year2011-12-31$6,498,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,139
Total interest from all sources2011-12-31$1,863
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$228,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$228,555
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,283,063
Participant contributions at end of year2011-12-31$138,077
Participant contributions at beginning of year2011-12-31$49,434
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$383,114
Administrative expenses (other) incurred2011-12-31$6,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,291,239
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,789,454
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,498,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,103,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,954,712
Interest on participant loans2011-12-31$1,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$489,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$447,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$447,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-424,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$176,195
Employer contributions (assets) at end of year2011-12-31$59,053
Employer contributions (assets) at beginning of year2011-12-31$46,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$350,913
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SAMET & COMPANY PC
Accountancy firm EIN2011-12-31043027605
2010 : LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,332,795
Total of all expenses incurred2010-12-31$350,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$345,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,626,251
Value of total assets at end of year2010-12-31$6,498,215
Value of total assets at beginning of year2010-12-31$4,515,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,928
Total interest from all sources2010-12-31$1,339
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$126,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$126,224
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$999,608
Participant contributions at end of year2010-12-31$49,434
Participant contributions at beginning of year2010-12-31$40,020
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$427,819
Administrative expenses (other) incurred2010-12-31$4,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,982,441
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,498,215
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,515,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,954,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,917,968
Interest on participant loans2010-12-31$1,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$447,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$516,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$516,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$578,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$198,824
Employer contributions (assets) at end of year2010-12-31$46,772
Employer contributions (assets) at beginning of year2010-12-31$40,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$345,426
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SAMET & COMPANY PC
Accountancy firm EIN2010-12-31043027605
2009 : LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LGH FIDELITY 403B RETIREMENT SAVINGS PLAN

2023: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LGH FIDELITY 403B RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ208
Policy instance 1
Insurance contract or identification numberVFZ208
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-09-29
Total amount of commissions paid to insurance brokerUSD $17
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ208
Policy instance 1
Insurance contract or identification numberVFZ208
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $23
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ208
Policy instance 1
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ208
Policy instance 1
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ208
Policy instance 1
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ208
Policy instance 1
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ208
Policy instance 1

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