LIGHTHOUSE OF REVERE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LIGHTHOUSE OF REVERE 403(B) PLAN
| Measure | Date | Value |
|---|
| 2013 : LIGHTHOUSE OF REVERE 403(B) PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $448,747 |
| Total of all expenses incurred | 2013-12-31 | $2,047,845 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,046,892 |
| Value of total corrective distributions | 2013-12-31 | $953 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $121,804 |
| Value of total assets at end of year | 2013-12-31 | $514,237 |
| Value of total assets at beginning of year | 2013-12-31 | $2,113,335 |
| Total interest from all sources | 2013-12-31 | $3,425 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $92,471 |
| Participant contributions at end of year | 2013-12-31 | $0 |
| Participant contributions at beginning of year | 2013-12-31 | $73,773 |
| Participant contributions at end of year | 2013-12-31 | $0 |
| Participant contributions at beginning of year | 2013-12-31 | $3,511 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $3,474 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Income. Non cash contributions | 2013-12-31 | $0 |
| Value of net income/loss | 2013-12-31 | $-1,599,098 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $514,237 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,113,335 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $514,237 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,029,079 |
| Interest on participant loans | 2013-12-31 | $3,425 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $323,518 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $25,859 |
| Employer contributions (assets) at end of year | 2013-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $6,972 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,046,892 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2013-12-31 | 431947695 |
| 2012 : LIGHTHOUSE OF REVERE 403(B) PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $457,809 |
| Total of all expenses incurred | 2012-12-31 | $340,237 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $336,435 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $3,598 |
| Value of total corrective distributions | 2012-12-31 | $204 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $244,257 |
| Value of total assets at end of year | 2012-12-31 | $2,113,335 |
| Value of total assets at beginning of year | 2012-12-31 | $1,995,763 |
| Total interest from all sources | 2012-12-31 | $3,843 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $176,312 |
| Participant contributions at end of year | 2012-12-31 | $73,773 |
| Participant contributions at beginning of year | 2012-12-31 | $72,700 |
| Participant contributions at end of year | 2012-12-31 | $3,511 |
| Participant contributions at beginning of year | 2012-12-31 | $3,428 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $17,226 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $117,572 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,113,335 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,995,763 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,029,079 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,914,688 |
| Interest on participant loans | 2012-12-31 | $3,843 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $209,709 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $50,719 |
| Employer contributions (assets) at end of year | 2012-12-31 | $6,972 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $4,947 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $336,435 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | MAYER, HOFFMAN, MCCANN P.C. |
| Accountancy firm EIN | 2012-12-31 | 431947695 |
| 2011 : LIGHTHOUSE OF REVERE 403(B) PLAN 2011 401k financial data |
|---|
| Expenses. Interest paid | 2011-12-31 | $6,414 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $6,414 |
| Total income from all sources (including contributions) | 2011-12-31 | $183,003 |
| Total of all expenses incurred | 2011-12-31 | $51,732 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $48,377 |
| Value of total corrective distributions | 2011-12-31 | $3,355 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $220,351 |
| Value of total assets at end of year | 2011-12-31 | $1,984,535 |
| Value of total assets at beginning of year | 2011-12-31 | $1,853,264 |
| Total interest from all sources | 2011-12-31 | $3,623 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $171,708 |
| Participant contributions at end of year | 2011-12-31 | $71,953 |
| Participant contributions at beginning of year | 2011-12-31 | $81,187 |
| Participant contributions at end of year | 2011-12-31 | $3,428 |
| Participant contributions at beginning of year | 2011-12-31 | $3,474 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,592 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $131,271 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,984,535 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,853,264 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,908,207 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,767,621 |
| Interest on participant loans | 2011-12-31 | $3,623 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-40,971 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $47,051 |
| Employer contributions (assets) at end of year | 2011-12-31 | $947 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $982 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $48,377 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | CBIZ MAYER, HOFFMAN, MCCANN P.C. |
| Accountancy firm EIN | 2011-12-31 | 431947695 |
| 2010 : LIGHTHOUSE OF REVERE 403(B) PLAN 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $419,746 |
| Total of all expenses incurred | 2010-12-31 | $54,957 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $54,957 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of total corrective distributions | 2010-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $238,459 |
| Value of total assets at end of year | 2010-12-31 | $1,862,789 |
| Value of total assets at beginning of year | 2010-12-31 | $1,498,000 |
| Total interest from all sources | 2010-12-31 | $3,784 |
| Transfers to/from the plan | 2010-12-31 | $6 |
| Total income from all sources | 2010-12-31 | $415,343 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $75,677 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $75,677 |
| Total plan assets at end of year | 2010-12-31 | $1,853,264 |
| Total plan assets at beginning of year | 2010-12-31 | $1,513,592 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $184,499 |
| Other income received | 2010-12-31 | $181,057 |
| Net income (gross income less expenses) | 2010-12-31 | $339,666 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,853,264 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,513,592 |
| Assets. Value of participant loans | 2010-12-31 | $82,146 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $49,787 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $188,092 |
| Participant contributions at end of year | 2010-12-31 | $81,804 |
| Participant contributions at beginning of year | 2010-12-31 | $77,998 |
| Participant contributions at end of year | 2010-12-31 | $3,477 |
| Participant contributions at beginning of year | 2010-12-31 | $3,503 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $364,789 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,862,789 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,498,000 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,774,026 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,413,573 |
| Interest on participant loans | 2010-12-31 | $3,784 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $177,503 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $50,367 |
| Employer contributions (assets) at end of year | 2010-12-31 | $3,482 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $2,926 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $54,957 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | MAYER, HOFFMAN, MCCANN, PC. |
| Accountancy firm EIN | 2010-12-31 | 431947695 |
