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LIFESPIRE PROFIT SHARING PLAN 401k Plan overview

Plan NameLIFESPIRE PROFIT SHARING PLAN
Plan identification number 002

LIFESPIRE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LIFESPIRE, INC. has sponsored the creation of one or more 401k plans.

Company Name:LIFESPIRE, INC.
Employer identification number (EIN):132526022
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about LIFESPIRE, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1951-11-29
Company Identification Number: 77106
Legal Registered Office Address: ONE WHITEHALL ST., 9TH FL.
New York
NEW YORK
United States of America (USA)
100042141

More information about LIFESPIRE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFESPIRE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-07-01
0022018-07-01
0022017-07-01KEITH LEE
0022016-07-01KEITH LEE
0022015-07-01KEITH LEE
0022014-07-01KEITH LEE
0022013-07-01KEITH LEE

Plan Statistics for LIFESPIRE PROFIT SHARING PLAN

401k plan membership statisitcs for LIFESPIRE PROFIT SHARING PLAN

Measure Date Value
2019: LIFESPIRE PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,596
Total number of active participants reported on line 7a of the Form 55002019-07-010
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-010
Number of participants with account balances2019-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: LIFESPIRE PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,581
Total number of active participants reported on line 7a of the Form 55002018-07-011,216
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01380
Total of all active and inactive participants2018-07-011,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-011,596
Number of participants with account balances2018-07-011,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: LIFESPIRE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,525
Total number of active participants reported on line 7a of the Form 55002017-07-011,196
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01358
Total of all active and inactive participants2017-07-011,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-011,554
Number of participants with account balances2017-07-011,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: LIFESPIRE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011,546
Total number of active participants reported on line 7a of the Form 55002016-07-011,415
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01245
Total of all active and inactive participants2016-07-011,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-011,660
Number of participants with account balances2016-07-011,038
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: LIFESPIRE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,490
Total number of active participants reported on line 7a of the Form 55002015-07-011,331
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01208
Total of all active and inactive participants2015-07-011,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-011,539
Number of participants with account balances2015-07-011,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0113
2014: LIFESPIRE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,339
Total number of active participants reported on line 7a of the Form 55002014-07-011,347
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01133
Total of all active and inactive participants2014-07-011,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-011,480
Number of participants with account balances2014-07-011,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0137
2013: LIFESPIRE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,372
Total number of active participants reported on line 7a of the Form 55002013-07-011,327
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-017
Total of all active and inactive participants2013-07-011,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-011,334
Number of participants with account balances2013-07-011,159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010

Financial Data on LIFESPIRE PROFIT SHARING PLAN

Measure Date Value
2019 : LIFESPIRE PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-19$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-19$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-19$0
Total income from all sources (including contributions)2019-12-19$26,360
Total loss/gain on sale of assets2019-12-19$0
Total of all expenses incurred2019-12-19$571,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-19$470,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-19$0
Value of total assets at end of year2019-12-19$0
Value of total assets at beginning of year2019-12-19$545,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-19$100,839
Total interest from all sources2019-12-19$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-19$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-19Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-19$0
Was this plan covered by a fidelity bond2019-12-19Yes
Value of fidelity bond cover2019-12-19$500,000
If this is an individual account plan, was there a blackout period2019-12-19No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-19$0
Were there any nonexempt tranactions with any party-in-interest2019-12-19No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-19No
Value of net income/loss2019-12-19$-545,119
Value of net assets at end of year (total assets less liabilities)2019-12-19$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-19$545,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-19No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-19No
Were any leases to which the plan was party in default or uncollectible2019-12-19No
Value of interest in pooled separate accounts at end of year2019-12-19$0
Value of interest in pooled separate accounts at beginning of year2019-12-19$541,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-19$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-19$3,396
Net investment gain/loss from pooled separate accounts2019-12-19$26,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-19No
Was there a failure to transmit to the plan any participant contributions2019-12-19No
Has the plan failed to provide any benefit when due under the plan2019-12-19No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-19$470,640
Contract administrator fees2019-12-19$100,839
Did the plan have assets held for investment2019-12-19No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-19No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-19Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-19Yes
Opinion of an independent qualified public accountant for this plan2019-12-19Disclaimer
Accountancy firm name2019-12-19MBAF CPAS, LLC
Accountancy firm EIN2019-12-19133842744
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$29,978
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$25,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$13,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$545,119
Value of total assets at beginning of year2019-06-30$541,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$12,602
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$4,113
Value of net assets at end of year (total assets less liabilities)2019-06-30$545,119
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$541,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$541,723
Value of interest in pooled separate accounts at beginning of year2019-06-30$537,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$3,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$3,408
Net investment gain/loss from pooled separate accounts2019-06-30$29,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$13,263
Contract administrator fees2019-06-30$12,602
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MBAF CPAS, LLC
Accountancy firm EIN2019-06-30133842744
2018 : LIFESPIRE PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$41,941
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$22,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$10,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$0
Value of total assets at end of year2018-06-30$541,006
Value of total assets at beginning of year2018-06-30$521,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$11,970
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$19,306
Value of net assets at end of year (total assets less liabilities)2018-06-30$541,006
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$521,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$537,598
Value of interest in pooled separate accounts at beginning of year2018-06-30$519,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$3,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,678
Net investment gain/loss from pooled separate accounts2018-06-30$41,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$10,665
Contract administrator fees2018-06-30$11,970
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MBAF CPAS, LLC
Accountancy firm EIN2018-06-30133842744
2017 : LIFESPIRE PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$61,320
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$24,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$11,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$0
Value of total assets at end of year2017-06-30$521,700
Value of total assets at beginning of year2017-06-30$484,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$12,656
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$37,018
Value of net assets at end of year (total assets less liabilities)2017-06-30$521,700
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$484,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$519,022
Value of interest in pooled separate accounts at beginning of year2017-06-30$482,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,338
Net investment gain/loss from pooled separate accounts2017-06-30$61,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$11,646
Contract administrator fees2017-06-30$12,656
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MBAF CPAS, LLC
Accountancy firm EIN2017-06-30133842744
2016 : LIFESPIRE PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$-2,852
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$29,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$15,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$484,682
Value of total assets at beginning of year2016-06-30$517,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$14,094
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-32,524
Value of net assets at end of year (total assets less liabilities)2016-06-30$484,682
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$517,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$482,344
Value of interest in pooled separate accounts at beginning of year2016-06-30$515,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$619
Net investment gain/loss from pooled separate accounts2016-06-30$-2,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$15,578
Contract administrator fees2016-06-30$14,094
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MBAF CPAS, LLC
Accountancy firm EIN2016-06-30133842744
2015 : LIFESPIRE PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$-5,218
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$674
Value of total assets at end of year2015-06-30$517,206
Value of total assets at beginning of year2015-06-30$523,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$170
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Administrative expenses professional fees incurred2015-06-30$170
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-6,062
Value of net assets at end of year (total assets less liabilities)2015-06-30$517,206
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$523,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$515,913
Value of interest in pooled separate accounts at beginning of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$-5,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$674
Employer contributions (assets) at end of year2015-06-30$674
Employer contributions (assets) at beginning of year2015-06-30$523,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$674
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MBAF CPAS, LLC
Accountancy firm EIN2015-06-30133842744
2014 : LIFESPIRE PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$523,268
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$523,268
Value of total assets at end of year2014-06-30$523,268
Value of total assets at beginning of year2014-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$523,268
Value of net assets at end of year (total assets less liabilities)2014-06-30$523,268
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$523,268
Employer contributions (assets) at end of year2014-06-30$523,268
Employer contributions (assets) at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30MBAF CPAS, LLC
Accountancy firm EIN2014-06-30133842744

Form 5500 Responses for LIFESPIRE PROFIT SHARING PLAN

2019: LIFESPIRE PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingYes
2019-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: LIFESPIRE PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: LIFESPIRE PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: LIFESPIRE PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: LIFESPIRE PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: LIFESPIRE PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: LIFESPIRE PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01First time form 5500 has been submittedYes
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812615
Policy instance 1
Insurance contract or identification number812615
Number of Individuals Covered1030
Insurance policy start date2019-07-01
Insurance policy end date2019-12-19
Total amount of commissions paid to insurance brokerUSD $755
Total amount of fees paid to insurance companyUSD $134
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
Commission paid to Insurance BrokerUSD $755
Insurance broker organization code?3
Amount paid for insurance broker fees134
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812615
Policy instance 1
Insurance contract or identification number812615
Number of Individuals Covered1029
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $1,577
Total amount of fees paid to insurance companyUSD $264
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
Commission paid to Insurance BrokerUSD $1,577
Insurance broker organization code?3
Amount paid for insurance broker fees264
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812615
Policy instance 1
Insurance contract or identification number812615
Number of Individuals Covered1059
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $1,612
Total amount of fees paid to insurance companyUSD $267
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 RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812615
Policy instance 1
Insurance contract or identification number812615
Number of Individuals Covered1113
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $369
Total amount of fees paid to insurance companyUSD $287
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $369
Amount paid for insurance broker fees40
Additional information about fees paid to insurance brokerALLOCATED NON-CASH COMP
Insurance broker organization code?3
Insurance broker nameASSOCIATED PENSION CONSULTANTS INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812615
Policy instance 1
Insurance contract or identification number812615
Number of Individuals Covered1157
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $5,233
Total amount of fees paid to insurance companyUSD $2,603
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $5,233
Insurance broker organization code?3
Amount paid for insurance broker fees2581
Additional information about fees paid to insurance brokerTPA ALLIANCE PROGRAM
Insurance broker nameASSOCIATED PENSION CONSULTANTS INC

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