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LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan NameLAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN
Plan identification number 001

LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

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

Company Name:LAFORCE STEVENS, INC.
Employer identification number (EIN):133836259
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01MELISSA MORRIS
0012014-01-01REBECCA GORDON REBECCA GORDON2015-10-06
0012013-01-01REBECCA GORDON REBECCA GORDON2014-10-03
0012012-01-01REBECCA GORDON REBECCA GORDON2013-10-14
0012011-01-01JAMES LAFORCE
0012010-01-01JAMES LAFORCE JAMES LAFORCE2011-10-13
0012009-01-01JAMES LAFORCE

Financial Data on LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN

Measure Date Value
2015 : LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$349,825
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$187,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$186,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$371,201
Value of total assets at end of year2015-12-31$2,425,790
Value of total assets at beginning of year2015-12-31$2,263,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,280
Total interest from all sources2015-12-31$1,998
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$205,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$275,112
Participant contributions at end of year2015-12-31$48,797
Participant contributions at beginning of year2015-12-31$42,023
Participant contributions at end of year2015-12-31$10,629
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$615
Other income not declared elsewhere2015-12-31$-23,374
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$161,948
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,425,790
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,263,842
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,749,098
Interest on participant loans2015-12-31$1,998
Value of interest in common/collective trusts at end of year2015-12-31$117
Value of interest in common/collective trusts at beginning of year2015-12-31$472,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,361,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
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$95,474
Employer contributions (assets) at end of year2015-12-31$4,436
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$186,597
Contract administrator fees2015-12-31$1,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31RUSSELL A GALICK CPA, LLC
Accountancy firm EIN2015-12-31133637255
2014 : LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$399,738
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$176,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$166,365
Value of total corrective distributions2014-12-31$9,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$292,402
Value of total assets at end of year2014-12-31$2,263,842
Value of total assets at beginning of year2014-12-31$2,040,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$600
Total interest from all sources2014-12-31$591
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$114,165
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$114,165
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$205,000
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$232,693
Participant contributions at end of year2014-12-31$42,023
Participant contributions at beginning of year2014-12-31$7,075
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,160
Administrative expenses (other) incurred2014-12-31$600
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$223,439
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,263,842
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,040,403
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$1,749,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,574,870
Interest on participant loans2014-12-31$591
Value of interest in common/collective trusts at end of year2014-12-31$472,721
Value of interest in common/collective trusts at beginning of year2014-12-31$458,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-12,297
Net investment gain or loss from common/collective trusts2014-12-31$4,877
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$55,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$166,365
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 name2014-12-31RUSSELL A GLICK CPA, LLC
Accountancy firm EIN2014-12-31133637255
2013 : LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$729,383
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$680,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$667,672
Value of total corrective distributions2013-12-31$12,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$293,929
Value of total assets at end of year2013-12-31$2,040,403
Value of total assets at beginning of year2013-12-31$1,991,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,025
Total interest from all sources2013-12-31$251
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$64,046
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$64,046
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
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$230,136
Participant contributions at end of year2013-12-31$7,075
Participant contributions at beginning of year2013-12-31$4,092
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,200
Administrative expenses (other) incurred2013-12-31$1,025
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$48,533
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,040,403
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,991,870
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$1,574,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,504,649
Interest on participant loans2013-12-31$251
Value of interest in common/collective trusts at end of year2013-12-31$458,458
Value of interest in common/collective trusts at beginning of year2013-12-31$483,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$287,813
Net investment gain or loss from common/collective trusts2013-12-31$83,344
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$51,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$667,672
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 name2013-12-31RUSSELL A GLICK CPA, LLC
Accountancy firm EIN2013-12-31133637255
2012 : LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$547,860
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$159,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$159,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$310,589
Value of total assets at end of year2012-12-31$1,991,870
Value of total assets at beginning of year2012-12-31$1,603,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$350
Total interest from all sources2012-12-31$364
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$38,847
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$38,847
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$161,000
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$251,818
Participant contributions at end of year2012-12-31$4,092
Participant contributions at beginning of year2012-12-31$12,994
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,009
Administrative expenses (other) incurred2012-12-31$350
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$388,318
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,991,870
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,603,552
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$1,504,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,203,404
Interest on participant loans2012-12-31$364
Value of interest in common/collective trusts at end of year2012-12-31$483,129
Value of interest in common/collective trusts at beginning of year2012-12-31$387,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$142,791
Net investment gain or loss from common/collective trusts2012-12-31$55,269
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$56,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$159,192
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 name2012-12-31RUSSELL A GLICK CPA, LLC
Accountancy firm EIN2012-12-31133637255
2011 : LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$209,212
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$43,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$41,553
Value of total corrective distributions2011-12-31$1,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$251,255
Value of total assets at end of year2011-12-31$1,603,552
Value of total assets at beginning of year2011-12-31$1,438,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$375
Total interest from all sources2011-12-31$629
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$25,878
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$25,878
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$144,000
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$204,175
Participant contributions at end of year2011-12-31$12,994
Participant contributions at beginning of year2011-12-31$18,237
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$96
Administrative expenses (other) incurred2011-12-31$375
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$165,432
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,603,552
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,438,120
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$1,203,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,041,189
Interest on participant loans2011-12-31$629
Value of interest in common/collective trusts at end of year2011-12-31$387,154
Value of interest in common/collective trusts at beginning of year2011-12-31$378,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-44,658
Net investment gain or loss from common/collective trusts2011-12-31$-23,892
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$46,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$41,553
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 name2011-12-31RUSSELL A GLICK CPA, LLC
Accountancy firm EIN2011-12-31133637255
2010 : LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$394,241
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$288,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$278,973
Value of total corrective distributions2010-12-31$6,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$279,377
Value of total assets at end of year2010-12-31$1,438,120
Value of total assets at beginning of year2010-12-31$1,332,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,369
Total interest from all sources2010-12-31$205
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$21,328
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$21,328
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$134,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$211,442
Participant contributions at end of year2010-12-31$18,237
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$31,991
Administrative expenses (other) incurred2010-12-31$3,369
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$105,515
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,438,120
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,332,605
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$1,041,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$994,874
Interest on participant loans2010-12-31$205
Value of interest in common/collective trusts at end of year2010-12-31$378,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$337,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$337,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$59,360
Net investment gain or loss from common/collective trusts2010-12-31$33,971
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$35,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$278,973
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31RUSSELL A GLICK CPA LLC
Accountancy firm EIN2010-12-31133637255
2009 : LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING 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 LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN

2015: LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LAFORCE STEVENS, INC. 401(K) & PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan 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 number813257
Policy instance 1

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