401k Plan data: LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN plan

LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 401k Plan overview

Plan Name	LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN
Plan identification number	001

LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN Benefits

401k Plan Type

Defined 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

LIFESTORYNET, LLC has sponsored the creation of one or more 401k plans.

Company Name: LIFESTORYNET, LLC

Employer identification number (EIN): 200050643

NAIC Classification: 812210
NAIC Description: Funeral Homes and Funeral Services

Additional information about LIFESTORYNET, LLC

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: B7176K

More information about LIFESTORYNET, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SUE COLLERAN 2023-07-09
001 2021-01-01 SUE COLLERAN 2022-05-25
001 2020-01-01 GERALD HARTY 2021-06-23
001 2019-01-01 GERALD HARTY 2020-09-11
001 2018-01-01 GERALD HARTY 2019-09-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	SUE COLLERAN	2023-07-09
001	2021-01-01	SUE COLLERAN	2022-05-25
001	2020-01-01	GERALD HARTY	2021-06-23
001	2019-01-01	GERALD HARTY	2020-09-11
001	2018-01-01	GERALD HARTY	2019-09-16

Plan Statistics for LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN

401k plan membership statisitcs for LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN

Measure Date Value
2022: LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 8
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 8
Total of all active and inactive participants 2022-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 17
Number of participants with account balances 2022-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 17
Number of participants with account balances 2021-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 18
Number of participants with account balances 2020-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 14
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 19
Number of participants with account balances 2019-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 16
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 19
Number of participants with account balances 2018-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	8
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	8
Total of all active and inactive participants	2022-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	17
Number of participants with account balances	2022-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	17
Number of participants with account balances	2021-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	18
Number of participants with account balances	2020-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	14
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	19
Number of participants with account balances	2019-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	16
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	19
Number of participants with account balances	2018-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN

Measure	Date	Value
2022 : LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-398,208
Expenses. Total of all expenses incurred	2022-12-31	$127,071
Benefits paid (including direct rollovers)	2022-12-31	$105,185
Total plan assets at end of year	2022-12-31	$2,584,843
Total plan assets at beginning of year	2022-12-31	$3,110,122
Value of fidelity bond covering the plan	2022-12-31	$250,000
Total contributions received or receivable from participants	2022-12-31	$24,726
Other income received	2022-12-31	$-433,283
Net income (gross income less expenses)	2022-12-31	$-525,279
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,584,843
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,110,122
Total contributions received or receivable from employer(s)	2022-12-31	$10,349
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$21,886
2021 : LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$339,068
Expenses. Total of all expenses incurred	2021-12-31	$52,930
Benefits paid (including direct rollovers)	2021-12-31	$30,097
Total plan assets at end of year	2021-12-31	$3,110,122
Total plan assets at beginning of year	2021-12-31	$2,823,984
Value of fidelity bond covering the plan	2021-12-31	$250,000
Total contributions received or receivable from participants	2021-12-31	$29,397
Contributions received from other sources (not participants or employers)	2021-12-31	$1,064
Other income received	2021-12-31	$308,607
Net income (gross income less expenses)	2021-12-31	$286,138
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,110,122
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,823,984
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$22,833
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$408,834
Expenses. Total of all expenses incurred	2020-12-31	$27,347
Benefits paid (including direct rollovers)	2020-12-31	$8,199
Total plan assets at end of year	2020-12-31	$2,823,984
Total plan assets at beginning of year	2020-12-31	$2,442,497
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$44,142
Other income received	2020-12-31	$364,692
Net income (gross income less expenses)	2020-12-31	$381,487
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,823,984
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,442,497
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$19,148
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$747,702
Expenses. Total of all expenses incurred	2019-12-31	$1,888,969
Benefits paid (including direct rollovers)	2019-12-31	$1,854,516
Total plan assets at end of year	2019-12-31	$2,442,497
Total plan assets at beginning of year	2019-12-31	$3,583,764
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$66,943
Other income received	2019-12-31	$680,759
Net income (gross income less expenses)	2019-12-31	$-1,141,267
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,442,497
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,583,764
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$34,453
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-128,487
Expenses. Total of all expenses incurred	2018-12-31	$363,041
Benefits paid (including direct rollovers)	2018-12-31	$328,053
Total plan assets at end of year	2018-12-31	$3,583,764
Total plan assets at beginning of year	2018-12-31	$4,075,292
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$55,518
Other income received	2018-12-31	$-184,005
Net income (gross income less expenses)	2018-12-31	$-491,528
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,583,764
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,075,292
Total contributions received or receivable from employer(s)	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$34,988
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0

Form 5500 Responses for LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN

2022: LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LIFESTORYNET, LLC EMPLOYEE 401(K) PS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

D6631

Policy instance

Insurance contract or identification number	D6631
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

D6631

Policy instance

Insurance contract or identification number	D6631
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	LIFESTORYNET, LLC
Employer identification number (EIN):	200050643
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	B7176K