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LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

LIFESTYLE SPECTRUM, PLLC 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

LIFESTYLE SPECTRUM, PLLC has sponsored the creation of one or more 401k plans.

Company Name:LIFESTYLE SPECTRUM, PLLC
Employer identification number (EIN):201300178
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01FRANK COMSTOCK2023-05-07 FRANK COMSTOCK2023-05-07
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01FRANK W COMSTOCK FRANK W COMSTOCK2019-04-16
0012017-01-01FRANK COMSTOCK FRANK COMSTOCK2018-07-15
0012016-01-01FRANK COMSTOCK FRANK COMSTOCK2017-06-30
0012015-01-01FRANK COMSTOCK2016-06-23 FRANK COMSTOCK2016-06-23
0012014-01-01FRANK COMSTOCK2015-05-06 FRANK COMSTOCK2015-05-06

Plan Statistics for LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111
Total number of active participants reported on line 7a of the Form 55002021-01-018
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0110
Number of participants with account balances2021-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0111
Number of participants with account balances2020-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-019
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111
Number of participants with account balances2019-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-019
Number of participants with account balances2018-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$278,885
Expenses. Total of all expenses incurred2021-12-31$78,418
Benefits paid (including direct rollovers)2021-12-31$62,738
Total plan assets at end of year2021-12-31$2,249,766
Total plan assets at beginning of year2021-12-31$2,049,299
Value of fidelity bond covering the plan2021-12-31$650,000
Total contributions received or receivable from participants2021-12-31$34,275
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$196,209
Net income (gross income less expenses)2021-12-31$200,467
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,249,766
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,049,299
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$48,401
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$15,680
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$448,039
Expenses. Total of all expenses incurred2020-12-31$17,093
Total plan assets at end of year2020-12-31$2,049,299
Total plan assets at beginning of year2020-12-31$1,618,353
Value of fidelity bond covering the plan2020-12-31$650,000
Total contributions received or receivable from participants2020-12-31$33,731
Expenses. Other expenses not covered elsewhere2020-12-31$7,606
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$364,060
Net income (gross income less expenses)2020-12-31$430,946
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,049,299
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,618,353
Assets. Value of real-estate (other than employer real property)2020-12-31$635,000
Total contributions received or receivable from employer(s)2020-12-31$50,248
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$9,487
2019 : LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$161,451
Expenses. Total of all expenses incurred2019-12-31$39,840
Benefits paid (including direct rollovers)2019-12-31$6,713
Total plan assets at end of year2019-12-31$1,618,353
Total plan assets at beginning of year2019-12-31$1,496,742
Value of fidelity bond covering the plan2019-12-31$650,000
Total contributions received or receivable from participants2019-12-31$34,234
Expenses. Other expenses not covered elsewhere2019-12-31$24,231
Contributions received from other sources (not participants or employers)2019-12-31$66,702
Other income received2019-12-31$9,692
Net income (gross income less expenses)2019-12-31$121,611
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,618,353
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,496,742
Assets. Value of real-estate (other than employer real property)2019-12-31$395,000
Total contributions received or receivable from employer(s)2019-12-31$50,823
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$8,896
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$12,542
Expenses. Total of all expenses incurred2018-12-31$13,152
Benefits paid (including direct rollovers)2018-12-31$3,797
Total plan assets at end of year2018-12-31$1,496,742
Total plan assets at beginning of year2018-12-31$1,497,352
Value of fidelity bond covering the plan2018-12-31$650,000
Total contributions received or receivable from participants2018-12-31$28,741
Expenses. Other expenses not covered elsewhere2018-12-31$1,416
Other income received2018-12-31$-58,324
Net income (gross income less expenses)2018-12-31$-610
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,496,742
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,497,352
Assets. Value of real-estate (other than employer real property)2018-12-31$600,000
Total contributions received or receivable from employer(s)2018-12-31$42,125
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,939
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$411,536
Expenses. Total of all expenses incurred2017-12-31$8,732
Total plan assets at end of year2017-12-31$1,497,352
Total plan assets at beginning of year2017-12-31$1,094,548
Value of fidelity bond covering the plan2017-12-31$395,000
Total contributions received or receivable from participants2017-12-31$28,211
Expenses. Other expenses not covered elsewhere2017-12-31$2,410
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$340,187
Net income (gross income less expenses)2017-12-31$402,804
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,497,352
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,094,548
Assets. Value of real-estate (other than employer real property)2017-12-31$600,000
Total contributions received or receivable from employer(s)2017-12-31$43,138
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,322
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$974,605
Expenses. Total of all expenses incurred2016-12-31$7,456
Benefits paid (including direct rollovers)2016-12-31$3,843
Total plan assets at end of year2016-12-31$1,094,548
Total plan assets at beginning of year2016-12-31$127,399
Value of fidelity bond covering the plan2016-12-31$395,000
Total contributions received or receivable from participants2016-12-31$27,311
Expenses. Other expenses not covered elsewhere2016-12-31$519
Contributions received from other sources (not participants or employers)2016-12-31$889,879
Other income received2016-12-31$16,869
Net income (gross income less expenses)2016-12-31$967,149
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,094,548
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$127,399
Assets. Value of real-estate (other than employer real property)2016-12-31$395,000
Total contributions received or receivable from employer(s)2016-12-31$40,546
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,094
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN

2021: LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIFESTYLE SPECTRUM, PLLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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