401k Plan data: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN plan

LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN
Plan identification number	001

LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT 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.
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.

401k Sponsoring company profile

LIGHTHOUSE PROPERTY MANAGEMENT INC. has sponsored the creation of one or more 401k plans.

Company Name: LIGHTHOUSE PROPERTY MANAGEMENT INC.

Employer identification number (EIN): 203733297

NAIC Classification: 531110
NAIC Description: Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 JEFFERSON MCDUFFIE 2022-07-27 JEFFERSON MCDUFFIE 2022-07-27
001 2020-01-01 JEFFERSON MCDUFFIE 2021-06-08 JEFFERSON MCDUFFIE 2021-06-08
001 2019-01-01 JEFF MCDUFFIE 2020-08-03 JEFF MCDUFFIE 2020-08-03
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	JEFFERSON MCDUFFIE	2022-07-27	JEFFERSON MCDUFFIE	2022-07-27
001	2020-01-01	JEFFERSON MCDUFFIE	2021-06-08	JEFFERSON MCDUFFIE	2021-06-08
001	2019-01-01	JEFF MCDUFFIE	2020-08-03	JEFF MCDUFFIE	2020-08-03
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01

Plan Statistics for LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN

401k plan membership statisitcs for LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN

Measure Date Value
2021: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 173
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 20
Total of all active and inactive participants 2021-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 193
Number of participants with account balances 2021-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 173
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 14
Total of all active and inactive participants 2020-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 187
Number of participants with account balances 2020-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 147
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 6
Total of all active and inactive participants 2019-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 153
Number of participants with account balances 2019-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 117
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 7
Total of all active and inactive participants 2018-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 124
Number of participants with account balances 2018-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 139
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 144
Number of participants with account balances 2017-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2021: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	173
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	20
Total of all active and inactive participants	2021-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	193
Number of participants with account balances	2021-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	173
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	14
Total of all active and inactive participants	2020-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	187
Number of participants with account balances	2020-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	147
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	6
Total of all active and inactive participants	2019-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	153
Number of participants with account balances	2019-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	117
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	7
Total of all active and inactive participants	2018-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	124
Number of participants with account balances	2018-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	139
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	144
Number of participants with account balances	2017-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN

Measure	Date	Value
2021 : LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$394,231
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$233,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$225,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$251,072
Value of total assets at end of year	2021-12-31	$1,348,568
Value of total assets at beginning of year	2021-12-31	$1,187,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$8,221
Total interest from all sources	2021-12-31	$1,192
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$150,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$151,632
Participant contributions at end of year	2021-12-31	$21,542
Participant contributions at beginning of year	2021-12-31	$33,020
Participant contributions at end of year	2021-12-31	$5,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$160,824
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,348,568
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,187,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,317,287
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,109,299
Interest on participant loans	2021-12-31	$1,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$45,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$45,425
Net investment gain/loss from pooled separate accounts	2021-12-31	$141,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$99,440
Employer contributions (assets) at end of year	2021-12-31	$3,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$225,186
Contract administrator fees	2021-12-31	$8,221
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	LONG& ASSOCIATES
Accountancy firm EIN	2021-12-31	352009629
2020 : LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$426,117
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$214,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$206,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$284,133
Value of total assets at end of year	2020-12-31	$1,187,744
Value of total assets at beginning of year	2020-12-31	$976,515
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$7,896
Total interest from all sources	2020-12-31	$1,853
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$150,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$181,774
Participant contributions at end of year	2020-12-31	$33,020
Participant contributions at beginning of year	2020-12-31	$39,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$211,229
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,187,744
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$976,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,109,299
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$884,930
Interest on participant loans	2020-12-31	$1,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$45,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$51,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$51,835
Net investment gain/loss from pooled separate accounts	2020-12-31	$140,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$102,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$206,992
Contract administrator fees	2020-12-31	$7,896
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LONG & ASSOCIATES PC
Accountancy firm EIN	2020-12-31	352009629
2019 : LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$456,735
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$129,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$119,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$317,834
Value of total assets at end of year	2019-12-31	$976,515
Value of total assets at beginning of year	2019-12-31	$649,017
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,059
Total interest from all sources	2019-12-31	$2,006
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$100,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$170,470
Participant contributions at end of year	2019-12-31	$39,750
Participant contributions at beginning of year	2019-12-31	$39,135
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$49,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$327,498
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$976,515
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$649,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$884,930
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$594,926
Interest on participant loans	2019-12-31	$2,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$51,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$14,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$14,956
Net investment gain/loss from pooled separate accounts	2019-12-31	$136,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$98,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$119,178
Contract administrator fees	2019-12-31	$10,059
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LONG & ASSOCIATES PC
Accountancy firm EIN	2019-12-31	352009629
2018 : LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$222,868
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$320,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$312,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$247,158
Value of total assets at end of year	2018-12-31	$649,017
Value of total assets at beginning of year	2018-12-31	$746,539
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,453
Total interest from all sources	2018-12-31	$2,013
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$100,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$156,391
Participant contributions at end of year	2018-12-31	$39,135
Participant contributions at beginning of year	2018-12-31	$38,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-97,522
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$649,017
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$746,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$594,926
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$707,707
Interest on participant loans	2018-12-31	$2,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$14,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-26,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$90,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$312,937
Contract administrator fees	2018-12-31	$7,453
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LONG & ASSOCIATES PC
Accountancy firm EIN	2018-12-31	352009629
2017 : LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$300,263
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$39,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$31,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$214,150
Value of total assets at end of year	2017-12-31	$746,539
Value of total assets at beginning of year	2017-12-31	$485,347
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,870
Total interest from all sources	2017-12-31	$1,571
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$7,870
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$100,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$138,022
Participant contributions at end of year	2017-12-31	$38,832
Participant contributions at beginning of year	2017-12-31	$3,184
Participant contributions at beginning of year	2017-12-31	$4,030
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$261,192
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$746,539
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$485,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$707,707
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$380,076
Interest on participant loans	2017-12-31	$1,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$95,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$95,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$107
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$84,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$75,842
Employer contributions (assets) at beginning of year	2017-12-31	$2,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$31,201
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LONG AND ASSOCIATES PC
Accountancy firm EIN	2017-12-31	352009629

Form 5500 Responses for LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN

2021: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT 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 - Trust	Yes
2018: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT 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 - Trust	Yes
2017: LIGHTHOUSE PROPERTY MANAGEMENT 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 28842

Policy instance

Insurance contract or identification number	GP 28842
Number of Individuals Covered	72
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,230
Total amount of fees paid to insurance company	USD $593
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
Amount paid for insurance broker fees	593
Additional information about fees paid to insurance broker	TPA ONGOING ADMIN REIMBURSEMENT PAYMENT
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $2,230

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 28842

Policy instance

Insurance contract or identification number	GP 28842
Number of Individuals Covered	74
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $2,384
Total amount of fees paid to insurance company	USD $465
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
Commission paid to Insurance Broker	USD $2,384
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4
Amount paid for insurance broker fees	465

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 28842

Policy instance

Insurance contract or identification number	GP 28842
Number of Individuals Covered	66
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,919
Total amount of fees paid to insurance company	USD $369
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
Amount paid for insurance broker fees	369
Additional information about fees paid to insurance broker	TPA ONGOING ADMIN REIMBURSEMENT PAYMENT
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $1,919

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 28842

Policy instance

Insurance contract or identification number	GP 28842
Number of Individuals Covered	65
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,839
Total amount of fees paid to insurance company	USD $352
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
Amount paid for insurance broker fees	3
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $1,839

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 28842

Policy instance

Insurance contract or identification number	GP 28842
Number of Individuals Covered	54
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,380
Total amount of fees paid to insurance company	USD $276
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	OTHER-GROUP VAR ANNUITY W/GUAR FUND
Amount paid for insurance broker fees	276
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $1,380
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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Company Name:	LIGHTHOUSE PROPERTY MANAGEMENT INC.
Employer identification number (EIN):	203733297
NAIC Classification:	531110
NAIC Description:	Lessors of Residential Buildings and Dwellings