?>
Logo

LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 401k Plan overview

Plan NameLIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN
Plan identification number 002

LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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.
  • 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

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

Company Name:LIFETIME ASSISTANCE, INC
Employer identification number (EIN):222221158
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about LIFETIME ASSISTANCE, INC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1978-03-29
Company Identification Number: 480014
Legal Registered Office Address: 425 PAUL ROAD
Monroe
ROCHESTER
United States of America (USA)
14624

More information about LIFETIME ASSISTANCE, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LINDA ANDERSON
0022016-01-01LINDA ANDERSON
0022015-01-01KEVIN JUDGE
0022014-01-01KEVIN JUDGE
0022013-01-01KEVIN JUDGE
0022012-01-01KEVIN JUDGE
0022011-01-01KEVIN JUDGE
0022010-01-01KEVIN JUDGE
0022009-01-01KEVIN JUDGE

Plan Statistics for LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN

401k plan membership statisitcs for LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN

Measure Date Value
2022: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,812
Total number of active participants reported on line 7a of the Form 55002022-01-011,400
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01388
Total of all active and inactive participants2022-01-011,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,788
Number of participants with account balances2022-01-011,249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2021: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,770
Total number of active participants reported on line 7a of the Form 55002021-01-011,462
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01349
Total of all active and inactive participants2021-01-011,811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,812
Number of participants with account balances2021-01-011,225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0143
2020: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,729
Total number of active participants reported on line 7a of the Form 55002020-01-011,448
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01300
Total of all active and inactive participants2020-01-011,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,748
Number of participants with account balances2020-01-011,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0135
2019: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,844
Total number of active participants reported on line 7a of the Form 55002019-01-011,358
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01329
Total of all active and inactive participants2019-01-011,687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,687
Number of participants with account balances2019-01-011,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01114
2018: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,587
Total number of active participants reported on line 7a of the Form 55002018-01-011,315
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01475
Total of all active and inactive participants2018-01-011,790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,790
Number of participants with account balances2018-01-011,309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,505
Total number of active participants reported on line 7a of the Form 55002017-01-011,119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01301
Total of all active and inactive participants2017-01-011,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,420
Number of participants with account balances2017-01-011,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,454
Total number of active participants reported on line 7a of the Form 55002016-01-011,081
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01360
Total of all active and inactive participants2016-01-011,441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,442
Number of participants with account balances2016-01-011,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,431
Total number of active participants reported on line 7a of the Form 55002015-01-01993
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01380
Total of all active and inactive participants2015-01-011,373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,374
Number of participants with account balances2015-01-011,227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0141
2014: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,374
Total number of active participants reported on line 7a of the Form 55002014-01-011,024
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01314
Total of all active and inactive participants2014-01-011,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,338
Number of participants with account balances2014-01-011,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0118
2013: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,323
Total number of active participants reported on line 7a of the Form 55002013-01-011,014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01278
Total of all active and inactive participants2013-01-011,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,292
Number of participants with account balances2013-01-011,184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,338
Total number of active participants reported on line 7a of the Form 55002012-01-011,041
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01253
Total of all active and inactive participants2012-01-011,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,296
Number of participants with account balances2012-01-011,220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,425
Total number of active participants reported on line 7a of the Form 55002011-01-011,180
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01212
Total of all active and inactive participants2011-01-011,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,392
Number of participants with account balances2011-01-011,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0147
2010: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,377
Total number of active participants reported on line 7a of the Form 55002010-01-011,249
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01132
Total of all active and inactive participants2010-01-011,381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,381
Number of participants with account balances2010-01-011,225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,301
Total number of active participants reported on line 7a of the Form 55002009-01-011,233
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01144
Total of all active and inactive participants2009-01-011,377
Total participants2009-01-011,377
Number of participants with account balances2009-01-011,233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN

Measure Date Value
2022 : LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,318,316
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,559,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,456,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,406,583
Value of total assets at end of year2022-12-31$27,755,607
Value of total assets at beginning of year2022-12-31$32,633,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$103,509
Total interest from all sources2022-12-31$10,983
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$783,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$783,320
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$215,123
Participant contributions at beginning of year2022-12-31$205,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,878,183
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,755,607
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,633,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,133,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,932,742
Interest on participant loans2022-12-31$10,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,519,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,406,583
Employer contributions (assets) at end of year2022-12-31$1,406,583
Employer contributions (assets) at beginning of year2022-12-31$1,495,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,456,358
Contract administrator fees2022-12-31$103,509
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & CO. LLP
Accountancy firm EIN2022-12-31161131146
2021 : LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$11,834
Total income from all sources (including contributions)2021-12-31$6,812,426
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,601,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,504,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,004,381
Value of total assets at end of year2021-12-31$32,633,790
Value of total assets at beginning of year2021-12-31$28,434,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$96,630
Total interest from all sources2021-12-31$10,021
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,811,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,811,094
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$205,372
Participant contributions at beginning of year2021-12-31$197,961
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$11,834
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$10,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,210,990
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,633,790
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,422,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,932,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,869,961
Interest on participant loans2021-12-31$10,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,986,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,995,676
Employer contributions (assets) at end of year2021-12-31$1,495,676
Employer contributions (assets) at beginning of year2021-12-31$1,356,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,504,806
Contract administrator fees2021-12-31$96,630
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO. LLP
Accountancy firm EIN2021-12-31161131146
2020 : LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,282
Total income from all sources (including contributions)2020-12-31$4,787,233
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,346,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,244,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,356,696
Value of total assets at end of year2020-12-31$28,434,634
Value of total assets at beginning of year2020-12-31$25,993,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$102,733
Total interest from all sources2020-12-31$13,074
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$699,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$699,765
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$197,961
Participant contributions at beginning of year2020-12-31$258,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$11,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$11,282
Total non interest bearing cash at end of year2020-12-31$10,016
Total non interest bearing cash at beginning of year2020-12-31$12,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,440,450
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,422,800
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,982,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$26,869,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,649,948
Interest on participant loans2020-12-31$13,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,717,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,356,696
Employer contributions (assets) at end of year2020-12-31$1,356,696
Employer contributions (assets) at beginning of year2020-12-31$1,073,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,244,050
Contract administrator fees2020-12-31$102,733
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BONADIO & CO. LLP
Accountancy firm EIN2020-12-31161131146
2019 : LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,831
Total income from all sources (including contributions)2019-12-31$5,235,144
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,445,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,353,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,073,303
Value of total assets at end of year2019-12-31$25,993,632
Value of total assets at beginning of year2019-12-31$22,206,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$91,332
Total interest from all sources2019-12-31$10,700
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$632,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$632,549
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$258,335
Participant contributions at beginning of year2019-12-31$190,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$11,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$13,831
Total non interest bearing cash at end of year2019-12-31$12,046
Total non interest bearing cash at beginning of year2019-12-31$16,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,789,962
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,982,350
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,192,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,649,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,782,847
Interest on participant loans2019-12-31$10,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,518,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,073,303
Employer contributions (assets) at end of year2019-12-31$1,073,303
Employer contributions (assets) at beginning of year2019-12-31$1,215,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,353,850
Contract administrator fees2019-12-31$91,332
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31THE BONADIO GROUP
Accountancy firm EIN2019-12-31161131146
2018 : LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,117
Total income from all sources (including contributions)2018-12-31$467,954
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$959,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$868,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,215,617
Value of total assets at end of year2018-12-31$22,206,219
Value of total assets at beginning of year2018-12-31$22,693,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$91,103
Total interest from all sources2018-12-31$9,208
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$746,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$746,665
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$190,887
Participant contributions at beginning of year2018-12-31$203,466
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$13,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$9,117
Total non interest bearing cash at end of year2018-12-31$16,868
Total non interest bearing cash at beginning of year2018-12-31$9,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-491,961
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,192,388
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,684,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,782,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,253,026
Interest on participant loans2018-12-31$9,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,503,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,215,617
Employer contributions (assets) at end of year2018-12-31$1,215,617
Employer contributions (assets) at beginning of year2018-12-31$1,227,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$868,812
Contract administrator fees2018-12-31$91,103
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31THE BONADIO GROUP
Accountancy firm EIN2018-12-31161131146
2017 : LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,211
Total income from all sources (including contributions)2017-12-31$3,857,415
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,111,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,025,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,227,339
Value of total assets at end of year2017-12-31$22,693,466
Value of total assets at beginning of year2017-12-31$19,945,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$85,672
Total interest from all sources2017-12-31$9,559
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$562,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$562,202
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$203,466
Participant contributions at beginning of year2017-12-31$210,884
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$9,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$7,211
Total non interest bearing cash at end of year2017-12-31$9,635
Total non interest bearing cash at beginning of year2017-12-31$10,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,746,329
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,684,349
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,938,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,253,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,277,969
Interest on participant loans2017-12-31$9,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,058,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,227,339
Employer contributions (assets) at end of year2017-12-31$1,227,339
Employer contributions (assets) at beginning of year2017-12-31$1,441,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,025,414
Contract administrator fees2017-12-31$85,672
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31THE BONADIO GROUP
Accountancy firm EIN2017-12-31161131146
2016 : LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,211
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,018
Total income from all sources (including contributions)2016-12-31$2,561,791
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,109,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,041,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,441,799
Value of total assets at end of year2016-12-31$19,945,231
Value of total assets at beginning of year2016-12-31$18,492,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$68,063
Total interest from all sources2016-12-31$8,014
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$379,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$379,897
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$210,884
Participant contributions at beginning of year2016-12-31$172,751
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$7,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$7,018
Total non interest bearing cash at end of year2016-12-31$10,190
Total non interest bearing cash at beginning of year2016-12-31$10,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,452,689
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,938,020
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,485,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,277,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,376,038
Interest on participant loans2016-12-31$8,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$732,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,441,799
Employer contributions (assets) at end of year2016-12-31$1,441,799
Employer contributions (assets) at beginning of year2016-12-31$1,933,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,041,039
Contract administrator fees2016-12-31$68,063
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31THE BONADIO GROUP
Accountancy firm EIN2016-12-31161131146
2015 : LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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$7,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,855
Total income from all sources (including contributions)2015-12-31$1,904,183
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,252,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,193,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,933,316
Value of total assets at end of year2015-12-31$18,492,349
Value of total assets at beginning of year2015-12-31$17,840,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$58,608
Total interest from all sources2015-12-31$9,176
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$504,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$504,400
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$0
Participant contributions at end of year2015-12-31$172,751
Participant contributions at beginning of year2015-12-31$201,957
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$7,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$6,855
Total non interest bearing cash at end of year2015-12-31$10,244
Total non interest bearing cash at beginning of year2015-12-31$6,982
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$652,110
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,485,331
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,833,221
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$16,376,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,005,330
Interest on participant loans2015-12-31$9,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-542,709
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$1,933,316
Employer contributions (assets) at end of year2015-12-31$1,933,316
Employer contributions (assets) at beginning of year2015-12-31$1,625,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,193,465
Contract administrator fees2015-12-31$58,608
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31THE BONADIO GROUP
Accountancy firm EIN2015-12-31161131146
2014 : LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,855
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$22,096
Total income from all sources (including contributions)2014-12-31$2,747,091
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,468,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,410,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,625,807
Value of total assets at end of year2014-12-31$17,840,076
Value of total assets at beginning of year2014-12-31$16,576,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$58,034
Total interest from all sources2014-12-31$9,171
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$491,305
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$491,305
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Participant contributions at end of year2014-12-31$201,957
Participant contributions at beginning of year2014-12-31$194,030
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$6,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$22,096
Total non interest bearing cash at end of year2014-12-31$6,982
Total non interest bearing cash at beginning of year2014-12-31$21,500
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$1,278,593
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,833,221
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,554,628
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$16,005,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,576,514
Interest on participant loans2014-12-31$9,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$620,808
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$1,625,807
Employer contributions (assets) at end of year2014-12-31$1,625,807
Employer contributions (assets) at beginning of year2014-12-31$784,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,410,464
Contract administrator fees2014-12-31$58,034
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31THE BONADIO GROUP
Accountancy firm EIN2014-12-31161131146
2013 : LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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$22,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,483
Total income from all sources (including contributions)2013-12-31$2,747,725
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,139,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,071,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$784,680
Value of total assets at end of year2013-12-31$16,576,724
Value of total assets at beginning of year2013-12-31$14,952,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$67,712
Total interest from all sources2013-12-31$9,739
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$448,936
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$448,936
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Participant contributions at end of year2013-12-31$194,030
Participant contributions at beginning of year2013-12-31$183,718
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$22,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,483
Administrative expenses (other) incurred2013-12-31$5,386
Total non interest bearing cash at end of year2013-12-31$21,500
Total non interest bearing cash at beginning of year2013-12-31$17,878
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$1,608,569
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,554,628
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,946,059
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$15,576,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,930,664
Interest on participant loans2013-12-31$9,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,504,370
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$784,680
Employer contributions (assets) at end of year2013-12-31$784,680
Employer contributions (assets) at beginning of year2013-12-31$820,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,071,444
Contract administrator fees2013-12-31$62,326
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31THE BONADIO GROUP
Accountancy firm EIN2013-12-31161131146
2012 : LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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$6,483
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,753
Total income from all sources (including contributions)2012-12-31$1,926,306
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,053,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$997,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$820,282
Value of total assets at end of year2012-12-31$14,952,542
Value of total assets at beginning of year2012-12-31$14,085,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$55,944
Total interest from all sources2012-12-31$8,158
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$333,851
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$333,851
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Participant contributions at end of year2012-12-31$183,718
Participant contributions at beginning of year2012-12-31$162,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$11,753
Administrative expenses (other) incurred2012-12-31$6,003
Total non interest bearing cash at end of year2012-12-31$17,878
Total non interest bearing cash at beginning of year2012-12-31$29,642
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$872,754
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,946,059
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,073,305
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$13,930,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,360,924
Interest on participant loans2012-12-31$8,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$764,015
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$820,282
Employer contributions (assets) at end of year2012-12-31$820,282
Employer contributions (assets) at beginning of year2012-12-31$1,532,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$997,608
Contract administrator fees2012-12-31$49,941
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BONADI0 & CO., LLP
Accountancy firm EIN2012-12-31161131146
2011 : LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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$11,753
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$1,777,004
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$527,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$491,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,532,172
Value of total assets at end of year2011-12-31$14,085,058
Value of total assets at beginning of year2011-12-31$12,823,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$36,090
Total interest from all sources2011-12-31$11,985
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$267,256
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$267,256
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Participant contributions at end of year2011-12-31$162,320
Participant contributions at beginning of year2011-12-31$230,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$11,753
Administrative expenses (other) incurred2011-12-31$4,577
Total non interest bearing cash at end of year2011-12-31$29,642
Total non interest bearing cash at beginning of year2011-12-31$28,057
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$1,249,769
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,073,305
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,823,536
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$12,360,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,619,495
Interest on participant loans2011-12-31$11,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-34,409
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$1,532,172
Employer contributions (assets) at end of year2011-12-31$1,532,172
Employer contributions (assets) at beginning of year2011-12-31$1,945,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$491,145
Contract administrator fees2011-12-31$31,513
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BONADI0 & CO., LLP
Accountancy firm EIN2011-12-31161131146
2010 : LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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$533
Total income from all sources (including contributions)2010-12-31$2,799,304
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$742,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$666,168
Expenses. Certain deemed distributions of participant loans2010-12-31$20,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,945,595
Value of total assets at end of year2010-12-31$12,823,536
Value of total assets at beginning of year2010-12-31$10,767,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$55,748
Total interest from all sources2010-12-31$18,455
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$187,057
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$187,057
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Participant contributions at end of year2010-12-31$230,389
Participant contributions at beginning of year2010-12-31$347,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$533
Administrative expenses (other) incurred2010-12-31$51,631
Total non interest bearing cash at end of year2010-12-31$28,057
Total non interest bearing cash at beginning of year2010-12-31$14,532
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$2,056,777
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,823,536
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,766,759
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
Investment advisory and management fees2010-12-31$4,117
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,619,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,482,964
Interest on participant loans2010-12-31$18,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$648,197
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$1,945,595
Employer contributions (assets) at end of year2010-12-31$1,945,595
Employer contributions (assets) at beginning of year2010-12-31$922,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$666,168
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BONADI0 & CO., LLP
Accountancy firm EIN2010-12-31161131146
2009 : LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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 LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN

2022: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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
2015: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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: LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT 401A 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 is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3