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Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name:LIFT, INC.
Employer identification number (EIN):232574915
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-10-01GEORGE HENNESSY
0022022-10-01GEORGE HENNESSY2024-07-15
0022021-10-01
0022021-10-01AARON MYERS
0022020-10-01
0022019-10-01

Plan Statistics for

401k plan membership statisitcs for

Measure Date Value
2022: 2022 401k membership
Total participants, beginning-of-year2022-10-01315
Total number of active participants reported on line 7a of the Form 55002022-10-01276
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-0145
Total of all active and inactive participants2022-10-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-011
Total participants2022-10-01322
Number of participants with account balances2022-10-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-0138
2021: 2021 401k membership
Total participants, beginning-of-year2021-10-01285
Total number of active participants reported on line 7a of the Form 55002021-10-01249
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0135
Total of all active and inactive participants2021-10-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01284
Number of participants with account balances2021-10-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0140
2020: 2020 401k membership
Total participants, beginning-of-year2020-10-01298
Total number of active participants reported on line 7a of the Form 55002020-10-01235
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0128
Total of all active and inactive participants2020-10-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-012
Total participants2020-10-01265
Number of participants with account balances2020-10-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0129
2019: 2019 401k membership
Total participants, beginning-of-year2019-10-01328
Total number of active participants reported on line 7a of the Form 55002019-10-01249
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0149
Total of all active and inactive participants2019-10-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01298
Number of participants with account balances2019-10-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0177

Financial Data on

Measure Date Value
2023 : 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-09-30$21,330,000
Total unrealized appreciation/depreciation of assets2023-09-30$21,330,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$74,806,797
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$77,191,476
Expenses. Interest paid2023-09-30$1,435,761
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-09-30$1,435,761
Total income from all sources (including contributions)2023-09-30$25,813,603
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$1,605,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$168,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$4,483,374
Value of total assets at end of year2023-09-30$75,303,861
Value of total assets at beginning of year2023-09-30$53,480,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$770
Total interest from all sources2023-09-30$229
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$600,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-09-30$74,806,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-09-30$77,191,476
Administrative expenses (other) incurred2023-09-30$90
Total non interest bearing cash at end of year2023-09-30$128
Total non interest bearing cash at beginning of year2023-09-30$83
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$24,208,457
Value of net assets at end of year (total assets less liabilities)2023-09-30$497,064
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$-23,711,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-09-30$493,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-09-30$229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30No
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Assets. Invements in employer securities at end of year2023-09-30$74,810,000
Assets. Invements in employer securities at beginning of year2023-09-30$53,480,000
Contributions received in cash from employer2023-09-30$4,483,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$168,615
Contract administrator fees2023-09-30$680
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30RKL LLP
Accountancy firm EIN2023-09-30232108173
2022 : 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-10-01$21,330,000
Total unrealized appreciation/depreciation of assets2022-10-01$21,330,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-01$74,806,797
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-01$77,191,476
Total income from all sources (including contributions)2022-10-01$25,813,603
Total loss/gain on sale of assets2022-10-01$0
Total of all expenses incurred2022-10-01$1,605,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-01$168,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-01$4,483,374
Value of total assets at end of year2022-10-01$75,303,861
Value of total assets at beginning of year2022-10-01$53,480,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-01$770
Total interest from all sources2022-10-01$229
Total dividends received (eg from common stock, registered investment company shares)2022-10-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-01No
Was this plan covered by a fidelity bond2022-10-01Yes
Value of fidelity bond cover2022-10-01$600,000
If this is an individual account plan, was there a blackout period2022-10-01No
Were there any nonexempt tranactions with any party-in-interest2022-10-01No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-10-01$74,806,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-10-01$77,191,476
Administrative expenses (other) incurred2022-10-01$90
Total non interest bearing cash at end of year2022-10-01$128
Total non interest bearing cash at beginning of year2022-10-01$83
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-01No
Value of net income/loss2022-10-01$24,208,457
Value of net assets at end of year (total assets less liabilities)2022-10-01$497,064
Value of net assets at beginning of year (total assets less liabilities)2022-10-01$-23,711,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-01No
Were any leases to which the plan was party in default or uncollectible2022-10-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-10-01$493,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-10-01$229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-01No
Was there a failure to transmit to the plan any participant contributions2022-10-01No
Has the plan failed to provide any benefit when due under the plan2022-10-01No
Assets. Invements in employer securities at end of year2022-10-01$74,810,000
Assets. Invements in employer securities at beginning of year2022-10-01$53,480,000
Contributions received in cash from employer2022-10-01$4,483,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-01$168,615
Contract administrator fees2022-10-01$680
Did the plan have assets held for investment2022-10-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-01No
Opinion of an independent qualified public accountant for this plan2022-10-011
Accountancy firm name2022-10-01RKL LLP
Accountancy firm EIN2022-10-01232108173
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$15,960,000
Total unrealized appreciation/depreciation of assets2022-09-30$15,960,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$77,191,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$84,180,397
Expenses. Interest paid2022-09-30$1,511,079
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-09-30$1,511,079
Total income from all sources (including contributions)2022-09-30$19,915,375
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$1,646,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$133,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$3,955,375
Value of total assets at end of year2022-09-30$53,480,083
Value of total assets at beginning of year2022-09-30$42,199,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$1,085
Total interest from all sources2022-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$600,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$77,191,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$84,180,397
Administrative expenses (other) incurred2022-09-30$90
Total non interest bearing cash at end of year2022-09-30$83
Total non interest bearing cash at beginning of year2022-09-30$172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$18,269,272
Value of net assets at end of year (total assets less liabilities)2022-09-30$-23,711,393
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$-41,980,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Assets. Invements in employer securities at end of year2022-09-30$53,480,000
Assets. Invements in employer securities at beginning of year2022-09-30$37,520,000
Contributions received in cash from employer2022-09-30$3,955,375
Employer contributions (assets) at end of year2022-09-30$0
Employer contributions (assets) at beginning of year2022-09-30$4,679,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$133,939
Contract administrator fees2022-09-30$995
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30RKL LLP
Accountancy firm EIN2022-09-30232108173
2021 : 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-30$32,110,000
Total unrealized appreciation/depreciation of assets2021-09-30$32,110,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$84,180,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$86,393,911
Expenses. Interest paid2021-09-30$1,606,927
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-09-30$1,606,927
Total income from all sources (including contributions)2021-09-30$40,626,034
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$1,622,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$14,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$6,334,760
Value of total assets at end of year2021-09-30$42,199,732
Value of total assets at beginning of year2021-09-30$5,410,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$1,707
Total interest from all sources2021-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$2,181,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$600,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$84,180,397
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$86,393,911
Administrative expenses (other) incurred2021-09-30$27
Total non interest bearing cash at end of year2021-09-30$172
Total non interest bearing cash at beginning of year2021-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$39,003,246
Value of net assets at end of year (total assets less liabilities)2021-09-30$-41,980,665
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$-80,983,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Assets. Invements in employer securities at end of year2021-09-30$37,520,000
Assets. Invements in employer securities at beginning of year2021-09-30$5,410,000
Contributions received in cash from employer2021-09-30$6,334,760
Employer contributions (assets) at end of year2021-09-30$4,679,560
Employer contributions (assets) at beginning of year2021-09-30$0
Income. Dividends from common stock2021-09-30$2,181,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$14,154
Contract administrator fees2021-09-30$1,680
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30BAKER TILLY US, LLP
Accountancy firm EIN2021-09-30390859910
2020 : 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$-92,245,943
Total unrealized appreciation/depreciation of assets2020-09-30$-92,245,943
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$86,393,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Expenses. Interest paid2020-09-30$1,743,968
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-09-30$1,743,968
Total income from all sources (including contributions)2020-09-30$-79,239,943
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$1,743,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$9,141,000
Value of total assets at end of year2020-09-30$5,410,000
Value of total assets at beginning of year2020-09-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$0
Total interest from all sources2020-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$3,865,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$86,393,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$-80,983,911
Value of net assets at end of year (total assets less liabilities)2020-09-30$-80,983,911
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Assets. Invements in employer securities at end of year2020-09-30$5,410,000
Assets. Invements in employer securities at beginning of year2020-09-30$0
Contributions received in cash from employer2020-09-30$9,141,000
Income. Dividends from common stock2020-09-30$3,865,000
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30BAKER TILLY US, LLP
Accountancy firm EIN2020-09-30390859910
2019 : 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$0
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$0
Value of total assets at end of year2019-09-30$0
Value of total assets at beginning of year2019-09-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$0
Total interest from all sources2019-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$0
Value of net assets at end of year (total assets less liabilities)2019-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Did the plan have assets held for investment2019-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Unqualified
Accountancy firm name2019-09-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-09-30390859910

Form 5500 Responses for

2022: 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes

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