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LIFESTYLE SUPPORT SERVICES 401(K) PLAN 401k Plan overview

Plan NameLIFESTYLE SUPPORT SERVICES 401(K) PLAN
Plan identification number 001

LIFESTYLE SUPPORT SERVICES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

LIFESTYLE SUPPORT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:LIFESTYLE SUPPORT SERVICES, INC.
Employer identification number (EIN):251808601
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFESTYLE SUPPORT SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01SUSAN ZANONI2023-04-10
0012020-07-01SUSAN ZANONI2022-03-27
0012019-07-01SUSAN ZANONI2021-03-31
0012018-07-01SUSAN ZANONI2020-04-06
0012017-07-01
0012016-07-01
0012015-07-01SUSAN ZANONI
0012014-07-01SUSAN ZANONI
0012013-07-01SUSAN ZANONI
0012012-07-01SUSAN ZANONI
0012011-07-01SUSAN ZANONI
0012010-07-01SUSAN ZANONI
0012009-07-01SUSAN ZANONI

Plan Statistics for LIFESTYLE SUPPORT SERVICES 401(K) PLAN

401k plan membership statisitcs for LIFESTYLE SUPPORT SERVICES 401(K) PLAN

Measure Date Value
2021: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01173
Total number of active participants reported on line 7a of the Form 55002021-07-01115
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0135
Total of all active and inactive participants2021-07-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01151
Number of participants with account balances2021-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0123
2020: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01187
Total number of active participants reported on line 7a of the Form 55002020-07-01140
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0131
Total of all active and inactive participants2020-07-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01172
Number of participants with account balances2020-07-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0124
2019: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01172
Total number of active participants reported on line 7a of the Form 55002019-07-01151
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0130
Total of all active and inactive participants2019-07-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01181
Number of participants with account balances2019-07-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0114
2018: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01182
Total number of active participants reported on line 7a of the Form 55002018-07-01141
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0123
Total of all active and inactive participants2018-07-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01164
Number of participants with account balances2018-07-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0122
2017: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01184
Total number of active participants reported on line 7a of the Form 55002017-07-01144
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0126
Total of all active and inactive participants2017-07-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01172
Number of participants with account balances2017-07-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0130
2016: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01170
Total number of active participants reported on line 7a of the Form 55002016-07-01146
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0126
Total of all active and inactive participants2016-07-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-01174
Number of participants with account balances2016-07-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0129
2015: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01161
Total number of active participants reported on line 7a of the Form 55002015-07-01141
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0120
Total of all active and inactive participants2015-07-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01162
Number of participants with account balances2015-07-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0118
2014: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01186
Total number of active participants reported on line 7a of the Form 55002014-07-01125
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0119
Total of all active and inactive participants2014-07-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01144
Number of participants with account balances2014-07-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0129
2013: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01169
Total number of active participants reported on line 7a of the Form 55002013-07-01147
Number of retired or separated participants receiving benefits2013-07-015
Number of other retired or separated participants entitled to future benefits2013-07-0121
Total of all active and inactive participants2013-07-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01173
Number of participants with account balances2013-07-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-017
2012: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01141
Total number of active participants reported on line 7a of the Form 55002012-07-01144
Number of retired or separated participants receiving benefits2012-07-014
Number of other retired or separated participants entitled to future benefits2012-07-0110
Total of all active and inactive participants2012-07-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01158
Number of participants with account balances2012-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-014
2011: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01133
Total number of active participants reported on line 7a of the Form 55002011-07-01111
Number of retired or separated participants receiving benefits2011-07-012
Number of other retired or separated participants entitled to future benefits2011-07-0110
Total of all active and inactive participants2011-07-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01124
Number of participants with account balances2011-07-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0122
2010: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01121
Total number of active participants reported on line 7a of the Form 55002010-07-01117
Number of other retired or separated participants entitled to future benefits2010-07-016
Total of all active and inactive participants2010-07-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01123
Number of participants with account balances2010-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-016
2009: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01118
Total number of active participants reported on line 7a of the Form 55002009-07-01102
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-017
Total of all active and inactive participants2009-07-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01109
Number of participants with account balances2009-07-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0113

Financial Data on LIFESTYLE SUPPORT SERVICES 401(K) PLAN

Measure Date Value
2022 : LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$125,098
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$429,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$374,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$563,180
Value of total assets at end of year2022-06-30$2,715,612
Value of total assets at beginning of year2022-06-30$3,020,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$55,144
Total interest from all sources2022-06-30$2,209
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$141,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$141,316
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$250,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$263,180
Total non interest bearing cash at end of year2022-06-30$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-304,500
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,715,612
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,020,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,579,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,889,128
Interest earned on other investments2022-06-30$2,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$135,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$130,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-581,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$374,454
Contract administrator fees2022-06-30$55,144
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2022-06-30251589048
2021 : LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$925,438
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$491,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$444,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$253,255
Value of total assets at end of year2021-06-30$3,020,112
Value of total assets at beginning of year2021-06-30$2,586,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$47,333
Total interest from all sources2021-06-30$1,775
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$74,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$74,453
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$250,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$253,255
Participant contributions at beginning of year2021-06-30$7,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$433,836
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,020,112
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,586,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,889,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,154,896
Interest earned on other investments2021-06-30$1,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$130,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$23,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$595,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Employer contributions (assets) at beginning of year2021-06-30$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$444,269
Contract administrator fees2021-06-30$47,333
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2021-06-30251589048
2020 : LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$910,839
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$159,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$120,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$877,141
Value of total assets at end of year2020-06-30$2,586,276
Value of total assets at beginning of year2020-06-30$1,835,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$39,593
Total interest from all sources2020-06-30$815
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$244,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$244,271
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$250,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$217,141
Participant contributions at end of year2020-06-30$7,830
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$751,035
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,586,276
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,835,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,154,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,791,564
Interest earned on other investments2020-06-30$815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$23,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$43,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-211,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$660,000
Employer contributions (assets) at end of year2020-06-30$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$120,211
Contract administrator fees2020-06-30$39,593
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2020-06-30251589048
2019 : LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$4,888
Total income from all sources (including contributions)2019-06-30$256,430
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$311,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$275,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$160,227
Value of total assets at end of year2019-06-30$1,835,241
Value of total assets at beginning of year2019-06-30$1,894,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$35,887
Total interest from all sources2019-06-30$889
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$94,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$94,502
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$150,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$160,227
Participant contributions at beginning of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$4,888
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$4,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-54,612
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,835,241
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,889,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,791,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,541,739
Interest earned on other investments2019-06-30$889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$43,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$48,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Employer contributions (assets) at beginning of year2019-06-30$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$275,155
Contract administrator fees2019-06-30$35,887
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2019-06-30251589048
2018 : LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$4,888
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$3,796
Total income from all sources (including contributions)2018-06-30$529,634
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$228,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$200,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$419,906
Value of total assets at end of year2018-06-30$1,894,741
Value of total assets at beginning of year2018-06-30$1,592,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$28,397
Total interest from all sources2018-06-30$768
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$65,475
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$65,475
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$150,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$119,906
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$3,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$4,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$3,796
Total non interest bearing cash at end of year2018-06-30$4,888
Total non interest bearing cash at beginning of year2018-06-30$3,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$301,000
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,889,853
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,588,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,541,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,339,982
Interest earned on other investments2018-06-30$768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$48,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$45,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$43,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$300,000
Employer contributions (assets) at end of year2018-06-30$300,000
Employer contributions (assets) at beginning of year2018-06-30$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$200,237
Contract administrator fees2018-06-30$28,397
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2018-06-30251589048
2017 : LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$3,796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$8,276
Total income from all sources (including contributions)2017-06-30$449,594
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$224,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$200,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$294,645
Value of total assets at end of year2017-06-30$1,592,649
Value of total assets at beginning of year2017-06-30$1,372,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$24,305
Total interest from all sources2017-06-30$681
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$37,815
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$37,815
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$150,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$94,645
Participant contributions at end of year2017-06-30$3,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$3,796
Total non interest bearing cash at end of year2017-06-30$3,796
Total non interest bearing cash at beginning of year2017-06-30$8,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$224,901
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,588,853
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,363,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,339,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,130,047
Interest earned on other investments2017-06-30$681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$45,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$33,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$116,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$200,000
Employer contributions (assets) at end of year2017-06-30$200,000
Employer contributions (assets) at beginning of year2017-06-30$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$200,388
Contract administrator fees2017-06-30$24,305
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$8,276
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2017-06-30251589048
2016 : LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$8,276
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$3,716
Total income from all sources (including contributions)2016-06-30$293,985
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$150,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$128,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$286,507
Value of total assets at end of year2016-06-30$1,372,228
Value of total assets at beginning of year2016-06-30$1,223,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$22,050
Total interest from all sources2016-06-30$709
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$39,436
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$39,436
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$125,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$86,507
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$3,716
Total non interest bearing cash at end of year2016-06-30$8,276
Total non interest bearing cash at beginning of year2016-06-30$3,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$143,916
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,363,952
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,220,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,130,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$958,937
Interest earned on other investments2016-06-30$709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$33,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$61,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-32,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$200,000
Employer contributions (assets) at end of year2016-06-30$200,000
Employer contributions (assets) at beginning of year2016-06-30$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$128,019
Contract administrator fees2016-06-30$22,050
Liabilities. Value of benefit claims payable at end of year2016-06-30$8,276
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2016-06-30251589048
2015 : LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$3,716
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$317,299
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$278,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$263,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$299,260
Value of total assets at end of year2015-06-30$1,223,752
Value of total assets at beginning of year2015-06-30$1,180,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$14,707
Total interest from all sources2015-06-30$439
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$6,406
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$6,406
Administrative expenses professional fees incurred2015-06-30$14,707
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$125,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$89,038
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$10,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$3,716
Total non interest bearing cash at end of year2015-06-30$3,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$39,298
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,220,036
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,180,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$958,937
Value of interest in pooled separate accounts at beginning of year2015-06-30$980,738
Interest earned on other investments2015-06-30$439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$61,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$11,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$200,000
Employer contributions (assets) at end of year2015-06-30$200,000
Employer contributions (assets) at beginning of year2015-06-30$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$263,294
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2015-06-30251589048
2014 : LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$391,011
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$57,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$57,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$279,798
Value of total assets at end of year2014-06-30$1,180,738
Value of total assets at beginning of year2014-06-30$847,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$125,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$79,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$333,661
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,180,738
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$847,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$980,738
Value of interest in pooled separate accounts at beginning of year2014-06-30$597,077
Net investment gain/loss from pooled separate accounts2014-06-30$111,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$200,000
Employer contributions (assets) at end of year2014-06-30$200,000
Employer contributions (assets) at beginning of year2014-06-30$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$57,350
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2014-06-30251589048
2013 : LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$381,073
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$94,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$88,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$325,738
Value of total assets at end of year2013-06-30$847,077
Value of total assets at beginning of year2013-06-30$560,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$5,725
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$125,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$75,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$286,424
Value of net assets at end of year (total assets less liabilities)2013-06-30$847,077
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$560,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$597,077
Value of interest in pooled separate accounts at beginning of year2013-06-30$490,653
Net investment gain/loss from pooled separate accounts2013-06-30$55,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$250,000
Employer contributions (assets) at end of year2013-06-30$250,000
Employer contributions (assets) at beginning of year2013-06-30$70,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$88,924
Contract administrator fees2013-06-30$5,725
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2013-06-30251589048
2012 : LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$138,283
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$96,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$96,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$131,805
Value of total assets at end of year2012-06-30$560,653
Value of total assets at beginning of year2012-06-30$518,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$125,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$61,805
Participant contributions at beginning of year2012-06-30$2,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$41,998
Value of net assets at end of year (total assets less liabilities)2012-06-30$560,653
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$518,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$490,653
Value of interest in pooled separate accounts at beginning of year2012-06-30$338,905
Net investment gain/loss from pooled separate accounts2012-06-30$6,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$70,000
Employer contributions (assets) at end of year2012-06-30$70,000
Employer contributions (assets) at beginning of year2012-06-30$177,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$96,285
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2012-06-30251589048
2011 : LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$301,885
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$67,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$58,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$240,977
Value of total assets at end of year2011-06-30$518,655
Value of total assets at beginning of year2011-06-30$284,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$9,720
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$9,720
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$125,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$63,547
Participant contributions at end of year2011-06-30$2,320
Participant contributions at beginning of year2011-06-30$2,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$233,916
Value of net assets at end of year (total assets less liabilities)2011-06-30$518,655
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$284,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$338,905
Value of interest in pooled separate accounts at beginning of year2011-06-30$282,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$60,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$177,430
Employer contributions (assets) at end of year2011-06-30$177,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$58,249
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2011-06-30251589048

Form 5500 Responses for LIFESTYLE SUPPORT SERVICES 401(K) PLAN

2021: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: LIFESTYLE SUPPORT SERVICES 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809417
Policy instance 1
Insurance contract or identification number809417
Number of Individuals Covered150
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809417
Policy instance 1
Insurance contract or identification number809417
Number of Individuals Covered172
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809417
Policy instance 1
Insurance contract or identification number809417
Number of Individuals Covered149
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809417
Policy instance 1
Insurance contract or identification number809417
Number of Individuals Covered164
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809417
Policy instance 1
Insurance contract or identification number809417
Number of Individuals Covered172
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809417
Policy instance 1
Insurance contract or identification number809417
Number of Individuals Covered162
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809417
Policy instance 1
Insurance contract or identification number809417
Number of Individuals Covered144
Insurance policy start date2015-01-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521327
Policy instance 2
Insurance contract or identification number521327
Number of Individuals Covered0
Insurance policy start date2014-07-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,762
Total amount of fees paid to insurance companyUSD $2,942
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,762
Amount paid for insurance broker fees2942
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameJHW FINANCIAL SERVICES INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521327
Policy instance 1
Insurance contract or identification number521327
Number of Individuals Covered139
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $2,474
Total amount of fees paid to insurance companyUSD $1,791
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,474
Amount paid for insurance broker fees1791
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameJHW FINANCIAL SERVICES, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521327
Policy instance 1
Insurance contract or identification number521327
Number of Individuals Covered125
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $1,093
Total amount of fees paid to insurance companyUSD $1,472
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,093
Amount paid for insurance broker fees1472
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameJHW FINANCIAL SERVICES, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521327
Policy instance 1
Insurance contract or identification number521327
Number of Individuals Covered103
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $1,655
Total amount of fees paid to insurance companyUSD $724
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521327
Policy instance 1
Insurance contract or identification number521327
Number of Individuals Covered99
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $404
Total amount of fees paid to insurance companyUSD $601
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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