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LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameLIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. has sponsored the creation of one or more 401k plans.

Company Name:LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC.
Employer identification number (EIN):310894923
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SUSAN BROWNKNIGHT2023-07-27
0012021-01-01SUSAN BROWNKNIGHT2022-10-04
0012020-01-01SUSAN BROWNKNIGHT2021-09-13
0012019-01-01SUSAN BROWNKNIGHT2020-08-28
0012018-01-01SUSAN BROWNKNIGHT2019-10-09
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DAVID ROBINSON
0012013-01-01JOHN LANIER JOHN LANIER2014-10-13
0012012-01-01DAVID ROBINSON2013-10-09 DAVID ROBINSON2013-10-09
0012011-01-01DAVID ROBINSON2012-08-16 DAVID ROBINSON2012-08-16
0012010-01-01DAVID ROBINSON2011-10-14 DAVID ROBINSON2011-10-14

Plan Statistics for LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01185
Total number of active participants reported on line 7a of the Form 55002022-01-01161
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0122
Total of all active and inactive participants2022-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01183
Number of participants with account balances2022-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01217
Total number of active participants reported on line 7a of the Form 55002021-01-01167
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01185
Number of participants with account balances2021-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01194
Total number of active participants reported on line 7a of the Form 55002020-01-01179
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01217
Number of participants with account balances2020-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01173
Total number of active participants reported on line 7a of the Form 55002019-01-01179
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01194
Number of participants with account balances2019-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01149
Total number of active participants reported on line 7a of the Form 55002018-01-01157
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01173
Number of participants with account balances2018-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01138
Total number of active participants reported on line 7a of the Form 55002017-01-01142
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01149
Number of participants with account balances2017-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01133
Total number of active participants reported on line 7a of the Form 55002016-01-01129
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01138
Number of participants with account balances2016-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01150
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01133
Number of participants with account balances2015-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01140
Total number of active participants reported on line 7a of the Form 55002014-01-01132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01150
Number of participants with account balances2014-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01137
Total number of active participants reported on line 7a of the Form 55002013-01-01128
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01140
Number of participants with account balances2013-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-100,329
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$252,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$228,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$221,653
Value of total assets at end of year2022-12-31$1,908,880
Value of total assets at beginning of year2022-12-31$2,261,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,742
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$52,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$52,664
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$300,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$221,653
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$24
Total non interest bearing cash at end of year2022-12-31$1,610
Total non interest bearing cash at beginning of year2022-12-31$1,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-352,584
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,908,880
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,261,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$15,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,673,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,967,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$233,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$254,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-374,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$38,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$228,513
Contract administrator fees2022-12-31$8,671
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BARNES DENNIG & CO.
Accountancy firm EIN2022-12-31311119890
2021 : LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$492,773
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$192,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$167,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$238,809
Value of total assets at end of year2021-12-31$2,261,464
Value of total assets at beginning of year2021-12-31$1,961,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,366
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$88,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$88,994
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$187,684
Participant contributions at end of year2021-12-31$24
Participant contributions at beginning of year2021-12-31$29
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,873
Other income not declared elsewhere2021-12-31$5,627
Total non interest bearing cash at end of year2021-12-31$1,425
Total non interest bearing cash at beginning of year2021-12-31$1,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$300,265
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,261,464
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,961,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$15,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,967,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,610,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$254,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$257,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$159,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$38,252
Employer contributions (assets) at end of year2021-12-31$38,252
Employer contributions (assets) at beginning of year2021-12-31$90,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$167,142
Contract administrator fees2021-12-31$9,984
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BARNES DENNIG & CO.
Accountancy firm EIN2021-12-31311119890
2020 : LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$451,484
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$255,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$238,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$258,911
Value of total assets at end of year2020-12-31$1,961,199
Value of total assets at beginning of year2020-12-31$1,764,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,898
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$36,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$36,434
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$166,307
Participant contributions at end of year2020-12-31$29
Participant contributions at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$6,365
Total non interest bearing cash at end of year2020-12-31$1,750
Total non interest bearing cash at beginning of year2020-12-31$6,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$196,363
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,961,199
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,764,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$12,845
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,610,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,413,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$257,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$344,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$149,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$92,604
Employer contributions (assets) at end of year2020-12-31$90,794
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$238,223
Contract administrator fees2020-12-31$4,053
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BARNES DENNIG & CO.
Accountancy firm EIN2020-12-31311119890
2019 : LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$428,903
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$188,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$171,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$143,279
Value of total assets at end of year2019-12-31$1,764,836
Value of total assets at beginning of year2019-12-31$1,523,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,816
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$47,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$47,415
Administrative expenses professional fees incurred2019-12-31$3,843
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$142,887
Other income not declared elsewhere2019-12-31$8,933
Total non interest bearing cash at end of year2019-12-31$6,773
Total non interest bearing cash at beginning of year2019-12-31$5,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$240,850
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,764,836
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,523,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$12,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,413,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,173,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$344,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$344,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$229,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$171,237
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BARNES DENNIG & CO.
Accountancy firm EIN2019-12-31311119890
2018 : LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$83,863
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$95,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$81,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$161,387
Value of total assets at end of year2018-12-31$1,523,986
Value of total assets at beginning of year2018-12-31$1,535,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,272
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$34,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$34,632
Administrative expenses professional fees incurred2018-12-31$1,760
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$150,951
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$4,502
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,410
Other income not declared elsewhere2018-12-31$8,843
Total non interest bearing cash at end of year2018-12-31$5,354
Total non interest bearing cash at beginning of year2018-12-31$194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,582
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,523,986
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,535,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$12,512
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,173,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,208,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$344,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$320,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-120,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$26
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$1,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$81,173
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BARNES DENNIG & CO.
Accountancy firm EIN2018-12-31311119890
2017 : LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$327,809
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$242,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$228,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$135,035
Value of total assets at end of year2017-12-31$1,535,568
Value of total assets at beginning of year2017-12-31$1,449,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,142
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$32,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$32,041
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$111,697
Participant contributions at end of year2017-12-31$4,502
Participant contributions at beginning of year2017-12-31$3,546
Other income not declared elsewhere2017-12-31$4,628
Total non interest bearing cash at end of year2017-12-31$194
Total non interest bearing cash at beginning of year2017-12-31$2,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$85,653
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,535,568
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,449,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$12,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,208,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,085,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$320,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$339,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$156,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$23,338
Employer contributions (assets) at end of year2017-12-31$1,678
Employer contributions (assets) at beginning of year2017-12-31$19,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$228,014
Contract administrator fees2017-12-31$1,925
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BARNES DENNIG & CO.
Accountancy firm EIN2017-12-31311119890
2016 : LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$226,147
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$690,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$677,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$127,074
Value of total assets at end of year2016-12-31$1,449,915
Value of total assets at beginning of year2016-12-31$1,914,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,289
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$33,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$33,992
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$107,813
Participant contributions at end of year2016-12-31$3,546
Participant contributions at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$9,565
Total non interest bearing cash at end of year2016-12-31$2,174
Total non interest bearing cash at beginning of year2016-12-31$5,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-464,633
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,449,915
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,914,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$12,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,085,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,572,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$339,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$337,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$55,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$19,261
Employer contributions (assets) at end of year2016-12-31$19,261
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$677,491
Contract administrator fees2016-12-31$997
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BARNES DENNIG & CO.
Accountancy firm EIN2016-12-31311119890
2015 : LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$74,002
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$363,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$353,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$134,921
Value of total assets at end of year2015-12-31$1,914,548
Value of total assets at beginning of year2015-12-31$2,204,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,375
Total interest from all sources2015-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$49,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$49,981
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$134,921
Other income not declared elsewhere2015-12-31$4,656
Total non interest bearing cash at end of year2015-12-31$5,180
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-289,886
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,914,548
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,204,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$5,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,572,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,985,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$218,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$218,946
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$337,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-115,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$353,513
Contract administrator fees2015-12-31$4,603
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BARNES DENNIG & CO.
Accountancy firm EIN2015-12-31311119890
2014 : LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$212,025
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$208,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$206,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$96,177
Value of total assets at end of year2014-12-31$2,204,434
Value of total assets at beginning of year2014-12-31$2,200,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,610
Total interest from all sources2014-12-31$208
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$113,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$113,903
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$82,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,468
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,204,434
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,200,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,610
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,985,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,076,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$218,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$121,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$121,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$13,887
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$2,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$206,947
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BARNES DENNIG & CO.
Accountancy firm EIN2014-12-31311119890
2013 : LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$398,361
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$37,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$33,448
Value of total corrective distributions2013-12-31$2,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$98,650
Value of total assets at end of year2013-12-31$2,200,966
Value of total assets at beginning of year2013-12-31$1,840,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,259
Total interest from all sources2013-12-31$25
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$74,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$74,584
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$57,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$360,925
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,200,966
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,840,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,076,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,614,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$121,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$225,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$225,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$225,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$41,275
Employer contributions (assets) at end of year2013-12-31$2,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$33,448
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BARNES DENNIG & CO.
Accountancy firm EIN2013-12-31311119890

Form 5500 Responses for LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

2022: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809528
Policy instance 1
Insurance contract or identification number809528
Number of Individuals Covered34
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number809528
Policy instance 1
Insurance contract or identification number809528
Number of Individuals Covered42
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number809528
Policy instance 1
Insurance contract or identification number809528
Number of Individuals Covered48
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number809528
Policy instance 1
Insurance contract or identification number809528
Number of Individuals Covered51
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number809528
Policy instance 1
Insurance contract or identification number809528
Number of Individuals Covered58
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number809528
Policy instance 1
Insurance contract or identification number809528
Number of Individuals Covered142
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number809528
Policy instance 1
Insurance contract or identification number809528
Number of Individuals Covered62
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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

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