401k Plan data: LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN plan

LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LANCASTER-FAIRFIELD COMMUNITY ACTION PROGRAM, INC. has sponsored the creation of one or more 401k plans.

Company Name: LANCASTER-FAIRFIELD COMMUNITY ACTION PROGRAM, INC.

Employer identification number (EIN): 316060695

NAIC Classification: 624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 CLINTON DAVIS 2023-09-19
002 2021-01-01 CLINTON DAVIS 2022-09-28
002 2020-01-01 CLINTON DAVIS 2021-10-07
002 2019-01-01
002 2018-01-01 KELLIE A. AILES 2019-06-11 JANET M. SCHMELZER 2019-06-11
002 2017-01-01 KELLIE A. AILES 2018-06-11 JANET M. SCHMELZER 2018-06-11
002 2016-01-01 KELLIE A. AILES 2017-06-19
002 2015-01-01 KELLIE A. AILES 2016-08-24
002 2014-01-01 KELLIE A. AILES 2015-06-22 KELLIE A. AILES 2015-06-22
002 2013-01-01 KELLIE A. AILES 2014-07-29 JANET M SCHMELZER 2014-07-29
002 2012-01-01 KELLIE A. AILES 2013-07-18
002 2011-01-01 KELLIE A. AILES 2012-07-20
002 2010-01-01 KELLIE A. AILES 2011-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	CLINTON DAVIS	2023-09-19
002	2021-01-01	CLINTON DAVIS	2022-09-28
002	2020-01-01	CLINTON DAVIS	2021-10-07
002	2019-01-01
002	2018-01-01	KELLIE A. AILES	2019-06-11	JANET M. SCHMELZER	2019-06-11
002	2017-01-01	KELLIE A. AILES	2018-06-11	JANET M. SCHMELZER	2018-06-11
002	2016-01-01	KELLIE A. AILES	2017-06-19
002	2015-01-01	KELLIE A. AILES	2016-08-24
002	2014-01-01	KELLIE A. AILES	2015-06-22	KELLIE A. AILES	2015-06-22
002	2013-01-01	KELLIE A. AILES	2014-07-29	JANET M SCHMELZER	2014-07-29
002	2012-01-01	KELLIE A. AILES	2013-07-18
002	2011-01-01	KELLIE A. AILES	2012-07-20
002	2010-01-01	KELLIE A. AILES	2011-07-18

Plan Statistics for LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 95
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 32
Total of all active and inactive participants 2022-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 127
Number of participants with account balances 2022-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 91
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 22
Total of all active and inactive participants 2021-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 113
Number of participants with account balances 2021-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 92
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 32
Total of all active and inactive participants 2020-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 124
Number of participants with account balances 2020-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5

Measure	Date	Value
2022: LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	95
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	32
Total of all active and inactive participants	2022-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	127
Number of participants with account balances	2022-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	91
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	22
Total of all active and inactive participants	2021-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	113
Number of participants with account balances	2021-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	92
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	32
Total of all active and inactive participants	2020-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	124
Number of participants with account balances	2020-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5

Financial Data on LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-469,025
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$129,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$97,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$306,998
Value of total assets at end of year	2022-12-31	$3,219,176
Value of total assets at beginning of year	2022-12-31	$3,817,942
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,290
Total interest from all sources	2022-12-31	$2,365
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$55,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$55,141
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$112,543
Participant contributions at end of year	2022-12-31	$56,781
Participant contributions at beginning of year	2022-12-31	$46,216
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$4,257
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-598,766
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,219,176
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,817,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$32,290
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,988,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,584,842
Interest on participant loans	2022-12-31	$2,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$174,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$171,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-833,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$194,455
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$11,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$97,451
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	S.R. SNODGRASS, P.C.
Accountancy firm EIN	2022-12-31	251616561
2021 : LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$904
Total income from all sources (including contributions)	2021-12-31	$695,338
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$267,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$228,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$279,187
Value of total assets at end of year	2021-12-31	$3,817,942
Value of total assets at beginning of year	2021-12-31	$3,390,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$38,580
Total interest from all sources	2021-12-31	$2,864
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$85,599
Participant contributions at end of year	2021-12-31	$46,216
Participant contributions at beginning of year	2021-12-31	$61,909
Participant contributions at end of year	2021-12-31	$4,257
Participant contributions at beginning of year	2021-12-31	$2,773
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$471
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$904
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$427,880
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,817,942
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,390,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$38,580
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,584,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,148,938
Interest on participant loans	2021-12-31	$2,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$171,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$163,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$413,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$193,588
Employer contributions (assets) at end of year	2021-12-31	$11,066
Employer contributions (assets) at beginning of year	2021-12-31	$12,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$228,878
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ZENO,POCKL,LILLY AND COPELAND,A.C.
Accountancy firm EIN	2021-12-31	463686044
2020 : LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$904
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	$760,660
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$447,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$417,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$270,543
Value of total assets at end of year	2020-12-31	$3,390,966
Value of total assets at beginning of year	2020-12-31	$3,077,333
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$30,802
Total interest from all sources	2020-12-31	$3,362
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$71,869
Participant contributions at end of year	2020-12-31	$61,909
Participant contributions at beginning of year	2020-12-31	$77,558
Participant contributions at end of year	2020-12-31	$2,773
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$15,659
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$312,729
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,390,062
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,077,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$30,802
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,148,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,545,604
Interest on participant loans	2020-12-31	$3,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$163,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$454,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$486,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$183,015
Employer contributions (assets) at end of year	2020-12-31	$12,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$417,129
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ZENO,POCKL,LILLY AND COPELAND,A.C.
Accountancy firm EIN	2020-12-31	463686044

Form 5500 Responses for LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN

2022: LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

194-70039

Policy instance

Insurance contract or identification number	194-70039
Number of Individuals Covered	127
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

194-70039

Policy instance

Insurance contract or identification number	194-70039
Number of Individuals Covered	113
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

194-70039

Policy instance

Insurance contract or identification number	194-70039
Number of Individuals Covered	124
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	LANCASTER-FAIRFIELD COMMUNITY ACTION PROGRAM, INC.
Employer identification number (EIN):	316060695
NAIC Classification:	624200