?>
Logo

LIFEBANC 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameLIFEBANC 401(K) RETIREMENT PLAN
Plan identification number 002

LIFEBANC 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:LIFEBANC, INC.
Employer identification number (EIN):341525159
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFEBANC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01GORDON BOWEN
0022016-01-01GORDON BOWEN
0022015-01-01GORDON BOWEN
0022014-01-01BARBARA WELKER
0022013-01-01GORDON BOWEN
0022012-01-01GORDON BOWEN
0022011-01-01GORDON BOWEN
0022009-01-01MUST MATCH DOL CREDENTIALS

Plan Statistics for LIFEBANC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for LIFEBANC 401(K) RETIREMENT PLAN

Measure Date Value
2022: LIFEBANC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01218
Total number of active participants reported on line 7a of the Form 55002022-01-01149
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0153
Total of all active and inactive participants2022-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01203
Number of participants with account balances2022-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: LIFEBANC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01193
Total number of active participants reported on line 7a of the Form 55002021-01-01140
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0173
Total of all active and inactive participants2021-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01217
Number of participants with account balances2021-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: LIFEBANC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01168
Total number of active participants reported on line 7a of the Form 55002020-01-01134
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01192
Number of participants with account balances2020-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: LIFEBANC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01178
Total number of active participants reported on line 7a of the Form 55002019-01-01134
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01165
Number of participants with account balances2019-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: LIFEBANC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01157
Total number of active participants reported on line 7a of the Form 55002018-01-01137
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01178
Number of participants with account balances2018-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: LIFEBANC 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01186
Total number of active participants reported on line 7a of the Form 55002017-01-01130
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01157
Number of participants with account balances2017-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: LIFEBANC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01167
Total number of active participants reported on line 7a of the Form 55002016-01-01153
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01186
Number of participants with account balances2016-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: LIFEBANC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01175
Total number of active participants reported on line 7a of the Form 55002015-01-01110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0157
Total of all active and inactive participants2015-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01167
Number of participants with account balances2015-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: LIFEBANC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01167
Total number of active participants reported on line 7a of the Form 55002014-01-01115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0160
Total of all active and inactive participants2014-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01175
Number of participants with account balances2014-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: LIFEBANC 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01165
Total number of active participants reported on line 7a of the Form 55002013-01-01115
Number of other retired or separated participants entitled to future benefits2013-01-0152
Total of all active and inactive participants2013-01-01167
Total participants2013-01-01167
Number of participants with account balances2013-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: LIFEBANC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01162
Total number of active participants reported on line 7a of the Form 55002012-01-01110
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-01165
Total participants2012-01-01165
Number of participants with account balances2012-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: LIFEBANC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01162
Total number of active participants reported on line 7a of the Form 55002011-01-01103
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0159
Total of all active and inactive participants2011-01-01162
Total participants2011-01-01162
Number of participants with account balances2011-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2009: LIFEBANC 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01133
Total number of active participants reported on line 7a of the Form 55002009-01-01103
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0144
Total of all active and inactive participants2009-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01147
Number of participants with account balances2009-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on LIFEBANC 401(K) RETIREMENT PLAN

Measure Date Value
2022 : LIFEBANC 401(K) 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$18,868
Total income from all sources (including contributions)2022-12-31$-1,177,218
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,497,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,442,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,148,461
Value of total assets at end of year2022-12-31$11,587,578
Value of total assets at beginning of year2022-12-31$14,281,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$55,285
Total interest from all sources2022-12-31$7,304
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$517,955
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$517,955
Administrative expenses professional fees incurred2022-12-31$1,568
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$532,371
Participant contributions at end of year2022-12-31$117,446
Participant contributions at beginning of year2022-12-31$174,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$18,868
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$18,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,674,609
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,587,578
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,262,187
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$6,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,716,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,308,132
Interest on participant loans2022-12-31$7,304
Value of interest in common/collective trusts at end of year2022-12-31$137,995
Value of interest in common/collective trusts at beginning of year2022-12-31$192,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,851,899
Net investment gain or loss from common/collective trusts2022-12-31$961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$616,090
Employer contributions (assets) at end of year2022-12-31$616,090
Employer contributions (assets) at beginning of year2022-12-31$587,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,442,106
Contract administrator fees2022-12-31$47,494
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CIUNI & PANICHI, INC.
Accountancy firm EIN2022-12-31341322309
2021 : LIFEBANC 401(K) 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$18,868
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$21,321
Total income from all sources (including contributions)2021-12-31$2,823,106
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$485,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$421,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,028,615
Value of total assets at end of year2021-12-31$14,281,055
Value of total assets at beginning of year2021-12-31$11,945,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$63,200
Total interest from all sources2021-12-31$9,548
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$638,561
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$638,561
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$441,035
Participant contributions at end of year2021-12-31$174,033
Participant contributions at beginning of year2021-12-31$239,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$18,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$21,321
Total non interest bearing cash at end of year2021-12-31$18,868
Total non interest bearing cash at beginning of year2021-12-31$21,425
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$2,338,069
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,262,187
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,924,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,308,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,809,161
Interest on participant loans2021-12-31$9,548
Value of interest in common/collective trusts at end of year2021-12-31$192,442
Value of interest in common/collective trusts at beginning of year2021-12-31$292,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,145,042
Net investment gain or loss from common/collective trusts2021-12-31$1,340
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$587,580
Employer contributions (assets) at end of year2021-12-31$587,580
Employer contributions (assets) at beginning of year2021-12-31$583,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$421,837
Contract administrator fees2021-12-31$63,200
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 name2021-12-31CIUNI & PANICHI, INC.
Accountancy firm EIN2021-12-31341322309
2020 : LIFEBANC 401(K) 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$21,321
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$2,650,750
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$334,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$285,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$994,793
Value of total assets at end of year2020-12-31$11,945,439
Value of total assets at beginning of year2020-12-31$9,607,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,020
Total interest from all sources2020-12-31$7,288
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$342,432
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$342,432
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$399,668
Participant contributions at end of year2020-12-31$239,121
Participant contributions at beginning of year2020-12-31$155,028
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,865
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$21,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$21,425
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,316,669
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,924,118
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,607,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,809,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,613,421
Interest on participant loans2020-12-31$7,288
Value of interest in common/collective trusts at end of year2020-12-31$292,472
Value of interest in common/collective trusts at beginning of year2020-12-31$317,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,300,947
Net investment gain or loss from common/collective trusts2020-12-31$5,290
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$583,260
Employer contributions (assets) at end of year2020-12-31$583,260
Employer contributions (assets) at beginning of year2020-12-31$521,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$285,061
Contract administrator fees2020-12-31$49,020
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 name2020-12-31CIUNI & PANICHI, INC.
Accountancy firm EIN2020-12-31341322309
2019 : LIFEBANC 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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$2,615,215
Total income from all sources (including contributions)2019-12-31$2,615,215
Total loss/gain on sale of assets2019-12-31$124,412
Total loss/gain on sale of assets2019-12-31$124,412
Total of all expenses incurred2019-12-31$1,124,406
Total of all expenses incurred2019-12-31$1,124,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,081,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,081,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$903,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$903,339
Value of total assets at end of year2019-12-31$9,607,449
Value of total assets at end of year2019-12-31$9,607,449
Value of total assets at beginning of year2019-12-31$8,116,640
Value of total assets at beginning of year2019-12-31$8,116,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,531
Total interest from all sources2019-12-31$7,225
Total interest from all sources2019-12-31$7,225
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$294,402
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$294,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$294,402
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$294,402
Administrative expenses professional fees incurred2019-12-31$42,531
Administrative expenses professional fees incurred2019-12-31$42,531
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$371,306
Contributions received from participants2019-12-31$371,306
Participant contributions at end of year2019-12-31$155,028
Participant contributions at end of year2019-12-31$155,028
Participant contributions at beginning of year2019-12-31$147,062
Participant contributions at beginning of year2019-12-31$147,062
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,635
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,635
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$1,490,809
Value of net income/loss2019-12-31$1,490,809
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,607,449
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,607,449
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,116,640
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,116,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,613,421
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,613,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,178,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,178,278
Interest on participant loans2019-12-31$7,225
Interest on participant loans2019-12-31$7,225
Value of interest in common/collective trusts at end of year2019-12-31$317,602
Value of interest in common/collective trusts at end of year2019-12-31$317,602
Value of interest in common/collective trusts at beginning of year2019-12-31$260,061
Value of interest in common/collective trusts at beginning of year2019-12-31$260,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,280,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,280,142
Net investment gain or loss from common/collective trusts2019-12-31$5,695
Net investment gain or loss from common/collective trusts2019-12-31$5,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$521,398
Contributions received in cash from employer2019-12-31$521,398
Employer contributions (assets) at end of year2019-12-31$521,398
Employer contributions (assets) at end of year2019-12-31$521,398
Employer contributions (assets) at beginning of year2019-12-31$531,239
Employer contributions (assets) at beginning of year2019-12-31$531,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,081,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,081,875
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,498,639
Aggregate proceeds on sale of assets2019-12-31$1,498,639
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,374,227
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,374,227
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CIUNI & PANICHI, INC.
Accountancy firm EIN2019-12-31341322309
Accountancy firm EIN2019-12-31341322309
2018 : LIFEBANC 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$550,336
Total loss/gain on sale of assets2018-12-31$-13,375
Total of all expenses incurred2018-12-31$421,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$380,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,010,909
Value of total assets at end of year2018-12-31$8,116,640
Value of total assets at beginning of year2018-12-31$7,987,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,118
Total interest from all sources2018-12-31$7,496
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$314,734
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$314,734
Administrative expenses professional fees incurred2018-12-31$41,118
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$366,267
Participant contributions at end of year2018-12-31$147,062
Participant contributions at beginning of year2018-12-31$177,235
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$113,403
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$25,526
Other income not declared elsewhere2018-12-31$65
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$128,903
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,116,640
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,987,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,178,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,063,856
Interest on participant loans2018-12-31$7,496
Value of interest in common/collective trusts at end of year2018-12-31$260,061
Value of interest in common/collective trusts at beginning of year2018-12-31$299,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-774,335
Net investment gain or loss from common/collective trusts2018-12-31$4,842
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$531,239
Employer contributions (assets) at end of year2018-12-31$531,239
Employer contributions (assets) at beginning of year2018-12-31$447,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$354,789
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
Aggregate proceeds on sale of assets2018-12-31$1,336,535
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,349,910
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : LIFEBANC 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,993,029
Total loss/gain on sale of assets2017-12-31$737,049
Total of all expenses incurred2017-12-31$443,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$437,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$763,951
Value of total assets at end of year2017-12-31$7,987,737
Value of total assets at beginning of year2017-12-31$6,438,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,027
Total interest from all sources2017-12-31$8,148
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$269,978
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$269,978
Administrative expenses professional fees incurred2017-12-31$4,867
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$316,817
Participant contributions at end of year2017-12-31$177,235
Participant contributions at beginning of year2017-12-31$170,396
Other income not declared elsewhere2017-12-31$-6
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$1,549,173
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,987,737
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,438,564
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$1,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,063,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,675,337
Interest on participant loans2017-12-31$8,148
Value of interest in common/collective trusts at end of year2017-12-31$299,512
Value of interest in common/collective trusts at beginning of year2017-12-31$216,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$212,225
Net investment gain or loss from common/collective trusts2017-12-31$1,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$447,134
Employer contributions (assets) at end of year2017-12-31$447,134
Employer contributions (assets) at beginning of year2017-12-31$376,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$437,829
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
Aggregate proceeds on sale of assets2017-12-31$7,784,109
Aggregate carrying amount (costs) on sale of assets2017-12-31$7,047,060
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : LIFEBANC 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,088,854
Total loss/gain on sale of assets2016-12-31$11,268
Total of all expenses incurred2016-12-31$288,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$285,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$687,490
Value of total assets at end of year2016-12-31$6,438,564
Value of total assets at beginning of year2016-12-31$5,638,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,453
Total interest from all sources2016-12-31$7,085
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$184,906
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$184,906
Administrative expenses professional fees incurred2016-12-31$2,373
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$279,729
Participant contributions at end of year2016-12-31$170,396
Participant contributions at beginning of year2016-12-31$178,273
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$31,609
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$800,286
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,438,564
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,638,278
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$1,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,675,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,832,523
Interest on participant loans2016-12-31$7,085
Value of interest in common/collective trusts at end of year2016-12-31$216,679
Value of interest in common/collective trusts at beginning of year2016-12-31$235,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$196,781
Net investment gain or loss from common/collective trusts2016-12-31$1,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$376,152
Employer contributions (assets) at end of year2016-12-31$376,152
Employer contributions (assets) at beginning of year2016-12-31$392,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$285,115
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
Aggregate proceeds on sale of assets2016-12-31$523,743
Aggregate carrying amount (costs) on sale of assets2016-12-31$512,475
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : LIFEBANC 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$613,977
Total loss/gain on sale of assets2015-12-31$-49,905
Total of all expenses incurred2015-12-31$621,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$618,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$695,556
Value of total assets at end of year2015-12-31$5,638,278
Value of total assets at beginning of year2015-12-31$5,645,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,803
Total interest from all sources2015-12-31$6,329
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$144,824
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$144,824
Administrative expenses professional fees incurred2015-12-31$2,803
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$273,255
Participant contributions at end of year2015-12-31$178,273
Participant contributions at beginning of year2015-12-31$107,846
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$30,000
Other income not declared elsewhere2015-12-31$-3,684
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$-7,271
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,638,278
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,645,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,832,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,931,372
Interest on participant loans2015-12-31$6,329
Value of interest in common/collective trusts at end of year2015-12-31$235,181
Value of interest in common/collective trusts at beginning of year2015-12-31$203,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-180,676
Net investment gain or loss from common/collective trusts2015-12-31$1,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$392,301
Employer contributions (assets) at end of year2015-12-31$392,301
Employer contributions (assets) at beginning of year2015-12-31$403,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$618,445
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
Aggregate proceeds on sale of assets2015-12-31$3,330,188
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,380,093
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : LIFEBANC 401(K) RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-60
Total unrealized appreciation/depreciation of assets2014-12-31$-60
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$194
Total income from all sources (including contributions)2014-12-31$1,004,435
Total loss/gain on sale of assets2014-12-31$-82,791
Total of all expenses incurred2014-12-31$252,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$249,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$673,511
Value of total assets at end of year2014-12-31$5,645,549
Value of total assets at beginning of year2014-12-31$4,893,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,328
Total interest from all sources2014-12-31$3,755
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$250,121
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$250,121
Administrative expenses professional fees incurred2014-12-31$2,675
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$263,049
Participant contributions at end of year2014-12-31$107,846
Participant contributions at beginning of year2014-12-31$92,265
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,454
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$752,036
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,645,549
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,893,513
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$653
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,931,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,424,150
Interest on participant loans2014-12-31$3,755
Value of interest in common/collective trusts at end of year2014-12-31$203,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$155,622
Net investment gain or loss from common/collective trusts2014-12-31$4,277
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$403,008
Employer contributions (assets) at end of year2014-12-31$403,008
Employer contributions (assets) at beginning of year2014-12-31$377,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$249,071
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
Aggregate proceeds on sale of assets2014-12-31$530,071
Aggregate carrying amount (costs) on sale of assets2014-12-31$612,862
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 name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : LIFEBANC 401(K) RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$194
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$1,287,965
Total of all expenses incurred2013-12-31$391,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$386,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$589,952
Value of total assets at end of year2013-12-31$4,893,707
Value of total assets at beginning of year2013-12-31$3,996,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,245
Total interest from all sources2013-12-31$3,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$199,783
Participant contributions at end of year2013-12-31$92,265
Participant contributions at beginning of year2013-12-31$87,835
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$4,245
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$896,744
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,893,513
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,996,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,424,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,549,307
Interest on participant loans2013-12-31$3,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$694,191
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$377,292
Employer contributions (assets) at end of year2013-12-31$377,292
Employer contributions (assets) at beginning of year2013-12-31$359,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$386,976
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 name2013-12-31S S & G
Accountancy firm EIN2013-12-31341945695
2012 : LIFEBANC 401(K) RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$308
Total income from all sources (including contributions)2012-12-31$970,358
Total of all expenses incurred2012-12-31$326,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$308,403
Value of total corrective distributions2012-12-31$12,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$589,982
Value of total assets at end of year2012-12-31$3,996,769
Value of total assets at beginning of year2012-12-31$3,353,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,134
Total interest from all sources2012-12-31$3,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$193,393
Participant contributions at end of year2012-12-31$87,835
Participant contributions at beginning of year2012-12-31$65,170
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$36,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$308
Administrative expenses (other) incurred2012-12-31$6,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$643,669
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,996,769
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,353,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,549,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,995,669
Interest on participant loans2012-12-31$3,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$377,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$359,627
Employer contributions (assets) at end of year2012-12-31$359,627
Employer contributions (assets) at beginning of year2012-12-31$292,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$308,403
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SS&G
Accountancy firm EIN2012-12-31341945695
2011 : LIFEBANC 401(K) RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$308
Total income from all sources (including contributions)2011-12-31$481,636
Total of all expenses incurred2011-12-31$206,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$205,169
Value of total corrective distributions2011-12-31$628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$523,770
Value of total assets at end of year2011-12-31$3,353,408
Value of total assets at beginning of year2011-12-31$3,077,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$710
Total interest from all sources2011-12-31$3,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$194,362
Participant contributions at end of year2011-12-31$65,170
Participant contributions at beginning of year2011-12-31$65,304
Participant contributions at beginning of year2011-12-31$5,106
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$32,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$308
Administrative expenses (other) incurred2011-12-31$710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$275,129
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,353,100
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,077,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,995,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,693,961
Interest on participant loans2011-12-31$3,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-45,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$296,445
Employer contributions (assets) at end of year2011-12-31$292,569
Employer contributions (assets) at beginning of year2011-12-31$313,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$205,169
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SS&G
Accountancy firm EIN2011-12-31341945695
2010 : LIFEBANC 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$749,967
Total of all expenses incurred2010-12-31$363,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$361,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$496,097
Value of total assets at end of year2010-12-31$3,077,971
Value of total assets at beginning of year2010-12-31$2,691,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,425
Total interest from all sources2010-12-31$3,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$178,576
Participant contributions at end of year2010-12-31$65,304
Participant contributions at beginning of year2010-12-31$52,283
Participant contributions at end of year2010-12-31$5,106
Participant contributions at beginning of year2010-12-31$6,058
Administrative expenses (other) incurred2010-12-31$1,425
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$386,800
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,077,971
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,691,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,693,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,324,071
Interest on participant loans2010-12-31$3,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$250,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$317,521
Employer contributions (assets) at end of year2010-12-31$313,600
Employer contributions (assets) at beginning of year2010-12-31$308,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$361,742
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SS&G FINANCIAL SERVICES, INC.
Accountancy firm EIN2010-12-31341945695
2009 : LIFEBANC 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LIFEBANC 401(K) RETIREMENT PLAN

2022: LIFEBANC 401(K) 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIFEBANC 401(K) 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIFEBANC 401(K) 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIFEBANC 401(K) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIFEBANC 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIFEBANC 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIFEBANC 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIFEBANC 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIFEBANC 401(K) 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: LIFEBANC 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LIFEBANC 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LIFEBANC 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LIFEBANC 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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

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

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

See full terms and conditions

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