401k Plan data: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST plan

LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST
Plan identification number	002

LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 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.
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

LYDIA HOME ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: LYDIA HOME ASSOCIATION

Employer identification number (EIN): 361412810

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about LYDIA HOME ASSOCIATION

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 3317067

More information about LYDIA HOME ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 JEFF ISOLA 2024-04-15
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2018-07-01
002 2017-07-01 DONALD E. SMITH DONALD E SMITH 2019-03-19
002 2016-07-01 DONALD E. SMITH DONALD E SMITH 2018-04-10
002 2015-07-01 DONALD E. SMITH
002 2014-07-01 DONALD E. SMITH
002 2013-07-01 DONALD E. SMITH
002 2012-07-01 DONALD E. SMITH
002 2011-07-01 DONALD E. SMITH
002 2010-07-01 DONALD E. SMITH
002 2009-07-01 DONALD E. SMITH
002 2009-03-01 DONALD E. SMITH DONALD E. SMITH 2010-04-15
002 2009-03-01
002 2009-03-01 DONALD E. SMITH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01	JEFF ISOLA	2024-04-15
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2018-07-01
002	2017-07-01	DONALD E. SMITH		DONALD E SMITH	2019-03-19
002	2016-07-01	DONALD E. SMITH		DONALD E SMITH	2018-04-10
002	2015-07-01	DONALD E. SMITH
002	2014-07-01	DONALD E. SMITH
002	2013-07-01	DONALD E. SMITH
002	2012-07-01	DONALD E. SMITH
002	2011-07-01	DONALD E. SMITH
002	2010-07-01	DONALD E. SMITH
002	2009-07-01	DONALD E. SMITH
002	2009-03-01	DONALD E. SMITH		DONALD E. SMITH	2010-04-15
002	2009-03-01
002	2009-03-01	DONALD E. SMITH

Plan Statistics for LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST

401k plan membership statisitcs for LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST

Measure Date Value
2022: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-07-01 447
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 355
Number of retired or separated participants receiving benefits 2022-07-01 5
Number of other retired or separated participants entitled to future benefits 2022-07-01 67
Total of all active and inactive participants 2022-07-01 427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 1
Total participants 2022-07-01 428
Number of participants with account balances 2022-07-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-07-01 375
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 269
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 117
Total of all active and inactive participants 2021-07-01 386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 1
Total participants 2021-07-01 387
Number of participants with account balances 2021-07-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-07-01 313
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 239
Number of retired or separated participants receiving benefits 2020-07-01 2
Number of other retired or separated participants entitled to future benefits 2020-07-01 127
Total of all active and inactive participants 2020-07-01 368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 368
Number of participants with account balances 2020-07-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-07-01 277
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 212
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 99
Total of all active and inactive participants 2019-07-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 311
Number of participants with account balances 2019-07-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-07-01 264
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 191
Number of retired or separated participants receiving benefits 2018-07-01 2
Number of other retired or separated participants entitled to future benefits 2018-07-01 84
Total of all active and inactive participants 2018-07-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 277
Number of participants with account balances 2018-07-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-07-01 252
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 171
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 81
Total of all active and inactive participants 2017-07-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 252
Number of participants with account balances 2017-07-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-07-01 228
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 171
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 75
Total of all active and inactive participants 2016-07-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 246
Number of participants with account balances 2016-07-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-07-01 228
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 168
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 60
Total of all active and inactive participants 2015-07-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 228
Number of participants with account balances 2015-07-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-07-01 204
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 167
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 58
Total of all active and inactive participants 2014-07-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 225
Number of participants with account balances 2014-07-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-07-01 198
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 161
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 41
Total of all active and inactive participants 2013-07-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 202
Number of participants with account balances 2013-07-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-07-01 194
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 162
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 33
Total of all active and inactive participants 2012-07-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 195
Number of participants with account balances 2012-07-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-07-01 182
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 158
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 34
Total of all active and inactive participants 2011-07-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 1
Total participants 2011-07-01 193
Number of participants with account balances 2011-07-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-07-01 172
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 163
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 18
Total of all active and inactive participants 2010-07-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 181
Number of participants with account balances 2010-07-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-07-01 153
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 157
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 11
Total of all active and inactive participants 2009-07-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 168
Number of participants with account balances 2009-07-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
Total participants, beginning-of-year 2009-03-01 153
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 144
Number of retired or separated participants receiving benefits 2009-03-01 0
Number of other retired or separated participants entitled to future benefits 2009-03-01 6
Total of all active and inactive participants 2009-03-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-03-01 0
Total participants 2009-03-01 150
Number of participants with account balances 2009-03-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-03-01 0

Measure	Date	Value
2022: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-07-01	447
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	355
Number of retired or separated participants receiving benefits	2022-07-01	5
Number of other retired or separated participants entitled to future benefits	2022-07-01	67
Total of all active and inactive participants	2022-07-01	427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	1
Total participants	2022-07-01	428
Number of participants with account balances	2022-07-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-07-01	375
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	269
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	117
Total of all active and inactive participants	2021-07-01	386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	1
Total participants	2021-07-01	387
Number of participants with account balances	2021-07-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-07-01	313
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	239
Number of retired or separated participants receiving benefits	2020-07-01	2
Number of other retired or separated participants entitled to future benefits	2020-07-01	127
Total of all active and inactive participants	2020-07-01	368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	368
Number of participants with account balances	2020-07-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-07-01	277
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	212
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	99
Total of all active and inactive participants	2019-07-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	311
Number of participants with account balances	2019-07-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-07-01	264
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	191
Number of retired or separated participants receiving benefits	2018-07-01	2
Number of other retired or separated participants entitled to future benefits	2018-07-01	84
Total of all active and inactive participants	2018-07-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	277
Number of participants with account balances	2018-07-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-07-01	252
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	171
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	81
Total of all active and inactive participants	2017-07-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	252
Number of participants with account balances	2017-07-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-07-01	228
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	171
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	75
Total of all active and inactive participants	2016-07-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	246
Number of participants with account balances	2016-07-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-07-01	228
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	168
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	60
Total of all active and inactive participants	2015-07-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	228
Number of participants with account balances	2015-07-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-07-01	204
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	167
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	58
Total of all active and inactive participants	2014-07-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	225
Number of participants with account balances	2014-07-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-07-01	198
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	161
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	41
Total of all active and inactive participants	2013-07-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	202
Number of participants with account balances	2013-07-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-07-01	194
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	162
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	33
Total of all active and inactive participants	2012-07-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	195
Number of participants with account balances	2012-07-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-07-01	182
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	158
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	34
Total of all active and inactive participants	2011-07-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	1
Total participants	2011-07-01	193
Number of participants with account balances	2011-07-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-07-01	172
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	163
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	18
Total of all active and inactive participants	2010-07-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	181
Number of participants with account balances	2010-07-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-07-01	153
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	157
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	11
Total of all active and inactive participants	2009-07-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	168
Number of participants with account balances	2009-07-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
Total participants, beginning-of-year	2009-03-01	153
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	144
Number of retired or separated participants receiving benefits	2009-03-01	0
Number of other retired or separated participants entitled to future benefits	2009-03-01	6
Total of all active and inactive participants	2009-03-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-03-01	0
Total participants	2009-03-01	150
Number of participants with account balances	2009-03-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-03-01	0

Financial Data on LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST

Measure	Date	Value
2022 : LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$3,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$164,696
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$467,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$460,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$360,965
Value of total assets at end of year	2022-06-30	$1,431,671
Value of total assets at beginning of year	2022-06-30	$1,731,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$7,216
Total interest from all sources	2022-06-30	$752
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$124,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$124,412
Administrative expenses professional fees incurred	2022-06-30	$7,216
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$265,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$314,638
Participant contributions at end of year	2022-06-30	$22,726
Participant contributions at beginning of year	2022-06-30	$12,512
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$13,261
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$46,105
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$162
Total non interest bearing cash at end of year	2022-06-30	$3,000
Total non interest bearing cash at beginning of year	2022-06-30	$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-303,117
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$1,428,671
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$1,731,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$1,366,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$1,675,766
Interest on participant loans	2022-06-30	$748
Interest earned on other investments	2022-06-30	$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$39,268
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$30,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$30,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-321,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$460,597
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$3,000
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	SELDEN FOX LTD
Accountancy firm EIN	2022-06-30	362985770
2021 : LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$749,921
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$98,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$97,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$305,952
Value of total assets at end of year	2021-06-30	$1,731,788
Value of total assets at beginning of year	2021-06-30	$1,080,343
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$930
Total interest from all sources	2021-06-30	$718
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$55,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$55,172
Administrative expenses professional fees incurred	2021-06-30	$930
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$265,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$283,441
Participant contributions at end of year	2021-06-30	$12,512
Participant contributions at beginning of year	2021-06-30	$15,409
Participant contributions at end of year	2021-06-30	$13,261
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$22,511
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$162
Total non interest bearing cash at end of year	2021-06-30	$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$651,445
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$1,731,788
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$1,080,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$1,675,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$1,037,465
Interest on participant loans	2021-06-30	$718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$30,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$27,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$27,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$388,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$97,546
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	SELDEN FOX LTD
Accountancy firm EIN	2021-06-30	362985770
2020 : LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$9,598
Total income from all sources (including contributions)	2020-06-30	$145,359
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$46,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$44,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$169,742
Value of total assets at end of year	2020-06-30	$1,080,343
Value of total assets at beginning of year	2020-06-30	$990,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$1,247
Total interest from all sources	2020-06-30	$1,022
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$82,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$82,186
Administrative expenses professional fees incurred	2020-06-30	$1,247
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$265,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$169,742
Participant contributions at end of year	2020-06-30	$15,409
Participant contributions at beginning of year	2020-06-30	$15,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$619
Liabilities. Value of operating payables at beginning of year	2020-06-30	$180
Total non interest bearing cash at beginning of year	2020-06-30	$9,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$99,204
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$1,080,343
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$981,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$1,037,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$943,119
Interest on participant loans	2020-06-30	$684
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$27,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$22,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$22,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$338
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-107,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$44,908
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$8,799
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	SELDEN FOX LTD
Accountancy firm EIN	2020-06-30	362985770
2019 : LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$9,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$183,208
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$75,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$73,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$136,114
Value of total assets at end of year	2019-06-30	$990,737
Value of total assets at beginning of year	2019-06-30	$873,707
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$2,355
Total interest from all sources	2019-06-30	$1,371
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$67,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$67,768
Administrative expenses professional fees incurred	2019-06-30	$2,355
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$265,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$136,114
Participant contributions at end of year	2019-06-30	$15,545
Participant contributions at beginning of year	2019-06-30	$16,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$619
Liabilities. Value of operating payables at end of year	2019-06-30	$180
Total non interest bearing cash at end of year	2019-06-30	$9,643
Total non interest bearing cash at beginning of year	2019-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$107,432
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$981,139
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$873,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$943,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$837,896
Interest on participant loans	2019-06-30	$937
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$22,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$19,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$19,159
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$434
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$-22,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$73,421
Liabilities. Value of benefit claims payable at end of year	2019-06-30	$8,799
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	SELDON FOX LTD
Accountancy firm EIN	2019-06-30	362985770
2018 : LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$162,842
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$29,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$26,360
Expenses. Certain deemed distributions of participant loans	2018-06-30	$1,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$107,726
Value of total assets at end of year	2018-06-30	$873,707
Value of total assets at beginning of year	2018-06-30	$740,720
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,930
Total interest from all sources	2018-06-30	$1,074
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$53,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$53,845
Administrative expenses professional fees incurred	2018-06-30	$1,930
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$265,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$106,613
Participant contributions at end of year	2018-06-30	$16,652
Participant contributions at beginning of year	2018-06-30	$19,881
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$1,113
Total non interest bearing cash at end of year	2018-06-30	$0
Total non interest bearing cash at beginning of year	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$132,987
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$873,707
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$740,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$837,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$702,692
Interest on participant loans	2018-06-30	$854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$19,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$18,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$18,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$220
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$26,360
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	SELDON FOX, LTD.
Accountancy firm EIN	2018-06-30	362985770
2017 : LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$180,284
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$91,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$88,238
Expenses. Certain deemed distributions of participant loans	2017-06-30	$677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$75,312
Value of total assets at end of year	2017-06-30	$740,720
Value of total assets at beginning of year	2017-06-30	$652,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$2,871
Total interest from all sources	2017-06-30	$693
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$25,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$25,050
Administrative expenses professional fees incurred	2017-06-30	$2,871
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$265,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$74,685
Participant contributions at end of year	2017-06-30	$19,881
Participant contributions at beginning of year	2017-06-30	$14,790
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$627
Total non interest bearing cash at end of year	2017-06-30	$0
Total non interest bearing cash at beginning of year	2017-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$88,498
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$740,720
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$652,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$702,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$620,802
Interest on participant loans	2017-06-30	$614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$18,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$16,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$16,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$79
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$79,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$88,238
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	SELDEN FOX, LTD.
Accountancy firm EIN	2017-06-30	362985770
2016 : LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$62,116
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$70,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$67,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$85,129
Value of total assets at end of year	2016-06-30	$652,222
Value of total assets at beginning of year	2016-06-30	$660,210
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$2,531
Total interest from all sources	2016-06-30	$542
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$34,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$34,796
Administrative expenses professional fees incurred	2016-06-30	$2,531
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$265,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$80,008
Participant contributions at end of year	2016-06-30	$14,790
Participant contributions at beginning of year	2016-06-30	$17,470
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$5,121
Total non interest bearing cash at end of year	2016-06-30	$0
Total non interest bearing cash at beginning of year	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-7,988
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$652,222
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$660,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$620,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$629,814
Interest on participant loans	2016-06-30	$533
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$16,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$12,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$12,926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-58,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$67,573
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	GAIL MATHEWS & ASSOCIATES, LLC
Accountancy firm EIN	2016-06-30	272036685
2015 : LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$180
Total income from all sources (including contributions)	2015-06-30	$94,757
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$40,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$38,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$76,354
Value of total assets at end of year	2015-06-30	$660,210
Value of total assets at beginning of year	2015-06-30	$606,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$2,355
Total interest from all sources	2015-06-30	$546
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$49,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$49,229
Administrative expenses professional fees incurred	2015-06-30	$2,355
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$265,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$76,354
Participant contributions at end of year	2015-06-30	$17,470
Participant contributions at beginning of year	2015-06-30	$19,785
Liabilities. Value of operating payables at beginning of year	2015-06-30	$180
Total non interest bearing cash at end of year	2015-06-30	$0
Total non interest bearing cash at beginning of year	2015-06-30	$180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$53,898
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$660,210
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$606,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$629,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$576,248
Interest on participant loans	2015-06-30	$545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$12,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$10,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$10,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-31,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$38,504
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	GAIL L. MATHEWS & ASSOCIATES, LLC
Accountancy firm EIN	2015-06-30	272036685
2014 : LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$179,704
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$27,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$24,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$83,910
Value of total assets at end of year	2014-06-30	$606,492
Value of total assets at beginning of year	2014-06-30	$453,685
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$3,060
Total interest from all sources	2014-06-30	$465
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$38,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$38,094
Administrative expenses professional fees incurred	2014-06-30	$3,060
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$265,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$72,098
Participant contributions at end of year	2014-06-30	$19,785
Participant contributions at beginning of year	2014-06-30	$9,564
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$11,812
Liabilities. Value of operating payables at end of year	2014-06-30	$180
Total non interest bearing cash at end of year	2014-06-30	$180
Total non interest bearing cash at beginning of year	2014-06-30	$972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$152,627
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$606,312
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$453,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$576,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$435,197
Interest on participant loans	2014-06-30	$464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$10,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$7,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$7,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$57,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$24,017
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	GAIL L. MATHEWS & ASSOCIATES, LLC
Accountancy firm EIN	2014-06-30	272036685
2013 : LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$114,762
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$17,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$15,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$69,882
Value of total assets at end of year	2013-06-30	$453,685
Value of total assets at beginning of year	2013-06-30	$356,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$1,950
Total interest from all sources	2013-06-30	$212
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$12,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$12,668
Administrative expenses professional fees incurred	2013-06-30	$1,950
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$265,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$66,755
Participant contributions at end of year	2013-06-30	$9,564
Participant contributions at beginning of year	2013-06-30	$7,590
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$3,127
Total non interest bearing cash at end of year	2013-06-30	$972
Total non interest bearing cash at beginning of year	2013-06-30	$972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$97,610
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$453,685
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$356,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$435,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$339,775
Interest on participant loans	2013-06-30	$211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$7,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$7,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$7,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$32,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$15,202
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	GAIL L MATHEWS & ASSOCIATES, LLC
Accountancy firm EIN	2013-06-30	272036685
2012 : LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$65,240
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$9,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$7,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$65,743
Value of total assets at end of year	2012-06-30	$356,075
Value of total assets at beginning of year	2012-06-30	$300,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$1,500
Total interest from all sources	2012-06-30	$133
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$9,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$9,206
Administrative expenses professional fees incurred	2012-06-30	$1,500
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$265,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$64,771
Participant contributions at end of year	2012-06-30	$7,590
Participant contributions at beginning of year	2012-06-30	$726
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$972
Total non interest bearing cash at end of year	2012-06-30	$972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$55,934
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$356,075
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$300,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$339,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$294,035
Interest on participant loans	2012-06-30	$133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$7,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$5,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$5,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-9,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$7,806
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	GAIL L MATHEWS & ASSOCIATES, LLC
Accountancy firm EIN	2012-06-30	272036685
2011 : LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$112,715
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$16,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$14,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$70,944
Value of total assets at end of year	2011-06-30	$300,141
Value of total assets at beginning of year	2011-06-30	$203,506
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$1,156
Total interest from all sources	2011-06-30	$41
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$3,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Administrative expenses professional fees incurred	2011-06-30	$1,156
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$265,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$70,944
Participant contributions at end of year	2011-06-30	$726
Participant contributions at beginning of year	2011-06-30	$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$96,635
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$300,141
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$203,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$294,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$199,308
Interest on participant loans	2011-06-30	$41
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$5,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$2,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$2,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$38,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Income. Dividends from common stock	2011-06-30	$3,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$14,924
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	GAIL L MATHEWS & ASSOCIATES, LLC
Accountancy firm EIN	2011-06-30	272036685
2010 : LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
2009 : LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-06-30	$0

Form 5500 Responses for LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST

2022: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	First time form 5500 has been submitted	Yes
2009-03-01	Submission has been amended	No
2009-03-01	This submission is the final filing	No
2009-03-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-03-01	Plan is a collectively bargained plan	No
2009-03-01	Plan funding arrangement – Trust	Yes
2009-03-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LYDIA HOME ASSOCIATION
Employer identification number (EIN):	361412810
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	3317067