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LIFE SPAN 403(B) PLAN 401k Plan overview

Plan NameLIFE SPAN 403(B) PLAN
Plan identification number 001

LIFE SPAN 403(B) PLAN Benefits

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

LIFE-SPAN has sponsored the creation of one or more 401k plans.

Company Name:LIFE-SPAN
Employer identification number (EIN):362991281
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFE SPAN 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AMY FOX2024-07-23
0012022-01-01AMY FOX2023-07-31
0012021-01-01AMY FOX2022-10-28
0012020-01-01AMY FOX2021-10-05
0012019-01-01AMY FOX2020-10-06
0012018-01-01
0012017-01-01AMY C. FOX
0012016-01-01AMY C. FOX
0012015-01-01AMY C. FOX
0012014-01-01AMY C. FOX
0012013-01-01AMY C. FOX
0012012-01-01AMY C. FOX
0012011-01-01AMY C FOX

Financial Data on LIFE SPAN 403(B) PLAN

Measure Date Value
2025 : LIFE SPAN 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-230
Total liabilities as of the end of the plan year2025-07-230
Total liabilities as of the beginning of the plan year2025-07-230
Total expenses incurred by plan in this plan year2025-07-2341393
Net assets as of the end of the plan year2025-07-231348396
Total assets as of the beginning of the plan year2025-07-231120247
Value of plan covered by a fidelity bond2025-07-23120000
Participant contributions to plan in this plan year2025-07-23108983
Other expenses paid from plan in this plan year2025-07-230
Other contributions to plan in this plan year2025-07-230
Other income to plan in this plan year2025-07-23135684
Plan net income in this plan year2025-07-23228149
Net assets as of the end of the plan year2025-07-231348396
Net assets as of the beginning of the plan year2025-07-231120247
Employer contributions to plan in this plan year2025-07-2324875
Fees paid to broker by Benefit Provider2025-07-23265
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-23119
2024 : LIFE SPAN 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-2346877
Net assets as of the end of the plan year2024-07-231120247
Total assets as of the beginning of the plan year2024-07-23873901
Value of plan covered by a fidelity bond2024-07-23120000
Participant contributions to plan in this plan year2024-07-23104410
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-2314427
Other income to plan in this plan year2024-07-23141551
Plan net income in this plan year2024-07-23246346
Net assets as of the end of the plan year2024-07-231120247
Net assets as of the beginning of the plan year2024-07-23873901
Employer contributions to plan in this plan year2024-07-2332835
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2341
2022 : LIFE SPAN 403(B) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-280
Total liabilities as of the end of the plan year2022-10-280
Total liabilities as of the beginning of the plan year2022-10-280
Total expenses incurred by plan in this plan year2022-10-287516
Net assets as of the end of the plan year2022-10-28957378
Total assets as of the beginning of the plan year2022-10-28720721
Value of plan covered by a fidelity bond2022-10-28120000
Participant contributions to plan in this plan year2022-10-28115038
Other expenses paid from plan in this plan year2022-10-2873
Other contributions to plan in this plan year2022-10-280
Other income to plan in this plan year2022-10-28106442
Plan net income in this plan year2022-10-28236657
Net assets as of the end of the plan year2022-10-28957378
Net assets as of the beginning of the plan year2022-10-28720721
Employer contributions to plan in this plan year2022-10-2822693
Fees paid to broker by Benefit Provider2022-10-28597
2018 : LIFE SPAN 403(B) PLAN 2018 401k financial data
Total income from all sources2018-12-31$98,959
Expenses. Total of all expenses incurred2018-12-31$175,754
Benefits paid (including direct rollovers)2018-12-31$175,290
Total plan assets at end of year2018-12-31$789,410
Total plan assets at beginning of year2018-12-31$866,205
Total contributions received or receivable from participants2018-12-31$98,685
Expenses. Other expenses not covered elsewhere2018-12-31$464
Other income received2018-12-31$-8,673
Net income (gross income less expenses)2018-12-31$-76,795
Net plan assets at end of year (total assets less liabilities)2018-12-31$789,410
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$866,205
Total contributions received or receivable from employer(s)2018-12-31$8,947
2017 : LIFE SPAN 403(B) PLAN 2017 401k financial data
Total income from all sources2017-12-31$151,200
Expenses. Total of all expenses incurred2017-12-31$84,460
Benefits paid (including direct rollovers)2017-12-31$84,383
Total plan assets at end of year2017-12-31$866,205
Total plan assets at beginning of year2017-12-31$799,465
Total contributions received or receivable from participants2017-12-31$87,616
Expenses. Other expenses not covered elsewhere2017-12-31$77
Other income received2017-12-31$60,501
Net income (gross income less expenses)2017-12-31$66,740
Net plan assets at end of year (total assets less liabilities)2017-12-31$866,205
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$799,465
Total contributions received or receivable from employer(s)2017-12-31$3,083
2016 : LIFE SPAN 403(B) PLAN 2016 401k financial data
Total income from all sources2016-12-31$111,099
Expenses. Total of all expenses incurred2016-12-31$19,899
Benefits paid (including direct rollovers)2016-12-31$19,824
Total plan assets at end of year2016-12-31$799,465
Total plan assets at beginning of year2016-12-31$708,265
Total contributions received or receivable from participants2016-12-31$66,387
Expenses. Other expenses not covered elsewhere2016-12-31$75
Other income received2016-12-31$39,712
Net income (gross income less expenses)2016-12-31$91,200
Net plan assets at end of year (total assets less liabilities)2016-12-31$799,465
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$708,265
Total contributions received or receivable from employer(s)2016-12-31$5,000
2015 : LIFE SPAN 403(B) PLAN 2015 401k financial data
Total income from all sources2015-12-31$72,588
Expenses. Total of all expenses incurred2015-12-31$107
Benefits paid (including direct rollovers)2015-12-31$107
Total plan assets at end of year2015-12-31$708,265
Total plan assets at beginning of year2015-12-31$635,784
Total contributions received or receivable from participants2015-12-31$63,820
Other income received2015-12-31$3,768
Net income (gross income less expenses)2015-12-31$72,481
Net plan assets at end of year (total assets less liabilities)2015-12-31$708,265
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$635,784
Total contributions received or receivable from employer(s)2015-12-31$5,000
2014 : LIFE SPAN 403(B) PLAN 2014 401k financial data
Total income from all sources2014-12-31$86,711
Expenses. Total of all expenses incurred2014-12-31$39,834
Benefits paid (including direct rollovers)2014-12-31$39,834
Total plan assets at end of year2014-12-31$635,784
Total plan assets at beginning of year2014-12-31$588,907
Total contributions received or receivable from participants2014-12-31$56,924
Other income received2014-12-31$24,787
Net income (gross income less expenses)2014-12-31$46,877
Net plan assets at end of year (total assets less liabilities)2014-12-31$635,784
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$588,907
Total contributions received or receivable from employer(s)2014-12-31$5,000
2013 : LIFE SPAN 403(B) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$67,130
Total income from all sources2013-12-31$141,565
Expenses. Total of all expenses incurred2013-12-31$19,990
Benefits paid (including direct rollovers)2013-12-31$19,990
Total plan assets at end of year2013-12-31$588,907
Total plan assets at beginning of year2013-12-31$400,202
Total contributions received or receivable from participants2013-12-31$56,048
Other income received2013-12-31$72,698
Net income (gross income less expenses)2013-12-31$121,575
Net plan assets at end of year (total assets less liabilities)2013-12-31$588,907
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$400,202
Total contributions received or receivable from employer(s)2013-12-31$12,819
2012 : LIFE SPAN 403(B) PLAN 2012 401k financial data
Total income from all sources2012-12-31$41,412
Expenses. Total of all expenses incurred2012-12-31$26,987
Benefits paid (including direct rollovers)2012-12-31$26,987
Total plan assets at end of year2012-12-31$400,202
Total plan assets at beginning of year2012-12-31$385,777
Total contributions received or receivable from participants2012-12-31$15,353
Other income received2012-12-31$26,059
Net income (gross income less expenses)2012-12-31$14,425
Net plan assets at end of year (total assets less liabilities)2012-12-31$400,202
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$385,777
2011 : LIFE SPAN 403(B) PLAN 2011 401k financial data
Total income from all sources2011-12-31$22,800
Expenses. Total of all expenses incurred2011-12-31$42
Total plan assets at end of year2011-12-31$385,777
Total plan assets at beginning of year2011-12-31$363,019
Total contributions received or receivable from participants2011-12-31$33,010
Expenses. Other expenses not covered elsewhere2011-12-31$42
Other income received2011-12-31$-10,210
Net income (gross income less expenses)2011-12-31$22,758
Net plan assets at end of year (total assets less liabilities)2011-12-31$385,777
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$363,019
2010 : LIFE SPAN 403(B) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$-1,896
Total income from all sources2010-12-31$70,183
Expenses. Total of all expenses incurred2010-12-31$10,083
Total plan assets at end of year2010-12-31$363,019
Total plan assets at beginning of year2010-12-31$304,815
Total contributions received or receivable from participants2010-12-31$12,638
Expenses. Other expenses not covered elsewhere2010-12-31$10,083
Other income received2010-12-31$57,545
Net income (gross income less expenses)2010-12-31$60,100
Net plan assets at end of year (total assets less liabilities)2010-12-31$363,019
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$304,815

Form 5500 Responses for LIFE SPAN 403(B) PLAN

2018: LIFE SPAN 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: LIFE SPAN 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: LIFE SPAN 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: LIFE SPAN 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: LIFE SPAN 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: LIFE SPAN 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: LIFE SPAN 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: LIFE SPAN 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-2189-00
Policy instance 2
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number015174329
Policy instance 1
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-2189-00
Policy instance 2
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number015174329
Policy instance 1
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-2189-00
Policy instance 2
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number015174329
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number015174329
Policy instance 1
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-2189-00
Policy instance 2
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-2189-00
Policy instance 2
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number015174329
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number015174329
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number015174329
Policy instance 1
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-2189-00
Policy instance 2
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number015174329
Policy instance 1

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