LAKESHORE FARM MANAGEMENT ASSOCIATION has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2019: LFM RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 12 |
| 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 | 0 |
| Total of all active and inactive participants | 2019-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 12 |
| Number of participants with account balances | 2019-07-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| 2018: LFM RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 12 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 0 |
| Total of all active and inactive participants | 2018-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 12 |
| Number of participants with account balances | 2018-07-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| 2017: LFM RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 12 |
| 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 | 0 |
| Total of all active and inactive participants | 2017-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
| Total participants | 2017-07-01 | 12 |
| Number of participants with account balances | 2017-07-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
| 2016: LFM RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 11 |
| 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 | 0 |
| Total of all active and inactive participants | 2016-07-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 11 |
| Number of participants with account balances | 2016-07-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 12 |
| Number of participants with account balances | 2016-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : LFM RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $493,830 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $27,855 |
| Total plan assets at end of year | 2020-06-30 | $3,216,307 |
| Total plan assets at beginning of year | 2020-06-30 | $2,750,332 |
| Value of fidelity bond covering the plan | 2020-06-30 | $300,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $44,695 |
| Other income received | 2020-06-30 | $325,160 |
| Net income (gross income less expenses) | 2020-06-30 | $465,975 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $3,216,307 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $2,750,332 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $123,975 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $27,855 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-06-30 | $0 |
| 2019 : LFM RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $324,774 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $24,213 |
| Total plan assets at end of year | 2019-06-30 | $2,750,332 |
| Total plan assets at beginning of year | 2019-06-30 | $2,449,771 |
| Value of fidelity bond covering the plan | 2019-06-30 | $300,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $77,505 |
| Other income received | 2019-06-30 | $123,901 |
| Net income (gross income less expenses) | 2019-06-30 | $300,561 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $2,750,332 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $2,449,771 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $123,368 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $24,213 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : LFM RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $494,603 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $22,788 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $1,578 |
| Total plan assets at end of year | 2018-06-30 | $2,449,771 |
| Total plan assets at beginning of year | 2018-06-30 | $1,977,956 |
| Value of fidelity bond covering the plan | 2018-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $81,514 |
| Other income received | 2018-06-30 | $297,461 |
| Net income (gross income less expenses) | 2018-06-30 | $471,815 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $2,449,771 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $1,977,956 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $115,628 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $21,210 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : LFM RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $490,703 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $60,924 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $44,550 |
| Total plan assets at end of year | 2017-06-30 | $1,977,956 |
| Total plan assets at beginning of year | 2017-06-30 | $1,548,177 |
| Value of fidelity bond covering the plan | 2017-06-30 | $150,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $71,269 |
| Other income received | 2017-06-30 | $309,053 |
| Net income (gross income less expenses) | 2017-06-30 | $429,779 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $1,977,956 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $1,548,177 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $110,381 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $16,374 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-06-30 | $0 |
| 2016 : LFM RETIREMENT PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-06-30 | $1,343,328 |
| Total income from all sources | 2016-06-30 | $210,473 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $5,624 |
| Total plan assets at end of year | 2016-06-30 | $1,548,177 |
| Total plan assets at beginning of year | 2016-06-30 | $0 |
| Value of fidelity bond covering the plan | 2016-06-30 | $150,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $36,232 |
| Other income received | 2016-06-30 | $119,883 |
| Net income (gross income less expenses) | 2016-06-30 | $204,849 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $1,548,177 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $54,358 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $5,624 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2019: LFM RETIREMENT PLAN 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 – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LFM RETIREMENT PLAN 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 – Insurance | Yes |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LFM RETIREMENT PLAN 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 – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LFM RETIREMENT PLAN 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 – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | First time form 5500 has been submitted | Yes |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 121784 |
| Policy instance | 1 |
| Insurance contract or identification number | 121784 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,404 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 1404 | | Additional information about fees paid to insurance broker | TPA COMPENSATION & FEES | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 121784 |
| Policy instance | 1 |
| Insurance contract or identification number | 121784 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,064 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1064 | | Additional information about fees paid to insurance broker | TPA COMPENSATION & FEES | | Insurance broker organization code? | 5 | | Insurance broker name | PPG RETIREMENT PLAN SERVICES, LTD. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 121784 |
| Policy instance | 1 |
| Insurance contract or identification number | 121784 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2016-01-19 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $13,522 | | Total amount of fees paid to insurance company | USD $3,391 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,522 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 3391 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | PPG RETIREMENT PLAN SERVICES, LTD. |
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