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LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 401k Plan overview

Plan NameLIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN
Plan identification number 002

LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • 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

LIFESPACE COMMUNITIES has sponsored the creation of one or more 401k plans.

Company Name:LIFESPACE COMMUNITIES
Employer identification number (EIN):421068850
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about LIFESPACE COMMUNITIES

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1976-08-05
Company Identification Number: 060160
Legal Registered Office Address: 400 E COURT AVE

DES MOINES
United States of America (USA)
50309

More information about LIFESPACE COMMUNITIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01GRETCHEN FORRISTALL GRETCHEN FORRISTALL2018-10-10
0022016-01-01GRETCHEN FORRISTALL GRETCHEN FORRISTALL2017-10-16
0022015-01-01GRETCHEN FORRISTALL GRETCHEN FORRISTALL2016-10-13
0022014-01-01GRETCHEN FORRISTALL GRETCHEN FORRISTALL2015-10-14
0022013-01-01GRETCHEN FORRISTALL GRETCHEN FORRISTALL2014-10-14
0022012-01-01GRETCHEN FORRISTALL GRETCHEN FORRISTALL2013-10-14
0022011-01-01GRETCHEN FORRISTALL GRETCHEN FORRISTALL2012-10-10
0022009-01-01JOHN GRIFFIN JOHN GRIFFIN2010-10-14

Plan Statistics for LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN

401k plan membership statisitcs for LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN

Measure Date Value
2022: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,072
Total number of active participants reported on line 7a of the Form 55002022-01-012,980
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01415
Total of all active and inactive participants2022-01-013,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-013,398
Number of participants with account balances2022-01-013,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01198
2021: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,198
Total number of active participants reported on line 7a of the Form 55002021-01-012,641
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01413
Total of all active and inactive participants2021-01-013,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-013,062
Number of participants with account balances2021-01-012,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01146
2020: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,058
Total number of active participants reported on line 7a of the Form 55002020-01-012,644
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01317
Total of all active and inactive participants2020-01-012,961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-012,973
Number of participants with account balances2020-01-012,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0171
2019: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,964
Total number of active participants reported on line 7a of the Form 55002019-01-012,718
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01254
Total of all active and inactive participants2019-01-012,972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-012,977
Number of participants with account balances2019-01-011,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0173
2018: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,420
Total number of active participants reported on line 7a of the Form 55002018-01-012,595
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01234
Total of all active and inactive participants2018-01-012,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-012,833
Number of participants with account balances2018-01-011,868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0174
2017: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,502
Total number of active participants reported on line 7a of the Form 55002017-01-012,491
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01550
Total of all active and inactive participants2017-01-013,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-013,045
Number of participants with account balances2017-01-012,273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01181
2016: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,562
Total number of active participants reported on line 7a of the Form 55002016-01-012,604
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01206
Total of all active and inactive participants2016-01-012,810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-012,813
Number of participants with account balances2016-01-012,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01125
2015: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,109
Total number of active participants reported on line 7a of the Form 55002015-01-012,779
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01182
Total of all active and inactive participants2015-01-012,961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-012,965
Number of participants with account balances2015-01-011,885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01130
2014: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,357
Total number of active participants reported on line 7a of the Form 55002014-01-012,242
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01131
Total of all active and inactive participants2014-01-012,373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-012,379
Number of participants with account balances2014-01-011,088
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128
2013: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,102
Total number of active participants reported on line 7a of the Form 55002013-01-012,059
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01103
Total of all active and inactive participants2013-01-012,162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-012,166
Number of participants with account balances2013-01-011,054
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01120
2012: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,365
Total number of active participants reported on line 7a of the Form 55002012-01-012,097
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0193
Total of all active and inactive participants2012-01-012,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-012,192
Number of participants with account balances2012-01-011,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0155
2011: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,100
Total number of active participants reported on line 7a of the Form 55002011-01-012,016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0180
Total of all active and inactive participants2011-01-012,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-012,100
Number of participants with account balances2011-01-011,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0142
2009: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,332
Total number of active participants reported on line 7a of the Form 55002009-01-012,156
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01202
Total of all active and inactive participants2009-01-012,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-012,360
Number of participants with account balances2009-01-01923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0150

Financial Data on LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN

Measure Date Value
2022 : LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$489,775
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,557,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,330,654
Value of total corrective distributions2022-12-31$4,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,287,893
Value of total assets at end of year2022-12-31$54,362,592
Value of total assets at beginning of year2022-12-31$62,429,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$222,417
Total interest from all sources2022-12-31$92,223
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$868,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$868,891
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,833,143
Participant contributions at end of year2022-12-31$303,127
Participant contributions at beginning of year2022-12-31$233,180
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,746,483
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$6,306
Other income not declared elsewhere2022-12-31$64,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,067,360
Value of net assets at end of year (total assets less liabilities)2022-12-31$54,362,592
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$62,429,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$47,400,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$56,025,523
Interest earned on other investments2022-12-31$92,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,587,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,116,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,823,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,708,267
Employer contributions (assets) at end of year2022-12-31$71,424
Employer contributions (assets) at beginning of year2022-12-31$55,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,324,348
Contract administrator fees2022-12-31$222,417
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$16,783,384
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,011,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,757,672
Value of total corrective distributions2021-12-31$605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,871,937
Value of total assets at end of year2021-12-31$62,429,952
Value of total assets at beginning of year2021-12-31$54,658,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$253,447
Total interest from all sources2021-12-31$100,756
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$955,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$955,790
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,908,768
Participant contributions at end of year2021-12-31$233,180
Participant contributions at beginning of year2021-12-31$178,790
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,584,457
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,963
Other income not declared elsewhere2021-12-31$137,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,771,660
Value of net assets at end of year (total assets less liabilities)2021-12-31$62,429,952
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$54,658,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$56,025,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$47,290,651
Interest earned on other investments2021-12-31$100,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,116,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,046,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,717,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,378,712
Employer contributions (assets) at end of year2021-12-31$55,097
Employer contributions (assets) at beginning of year2021-12-31$142,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,755,709
Contract administrator fees2021-12-31$253,447
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,649,679
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,383,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,333,897
Value of total corrective distributions2020-12-31$16,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,962,956
Value of total assets at end of year2020-12-31$54,658,292
Value of total assets at beginning of year2020-12-31$48,392,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,444
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$116,207
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$553,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$553,458
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$5,055,730
Participant contributions at end of year2020-12-31$178,790
Participant contributions at beginning of year2020-12-31$924
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$366,135
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$249
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,265,685
Value of net assets at end of year (total assets less liabilities)2020-12-31$54,658,292
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$48,392,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$47,290,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$41,900,466
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$116,207
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,046,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,491,217
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,016,809
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,541,091
Employer contributions (assets) at end of year2020-12-31$142,005
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,333,897
Contract administrator fees2020-12-31$33,444
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN2020-12-31201260566
2019 : LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$14,104,411
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,234,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,187,907
Value of total corrective distributions2019-12-31$16,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,819,068
Value of total assets at end of year2019-12-31$48,392,607
Value of total assets at beginning of year2019-12-31$40,523,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,763
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$128,149
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$626,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$626,920
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$4,161,028
Participant contributions at end of year2019-12-31$924
Participant contributions at beginning of year2019-12-31$281
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$414,022
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$4,211
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$407
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,869,539
Value of net assets at end of year (total assets less liabilities)2019-12-31$48,392,607
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,523,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,900,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,592,347
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$128,149
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,491,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,924,587
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,529,867
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,244,018
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$5,853
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,183,696
Contract administrator fees2019-12-31$30,763
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN2019-12-31201260566
2018 : LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,096,847
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,694,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,658,858
Value of total corrective distributions2018-12-31$6,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,054,909
Value of total assets at end of year2018-12-31$40,523,068
Value of total assets at beginning of year2018-12-31$43,120,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,739
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$134,224
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$560,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$560,896
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$3,739,354
Participant contributions at end of year2018-12-31$281
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$215,095
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$2,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$404
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,597,861
Value of net assets at end of year (total assets less liabilities)2018-12-31$40,523,068
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,120,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$33,592,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,213,945
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$134,224
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,924,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,906,984
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,653,586
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,100,460
Employer contributions (assets) at end of year2018-12-31$5,853
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,656,646
Contract administrator fees2018-12-31$29,739
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN2018-12-31020126056
2017 : LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$10,432,463
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,970,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,948,636
Value of total corrective distributions2017-12-31$8,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,858,495
Value of total assets at end of year2017-12-31$43,120,929
Value of total assets at beginning of year2017-12-31$35,658,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,268
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$163,459
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$542,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$542,380
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$3,443,292
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$193
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$367,504
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$4,409
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$26
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,462,379
Value of net assets at end of year (total assets less liabilities)2017-12-31$43,120,929
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$35,658,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$36,213,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,529,587
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$163,459
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,906,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,128,686
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,868,103
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,047,699
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$84
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,944,227
Contract administrator fees2017-12-31$13,268
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN2017-12-31201260566
2016 : LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,871,031
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,623,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,605,261
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,751,981
Value of total assets at end of year2016-12-31$35,658,550
Value of total assets at beginning of year2016-12-31$33,411,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,379
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$181,501
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$387,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$387,029
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$3,240,945
Participant contributions at end of year2016-12-31$193
Participant contributions at beginning of year2016-12-31$214
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$511,898
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$13,357
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$374
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,247,391
Value of net assets at end of year (total assets less liabilities)2016-12-31$35,658,550
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,411,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$28,529,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,939,543
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$181,501
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,128,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,471,295
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,550,146
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$999,138
Employer contributions (assets) at end of year2016-12-31$84
Employer contributions (assets) at beginning of year2016-12-31$107
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,591,904
Contract administrator fees2016-12-31$18,379
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN2016-12-31201260566
2015 : LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,877,630
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,382,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,364,213
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,699,919
Value of total assets at end of year2015-12-31$33,411,159
Value of total assets at beginning of year2015-12-31$33,915,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,821
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$187,034
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$317,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$317,600
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$3,145,240
Participant contributions at end of year2015-12-31$214
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$418,138
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$6,467
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-138,619
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-504,404
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,411,159
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$33,915,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,939,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,061,201
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$187,034
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,471,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,854,362
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-188,304
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,136,541
Employer contributions (assets) at end of year2015-12-31$107
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,357,746
Contract administrator fees2015-12-31$17,821
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN2015-12-31201260566
2014 : LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,229,798
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,170,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,109,889
Value of total corrective distributions2014-12-31$47,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,056,236
Value of total assets at end of year2014-12-31$33,915,563
Value of total assets at beginning of year2014-12-31$30,856,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,470
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$216,802
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$483,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$483,247
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$2,817,813
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$319,641
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$138,210
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,058,823
Value of net assets at end of year (total assets less liabilities)2014-12-31$33,915,563
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,856,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,061,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,960,015
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$216,802
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,854,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,896,725
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,335,303
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$918,782
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,109,889
Contract administrator fees2014-12-31$13,470
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN2014-12-31201260566
2013 : LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,879,668
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,394,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,378,267
Value of total corrective distributions2013-12-31$4,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,657,805
Value of total assets at end of year2013-12-31$30,856,740
Value of total assets at beginning of year2013-12-31$26,371,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,150
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$232,627
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$297,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$297,506
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31No
Value of fidelity bond cover2013-12-31$0
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$2,671,985
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$72,750
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$117,802
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$1,357
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,485,143
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,856,740
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,371,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,960,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,212,485
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$232,627
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,896,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,061,606
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,690,373
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$868,018
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$24,756
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,378,267
Contract administrator fees2013-12-31$12,150
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MARSHALL VANDERLINDEN
Accountancy firm EIN2013-12-31201260566
2012 : LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,948,169
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,005,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,993,999
Value of total corrective distributions2012-12-31$6,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,428,406
Value of total assets at end of year2012-12-31$26,371,597
Value of total assets at beginning of year2012-12-31$23,429,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,017
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$241,046
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$310,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$310,588
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31No
Value of fidelity bond cover2012-12-31$0
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$2,561,516
Participant contributions at end of year2012-12-31$72,750
Participant contributions at beginning of year2012-12-31$9,289
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$80,866
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$14,299
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$1,950
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,942,562
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,371,597
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,429,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,212,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,111,337
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$241,046
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,061,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,300,599
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,966,179
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$786,024
Employer contributions (assets) at end of year2012-12-31$24,756
Employer contributions (assets) at beginning of year2012-12-31$7,810
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,979,700
Contract administrator fees2012-12-31$5,017
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MARSHALL VANDER LINDEN
Accountancy firm EIN2012-12-31201260566
2011 : LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,651,912
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,379,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,361,421
Value of total corrective distributions2011-12-31$13,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,651,269
Value of total assets at end of year2011-12-31$23,429,035
Value of total assets at beginning of year2011-12-31$22,156,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,625
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$235,258
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$264,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$264,587
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31No
Value of fidelity bond cover2011-12-31$0
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$2,284,497
Participant contributions at end of year2011-12-31$9,289
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$621,785
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$3
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,272,640
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,429,035
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,156,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,111,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,709,598
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$235,258
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,300,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,446,797
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-499,205
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$744,987
Employer contributions (assets) at end of year2011-12-31$7,810
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,361,421
Contract administrator fees2011-12-31$4,625
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MARSHALL VAN LINDEEN CPA, PLC
Accountancy firm EIN2011-12-31201260566
2010 : LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,739,216
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,061,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,042,969
Value of total corrective distributions2010-12-31$14,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,798,975
Value of total assets at end of year2010-12-31$22,156,395
Value of total assets at beginning of year2010-12-31$19,478,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,624
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$241,125
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$240,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$240,107
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31No
Value of fidelity bond cover2010-12-31$0
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$2,073,335
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$46,704
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$77,736
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$559
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$3,499
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,677,585
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,156,395
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,478,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,709,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,204,478
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$241,125
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,446,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,213,036
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,455,510
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$647,904
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$14,592
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,042,410
Contract administrator fees2010-12-31$4,624
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN2010-12-31201260566
2009 : LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN

2022: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LIFESPACE COMMUNITIES, INC. INTERNAL REVENUE CODE 403(B) TDA PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441465
Policy instance 1
Insurance contract or identification number441465
Number of Individuals Covered3398
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $245
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $245
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441465
Policy instance 1
Insurance contract or identification number441465
Number of Individuals Covered3062
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,975
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,975
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441465
Policy instance 1
Insurance contract or identification number441465
Number of Individuals Covered2973
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,892
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,892
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441465
Policy instance 1
Insurance contract or identification number441465
Number of Individuals Covered2977
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441465
Policy instance 1
Insurance contract or identification number441465
Number of Individuals Covered2833
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441465
Policy instance 1
Insurance contract or identification number441465
Number of Individuals Covered3045
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441465
Policy instance 1
Insurance contract or identification number441465
Number of Individuals Covered2965
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441465
Policy instance 1
Insurance contract or identification number441465
Number of Individuals Covered2379
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441465
Policy instance 1
Insurance contract or identification number441465
Number of Individuals Covered2166
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,941
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3941
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameBENING, RAYMOND L.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441465
Policy instance 1
Insurance contract or identification number441465
Number of Individuals Covered2192
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,513
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3513
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameBENING, RAYMOND L.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441465
Policy instance 1
Insurance contract or identification number441465
Number of Individuals Covered2100
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441465
Policy instance 1
Insurance contract or identification number441465
Number of Individuals Covered2276
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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