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Plan Name | LEADERSHIP ALLIANCE 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | LEADERSHIP ALLIANCE |
Employer identification number (EIN): | 431807363 |
NAIC Classification: | 611000 |
Additional information about LEADERSHIP ALLIANCE
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 2011-03-28 |
Company Identification Number: | 2008597 |
Legal Registered Office Address: |
4573 WHITE BLOSSOM BOULEVARD - MASON United States of America (USA) 45040 |
More information about LEADERSHIP ALLIANCE
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | DAVID WELLER | 2021-03-16 | ||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | DAVID WELLER | |||
001 | 2017-01-01 | DAVID WELLER | |||
001 | 2016-01-01 | DAVID WELLER | |||
001 | 2015-01-01 | DAVID WELLER | |||
001 | 2014-01-01 | DAVID WELLER |
Measure | Date | Value |
---|---|---|
2022: LEADERSHIP ALLIANCE 401K PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: LEADERSHIP ALLIANCE 401K PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 13 |
Total of all active and inactive participants | 2021-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 13 |
Number of participants with account balances | 2021-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: LEADERSHIP ALLIANCE 401K PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 14 |
Number of participants with account balances | 2020-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: LEADERSHIP ALLIANCE 401K PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 16 |
Number of participants with account balances | 2019-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: LEADERSHIP ALLIANCE 401K PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 10 |
Number of participants with account balances | 2018-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: LEADERSHIP ALLIANCE 401K PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 8 |
Number of participants with account balances | 2017-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: LEADERSHIP ALLIANCE 401K PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 8 |
Number of participants with account balances | 2016-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: LEADERSHIP ALLIANCE 401K PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 10 |
Number of participants with account balances | 2015-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: LEADERSHIP ALLIANCE 401K PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 8 |
Number of participants with account balances | 2014-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : LEADERSHIP ALLIANCE 401K PLAN 2022 401k financial data | ||
Total income from all sources | 2022-03-31 | $-99,875 |
Expenses. Total of all expenses incurred | 2022-03-31 | $1,857,023 |
Benefits paid (including direct rollovers) | 2022-03-31 | $1,854,928 |
Total plan assets at end of year | 2022-03-31 | $0 |
Total plan assets at beginning of year | 2022-03-31 | $1,956,898 |
Value of fidelity bond covering the plan | 2022-03-31 | $67,000 |
Expenses. Other expenses not covered elsewhere | 2022-03-31 | $2,095 |
Other income received | 2022-03-31 | $-164,462 |
Net income (gross income less expenses) | 2022-03-31 | $-1,956,898 |
Net plan assets at end of year (total assets less liabilities) | 2022-03-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-03-31 | $1,956,898 |
Total contributions received or receivable from employer(s) | 2022-03-31 | $64,587 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-03-31 | $0 |
2021 : LEADERSHIP ALLIANCE 401K PLAN 2021 401k financial data | ||
Total income from all sources | 2021-12-31 | $615,971 |
Expenses. Total of all expenses incurred | 2021-12-31 | $326,923 |
Benefits paid (including direct rollovers) | 2021-12-31 | $325,825 |
Total plan assets at end of year | 2021-12-31 | $1,956,898 |
Total plan assets at beginning of year | 2021-12-31 | $1,667,850 |
Value of fidelity bond covering the plan | 2021-12-31 | $67,000 |
Total contributions received or receivable from participants | 2021-12-31 | $167,525 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $1,098 |
Other income received | 2021-12-31 | $311,852 |
Net income (gross income less expenses) | 2021-12-31 | $289,048 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,956,898 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,667,850 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $136,594 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : LEADERSHIP ALLIANCE 401K PLAN 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $544,950 |
Expenses. Total of all expenses incurred | 2020-12-31 | $5,711 |
Benefits paid (including direct rollovers) | 2020-12-31 | $5,206 |
Total plan assets at end of year | 2020-12-31 | $1,667,850 |
Total plan assets at beginning of year | 2020-12-31 | $1,128,611 |
Value of fidelity bond covering the plan | 2020-12-31 | $67,000 |
Total contributions received or receivable from participants | 2020-12-31 | $176,423 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $505 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $559 |
Other income received | 2020-12-31 | $234,091 |
Net income (gross income less expenses) | 2020-12-31 | $539,239 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,667,850 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,128,611 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $10,163 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $133,877 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : LEADERSHIP ALLIANCE 401K PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $462,709 |
Expenses. Total of all expenses incurred | 2019-12-31 | $409 |
Benefits paid (including direct rollovers) | 2019-12-31 | $67 |
Total plan assets at end of year | 2019-12-31 | $1,128,611 |
Total plan assets at beginning of year | 2019-12-31 | $666,311 |
Total contributions received or receivable from participants | 2019-12-31 | $157,146 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $4,245 |
Other income received | 2019-12-31 | $195,969 |
Net income (gross income less expenses) | 2019-12-31 | $462,300 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,128,611 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $666,311 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $105,349 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $342 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : LEADERSHIP ALLIANCE 401K PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $111,080 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,652 |
Benefits paid (including direct rollovers) | 2018-12-31 | $2,374 |
Total plan assets at end of year | 2018-12-31 | $666,311 |
Total plan assets at beginning of year | 2018-12-31 | $557,883 |
Value of fidelity bond covering the plan | 2018-12-31 | $56,000 |
Total contributions received or receivable from participants | 2018-12-31 | $104,977 |
Other income received | 2018-12-31 | $-57,862 |
Net income (gross income less expenses) | 2018-12-31 | $108,428 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $666,311 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $557,883 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $63,965 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $278 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : LEADERSHIP ALLIANCE 401K PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $230,198 |
Expenses. Total of all expenses incurred | 2017-12-31 | $155 |
Total plan assets at end of year | 2017-12-31 | $557,883 |
Total plan assets at beginning of year | 2017-12-31 | $327,840 |
Value of fidelity bond covering the plan | 2017-12-31 | $33,000 |
Total contributions received or receivable from participants | 2017-12-31 | $99,606 |
Other income received | 2017-12-31 | $83,428 |
Net income (gross income less expenses) | 2017-12-31 | $230,043 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $557,883 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $327,840 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $47,164 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $155 |
2016 : LEADERSHIP ALLIANCE 401K PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $144,565 |
Expenses. Total of all expenses incurred | 2016-12-31 | $13,929 |
Benefits paid (including direct rollovers) | 2016-12-31 | $13,284 |
Total plan assets at end of year | 2016-12-31 | $327,840 |
Total plan assets at beginning of year | 2016-12-31 | $197,204 |
Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
Total contributions received or receivable from participants | 2016-12-31 | $85,153 |
Other income received | 2016-12-31 | $25,439 |
Net income (gross income less expenses) | 2016-12-31 | $130,636 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $327,840 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $197,204 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $33,973 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $645 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : LEADERSHIP ALLIANCE 401K PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $101,520 |
Expenses. Total of all expenses incurred | 2015-12-31 | $323 |
Benefits paid (including direct rollovers) | 2015-12-31 | $146 |
Total plan assets at end of year | 2015-12-31 | $197,204 |
Total plan assets at beginning of year | 2015-12-31 | $96,007 |
Value of fidelity bond covering the plan | 2015-12-31 | $15,000 |
Total contributions received or receivable from participants | 2015-12-31 | $84,915 |
Other income received | 2015-12-31 | $-4,112 |
Net income (gross income less expenses) | 2015-12-31 | $101,197 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $197,204 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $96,007 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $20,717 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $177 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : LEADERSHIP ALLIANCE 401K PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $96,687 |
Expenses. Total of all expenses incurred | 2014-12-31 | $680 |
Benefits paid (including direct rollovers) | 2014-12-31 | $563 |
Total plan assets at end of year | 2014-12-31 | $96,007 |
Total plan assets at beginning of year | 2014-12-31 | $0 |
Total contributions received or receivable from participants | 2014-12-31 | $79,009 |
Other income received | 2014-12-31 | $1,838 |
Net income (gross income less expenses) | 2014-12-31 | $96,007 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $96,007 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $15,840 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $117 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2022: LEADERSHIP ALLIANCE 401K PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | Yes |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: LEADERSHIP ALLIANCE 401K PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: LEADERSHIP ALLIANCE 401K PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LEADERSHIP ALLIANCE 401K PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LEADERSHIP ALLIANCE 401K PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LEADERSHIP ALLIANCE 401K PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LEADERSHIP ALLIANCE 401K PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: LEADERSHIP ALLIANCE 401K PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: LEADERSHIP ALLIANCE 401K PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | First time form 5500 has been submitted | Yes |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |