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LEADERSHIP ALLIANCE 401K PLAN 401k Plan overview

Plan NameLEADERSHIP ALLIANCE 401K PLAN
Plan identification number 001

LEADERSHIP ALLIANCE 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

LEADERSHIP ALLIANCE has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEADERSHIP ALLIANCE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01DAVID WELLER2021-03-16
0012019-01-01
0012018-01-01DAVID WELLER
0012017-01-01DAVID WELLER
0012016-01-01DAVID WELLER
0012015-01-01DAVID WELLER
0012014-01-01DAVID WELLER

Plan Statistics for LEADERSHIP ALLIANCE 401K PLAN

401k plan membership statisitcs for LEADERSHIP ALLIANCE 401K PLAN

Measure Date Value
2022: LEADERSHIP ALLIANCE 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0113
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LEADERSHIP ALLIANCE 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0114
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0113
Number of participants with account balances2021-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LEADERSHIP ALLIANCE 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0115
Total number of active participants reported on line 7a of the Form 55002020-01-0114
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0114
Number of participants with account balances2020-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: LEADERSHIP ALLIANCE 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110
Total number of active participants reported on line 7a of the Form 55002019-01-0116
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0116
Number of participants with account balances2019-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LEADERSHIP ALLIANCE 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0110
Number of participants with account balances2018-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LEADERSHIP ALLIANCE 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: LEADERSHIP ALLIANCE 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LEADERSHIP ALLIANCE 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Number of participants with account balances2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: LEADERSHIP ALLIANCE 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on LEADERSHIP ALLIANCE 401K PLAN

Measure Date Value
2022 : LEADERSHIP ALLIANCE 401K PLAN 2022 401k financial data
Total income from all sources2022-03-31$-99,875
Expenses. Total of all expenses incurred2022-03-31$1,857,023
Benefits paid (including direct rollovers)2022-03-31$1,854,928
Total plan assets at end of year2022-03-31$0
Total plan assets at beginning of year2022-03-31$1,956,898
Value of fidelity bond covering the plan2022-03-31$67,000
Expenses. Other expenses not covered elsewhere2022-03-31$2,095
Other income received2022-03-31$-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 securities2022-03-31$0
2021 : LEADERSHIP ALLIANCE 401K PLAN 2021 401k financial data
Total income from all sources2021-12-31$615,971
Expenses. Total of all expenses incurred2021-12-31$326,923
Benefits paid (including direct rollovers)2021-12-31$325,825
Total plan assets at end of year2021-12-31$1,956,898
Total plan assets at beginning of year2021-12-31$1,667,850
Value of fidelity bond covering the plan2021-12-31$67,000
Total contributions received or receivable from participants2021-12-31$167,525
Expenses. Other expenses not covered elsewhere2021-12-31$1,098
Other income received2021-12-31$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 securities2021-12-31$0
2020 : LEADERSHIP ALLIANCE 401K PLAN 2020 401k financial data
Total income from all sources2020-12-31$544,950
Expenses. Total of all expenses incurred2020-12-31$5,711
Benefits paid (including direct rollovers)2020-12-31$5,206
Total plan assets at end of year2020-12-31$1,667,850
Total plan assets at beginning of year2020-12-31$1,128,611
Value of fidelity bond covering the plan2020-12-31$67,000
Total contributions received or receivable from participants2020-12-31$176,423
Expenses. Other expenses not covered elsewhere2020-12-31$505
Contributions received from other sources (not participants or employers)2020-12-31$559
Other income received2020-12-31$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 2510.3-1022020-12-31$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 securities2020-12-31$0
2019 : LEADERSHIP ALLIANCE 401K PLAN 2019 401k financial data
Total income from all sources2019-12-31$462,709
Expenses. Total of all expenses incurred2019-12-31$409
Benefits paid (including direct rollovers)2019-12-31$67
Total plan assets at end of year2019-12-31$1,128,611
Total plan assets at beginning of year2019-12-31$666,311
Total contributions received or receivable from participants2019-12-31$157,146
Contributions received from other sources (not participants or employers)2019-12-31$4,245
Other income received2019-12-31$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 securities2019-12-31$0
2018 : LEADERSHIP ALLIANCE 401K PLAN 2018 401k financial data
Total income from all sources2018-12-31$111,080
Expenses. Total of all expenses incurred2018-12-31$2,652
Benefits paid (including direct rollovers)2018-12-31$2,374
Total plan assets at end of year2018-12-31$666,311
Total plan assets at beginning of year2018-12-31$557,883
Value of fidelity bond covering the plan2018-12-31$56,000
Total contributions received or receivable from participants2018-12-31$104,977
Other income received2018-12-31$-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 securities2018-12-31$0
2017 : LEADERSHIP ALLIANCE 401K PLAN 2017 401k financial data
Total income from all sources2017-12-31$230,198
Expenses. Total of all expenses incurred2017-12-31$155
Total plan assets at end of year2017-12-31$557,883
Total plan assets at beginning of year2017-12-31$327,840
Value of fidelity bond covering the plan2017-12-31$33,000
Total contributions received or receivable from participants2017-12-31$99,606
Other income received2017-12-31$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 sources2016-12-31$144,565
Expenses. Total of all expenses incurred2016-12-31$13,929
Benefits paid (including direct rollovers)2016-12-31$13,284
Total plan assets at end of year2016-12-31$327,840
Total plan assets at beginning of year2016-12-31$197,204
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$85,153
Other income received2016-12-31$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 securities2016-12-31$0
2015 : LEADERSHIP ALLIANCE 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$101,520
Expenses. Total of all expenses incurred2015-12-31$323
Benefits paid (including direct rollovers)2015-12-31$146
Total plan assets at end of year2015-12-31$197,204
Total plan assets at beginning of year2015-12-31$96,007
Value of fidelity bond covering the plan2015-12-31$15,000
Total contributions received or receivable from participants2015-12-31$84,915
Other income received2015-12-31$-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 securities2015-12-31$0
2014 : LEADERSHIP ALLIANCE 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$96,687
Expenses. Total of all expenses incurred2014-12-31$680
Benefits paid (including direct rollovers)2014-12-31$563
Total plan assets at end of year2014-12-31$96,007
Total plan assets at beginning of year2014-12-31$0
Total contributions received or receivable from participants2014-12-31$79,009
Other income received2014-12-31$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 securities2014-12-31$0

Form 5500 Responses for LEADERSHIP ALLIANCE 401K PLAN

2022: LEADERSHIP ALLIANCE 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEADERSHIP ALLIANCE 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEADERSHIP ALLIANCE 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEADERSHIP ALLIANCE 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEADERSHIP ALLIANCE 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEADERSHIP ALLIANCE 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEADERSHIP ALLIANCE 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEADERSHIP ALLIANCE 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEADERSHIP ALLIANCE 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
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 planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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