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LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 401k Plan overview

Plan NameLAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN
Plan identification number 001

LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ISSUES MANAGEMENT, INC. DBA FIVE STAR CALL CENTERS has sponsored the creation of one or more 401k plans.

Company Name:ISSUES MANAGEMENT, INC. DBA FIVE STAR CALL CENTERS
Employer identification number (EIN):460398668
NAIC Classification:541400

Additional information about ISSUES MANAGEMENT, INC. DBA FIVE STAR CALL CENTERS

Jurisdiction of Incorporation: South Dakota Secretary of State
Incorporation Date:
Company Identification Number: DB026888

More information about ISSUES MANAGEMENT, INC. DBA FIVE STAR CALL CENTERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-12-01ANGIE NATH2023-09-12
0012021-12-01ANGIE NATH2023-09-12
0012020-12-01KEVIN CARMODY2022-09-13
0012019-12-01TROY HOLT2021-08-25
0012018-12-01TROY HOLT2020-09-11
0012017-12-01TROY HOLT2019-09-11
0012016-12-01
0012015-12-01TROY HOLT
0012014-12-01TROY HOLT
0012013-12-01
0012012-12-01KEVIN CARMODY2014-09-11

Plan Statistics for LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN

401k plan membership statisitcs for LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN

Measure Date Value
2022: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-12-01654
Total number of active participants reported on line 7a of the Form 55002022-12-01476
Number of retired or separated participants receiving benefits2022-12-010
Number of other retired or separated participants entitled to future benefits2022-12-01166
Total of all active and inactive participants2022-12-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-12-010
Total participants2022-12-01642
Number of participants with account balances2022-12-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-12-010
2021: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-12-01522
Total number of active participants reported on line 7a of the Form 55002021-12-01483
Number of retired or separated participants receiving benefits2021-12-010
Number of other retired or separated participants entitled to future benefits2021-12-01139
Total of all active and inactive participants2021-12-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-12-010
Total participants2021-12-01622
Number of participants with account balances2021-12-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-12-0159
2020: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-12-01563
Total number of active participants reported on line 7a of the Form 55002020-12-01396
Number of retired or separated participants receiving benefits2020-12-011
Number of other retired or separated participants entitled to future benefits2020-12-01100
Total of all active and inactive participants2020-12-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-010
Total participants2020-12-01497
Number of participants with account balances2020-12-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-12-0152
2019: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-12-01622
Total number of active participants reported on line 7a of the Form 55002019-12-01428
Number of retired or separated participants receiving benefits2019-12-0127
Number of other retired or separated participants entitled to future benefits2019-12-0180
Total of all active and inactive participants2019-12-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-010
Total participants2019-12-01535
Number of participants with account balances2019-12-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-12-0138
2018: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-01540
Total number of active participants reported on line 7a of the Form 55002018-12-01394
Number of retired or separated participants receiving benefits2018-12-010
Number of other retired or separated participants entitled to future benefits2018-12-01149
Total of all active and inactive participants2018-12-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-010
Total participants2018-12-01543
Number of participants with account balances2018-12-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-0138
2017: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-01605
Total number of active participants reported on line 7a of the Form 55002017-12-01416
Number of retired or separated participants receiving benefits2017-12-010
Number of other retired or separated participants entitled to future benefits2017-12-0174
Total of all active and inactive participants2017-12-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-010
Total participants2017-12-01490
Number of participants with account balances2017-12-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-0121
2016: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-01638
Total number of active participants reported on line 7a of the Form 55002016-12-01471
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-010
Total of all active and inactive participants2016-12-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-010
Total participants2016-12-01471
Number of participants with account balances2016-12-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-017
2015: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-01567
Total number of active participants reported on line 7a of the Form 55002015-12-01629
Number of retired or separated participants receiving benefits2015-12-012
Number of other retired or separated participants entitled to future benefits2015-12-017
Total of all active and inactive participants2015-12-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-010
Total participants2015-12-01638
Number of participants with account balances2015-12-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-0110
2014: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-01246
Total number of active participants reported on line 7a of the Form 55002014-12-01319
Number of retired or separated participants receiving benefits2014-12-012
Number of other retired or separated participants entitled to future benefits2014-12-016
Total of all active and inactive participants2014-12-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-010
Total participants2014-12-01327
Number of participants with account balances2014-12-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-012

Financial Data on LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN

Measure Date Value
2022 : LAWRENCE & SCHILLER TELE SERVICES 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-9,848
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$105,686
Value of total assets at end of year2022-12-31$3,981,430
Value of total assets at beginning of year2022-12-31$3,997,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$766
Total interest from all sources2022-12-31$291
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$25,313
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$25,313
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$56,985
Participant contributions at end of year2022-12-31$67,848
Participant contributions at beginning of year2022-12-31$58,533
Participant contributions at end of year2022-12-31$15,027
Participant contributions at beginning of year2022-12-31$13,828
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$46,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,175
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,981,430
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,997,605
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$1,640,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,601,272
Interest on participant loans2022-12-31$221
Value of interest in common/collective trusts at end of year2022-12-31$1,892,899
Value of interest in common/collective trusts at beginning of year2022-12-31$1,963,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$70
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$79,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$76,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-71,357
Net investment gain or loss from common/collective trusts2022-12-31$-69,781
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$2,499
Employer contributions (assets) at end of year2022-12-31$286,008
Employer contributions (assets) at beginning of year2022-12-31$283,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,561
Contract administrator fees2022-12-31$766
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 name2022-12-31ELO PROF., LLC
Accountancy firm EIN2022-12-31460434947
Total unrealized appreciation/depreciation of assets2022-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$0
Total income from all sources (including contributions)2022-11-30$334,511
Total loss/gain on sale of assets2022-11-30$0
Total of all expenses incurred2022-11-30$339,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-30$274,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-11-30$817,891
Value of total assets at end of year2022-11-30$3,997,605
Value of total assets at beginning of year2022-11-30$4,002,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-30$64,658
Total interest from all sources2022-11-30$2,372
Total dividends received (eg from common stock, registered investment company shares)2022-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-30No
Was this plan covered by a fidelity bond2022-11-30Yes
Value of fidelity bond cover2022-11-30$1,000,000
If this is an individual account plan, was there a blackout period2022-11-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-11-30No
Contributions received from participants2022-11-30$530,300
Participant contributions at end of year2022-11-30$58,533
Participant contributions at beginning of year2022-11-30$56,329
Participant contributions at end of year2022-11-30$13,828
Participant contributions at beginning of year2022-11-30$7,541
Income. Received or receivable in cash from other sources (including rollovers)2022-11-30$4,082
Other income not declared elsewhere2022-11-30$652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Value of net income/loss2022-11-30$-4,741
Value of net assets at end of year (total assets less liabilities)2022-11-30$3,997,605
Value of net assets at beginning of year (total assets less liabilities)2022-11-30$4,002,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-30No
Were any leases to which the plan was party in default or uncollectible2022-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-11-30$1,601,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-11-30$0
Value of interest in pooled separate accounts at end of year2022-11-30$0
Value of interest in pooled separate accounts at beginning of year2022-11-30$3,695,318
Interest on participant loans2022-11-30$2,372
Value of interest in common/collective trusts at end of year2022-11-30$1,963,661
Value of interest in common/collective trusts at beginning of year2022-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-11-30$76,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-11-30$92,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-11-30$85,526
Net investment gain/loss from pooled separate accounts2022-11-30$-772,408
Net investment gain or loss from common/collective trusts2022-11-30$200,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-30No
Was there a failure to transmit to the plan any participant contributions2022-11-30Yes
Has the plan failed to provide any benefit when due under the plan2022-11-30No
Contributions received in cash from employer2022-11-30$283,509
Employer contributions (assets) at end of year2022-11-30$283,509
Employer contributions (assets) at beginning of year2022-11-30$150,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-30$274,594
Contract administrator fees2022-11-30$64,658
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-11-30Yes
Did the plan have assets held for investment2022-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-30No
Opinion of an independent qualified public accountant for this plan2022-11-30Unqualified
Accountancy firm name2022-11-30ELO PROF., LLC
Accountancy firm EIN2022-11-30460434947
2021 : LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-11-30$0
Total income from all sources (including contributions)2021-11-30$1,064,039
Total loss/gain on sale of assets2021-11-30$0
Total of all expenses incurred2021-11-30$381,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-11-30$319,423
Value of total corrective distributions2021-11-30$9,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-11-30$540,389
Value of total assets at end of year2021-11-30$4,002,346
Value of total assets at beginning of year2021-11-30$3,319,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-11-30$52,626
Total interest from all sources2021-11-30$1,936
Total dividends received (eg from common stock, registered investment company shares)2021-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-11-30No
Administrative expenses professional fees incurred2021-11-30$52,626
Was this plan covered by a fidelity bond2021-11-30Yes
Value of fidelity bond cover2021-11-30$1,000,000
If this is an individual account plan, was there a blackout period2021-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-11-30$0
Were there any nonexempt tranactions with any party-in-interest2021-11-30No
Contributions received from participants2021-11-30$385,097
Participant contributions at end of year2021-11-30$56,329
Participant contributions at beginning of year2021-11-30$23,806
Participant contributions at end of year2021-11-30$7,541
Participant contributions at beginning of year2021-11-30$13,716
Income. Received or receivable in cash from other sources (including rollovers)2021-11-30$5,000
Other income not declared elsewhere2021-11-30$695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Value of net income/loss2021-11-30$682,825
Value of net assets at end of year (total assets less liabilities)2021-11-30$4,002,346
Value of net assets at beginning of year (total assets less liabilities)2021-11-30$3,319,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-11-30No
Were any leases to which the plan was party in default or uncollectible2021-11-30No
Value of interest in pooled separate accounts at end of year2021-11-30$3,695,318
Value of interest in pooled separate accounts at beginning of year2021-11-30$3,061,790
Interest on participant loans2021-11-30$1,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-11-30$92,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-11-30$94,053
Net investment gain/loss from pooled separate accounts2021-11-30$521,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-11-30No
Was there a failure to transmit to the plan any participant contributions2021-11-30No
Has the plan failed to provide any benefit when due under the plan2021-11-30No
Contributions received in cash from employer2021-11-30$150,292
Employer contributions (assets) at end of year2021-11-30$150,292
Employer contributions (assets) at beginning of year2021-11-30$126,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-11-30$319,423
Did the plan have assets held for investment2021-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-11-30No
Opinion of an independent qualified public accountant for this plan2021-11-30Unqualified
Accountancy firm name2021-11-30ELO PROF., LLC
Accountancy firm EIN2021-11-30460434947
2020 : LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$0
Total income from all sources (including contributions)2020-11-30$765,310
Total loss/gain on sale of assets2020-11-30$0
Total of all expenses incurred2020-11-30$118,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-11-30$74,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-11-30$442,785
Value of total assets at end of year2020-11-30$3,319,521
Value of total assets at beginning of year2020-11-30$2,673,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-11-30$44,203
Total interest from all sources2020-11-30$1,508
Total dividends received (eg from common stock, registered investment company shares)2020-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-11-30No
Was this plan covered by a fidelity bond2020-11-30Yes
Value of fidelity bond cover2020-11-30$1,000,000
If this is an individual account plan, was there a blackout period2020-11-30No
Were there any nonexempt tranactions with any party-in-interest2020-11-30No
Contributions received from participants2020-11-30$316,629
Participant contributions at end of year2020-11-30$23,806
Participant contributions at beginning of year2020-11-30$22,506
Participant contributions at end of year2020-11-30$13,716
Participant contributions at beginning of year2020-11-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-11-30$0
Other income not declared elsewhere2020-11-30$655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Income. Non cash contributions2020-11-30$0
Value of net income/loss2020-11-30$646,317
Value of net assets at end of year (total assets less liabilities)2020-11-30$3,319,521
Value of net assets at beginning of year (total assets less liabilities)2020-11-30$2,673,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-11-30No
Were any leases to which the plan was party in default or uncollectible2020-11-30No
Investment advisory and management fees2020-11-30$537
Value of interest in pooled separate accounts at end of year2020-11-30$3,061,790
Value of interest in pooled separate accounts at beginning of year2020-11-30$2,536,716
Interest on participant loans2020-11-30$1,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-11-30$94,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-11-30$0
Net investment gain/loss from pooled separate accounts2020-11-30$320,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-11-30No
Was there a failure to transmit to the plan any participant contributions2020-11-30No
Has the plan failed to provide any benefit when due under the plan2020-11-30No
Contributions received in cash from employer2020-11-30$126,156
Employer contributions (assets) at end of year2020-11-30$126,156
Employer contributions (assets) at beginning of year2020-11-30$113,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-11-30$74,790
Contract administrator fees2020-11-30$43,666
Liabilities. Value of benefit claims payable at end of year2020-11-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-11-30$0
Did the plan have assets held for investment2020-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-11-30Yes
Opinion of an independent qualified public accountant for this plan2020-11-30Disclaimer
Accountancy firm name2020-11-30ELO PROF., LLC
Accountancy firm EIN2020-11-30460434947
2019 : LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-11-30$3,682
Total income from all sources (including contributions)2019-11-30$878,322
Total loss/gain on sale of assets2019-11-30$0
Total of all expenses incurred2019-11-30$436,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-11-30$400,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-11-30$588,045
Value of total assets at end of year2019-11-30$2,673,204
Value of total assets at beginning of year2019-11-30$2,235,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-11-30$36,436
Total interest from all sources2019-11-30$1,241
Total dividends received (eg from common stock, registered investment company shares)2019-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-11-30No
Administrative expenses professional fees incurred2019-11-30$36,436
Was this plan covered by a fidelity bond2019-11-30Yes
Value of fidelity bond cover2019-11-30$1,000,000
If this is an individual account plan, was there a blackout period2019-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
Were there any nonexempt tranactions with any party-in-interest2019-11-30No
Contributions received from participants2019-11-30$302,877
Participant contributions at end of year2019-11-30$22,506
Participant contributions at beginning of year2019-11-30$27,153
Participant contributions at end of year2019-11-30$0
Participant contributions at beginning of year2019-11-30$8,768
Income. Received or receivable in cash from other sources (including rollovers)2019-11-30$171,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Income. Non cash contributions2019-11-30$0
Value of net income/loss2019-11-30$441,344
Value of net assets at end of year (total assets less liabilities)2019-11-30$2,673,204
Value of net assets at beginning of year (total assets less liabilities)2019-11-30$2,231,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-11-30No
Were any leases to which the plan was party in default or uncollectible2019-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-11-30$0
Value of interest in pooled separate accounts at end of year2019-11-30$2,536,716
Value of interest in pooled separate accounts at beginning of year2019-11-30$2,095,347
Interest on participant loans2019-11-30$1,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-11-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-11-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-11-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-11-30$289,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-11-30No
Was there a failure to transmit to the plan any participant contributions2019-11-30Yes
Has the plan failed to provide any benefit when due under the plan2019-11-30No
Contributions received in cash from employer2019-11-30$113,982
Employer contributions (assets) at end of year2019-11-30$113,982
Employer contributions (assets) at beginning of year2019-11-30$104,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-11-30$400,542
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-11-30No
Liabilities. Value of benefit claims payable at end of year2019-11-30$0
Liabilities. Value of benefit claims payable at beginning of year2019-11-30$3,682
Did the plan have assets held for investment2019-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-11-30Yes
Opinion of an independent qualified public accountant for this plan2019-11-30Disclaimer
Accountancy firm name2019-11-30ELO PROF., LLC
Accountancy firm EIN2019-11-30460434947
2018 : LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$3,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$2,899
Total income from all sources (including contributions)2018-11-30$442,204
Total loss/gain on sale of assets2018-11-30$0
Total of all expenses incurred2018-11-30$121,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-11-30$92,174
Value of total corrective distributions2018-11-30$3,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-11-30$426,860
Value of total assets at end of year2018-11-30$2,235,542
Value of total assets at beginning of year2018-11-30$1,914,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-11-30$25,641
Total interest from all sources2018-11-30$1,215
Total dividends received (eg from common stock, registered investment company shares)2018-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-11-30No
Administrative expenses professional fees incurred2018-11-30$25,641
Was this plan covered by a fidelity bond2018-11-30No
If this is an individual account plan, was there a blackout period2018-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
Were there any nonexempt tranactions with any party-in-interest2018-11-30No
Contributions received from participants2018-11-30$263,930
Participant contributions at end of year2018-11-30$27,153
Participant contributions at beginning of year2018-11-30$40,678
Participant contributions at end of year2018-11-30$8,768
Participant contributions at beginning of year2018-11-30$5,125
Income. Received or receivable in cash from other sources (including rollovers)2018-11-30$54,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Value of net income/loss2018-11-30$320,707
Value of net assets at end of year (total assets less liabilities)2018-11-30$2,231,860
Value of net assets at beginning of year (total assets less liabilities)2018-11-30$1,911,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-11-30No
Were any leases to which the plan was party in default or uncollectible2018-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-11-30$9,283
Value of interest in pooled separate accounts at end of year2018-11-30$2,095,347
Value of interest in pooled separate accounts at beginning of year2018-11-30$1,766,909
Interest on participant loans2018-11-30$1,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-11-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-11-30$1,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-11-30$1,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-11-30$14,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-11-30No
Was there a failure to transmit to the plan any participant contributions2018-11-30Yes
Has the plan failed to provide any benefit when due under the plan2018-11-30No
Contributions received in cash from employer2018-11-30$107,956
Employer contributions (assets) at end of year2018-11-30$104,274
Employer contributions (assets) at beginning of year2018-11-30$90,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-11-30$92,174
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-11-30No
Liabilities. Value of benefit claims payable at end of year2018-11-30$3,682
Liabilities. Value of benefit claims payable at beginning of year2018-11-30$2,899
Did the plan have assets held for investment2018-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-11-30Yes
Opinion of an independent qualified public accountant for this plan2018-11-30Disclaimer
Accountancy firm name2018-11-30ELO PROF., LLC
Accountancy firm EIN2018-11-30460434947
2017 : LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$2,899
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$9,405
Total income from all sources (including contributions)2017-11-30$650,178
Total loss/gain on sale of assets2017-11-30$0
Total of all expenses incurred2017-11-30$90,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-11-30$63,385
Expenses. Certain deemed distributions of participant loans2017-11-30$4,826
Value of total corrective distributions2017-11-30$2,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-11-30$422,601
Value of total assets at end of year2017-11-30$1,914,052
Value of total assets at beginning of year2017-11-30$1,360,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-11-30$19,491
Total interest from all sources2017-11-30$993
Total dividends received (eg from common stock, registered investment company shares)2017-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-11-30No
Was this plan covered by a fidelity bond2017-11-30No
If this is an individual account plan, was there a blackout period2017-11-30No
Were there any nonexempt tranactions with any party-in-interest2017-11-30No
Contributions received from participants2017-11-30$233,717
Participant contributions at end of year2017-11-30$40,678
Participant contributions at beginning of year2017-11-30$9,052
Participant contributions at end of year2017-11-30$5,125
Participant contributions at beginning of year2017-11-30$7,678
Income. Received or receivable in cash from other sources (including rollovers)2017-11-30$98,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Income. Non cash contributions2017-11-30$0
Value of net income/loss2017-11-30$559,577
Value of net assets at end of year (total assets less liabilities)2017-11-30$1,911,153
Value of net assets at beginning of year (total assets less liabilities)2017-11-30$1,351,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-11-30No
Were any leases to which the plan was party in default or uncollectible2017-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-11-30$9,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-11-30$1,258,430
Value of interest in pooled separate accounts at end of year2017-11-30$1,766,909
Value of interest in pooled separate accounts at beginning of year2017-11-30$0
Interest on participant loans2017-11-30$993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-11-30$1,468
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-11-30$30,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-11-30$30,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-11-30$226,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-11-30No
Was there a failure to transmit to the plan any participant contributions2017-11-30Yes
Has the plan failed to provide any benefit when due under the plan2017-11-30No
Contributions received in cash from employer2017-11-30$90,589
Employer contributions (assets) at end of year2017-11-30$90,589
Employer contributions (assets) at beginning of year2017-11-30$55,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-11-30$63,385
Contract administrator fees2017-11-30$19,491
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-11-30No
Liabilities. Value of benefit claims payable at end of year2017-11-30$2,899
Liabilities. Value of benefit claims payable at beginning of year2017-11-30$9,405
Did the plan have assets held for investment2017-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-11-30Yes
Opinion of an independent qualified public accountant for this plan2017-11-30Disclaimer
Accountancy firm name2017-11-30ELO PROF., LLC
Accountancy firm EIN2017-11-30460434947
2016 : LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$9,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$11,124
Total income from all sources (including contributions)2016-11-30$913,254
Total loss/gain on sale of assets2016-11-30$0
Total of all expenses incurred2016-11-30$53,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-11-30$16,574
Expenses. Certain deemed distributions of participant loans2016-11-30$8,329
Value of total corrective distributions2016-11-30$9,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-11-30$858,749
Value of total assets at end of year2016-11-30$1,360,981
Value of total assets at beginning of year2016-11-30$503,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-11-30$19,622
Total interest from all sources2016-11-30$17,905
Total dividends received (eg from common stock, registered investment company shares)2016-11-30$0
Was this plan covered by a fidelity bond2016-11-30Yes
Value of fidelity bond cover2016-11-30$100,000
If this is an individual account plan, was there a blackout period2016-11-30No
Were there any nonexempt tranactions with any party-in-interest2016-11-30No
Contributions received from participants2016-11-30$133,792
Participant contributions at end of year2016-11-30$9,052
Participant contributions at beginning of year2016-11-30$20,388
Participant contributions at end of year2016-11-30$7,678
Participant contributions at beginning of year2016-11-30$3,057
Income. Received or receivable in cash from other sources (including rollovers)2016-11-30$669,358
Administrative expenses (other) incurred2016-11-30$7,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Value of net income/loss2016-11-30$859,324
Value of net assets at end of year (total assets less liabilities)2016-11-30$1,351,576
Value of net assets at beginning of year (total assets less liabilities)2016-11-30$492,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-11-30No
Were any leases to which the plan was party in default or uncollectible2016-11-30No
Investment advisory and management fees2016-11-30$6,279
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-11-30$1,258,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-11-30$441,555
Interest on participant loans2016-11-30$451
Income. Interest from corporate debt instruments2016-11-30$17,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-11-30$30,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-11-30$9,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-11-30$9,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-11-30$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-11-30$36,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-11-30No
Was there a failure to transmit to the plan any participant contributions2016-11-30Yes
Has the plan failed to provide any benefit when due under the plan2016-11-30No
Contributions received in cash from employer2016-11-30$55,599
Employer contributions (assets) at end of year2016-11-30$55,599
Employer contributions (assets) at beginning of year2016-11-30$28,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-11-30$16,574
Contract administrator fees2016-11-30$5,977
Liabilities. Value of benefit claims payable at end of year2016-11-30$9,405
Liabilities. Value of benefit claims payable at beginning of year2016-11-30$11,124
Did the plan have assets held for investment2016-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-11-30Yes
Opinion of an independent qualified public accountant for this plan2016-11-30Disclaimer
Accountancy firm name2016-11-30ELO PROF., LLC
Accountancy firm EIN2016-11-30460434947
2015 : LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$11,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$0
Total income from all sources (including contributions)2015-11-30$141,995
Total loss/gain on sale of assets2015-11-30$0
Total of all expenses incurred2015-11-30$70,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-11-30$47,125
Value of total corrective distributions2015-11-30$11,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-11-30$137,941
Value of total assets at end of year2015-11-30$503,376
Value of total assets at beginning of year2015-11-30$420,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-11-30$11,871
Total interest from all sources2015-11-30$617
Total dividends received (eg from common stock, registered investment company shares)2015-11-30$10,785
Total dividends received from registered investment company shares (eg mutual funds)2015-11-30$10,785
Was this plan covered by a fidelity bond2015-11-30Yes
Value of fidelity bond cover2015-11-30$100,000
If this is an individual account plan, was there a blackout period2015-11-30No
Were there any nonexempt tranactions with any party-in-interest2015-11-30No
Contributions received from participants2015-11-30$78,224
Participant contributions at end of year2015-11-30$20,388
Participant contributions at end of year2015-11-30$3,057
Administrative expenses (other) incurred2015-11-30$1,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Value of net income/loss2015-11-30$71,875
Value of net assets at end of year (total assets less liabilities)2015-11-30$492,252
Value of net assets at beginning of year (total assets less liabilities)2015-11-30$420,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-11-30No
Were any leases to which the plan was party in default or uncollectible2015-11-30No
Investment advisory and management fees2015-11-30$7,240
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-11-30$441,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-11-30$420,377
Interest on participant loans2015-11-30$616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-11-30$9,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-11-30$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-11-30$-7,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-11-30No
Was there a failure to transmit to the plan any participant contributions2015-11-30Yes
Has the plan failed to provide any benefit when due under the plan2015-11-30No
Contributions received in cash from employer2015-11-30$59,717
Employer contributions (assets) at end of year2015-11-30$28,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-11-30$47,125
Contract administrator fees2015-11-30$3,243
Liabilities. Value of benefit claims payable at end of year2015-11-30$11,124
Did the plan have assets held for investment2015-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-11-30Yes
Opinion of an independent qualified public accountant for this plan2015-11-30Disclaimer
Accountancy firm name2015-11-30ELO PROF LLC
Accountancy firm EIN2015-11-30460434947

Form 5500 Responses for LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN

2022: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2022 form 5500 responses
2022-12-01Type of plan entitySingle employer plan
2022-12-01Submission has been amendedNo
2022-12-01This submission is the final filingNo
2022-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-12-01Plan is a collectively bargained planNo
2022-12-01Plan funding arrangement – InsuranceYes
2022-12-01Plan funding arrangement – TrustYes
2022-12-01Plan benefit arrangement – InsuranceYes
2022-12-01Plan benefit arrangement - TrustYes
2021: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Submission has been amendedNo
2021-12-01This submission is the final filingNo
2021-12-01This return/report is a short plan year return/report (less than 12 months)No
2021-12-01Plan is a collectively bargained planNo
2021-12-01Plan funding arrangement – InsuranceYes
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement – InsuranceYes
2021-12-01Plan benefit arrangement - TrustYes
2020: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Submission has been amendedNo
2020-12-01This submission is the final filingNo
2020-12-01This return/report is a short plan year return/report (less than 12 months)No
2020-12-01Plan is a collectively bargained planNo
2020-12-01Plan funding arrangement – InsuranceYes
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement – InsuranceYes
2020-12-01Plan benefit arrangement - TrustYes
2019: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Submission has been amendedNo
2019-12-01This submission is the final filingNo
2019-12-01This return/report is a short plan year return/report (less than 12 months)No
2019-12-01Plan is a collectively bargained planNo
2019-12-01Plan funding arrangement – InsuranceYes
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement – InsuranceYes
2019-12-01Plan benefit arrangement - TrustYes
2018: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingNo
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement – InsuranceYes
2018-12-01Plan benefit arrangement - TrustYes
2017: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement – InsuranceYes
2017-12-01Plan benefit arrangement - TrustYes
2016: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement – InsuranceYes
2016-12-01Plan benefit arrangement - TrustYes
2015: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement - TrustYes
2014: LAWRENCE & SCHILLER TELE SERVICES 401(K) PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number517828-01
Policy instance 1
Insurance contract or identification number517828-01
Number of Individuals Covered141
Insurance policy start date2022-12-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808095-000
Policy instance 1
Insurance contract or identification number808095-000
Number of Individuals Covered0
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $23,866
Total amount of fees paid to insurance companyUSD $1,547
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,866
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number517828-01
Policy instance 2
Insurance contract or identification number517828-01
Number of Individuals Covered113
Insurance policy start date2022-10-20
Insurance policy end date2022-11-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808095-000
Policy instance 1
Insurance contract or identification number808095-000
Number of Individuals Covered424
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $25,423
Total amount of fees paid to insurance companyUSD $1,834
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,423
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0N/A
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808095-000
Policy instance 1
Insurance contract or identification number808095-000
Number of Individuals Covered398
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $18,768
Total amount of fees paid to insurance companyUSD $1,346
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808095-000
Policy instance 1
Insurance contract or identification number808095-000
Number of Individuals Covered296
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $15,922
Total amount of fees paid to insurance companyUSD $1,140
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,922
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808095-000
Policy instance 1
Insurance contract or identification number808095-000
Number of Individuals Covered296
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $13,788
Total amount of fees paid to insurance companyUSD $1,486
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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