LIFESTANCE HEALTH INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : LIFESTANCE HEALTH 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $9,271,163 |
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 | $25,199,885 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $16,166,405 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $15,940,876 |
Value of total corrective distributions | 2022-12-31 | $31,028 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $48,265,548 |
Value of total assets at end of year | 2022-12-31 | $138,538,691 |
Value of total assets at beginning of year | 2022-12-31 | $120,234,048 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $194,501 |
Total interest from all sources | 2022-12-31 | $95,358 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,632,924 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,632,924 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $32,746,895 |
Participant contributions at end of year | 2022-12-31 | $1,053,239 |
Participant contributions at beginning of year | 2022-12-31 | $713,084 |
Participant contributions at end of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $4,830,851 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $9,033,480 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $138,538,691 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $120,234,048 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $133,345,021 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $117,439,452 |
Interest on participant loans | 2022-12-31 | $39,994 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $4,140,431 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,081,512 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,081,512 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $55,364 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-25,793,945 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $10,687,802 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $15,940,876 |
Contract administrator fees | 2022-12-31 | $194,501 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : LIFESTANCE HEALTH 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $28,974,899 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $44,165,089 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $7,481,233 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,292,893 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $877 |
Value of total corrective distributions | 2021-12-31 | $78,362 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $33,098,363 |
Value of total assets at end of year | 2021-12-31 | $120,234,048 |
Value of total assets at beginning of year | 2021-12-31 | $54,575,293 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $109,101 |
Total interest from all sources | 2021-12-31 | $29,529 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,813,721 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,813,721 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $50,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $22,633,426 |
Participant contributions at end of year | 2021-12-31 | $713,084 |
Participant contributions at beginning of year | 2021-12-31 | $305,750 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $5,139,773 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $36,683,856 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $120,234,048 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $54,575,293 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $117,439,452 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $51,616,176 |
Interest on participant loans | 2021-12-31 | $26,588 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,081,512 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $2,653,367 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $2,653,367 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $2,941 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $9,223,476 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $5,325,164 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,292,893 |
Contract administrator fees | 2021-12-31 | $109,101 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : LIFESTANCE HEALTH 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $8,591,828 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $22,952,228 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,534,393 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,339,896 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $83,320 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $15,877,022 |
Value of total assets at end of year | 2020-12-31 | $54,575,293 |
Value of total assets at beginning of year | 2020-12-31 | $25,565,630 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $111,177 |
Total interest from all sources | 2020-12-31 | $19,151 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $769,721 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $769,721 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $11,200,933 |
Participant contributions at end of year | 2020-12-31 | $305,750 |
Participant contributions at beginning of year | 2020-12-31 | $144,721 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,530,978 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $20,417,835 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $54,575,293 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $25,565,630 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $51,616,176 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $25,167,961 |
Interest on participant loans | 2020-12-31 | $14,882 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,653,367 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $252,948 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $252,948 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $4,269 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $6,286,334 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $3,145,111 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,339,896 |
Contract administrator fees | 2020-12-31 | $111,177 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : LIFESTANCE HEALTH 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $1,195,851 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $13,524,026 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,085,512 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,032,990 |
Value of total corrective distributions | 2019-12-31 | $27,772 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $10,113,728 |
Value of total assets at end of year | 2019-12-31 | $25,565,630 |
Value of total assets at beginning of year | 2019-12-31 | $11,931,265 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $24,750 |
Total interest from all sources | 2019-12-31 | $9,063 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $534,715 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $534,715 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $5,124,963 |
Participant contributions at end of year | 2019-12-31 | $144,721 |
Participant contributions at beginning of year | 2019-12-31 | $90,977 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,878,442 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $12,438,514 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $25,565,630 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,931,265 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $14,885 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $25,167,961 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $11,740,122 |
Interest on participant loans | 2019-12-31 | $5,476 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $252,948 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $100,166 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $100,166 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3,587 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,866,520 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,110,323 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,032,990 |
Contract administrator fees | 2019-12-31 | $9,865 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : LIFESTANCE HEALTH 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $9,285,804 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $2,169,615 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $56,944 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $42,712 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,137,833 |
Value of total assets at end of year | 2018-12-31 | $11,931,265 |
Value of total assets at beginning of year | 2018-12-31 | $532,790 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $14,232 |
Total interest from all sources | 2018-12-31 | $3,549 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $247,271 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $247,271 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,171,376 |
Participant contributions at end of year | 2018-12-31 | $90,977 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $964,265 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $2,112,671 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,931,265 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $532,790 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $7,432 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $11,740,122 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $532,790 |
Interest on participant loans | 2018-12-31 | $3,167 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $100,166 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $382 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,219,038 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,192 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $42,712 |
Contract administrator fees | 2018-12-31 | $6,800 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |