LUTHER CARE SERVICES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LUTHER CARE SERVICES 401(K) PLAN
Measure | Date | Value |
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2022 : LUTHER CARE SERVICES 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $180,885 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $418,452 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $395,887 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $502,438 |
Value of total assets at end of year | 2022-12-31 | $2,056,446 |
Value of total assets at beginning of year | 2022-12-31 | $2,294,013 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $22,565 |
Total interest from all sources | 2022-12-31 | $6,516 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
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 | $294,007 |
Participant contributions at end of year | 2022-12-31 | $131,860 |
Participant contributions at beginning of year | 2022-12-31 | $120,869 |
Participant contributions at end of year | 2022-12-31 | $281 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $38,880 |
Administrative expenses (other) incurred | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-237,567 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,056,446 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,294,013 |
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 pooled separate accounts at end of year | 2022-12-31 | $1,901,266 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $2,169,875 |
Interest on participant loans | 2022-12-31 | $6,516 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $22,888 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-328,069 |
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 | $169,551 |
Employer contributions (assets) at end of year | 2022-12-31 | $151 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $3,269 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $395,887 |
Contract administrator fees | 2022-12-31 | $22,565 |
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 | RSM US LLP |
Accountancy firm EIN | 2022-12-31 | 420714325 |
2021 : LUTHER CARE SERVICES 401(K) PLAN 2021 401k financial data |
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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 | $806,926 |
Total of all expenses incurred | 2021-12-31 | $115,526 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $83,381 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $12,282 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $580,106 |
Value of total assets at end of year | 2021-12-31 | $2,294,013 |
Value of total assets at beginning of year | 2021-12-31 | $1,602,613 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $19,863 |
Total interest from all sources | 2021-12-31 | $6,163 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $268,347 |
Participant contributions at end of year | 2021-12-31 | $120,869 |
Participant contributions at beginning of year | 2021-12-31 | $123,056 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $101 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $158,277 |
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 | $691,400 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,294,013 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,602,613 |
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 pooled separate accounts at end of year | 2021-12-31 | $2,169,875 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $1,479,355 |
Interest on participant loans | 2021-12-31 | $6,163 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $220,657 |
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 | $153,482 |
Employer contributions (assets) at end of year | 2021-12-31 | $3,269 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $101 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $83,381 |
Contract administrator fees | 2021-12-31 | $19,863 |
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 | RSM US LLP |
Accountancy firm EIN | 2021-12-31 | 420714325 |
2020 : LUTHER CARE SERVICES 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,616,004 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $13,391 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $10,076 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,457,492 |
Value of total assets at end of year | 2020-12-31 | $1,602,613 |
Value of total assets at beginning of year | 2020-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,315 |
Total interest from all sources | 2020-12-31 | $1,924 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 | $82,349 |
Participant contributions at end of year | 2020-12-31 | $123,056 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Participant contributions at end of year | 2020-12-31 | $101 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,327,590 |
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 | $1,602,613 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,602,613 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
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 pooled separate accounts at end of year | 2020-12-31 | $1,479,355 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $1,924 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $156,588 |
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 | Yes |
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 | $47,553 |
Employer contributions (assets) at end of year | 2020-12-31 | $101 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $10,076 |
Contract administrator fees | 2020-12-31 | $3,315 |
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 | RSM US LLP |
Accountancy firm EIN | 2020-12-31 | 420714325 |