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LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameLEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN
Plan identification number 001

LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS 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(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LEXINGTON CHRISTIAN ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:LEXINGTON CHRISTIAN ACADEMY
Employer identification number (EIN):611161777
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MORGAN WILSON2023-10-16
0012021-01-01MORGAN WILSON2022-10-13
0012020-01-01ERICA JACKSON2021-10-15
0012019-01-01ERICA JACKSON2020-09-25
0012018-01-01JOHN MORGAN2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JULIA LEOPOLD
0012013-01-01JULIA LEOPOLD
0012012-01-01JULIE GIARDINO JULIE GIARDINO2013-10-01
0012011-01-01BOB BOURGET BOB BOURGET2012-10-11
0012010-01-01BOB BOURGET BOB BOURGET2011-10-07
0012009-01-01JOHN DUNDON JOHN DUNDON2010-10-15

Plan Statistics for LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN

Measure Date Value
2022: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01348
Total number of active participants reported on line 7a of the Form 55002022-01-01336
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0160
Total of all active and inactive participants2022-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01396
Number of participants with account balances2022-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01365
Total number of active participants reported on line 7a of the Form 55002021-01-01287
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01348
Number of participants with account balances2021-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01386
Total number of active participants reported on line 7a of the Form 55002020-01-01309
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01365
Number of participants with account balances2020-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01401
Total number of active participants reported on line 7a of the Form 55002019-01-01333
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0153
Total of all active and inactive participants2019-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01386
Number of participants with account balances2019-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01445
Total number of active participants reported on line 7a of the Form 55002018-01-01338
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01401
Number of participants with account balances2018-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01392
Total number of active participants reported on line 7a of the Form 55002017-01-01381
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0164
Total of all active and inactive participants2017-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01445
Number of participants with account balances2017-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01375
Total number of active participants reported on line 7a of the Form 55002016-01-01353
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01392
Number of participants with account balances2016-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01260
Total number of active participants reported on line 7a of the Form 55002015-01-01350
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01375
Number of participants with account balances2015-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01342
Total number of active participants reported on line 7a of the Form 55002014-01-01231
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01260
Number of participants with account balances2014-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01571
Total number of active participants reported on line 7a of the Form 55002013-01-01295
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01342
Number of participants with account balances2013-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01527
Total number of active participants reported on line 7a of the Form 55002012-01-01508
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01571
Number of participants with account balances2012-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01446
Total number of active participants reported on line 7a of the Form 55002011-01-01457
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0167
Total of all active and inactive participants2011-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01524
Number of participants with account balances2011-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01367
Total number of active participants reported on line 7a of the Form 55002010-01-01386
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0160
Total of all active and inactive participants2010-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01446
Number of participants with account balances2010-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01333
Total number of active participants reported on line 7a of the Form 55002009-01-01312
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0156
Total of all active and inactive participants2009-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01368
Number of participants with account balances2009-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-740,121
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$821,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$764,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$440,053
Value of total assets at end of year2022-12-31$6,984,520
Value of total assets at beginning of year2022-12-31$8,546,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$57,425
Total interest from all sources2022-12-31$659
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$174,563
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$174,563
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$308,567
Participant contributions at end of year2022-12-31$10,371
Participant contributions at beginning of year2022-12-31$16,662
Other income not declared elsewhere2022-12-31$16,353
Total non interest bearing cash at end of year2022-12-31$345
Total non interest bearing cash at beginning of year2022-12-31$875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,561,816
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,984,520
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,546,336
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
Investment advisory and management fees2022-12-31$51,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,357,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,794,705
Income. Interest from loans (other than to participants)2022-12-31$659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$616,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$734,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,371,749
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$131,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$764,270
Contract administrator fees2022-12-31$6,007
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 name2022-12-31BALDWIN CPAS
Accountancy firm EIN2022-12-31201416603
2021 : LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$1,637,986
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$745,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$688,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$496,616
Value of total assets at end of year2021-12-31$8,546,336
Value of total assets at beginning of year2021-12-31$7,654,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$57,219
Total interest from all sources2021-12-31$1,046
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$368,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$368,939
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$274,537
Participant contributions at end of year2021-12-31$16,662
Participant contributions at beginning of year2021-12-31$23,889
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$10,654
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$99,565
Other income not declared elsewhere2021-12-31$16,039
Total non interest bearing cash at end of year2021-12-31$875
Total non interest bearing cash at beginning of year2021-12-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$892,308
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,546,336
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,654,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$51,393
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,794,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,807,151
Interest on participant loans2021-12-31$1,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$734,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$805,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$755,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$122,514
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$5,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$688,459
Contract administrator fees2021-12-31$5,826
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BALDWIN CPAS
Accountancy firm EIN2021-12-31201416603
2020 : LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,355,766
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,016,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$965,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$413,209
Value of total assets at end of year2020-12-31$7,654,028
Value of total assets at beginning of year2020-12-31$7,314,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$50,871
Total interest from all sources2020-12-31$1,047
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$139,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$139,158
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$294,014
Participant contributions at end of year2020-12-31$23,889
Participant contributions at beginning of year2020-12-31$13,540
Participant contributions at end of year2020-12-31$10,654
Participant contributions at beginning of year2020-12-31$12,406
Other income not declared elsewhere2020-12-31$16,927
Total non interest bearing cash at end of year2020-12-31$1,000
Total non interest bearing cash at beginning of year2020-12-31$625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$339,213
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,654,028
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,314,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$45,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,807,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,357,663
Interest on participant loans2020-12-31$1,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$805,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$925,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$785,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$119,195
Employer contributions (assets) at end of year2020-12-31$5,857
Employer contributions (assets) at beginning of year2020-12-31$4,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$965,682
Contract administrator fees2020-12-31$5,503
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BALDWIN CPAS
Accountancy firm EIN2020-12-31201416603
2019 : LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$1,716,946
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$676,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$622,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$444,058
Value of total assets at end of year2019-12-31$7,314,815
Value of total assets at beginning of year2019-12-31$6,273,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,882
Total interest from all sources2019-12-31$400
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$157,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$157,707
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$315,437
Participant contributions at end of year2019-12-31$13,540
Participant contributions at beginning of year2019-12-31$7,007
Participant contributions at end of year2019-12-31$12,406
Participant contributions at beginning of year2019-12-31$13,276
Other income not declared elsewhere2019-12-31$24,631
Total non interest bearing cash at end of year2019-12-31$625
Total non interest bearing cash at beginning of year2019-12-31$568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,040,876
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,314,815
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,273,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$48,707
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,357,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,277,333
Interest on participant loans2019-12-31$400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$925,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$969,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,090,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$128,621
Employer contributions (assets) at end of year2019-12-31$4,915
Employer contributions (assets) at beginning of year2019-12-31$6,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$622,188
Contract administrator fees2019-12-31$5,175
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2019-12-31271235638
2018 : LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$99,063
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$493,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$439,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$446,375
Value of total assets at end of year2018-12-31$6,273,939
Value of total assets at beginning of year2018-12-31$6,668,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,649
Total interest from all sources2018-12-31$521
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$151,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$151,031
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$307,697
Participant contributions at end of year2018-12-31$7,007
Participant contributions at beginning of year2018-12-31$26,730
Participant contributions at end of year2018-12-31$13,276
Participant contributions at beginning of year2018-12-31$12,913
Other income not declared elsewhere2018-12-31$25,030
Total non interest bearing cash at end of year2018-12-31$568
Total non interest bearing cash at beginning of year2018-12-31$190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-394,532
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,273,939
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,668,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$48,309
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,277,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,722,043
Interest on participant loans2018-12-31$521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$969,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$900,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-523,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$138,678
Employer contributions (assets) at end of year2018-12-31$6,396
Employer contributions (assets) at beginning of year2018-12-31$5,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$439,946
Contract administrator fees2018-12-31$5,340
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2018-12-31271235638
2017 : LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,343,934
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$392,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$343,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$441,759
Value of total assets at end of year2017-12-31$6,668,471
Value of total assets at beginning of year2017-12-31$5,716,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$48,830
Total interest from all sources2017-12-31$1,299
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$131,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$131,859
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$295,253
Participant contributions at end of year2017-12-31$26,730
Participant contributions at beginning of year2017-12-31$38,524
Participant contributions at end of year2017-12-31$12,913
Participant contributions at beginning of year2017-12-31$12,335
Other income not declared elsewhere2017-12-31$19,314
Total non interest bearing cash at end of year2017-12-31$190
Total non interest bearing cash at beginning of year2017-12-31$380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$951,879
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,668,471
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,716,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$43,974
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,722,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,801,317
Interest on participant loans2017-12-31$1,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$900,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$857,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$749,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$146,506
Employer contributions (assets) at end of year2017-12-31$5,922
Employer contributions (assets) at beginning of year2017-12-31$6,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$343,225
Contract administrator fees2017-12-31$4,856
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2017-12-31271235638
2016 : LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$839,154
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$440,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$396,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$437,309
Value of total assets at end of year2016-12-31$5,716,592
Value of total assets at beginning of year2016-12-31$5,318,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$44,692
Total interest from all sources2016-12-31$1,675
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$123,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$123,820
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$293,699
Participant contributions at end of year2016-12-31$12,335
Participant contributions at beginning of year2016-12-31$11,537
Assets. Loans (other than to participants) at end of year2016-12-31$38,524
Assets. Loans (other than to participants) at beginning of year2016-12-31$43,223
Other income not declared elsewhere2016-12-31$18,816
Total non interest bearing cash at end of year2016-12-31$380
Total non interest bearing cash at beginning of year2016-12-31$388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$398,184
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,716,592
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,318,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$39,993
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,801,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,423,035
Interest on participant loans2016-12-31$1,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$857,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$834,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$257,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$143,610
Employer contributions (assets) at end of year2016-12-31$6,268
Employer contributions (assets) at beginning of year2016-12-31$6,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$396,278
Contract administrator fees2016-12-31$4,699
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOUNTJOY CHILTON MEDLEY
Accountancy firm EIN2016-12-31271235638
2015 : LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$469,790
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$395,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$351,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$463,338
Value of total assets at end of year2015-12-31$5,318,408
Value of total assets at beginning of year2015-12-31$5,243,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,995
Total interest from all sources2015-12-31$1,649
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$116,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$116,363
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$323,507
Participant contributions at end of year2015-12-31$11,537
Participant contributions at beginning of year2015-12-31$11,447
Assets. Loans (other than to participants) at end of year2015-12-31$43,223
Assets. Loans (other than to participants) at beginning of year2015-12-31$43,855
Other income not declared elsewhere2015-12-31$18,165
Total non interest bearing cash at end of year2015-12-31$388
Total non interest bearing cash at beginning of year2015-12-31$930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$74,526
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,318,408
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,243,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$42,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,423,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,474,120
Interest on participant loans2015-12-31$1,649
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$705,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$834,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-129,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$139,831
Employer contributions (assets) at end of year2015-12-31$6,047
Employer contributions (assets) at beginning of year2015-12-31$7,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$351,269
Contract administrator fees2015-12-31$1,045
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOUNTJOY CHILTON MEDLEY
Accountancy firm EIN2015-12-31271235638
2014 : LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$829,917
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$364,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$319,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$478,602
Value of total assets at end of year2014-12-31$5,243,882
Value of total assets at beginning of year2014-12-31$4,778,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$44,620
Total interest from all sources2014-12-31$1,469
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$104,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$104,046
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$336,487
Participant contributions at end of year2014-12-31$11,447
Participant contributions at beginning of year2014-12-31$11,661
Assets. Loans (other than to participants) at end of year2014-12-31$43,855
Assets. Loans (other than to participants) at beginning of year2014-12-31$31,840
Total non interest bearing cash at end of year2014-12-31$930
Total non interest bearing cash at beginning of year2014-12-31$998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$465,606
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,243,882
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,778,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$41,300
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,474,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,243,128
Interest on participant loans2014-12-31$1,469
Value of interest in common/collective trusts at end of year2014-12-31$705,802
Value of interest in common/collective trusts at beginning of year2014-12-31$483,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$229,339
Net investment gain or loss from common/collective trusts2014-12-31$16,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$142,115
Employer contributions (assets) at end of year2014-12-31$7,728
Employer contributions (assets) at beginning of year2014-12-31$7,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$319,691
Contract administrator fees2014-12-31$3,320
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOUNTJOY CHILTON MEDLEY
Accountancy firm EIN2014-12-31271235638
2013 : LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,177,799
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$167,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$132,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$477,791
Value of total assets at end of year2013-12-31$4,778,276
Value of total assets at beginning of year2013-12-31$3,767,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,251
Total interest from all sources2013-12-31$377
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$88,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$88,566
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$334,601
Participant contributions at end of year2013-12-31$11,661
Participant contributions at beginning of year2013-12-31$13,930
Assets. Loans (other than to participants) at end of year2013-12-31$31,840
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$997
Total non interest bearing cash at end of year2013-12-31$998
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,010,619
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,778,276
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,767,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$33,254
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,243,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,722,056
Interest on participant loans2013-12-31$377
Value of interest in common/collective trusts at end of year2013-12-31$483,214
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$25,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$602,530
Net investment gain or loss from common/collective trusts2013-12-31$8,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$143,190
Employer contributions (assets) at end of year2013-12-31$7,435
Employer contributions (assets) at beginning of year2013-12-31$6,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$132,929
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOUNTJOY CHILTON MEDLEY
Accountancy firm EIN2013-12-31271235638
2012 : LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$867,280
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$373,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$373,658
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$449,460
Value of total assets at end of year2012-12-31$3,767,657
Value of total assets at beginning of year2012-12-31$3,274,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$905
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$308,730
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$13,930
Participant contributions at beginning of year2012-12-31$10,292
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$493,622
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,767,657
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,274,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,722,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,231,817
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$0
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$25,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$26,594
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$416,915
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$140,730
Employer contributions (assets) at end of year2012-12-31$6,102
Employer contributions (assets) at beginning of year2012-12-31$5,332
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$373,658
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOUNTJOY CHILTON MEDLEY
Accountancy firm EIN2012-12-31271235638
2011 : LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$343,869
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$365,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$365,777
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$408,978
Value of total assets at end of year2011-12-31$3,274,035
Value of total assets at beginning of year2011-12-31$3,295,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$1,129
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$289,083
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$10,292
Participant contributions at beginning of year2011-12-31$11,394
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-21,908
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,274,035
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,295,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,231,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,256,355
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$0
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,129
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$26,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$22,925
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-66,238
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$119,895
Employer contributions (assets) at end of year2011-12-31$5,332
Employer contributions (assets) at beginning of year2011-12-31$5,269
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$365,777
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOUNTJOY CHILTON MEDLEY
Accountancy firm EIN2011-12-31271235638
2010 : LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$773,306
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$253,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$253,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$419,747
Value of total assets at end of year2010-12-31$3,295,943
Value of total assets at beginning of year2010-12-31$2,776,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$816
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$283,508
Participant contributions at end of year2010-12-31$11,394
Participant contributions at beginning of year2010-12-31$11,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$519,612
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,295,943
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,776,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,256,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,739,057
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$22,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$19,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$352,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$136,239
Employer contributions (assets) at end of year2010-12-31$5,269
Employer contributions (assets) at beginning of year2010-12-31$6,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$253,694
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2010-12-31271235638
2009 : LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN

2022: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LEXINGTON CHRISTIAN ACADEMY INC. 403B RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808540
Policy instance 1
Insurance contract or identification number808540
Number of Individuals Covered99
Insurance policy start date2022-01-01
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 Administration1
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?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808540
Policy instance 1
Insurance contract or identification number808540
Number of Individuals Covered95
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 Administration1
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?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808540
Policy instance 1
Insurance contract or identification number808540
Number of Individuals Covered90
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 Administration1
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?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808540
Policy instance 1
Insurance contract or identification number808540
Number of Individuals Covered93
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 Administration1
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?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808540
Policy instance 1
Insurance contract or identification number808540
Number of Individuals Covered96
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 Administration1
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?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808540
Policy instance 1
Insurance contract or identification number808540
Number of Individuals Covered169
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 Administration1
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?No
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG74197
Policy instance 1
Insurance contract or identification numberG74197
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-01-25
Total amount of commissions paid to insurance brokerUSD $977
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $977
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameJJB HILLIARD W L LYONS LLC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG74197
Policy instance 1
Insurance contract or identification numberG74197
Number of Individuals Covered204
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,920
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $10,920
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameJJB HILLIARD W L LYONS LLC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG74197
Policy instance 1
Insurance contract or identification numberG74197
Number of Individuals Covered217
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,195
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG74197
Policy instance 1
Insurance contract or identification numberG74197
Number of Individuals Covered198
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,944
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $8,944
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameJ J B HILLIARD W L LYONS LLC

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