401k Plan data: CYPRESS 401(K) PLAN plan

CYPRESS 401(K) PLAN 401k Plan overview

Plan Name	CYPRESS 401(K) PLAN
Plan identification number	001

CYPRESS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEE FP, INC. DBA CYPRESS LIVING has sponsored the creation of one or more 401k plans.

Company Name: LEE FP, INC. DBA CYPRESS LIVING

Employer identification number (EIN): 650184989

NAIC Classification: 551112
NAIC Description: Offices of Other Holding Companies

Additional information about LEE FP, INC. DBA CYPRESS LIVING

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1989-10-23

Company Identification Number: L24856

Legal Registered Office Address: 9800 SOUTH HEALTHPARK DR

FORT MYERS

33908

More information about LEE FP, INC. DBA CYPRESS LIVING

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CYPRESS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01 TROY CHURCHILL 2021-06-25 TROY CHURCHILL 2021-06-25
001 2018-01-01 TROY CHURCHILL 2019-05-20 TROY CHURCHILL 2019-05-20
001 2017-01-01 DOUGLAS A. DODSON 2018-08-09 DOUGLAS A. DODSON 2018-08-09
001 2016-01-01 DOUGLAS DODSON 2017-06-06 DOUGLAS DODSON 2017-06-06
001 2015-01-01 DOUGLAS DODSON 2016-05-24 DOUGLAS DODSON 2016-05-24
001 2014-10-01 DOUGLAS DODSON 2015-06-04 DOUGLAS DODSON 2015-06-04
001 2013-10-01 DOUGLAS DODSON 2015-04-13 DOUGLAS DODSON 2015-04-13
001 2012-10-01 DOUGLAS A. DODSON 2014-01-16 DOUGLAS A. DODSON 2014-01-16
001 2011-10-01 DOUGLAS A DODSON DOUGLAS A DODSON 2013-02-13
001 2010-10-01 DOUGLAS DODSON DOUGLAS DODSON 2012-03-27
001 2009-10-01 DOUGLAS DODSON DOUGLAS DODSON 2011-01-12
001 2009-10-01 DOUGLAS DODSON DOUGLAS DODSON 2011-01-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01	TROY CHURCHILL	2021-06-25	TROY CHURCHILL	2021-06-25
001	2018-01-01	TROY CHURCHILL	2019-05-20	TROY CHURCHILL	2019-05-20
001	2017-01-01	DOUGLAS A. DODSON	2018-08-09	DOUGLAS A. DODSON	2018-08-09
001	2016-01-01	DOUGLAS DODSON	2017-06-06	DOUGLAS DODSON	2017-06-06
001	2015-01-01	DOUGLAS DODSON	2016-05-24	DOUGLAS DODSON	2016-05-24
001	2014-10-01	DOUGLAS DODSON	2015-06-04	DOUGLAS DODSON	2015-06-04
001	2013-10-01	DOUGLAS DODSON	2015-04-13	DOUGLAS DODSON	2015-04-13
001	2012-10-01	DOUGLAS A. DODSON	2014-01-16	DOUGLAS A. DODSON	2014-01-16
001	2011-10-01	DOUGLAS A DODSON		DOUGLAS A DODSON	2013-02-13
001	2010-10-01	DOUGLAS DODSON		DOUGLAS DODSON	2012-03-27
001	2009-10-01	DOUGLAS DODSON		DOUGLAS DODSON	2011-01-12
001	2009-10-01	DOUGLAS DODSON		DOUGLAS DODSON	2011-01-21

Plan Statistics for CYPRESS 401(K) PLAN

401k plan membership statisitcs for CYPRESS 401(K) PLAN

Measure Date Value
2011: CYPRESS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 6
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 4
Total of all active and inactive participants 2011-10-01 10
Total participants 2011-10-01 10
Number of participants with account balances 2011-10-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: CYPRESS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 7
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 3
Total of all active and inactive participants 2010-10-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 10
Number of participants with account balances 2010-10-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: CYPRESS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 9
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 1
Total of all active and inactive participants 2009-10-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 10
Number of participants with account balances 2009-10-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2011: CYPRESS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	6
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	4
Total of all active and inactive participants	2011-10-01	10
Total participants	2011-10-01	10
Number of participants with account balances	2011-10-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: CYPRESS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	7
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	3
Total of all active and inactive participants	2010-10-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	10
Number of participants with account balances	2010-10-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: CYPRESS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	9
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	1
Total of all active and inactive participants	2009-10-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	10
Number of participants with account balances	2009-10-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on CYPRESS 401(K) PLAN

Measure	Date	Value
2012 : CYPRESS 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$404,336
Expenses. Total of all expenses incurred	2012-09-30	$50,163
Benefits paid (including direct rollovers)	2012-09-30	$50,163
Total plan assets at end of year	2012-09-30	$1,856,130
Total plan assets at beginning of year	2012-09-30	$1,501,957
Value of fidelity bond covering the plan	2012-09-30	$1,000,000
Total contributions received or receivable from participants	2012-09-30	$99,169
Other income received	2012-09-30	$257,706
Net income (gross income less expenses)	2012-09-30	$354,173
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$1,856,130
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$1,501,957
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-09-30	$2,748
Total contributions received or receivable from employer(s)	2012-09-30	$47,461
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
2011 : CYPRESS 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$122,359
Expenses. Total of all expenses incurred	2011-09-30	$31,281
Benefits paid (including direct rollovers)	2011-09-30	$31,281
Total plan assets at end of year	2011-09-30	$1,501,957
Total plan assets at beginning of year	2011-09-30	$1,410,879
Value of fidelity bond covering the plan	2011-09-30	$1,000,000
Total contributions received or receivable from participants	2011-09-30	$109,539
Other income received	2011-09-30	$-39,576
Net income (gross income less expenses)	2011-09-30	$91,078
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$1,501,957
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$1,410,879
Assets. Value of participant loans	2011-09-30	$30,911
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-09-30	$4,884
Total contributions received or receivable from employer(s)	2011-09-30	$52,396
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
2010 : CYPRESS 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for CYPRESS 401(K) PLAN

2011: CYPRESS 401(K) PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: CYPRESS 401(K) PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Insurance	Yes
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: CYPRESS 401(K) PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

384174-01

Policy instance

Insurance contract or identification number	384174-01
Number of Individuals Covered	8
Insurance policy start date	2011-10-01
Insurance policy end date	2012-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

384174-01

Policy instance

Insurance contract or identification number	384174-01
Number of Individuals Covered	7
Insurance policy start date	2010-10-01
Insurance policy end date	2011-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

Potentially related plans

CYPRESS 401(K) SAFE HARBOR AND PROFIT SHARING PLAN [EIN = 320130164]

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See full terms and conditions

Company Name:	LEE FP, INC. DBA CYPRESS LIVING
Employer identification number (EIN):	650184989
NAIC Classification:	551112
NAIC Description:	Offices of Other Holding Companies

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1989-10-23
Company Identification Number:	L24856
Legal Registered Office Address:	9800 SOUTH HEALTHPARK DR FORT MYERS 33908