401k Plan data: LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN plan

LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN
Plan identification number	001

LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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

LIGHTHOUSE LIVING SERVICES has sponsored the creation of one or more 401k plans.

Company Name: LIGHTHOUSE LIVING SERVICES

Employer identification number (EIN): 680471950

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TABIAS C. COWAN 2023-07-27 TABIAS C. COWAN 2023-07-27
001 2021-01-01 TABIAS C. COWAN 2022-10-14 TABIAS C. COWAN 2022-10-14
001 2020-01-01 TABIAS C. COWAN 2021-10-13 TABIAS C. COWAN 2021-10-13
001 2019-01-01
001 2019-01-01 TABIAS C. COWAN 2022-08-24 TABIAS C. COWAN 2022-08-24
001 2018-01-01
001 2018-01-01 TABIAS C. COWAN 2022-08-24 TABIAS C. COWAN 2022-08-24
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 CHRIS WALLER 2013-01-23
001 2011-01-01 CHRIS WALLER 2012-03-21
001 2010-01-01 TABIAS COWAN 2011-04-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	TABIAS C. COWAN	2023-07-27	TABIAS C. COWAN	2023-07-27
001	2021-01-01	TABIAS C. COWAN	2022-10-14	TABIAS C. COWAN	2022-10-14
001	2020-01-01	TABIAS C. COWAN	2021-10-13	TABIAS C. COWAN	2021-10-13
001	2019-01-01
001	2019-01-01	TABIAS C. COWAN	2022-08-24	TABIAS C. COWAN	2022-08-24
001	2018-01-01
001	2018-01-01	TABIAS C. COWAN	2022-08-24	TABIAS C. COWAN	2022-08-24
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	CHRIS WALLER	2013-01-23
001	2011-01-01	CHRIS WALLER	2012-03-21
001	2010-01-01	TABIAS COWAN	2011-04-21

Plan Statistics for LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 168
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 28
Total of all active and inactive participants 2022-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 196
Number of participants with account balances 2022-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 168
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 27
Total of all active and inactive participants 2021-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 195
Number of participants with account balances 2021-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 170
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 27
Total of all active and inactive participants 2020-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 197
Number of participants with account balances 2020-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 178
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 27
Total of all active and inactive participants 2019-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 205
Number of participants with account balances 2019-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 168
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 21
Total of all active and inactive participants 2018-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 189
Number of participants with account balances 2018-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	168
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	28
Total of all active and inactive participants	2022-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	196
Number of participants with account balances	2022-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	168
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	27
Total of all active and inactive participants	2021-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	195
Number of participants with account balances	2021-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	170
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	27
Total of all active and inactive participants	2020-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	197
Number of participants with account balances	2020-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	178
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	27
Total of all active and inactive participants	2019-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	205
Number of participants with account balances	2019-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	168
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	21
Total of all active and inactive participants	2018-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	189
Number of participants with account balances	2018-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$116,412
Total of all expenses incurred	2022-12-31	$85,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$58,866
Expenses. Certain deemed distributions of participant loans	2022-12-31	$2,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$368,412
Value of total assets at end of year	2022-12-31	$1,711,633
Value of total assets at beginning of year	2022-12-31	$1,680,586
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,845
Total interest from all sources	2022-12-31	$1,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$1,975
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$300,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$140,936
Participant contributions at end of year	2022-12-31	$32,889
Participant contributions at beginning of year	2022-12-31	$34,145
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$148,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$31,047
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,711,633
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,680,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,675,409
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,636,436
Interest on participant loans	2022-12-31	$1,569
Net investment gain/loss from pooled separate accounts	2022-12-31	$-253,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$79,150
Employer contributions (assets) at end of year	2022-12-31	$3,335
Employer contributions (assets) at beginning of year	2022-12-31	$10,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$58,866
Contract administrator fees	2022-12-31	$21,870
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WILLIAMS AND OLDS CPAS
Accountancy firm EIN	2022-12-31	010560759
2021 : LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$422,838
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$83,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$60,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$241,960
Value of total assets at end of year	2021-12-31	$1,680,586
Value of total assets at beginning of year	2021-12-31	$1,341,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$22,917
Total interest from all sources	2021-12-31	$1,711
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$2,055
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$300,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$152,953
Participant contributions at end of year	2021-12-31	$34,145
Participant contributions at beginning of year	2021-12-31	$36,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$339,064
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,680,586
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,341,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,636,436
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,299,043
Interest on participant loans	2021-12-31	$1,711
Net investment gain/loss from pooled separate accounts	2021-12-31	$179,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$89,007
Employer contributions (assets) at end of year	2021-12-31	$10,005
Employer contributions (assets) at beginning of year	2021-12-31	$6,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$60,857
Contract administrator fees	2021-12-31	$20,862
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	WILLIAMS AND OLDS CPAS
Accountancy firm EIN	2021-12-31	010560759
2020 : LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$383,385
Total of all expenses incurred	2020-12-31	$80,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$61,939
Expenses. Certain deemed distributions of participant loans	2020-12-31	$695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$182,601
Value of total assets at end of year	2020-12-31	$1,341,517
Value of total assets at beginning of year	2020-12-31	$1,038,221
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$17,455
Total interest from all sources	2020-12-31	$1,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$1,720
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$75,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$116,100
Participant contributions at end of year	2020-12-31	$36,280
Participant contributions at beginning of year	2020-12-31	$18,633
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$4,378
Total non interest bearing cash at beginning of year	2020-12-31	$199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$303,296
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,341,517
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,038,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,299,043
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,015,509
Interest on participant loans	2020-12-31	$1,525
Net investment gain/loss from pooled separate accounts	2020-12-31	$199,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$62,123
Employer contributions (assets) at end of year	2020-12-31	$6,194
Employer contributions (assets) at beginning of year	2020-12-31	$3,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$61,939
Contract administrator fees	2020-12-31	$15,735
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WILLIAMS AND OLDS CPAS
Accountancy firm EIN	2020-12-31	010560759
2019 : LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$317,909
Total of all expenses incurred	2019-12-31	$28,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$16,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$146,782
Value of total assets at end of year	2019-12-31	$1,038,226
Value of total assets at beginning of year	2019-12-31	$748,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$12,098
Total interest from all sources	2019-12-31	$295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$1,325
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$75,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$98,349
Participant contributions at end of year	2019-12-31	$18,633
Participant contributions at beginning of year	2019-12-31	$2,112
Total non interest bearing cash at end of year	2019-12-31	$199
Total non interest bearing cash at beginning of year	2019-12-31	$199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$289,714
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,038,226
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$748,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,015,509
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$743,761
Interest on participant loans	2019-12-31	$295
Net investment gain/loss from pooled separate accounts	2019-12-31	$170,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$48,433
Employer contributions (assets) at end of year	2019-12-31	$3,885
Employer contributions (assets) at beginning of year	2019-12-31	$2,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$16,097
Contract administrator fees	2019-12-31	$10,773
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WILLIAMS AND OLD CPAS
Accountancy firm EIN	2019-12-31	010560759
2018 : LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$52,107
Total of all expenses incurred	2018-12-31	$27,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$18,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$112,200
Value of total assets at end of year	2018-12-31	$748,512
Value of total assets at beginning of year	2018-12-31	$724,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$9,088
Total interest from all sources	2018-12-31	$73
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$740
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$75,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$72,363
Participant contributions at end of year	2018-12-31	$2,112
Total non interest bearing cash at end of year	2018-12-31	$199
Total non interest bearing cash at beginning of year	2018-12-31	$199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$24,361
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$748,512
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$724,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$743,761
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$721,970
Interest on participant loans	2018-12-31	$73
Net investment gain/loss from pooled separate accounts	2018-12-31	$-60,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$39,837
Employer contributions (assets) at end of year	2018-12-31	$2,440
Employer contributions (assets) at beginning of year	2018-12-31	$1,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$18,658
Contract administrator fees	2018-12-31	$8,348
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WILLAIMS AND OLDS CPAS
Accountancy firm EIN	2018-12-31	010560759

Form 5500 Responses for LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN

2022: LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

18958

Policy instance

Insurance contract or identification number	18958
Number of Individuals Covered	106
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $9,984
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $8,009
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

18958

Policy instance

Insurance contract or identification number	18958
Number of Individuals Covered	92
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $7,526
Total amount of fees paid to insurance company	USD $2,055
Commission paid to Insurance Broker	USD $7,526
Insurance broker organization code?	3
Amount paid for insurance broker fees	2055
Additional information about fees paid to insurance broker	TPA FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

18958

Policy instance

Insurance contract or identification number	18958
Number of Individuals Covered	87
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $5,167
Total amount of fees paid to insurance company	USD $1,720
Commission paid to Insurance Broker	USD $5,167
Insurance broker organization code?	3
Amount paid for insurance broker fees	1720
Additional information about fees paid to insurance broker	TPA FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

18958

Policy instance

Insurance contract or identification number	18958
Number of Individuals Covered	71
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2,139
Total amount of fees paid to insurance company	USD $740
Commission paid to Insurance Broker	USD $2,139
Insurance broker organization code?	3
Amount paid for insurance broker fees	740
Additional information about fees paid to insurance broker	TPA FEES

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Company Name:	LIGHTHOUSE LIVING SERVICES
Employer identification number (EIN):	680471950
NAIC Classification:	624100
NAIC Description:	Individual and Family Services