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LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameLIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN
Plan identification number 003

LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

YOUTH AND FAMILY ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name:YOUTH AND FAMILY ALLIANCE
Employer identification number (EIN):742137189
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01JESSE SCHEUMACK
0032015-01-01JESSE SCHEUMACK
0032014-01-01JESSE SCHEUMACK
0032013-01-01JESSE SCHEUMACK
0032012-01-01JESSE SCHEUMACK
0032011-01-01JESSE SCHEUMACK

Plan Statistics for LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN

Measure Date Value
2016: LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01211
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0130
2015: LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01217
Total number of active participants reported on line 7a of the Form 55002015-01-01141
Number of other retired or separated participants entitled to future benefits2015-01-0166
Total of all active and inactive participants2015-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01207
Number of participants with account balances2015-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01224
Total number of active participants reported on line 7a of the Form 55002014-01-01167
Number of retired or separated participants receiving benefits2014-01-010
Total of all active and inactive participants2014-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01167
Number of participants with account balances2014-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01216
Total number of active participants reported on line 7a of the Form 55002013-01-01177
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01225
Number of participants with account balances2013-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01219
Total number of active participants reported on line 7a of the Form 55002012-01-01223
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01253
Total participants2012-01-01253
Number of participants with account balances2012-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01205
Total number of active participants reported on line 7a of the Form 55002011-01-01212
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01241
Number of participants with account balances2011-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN

Measure Date Value
2016 : LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-05$0
Total transfer of assets from this plan2016-12-05$3,891,787
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-05$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-05$0
Total income from all sources (including contributions)2016-12-05$501,938
Total loss/gain on sale of assets2016-12-05$0
Total of all expenses incurred2016-12-05$266,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-05$245,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-05$233,667
Value of total assets at end of year2016-12-05$0
Value of total assets at beginning of year2016-12-05$3,656,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-05$20,804
Total interest from all sources2016-12-05$492
Total dividends received (eg from common stock, registered investment company shares)2016-12-05$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-05No
Was this plan covered by a fidelity bond2016-12-05Yes
Value of fidelity bond cover2016-12-05$500,000
If this is an individual account plan, was there a blackout period2016-12-05Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-05No
Contributions received from participants2016-12-05$232,034
Participant contributions at end of year2016-12-05$0
Participant contributions at beginning of year2016-12-05$24,063
Income. Received or receivable in cash from other sources (including rollovers)2016-12-05$1,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-05No
Value of net income/loss2016-12-05$235,429
Value of net assets at end of year (total assets less liabilities)2016-12-05$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-05$3,656,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-05No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-05No
Were any leases to which the plan was party in default or uncollectible2016-12-05No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-05$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-05$3,539,132
Interest on participant loans2016-12-05$522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-05$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-05$16,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-05$16,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-05$-30
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-05$267,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-05No
Was there a failure to transmit to the plan any participant contributions2016-12-05No
Has the plan failed to provide any benefit when due under the plan2016-12-05No
Contributions received in cash from employer2016-12-05$0
Employer contributions (assets) at beginning of year2016-12-05$76,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-05$245,705
Contract administrator fees2016-12-05$20,804
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-05Yes
Did the plan have assets held for investment2016-12-05Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-05No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-05Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-05Yes
Opinion of an independent qualified public accountant for this plan2016-12-05Disclaimer
Accountancy firm name2016-12-05ATCHLEY AND ASSOCIATES, LLP
Accountancy firm EIN2016-12-05742920819
2015 : LIFEWORKS 403(B) EMPLOYEE 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$363,139
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$354,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$339,958
Expenses. Certain deemed distributions of participant loans2015-12-31$2,132
Value of total corrective distributions2015-12-31$1,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$423,609
Value of total assets at end of year2015-12-31$3,656,358
Value of total assets at beginning of year2015-12-31$3,648,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,789
Total interest from all sources2015-12-31$976
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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$241,483
Participant contributions at end of year2015-12-31$24,063
Participant contributions at beginning of year2015-12-31$36,950
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$105,214
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$8,187
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,656,358
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,648,171
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,539,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,515,384
Income. Interest from loans (other than to participants)2015-12-31$1,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$16,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$19,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$19,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-97
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-61,446
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$76,912
Employer contributions (assets) at end of year2015-12-31$76,612
Employer contributions (assets) at beginning of year2015-12-31$76,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$339,958
Contract administrator fees2015-12-31$11,789
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 name2015-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2015-12-31742920819
2014 : LIFEWORKS 403(B) EMPLOYEE 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$588,280
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$135,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$130,734
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$1,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$389,383
Value of total assets at end of year2014-12-31$3,648,171
Value of total assets at beginning of year2014-12-31$3,195,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,054
Total interest from all sources2014-12-31$1,208
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$207,269
Participant contributions at end of year2014-12-31$36,950
Participant contributions at beginning of year2014-12-31$38,615
Participant contributions at beginning of year2014-12-31$7,657
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$9,872
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$105,662
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$452,346
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,648,171
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,195,825
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,515,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,046,653
Interest on participant loans2014-12-31$1,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$19,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$19,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$19,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$197,689
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$76,452
Employer contributions (assets) at end of year2014-12-31$76,452
Employer contributions (assets) at beginning of year2014-12-31$73,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$130,734
Contract administrator fees2014-12-31$4,054
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 name2014-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2014-12-31742920819
2013 : LIFEWORKS 403(B) EMPLOYEE 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$810,421
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$175,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$174,619
Value of total corrective distributions2013-12-31$850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$292,026
Value of total assets at end of year2013-12-31$3,195,825
Value of total assets at beginning of year2013-12-31$2,560,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,378
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$179,549
Participant contributions at end of year2013-12-31$38,615
Participant contributions at beginning of year2013-12-31$37,558
Participant contributions at end of year2013-12-31$7,657
Participant contributions at beginning of year2013-12-31$7,702
Assets. Other investments not covered elsewhere at end of year2013-12-31$9,872
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$7,438
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$39,438
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$634,952
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,195,825
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,560,873
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,046,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,418,503
Interest on participant loans2013-12-31$1,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$19,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$15,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$15,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$517,017
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$73,039
Employer contributions (assets) at end of year2013-12-31$73,039
Employer contributions (assets) at beginning of year2013-12-31$74,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$174,619
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 name2013-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2013-12-31742920819
2012 : LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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
Total income from all sources (including contributions)2012-12-31$548,749
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$29,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$29,099
Value of total corrective distributions2012-12-31$107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$280,682
Value of total assets at end of year2012-12-31$2,560,873
Value of total assets at beginning of year2012-12-31$2,041,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,103
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$206,361
Participant contributions at end of year2012-12-31$37,558
Participant contributions at beginning of year2012-12-31$16,697
Participant contributions at end of year2012-12-31$7,702
Participant contributions at beginning of year2012-12-31$8,278
Assets. Other investments not covered elsewhere at end of year2012-12-31$7,438
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
Value of net income/loss2012-12-31$519,543
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,560,873
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,041,329
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,418,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,932,847
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$1,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$15,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$10,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$10,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$266,964
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
Contributions received in cash from employer2012-12-31$74,321
Employer contributions (assets) at end of year2012-12-31$74,321
Employer contributions (assets) at beginning of year2012-12-31$73,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$29,099
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
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 name2012-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2012-12-31742920819
2011 : LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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
Total income from all sources (including contributions)2011-12-31$288,846
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$190,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$190,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$308,661
Value of total assets at end of year2011-12-31$2,041,329
Value of total assets at beginning of year2011-12-31$1,943,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$-1,763
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$227,834
Participant contributions at end of year2011-12-31$16,697
Participant contributions at beginning of year2011-12-31$15,772
Participant contributions at end of year2011-12-31$8,278
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,818
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
Value of net income/loss2011-12-31$98,134
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,041,329
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,943,195
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,932,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,746,189
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$1,288
Interest on participant loans2011-12-31$616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$10,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$14,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$14,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-2,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$97,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-18,052
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
Contributions received in cash from employer2011-12-31$73,009
Employer contributions (assets) at end of year2011-12-31$73,009
Employer contributions (assets) at beginning of year2011-12-31$67,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$190,712
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
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 name2011-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2011-12-31742920819
2010 : LIFEWORKS 403(B) EMPLOYEE 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$495,188
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$62,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$52,037
Expenses. Certain deemed distributions of participant loans2010-12-31$6,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$274,187
Value of total assets at end of year2010-12-31$1,943,195
Value of total assets at beginning of year2010-12-31$1,510,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,609
Total interest from all sources2010-12-31$410
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
Administrative expenses professional fees incurred2010-12-31$4,609
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$206,969
Participant contributions at end of year2010-12-31$15,772
Participant contributions at beginning of year2010-12-31$15,644
Participant contributions at beginning of year2010-12-31$6,896
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$432,536
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,943,195
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,510,659
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$1,746,189
Value of interest in pooled separate accounts at end of year2010-12-31$1,288
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,427,923
Interest on participant loans2010-12-31$410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$14,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$97,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$220,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$67,218
Employer contributions (assets) at end of year2010-12-31$67,218
Employer contributions (assets) at beginning of year2010-12-31$60,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$52,037
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31ATCHLEY & ASSOCIATES, L.L.P.
Accountancy firm EIN2010-12-31742920819

Form 5500 Responses for LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN

2016: LIFEWORKS 403(B) EMPLOYEE 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIFEWORKS 403(B) EMPLOYEE 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIFEWORKS 403(B) EMPLOYEE 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LIFEWORKS 403(B) EMPLOYEE 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LIFEWORKS 403(B) EMPLOYEE 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LIFEWORKS 403(B) EMPLOYEE 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB169
Policy instance 1
Insurance contract or identification numberVFB169
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15
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?Yes
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
Commission paid to Insurance BrokerUSD $15
Insurance broker organization code?7
Insurance broker nameC.E.S. INSURANCE AGENCY, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB169
Policy instance 1
Insurance contract or identification numberVFB169
Number of Individuals Covered6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $65
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?Yes
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
Commission paid to Insurance BrokerUSD $58
Insurance broker organization code?7
Insurance broker nameC.E.S., INSURANCE AGENCY, INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-80030
Policy instance 1
Insurance contract or identification number031-80030
Number of Individuals Covered136
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB169
Policy instance 1
Insurance contract or identification numberVFB169
Number of Individuals Covered9
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,172
Total amount of fees paid to insurance companyUSD $11
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?Yes
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

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