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| Plan Name | LEFT LANE MINDSET RETIREMENT SAVINGS PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | LEFT LAN MINDSET LLC |
| Employer identification number (EIN): | 825388465 |
| NAIC Classification: | 523110 |
| NAIC Description: | Investment Banking and Securities Dealing |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2020-01-01 | PEGGY DAVID | 2021-06-28 | ||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | PEGGY DAVID |
| Measure | Date | Value |
|---|---|---|
| 2019: LEFT LANE MINDSET RETIREMENT SAVINGS PLAN 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
| 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 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 10 |
| Number of participants with account balances | 2019-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
| 2018: LEFT LANE MINDSET RETIREMENT SAVINGS PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
| 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 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 9 |
| Number of participants with account balances | 2018-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2019 : LEFT LANE MINDSET RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $428,173 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $7,616 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $7,616 |
| Total plan assets at end of year | 2019-12-31 | $1,530,574 |
| Total plan assets at beginning of year | 2019-12-31 | $1,110,017 |
| Value of fidelity bond covering the plan | 2019-12-31 | $121,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $84,697 |
| Other income received | 2019-12-31 | $278,314 |
| Net income (gross income less expenses) | 2019-12-31 | $420,557 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,530,574 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,110,017 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $65,162 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : LEFT LANE MINDSET RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $81,883 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $444 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $444 |
| Total plan assets at end of year | 2018-12-31 | $1,110,017 |
| Total plan assets at beginning of year | 2018-12-31 | $1,028,578 |
| Value of fidelity bond covering the plan | 2018-12-31 | $121,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $81,251 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $2,604 |
| Other income received | 2018-12-31 | $-67,804 |
| Net income (gross income less expenses) | 2018-12-31 | $81,439 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,110,017 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,028,578 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $65,832 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2019: LEFT LANE MINDSET RETIREMENT SAVINGS PLAN 2019 form 5500 responses | ||
|---|---|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 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: LEFT LANE MINDSET RETIREMENT SAVINGS PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 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 |
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 95680007 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 95680007 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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