LUMOS NETWORKS OPERATING COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LUMOS NETWORKS RETIREMENT PLAN
Measure | Date | Value |
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2020: LUMOS NETWORKS RETIREMENT PLAN 2020 401k membership |
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Market value of plan assets | 2020-06-30 | 56,065,288 |
Acturial value of plan assets | 2020-06-30 | 56,897,453 |
Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 30,929,347 |
Number of terminated vested participants | 2020-06-30 | 132 |
Fundng target for terminated vested participants | 2020-06-30 | 7,717,185 |
Active participant vested funding target | 2020-06-30 | 12,871,130 |
Number of active participants | 2020-06-30 | 148 |
Total funding liabilities for active participants | 2020-06-30 | 14,190,875 |
Total participant count | 2020-06-30 | 490 |
Total funding target for all participants | 2020-06-30 | 52,837,407 |
Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 3,420,649 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 2,970,374 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-06-30 | 294,891 |
Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 0 |
Amount remaining of carryover balance | 2020-06-30 | 3,125,758 |
Amount remaining of prefunding balance | 2020-06-30 | 2,970,374 |
Present value of excess contributions | 2020-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
Balance of carryovers at beginning of current year | 2020-06-30 | 3,273,294 |
Balance of prefunding at beginning of current year | 2020-06-30 | 3,110,576 |
Total employer contributions | 2020-06-30 | 0 |
Total employee contributions | 2020-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 0 |
Liquidity shortfalls end of Q1 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2020-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-06-30 | 393,010 |
Net shortfall amortization installment of oustanding balance | 2020-06-30 | 0 |
Waiver amortization installment | 2020-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 393,010 |
Carryover balance elected to use to offset funding requirement | 2020-06-30 | 393,010 |
Prefunding balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Additional cash requirement | 2020-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 0 |
Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
2019: LUMOS NETWORKS RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 484 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 138 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 192 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 111 |
Total of all active and inactive participants | 2019-07-01 | 441 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 21 |
Total participants | 2019-07-01 | 462 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
Market value of plan assets | 2019-06-30 | 56,702,788 |
Acturial value of plan assets | 2019-06-30 | 56,360,199 |
Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 31,150,064 |
Number of terminated vested participants | 2019-06-30 | 133 |
Fundng target for terminated vested participants | 2019-06-30 | 7,226,682 |
Active participant vested funding target | 2019-06-30 | 12,287,592 |
Number of active participants | 2019-06-30 | 152 |
Total funding liabilities for active participants | 2019-06-30 | 13,556,427 |
Total participant count | 2019-06-30 | 495 |
Total funding target for all participants | 2019-06-30 | 51,933,173 |
Balance at beginning of prior year after applicable adjustments | 2019-06-30 | 3,254,042 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 2,825,698 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-06-30 | 0 |
Amount remaining of carryover balance | 2019-06-30 | 3,254,042 |
Amount remaining of prefunding balance | 2019-06-30 | 2,825,698 |
Present value of excess contributions | 2019-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-06-30 | 0 |
Balance of carryovers at beginning of current year | 2019-06-30 | 3,420,649 |
Balance of prefunding at beginning of current year | 2019-06-30 | 2,970,374 |
Total employer contributions | 2019-06-30 | 0 |
Total employee contributions | 2019-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-06-30 | 294,891 |
Net shortfall amortization installment of oustanding balance | 2019-06-30 | 0 |
Waiver amortization installment | 2019-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 294,891 |
Carryover balance elected to use to offset funding requirement | 2019-06-30 | 294,891 |
Prefunding balance elected to use to offset funding requirement | 2019-06-30 | 0 |
Additional cash requirement | 2019-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 0 |
Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
Unpaid minimum required contributions for all years | 2019-06-30 | 0 |
2018: LUMOS NETWORKS RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-07-01 | 489 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 148 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 186 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 128 |
Total of all active and inactive participants | 2018-07-01 | 462 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 22 |
Total participants | 2018-07-01 | 484 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
Market value of plan assets | 2018-06-30 | 56,860,727 |
Acturial value of plan assets | 2018-06-30 | 56,515,084 |
Funding target for retired participants and beneficiaries receiving payment | 2018-06-30 | 29,711,595 |
Number of terminated vested participants | 2018-06-30 | 134 |
Fundng target for terminated vested participants | 2018-06-30 | 6,465,882 |
Active participant vested funding target | 2018-06-30 | 11,796,867 |
Number of active participants | 2018-06-30 | 159 |
Total funding liabilities for active participants | 2018-06-30 | 13,060,979 |
Total participant count | 2018-06-30 | 498 |
Total funding target for all participants | 2018-06-30 | 49,238,456 |
Balance at beginning of prior year after applicable adjustments | 2018-06-30 | 2,918,162 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-30 | 2,534,031 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-06-30 | 0 |
Amount remaining of carryover balance | 2018-06-30 | 2,918,162 |
Amount remaining of prefunding balance | 2018-06-30 | 2,534,031 |
Present value of excess contributions | 2018-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 0 |
Balance of carryovers at beginning of current year | 2018-06-30 | 3,254,042 |
Balance of prefunding at beginning of current year | 2018-06-30 | 2,825,698 |
Total employer contributions | 2018-06-30 | 0 |
Total employee contributions | 2018-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-06-30 | 158,783 |
Net shortfall amortization installment of oustanding balance | 2018-06-30 | 0 |
Waiver amortization installment | 2018-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-06-30 | 0 |
Additional cash requirement | 2018-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 0 |
Unpaid minimum required contributions for current year | 2018-06-30 | 0 |
Unpaid minimum required contributions for all years | 2018-06-30 | 0 |
2017: LUMOS NETWORKS RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 493 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 152 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 189 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 128 |
Total of all active and inactive participants | 2017-07-01 | 469 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 20 |
Total participants | 2017-07-01 | 489 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
Market value of plan assets | 2017-06-30 | 53,926,612 |
Acturial value of plan assets | 2017-06-30 | 57,595,551 |
Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 30,320,887 |
Number of terminated vested participants | 2017-06-30 | 134 |
Fundng target for terminated vested participants | 2017-06-30 | 5,562,764 |
Active participant vested funding target | 2017-06-30 | 11,255,781 |
Number of active participants | 2017-06-30 | 164 |
Total funding liabilities for active participants | 2017-06-30 | 12,515,521 |
Total participant count | 2017-06-30 | 505 |
Total funding target for all participants | 2017-06-30 | 48,399,172 |
Balance at beginning of prior year after applicable adjustments | 2017-06-30 | 2,931,648 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-30 | 2,545,741 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-06-30 | 0 |
Amount remaining of carryover balance | 2017-06-30 | 2,931,648 |
Amount remaining of prefunding balance | 2017-06-30 | 2,545,741 |
Present value of excess contributions | 2017-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-06-30 | 0 |
Balance of carryovers at beginning of current year | 2017-06-30 | 2,918,162 |
Balance of prefunding at beginning of current year | 2017-06-30 | 2,534,031 |
Total employer contributions | 2017-06-30 | 0 |
Total employee contributions | 2017-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-06-30 | 205,743 |
Net shortfall amortization installment of oustanding balance | 2017-06-30 | 0 |
Waiver amortization installment | 2017-06-30 | 0 |
Waived amount of outstanding balance | 2017-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-06-30 | 0 |
Additional cash requirement | 2017-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 0 |
Unpaid minimum required contributions for current year | 2017-06-30 | 0 |
Unpaid minimum required contributions for all years | 2017-06-30 | 0 |
2016: LUMOS NETWORKS RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 500 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 159 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 188 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 130 |
Total of all active and inactive participants | 2016-07-01 | 477 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 16 |
Total participants | 2016-07-01 | 493 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
2015: LUMOS NETWORKS RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 505 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 164 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 187 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 130 |
Total of all active and inactive participants | 2015-07-01 | 481 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 19 |
Total participants | 2015-07-01 | 500 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
2014: LUMOS NETWORKS RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 509 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 181 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 184 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 123 |
Total of all active and inactive participants | 2014-07-01 | 488 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 17 |
Total participants | 2014-07-01 | 505 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
2013: LUMOS NETWORKS RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 518 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 197 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 180 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 114 |
Total of all active and inactive participants | 2013-07-01 | 491 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 18 |
Total participants | 2013-07-01 | 509 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: LUMOS NETWORKS RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 520 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 207 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 172 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 121 |
Total of all active and inactive participants | 2012-07-01 | 500 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 18 |
Total participants | 2012-07-01 | 518 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: LUMOS NETWORKS RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 516 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 250 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 156 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 97 |
Total of all active and inactive participants | 2011-10-01 | 503 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 17 |
Total participants | 2011-10-01 | 520 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
Measure | Date | Value |
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2020 : LUMOS NETWORKS RETIREMENT PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-06-30 | $506,684 |
Total unrealized appreciation/depreciation of assets | 2020-06-30 | $506,684 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total income from all sources (including contributions) | 2020-06-30 | $2,306,955 |
Total loss/gain on sale of assets | 2020-06-30 | $32,451 |
Total of all expenses incurred | 2020-06-30 | $3,783,947 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $3,315,916 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $0 |
Value of total assets at end of year | 2020-06-30 | $54,588,296 |
Value of total assets at beginning of year | 2020-06-30 | $56,065,288 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $468,031 |
Total interest from all sources | 2020-06-30 | $510,206 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $727,306 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $727,306 |
Administrative expenses professional fees incurred | 2020-06-30 | $39,317 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $87,935 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $94,831 |
Administrative expenses (other) incurred | 2020-06-30 | $265,631 |
Total non interest bearing cash at end of year | 2020-06-30 | $4 |
Total non interest bearing cash at beginning of year | 2020-06-30 | $1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $-1,476,992 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $54,588,296 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $56,065,288 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $35,135,668 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $35,010,838 |
Interest earned on other investments | 2020-06-30 | $161,951 |
Income. Interest from US Government securities | 2020-06-30 | $96,052 |
Income. Interest from corporate debt instruments | 2020-06-30 | $242,171 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $1,970,673 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $470,251 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $470,251 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-06-30 | $10,032 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $5,743,727 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $8,431,777 |
Asset value of US Government securities at end of year | 2020-06-30 | $3,178,449 |
Asset value of US Government securities at beginning of year | 2020-06-30 | $5,603,964 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $530,308 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $3,315,916 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-06-30 | $8,471,840 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-06-30 | $6,453,626 |
Contract administrator fees | 2020-06-30 | $163,083 |
Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Aggregate proceeds on sale of assets | 2020-06-30 | $4,289,357 |
Aggregate carrying amount (costs) on sale of assets | 2020-06-30 | $4,256,906 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | AREHART ASSOCIATES LTD |
Accountancy firm EIN | 2020-06-30 | 541034728 |
2019 : LUMOS NETWORKS RETIREMENT PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $511,565 |
Total unrealized appreciation/depreciation of assets | 2019-06-30 | $511,565 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total income from all sources (including contributions) | 2019-06-30 | $2,586,472 |
Total loss/gain on sale of assets | 2019-06-30 | $1,844 |
Total of all expenses incurred | 2019-06-30 | $3,223,972 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $2,837,922 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $0 |
Value of total assets at end of year | 2019-06-30 | $56,065,288 |
Value of total assets at beginning of year | 2019-06-30 | $56,702,788 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $386,050 |
Total interest from all sources | 2019-06-30 | $388,698 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $993,257 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Administrative expenses professional fees incurred | 2019-06-30 | $31,691 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $94,831 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $0 |
Administrative expenses (other) incurred | 2019-06-30 | $269,734 |
Total non interest bearing cash at end of year | 2019-06-30 | $1 |
Total non interest bearing cash at beginning of year | 2019-06-30 | $233,084 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $-637,500 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $56,065,288 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $56,702,788 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $35,010,838 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $48,115,803 |
Interest earned on other investments | 2019-06-30 | $172,366 |
Income. Interest from US Government securities | 2019-06-30 | $63,849 |
Income. Interest from corporate debt instruments | 2019-06-30 | $112,814 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $470,251 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $39,669 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-30 | $8,431,777 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-30 | $8,353,901 |
Asset value of US Government securities at end of year | 2019-06-30 | $5,603,964 |
Asset value of US Government securities at beginning of year | 2019-06-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $691,108 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Income. Dividends from common stock | 2019-06-30 | $993,257 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $2,837,922 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-06-30 | $6,453,626 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-06-30 | $0 |
Contract administrator fees | 2019-06-30 | $84,625 |
Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Aggregate proceeds on sale of assets | 2019-06-30 | $500,000 |
Aggregate carrying amount (costs) on sale of assets | 2019-06-30 | $498,156 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | AREHART ASSOCIATES LTD |
Accountancy firm EIN | 2019-06-30 | 541034728 |
2018 : LUMOS NETWORKS RETIREMENT PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total income from all sources (including contributions) | 2018-06-30 | $2,830,534 |
Total loss/gain on sale of assets | 2018-06-30 | $0 |
Total of all expenses incurred | 2018-06-30 | $2,988,473 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $2,833,045 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $0 |
Value of total assets at end of year | 2018-06-30 | $56,702,788 |
Value of total assets at beginning of year | 2018-06-30 | $56,860,727 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $155,428 |
Total interest from all sources | 2018-06-30 | $177,684 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $847,867 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $847,867 |
Administrative expenses professional fees incurred | 2018-06-30 | $8,300 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $1,300,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Other income not declared elsewhere | 2018-06-30 | $0 |
Administrative expenses (other) incurred | 2018-06-30 | $130,271 |
Total non interest bearing cash at end of year | 2018-06-30 | $233,084 |
Total non interest bearing cash at beginning of year | 2018-06-30 | $234,027 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $-157,939 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $56,702,788 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $56,860,727 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $48,115,803 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $48,283,342 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $177,684 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-06-30 | $8,353,901 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-06-30 | $8,343,358 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $1,804,983 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $2,833,045 |
Contract administrator fees | 2018-06-30 | $16,857 |
Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
Accountancy firm name | 2018-06-30 | AREHART ASSOCIATES LTD |
Accountancy firm EIN | 2018-06-30 | 541034728 |
2017 : LUMOS NETWORKS RETIREMENT PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total income from all sources (including contributions) | 2017-06-30 | $6,030,071 |
Total loss/gain on sale of assets | 2017-06-30 | $0 |
Total of all expenses incurred | 2017-06-30 | $3,095,956 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $2,872,393 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $0 |
Value of total assets at end of year | 2017-06-30 | $56,860,727 |
Value of total assets at beginning of year | 2017-06-30 | $53,926,612 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $223,563 |
Total interest from all sources | 2017-06-30 | $172,604 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $817,793 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $817,793 |
Administrative expenses professional fees incurred | 2017-06-30 | $8,060 |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $1,300,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Administrative expenses (other) incurred | 2017-06-30 | $195,053 |
Total non interest bearing cash at end of year | 2017-06-30 | $234,027 |
Total non interest bearing cash at beginning of year | 2017-06-30 | $241,637 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $2,934,115 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $56,860,727 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $53,926,612 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $48,283,342 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $45,734,790 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $172,604 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-06-30 | $8,343,358 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-06-30 | $7,950,185 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $5,039,674 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Contributions received in cash from employer | 2017-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $2,872,393 |
Contract administrator fees | 2017-06-30 | $20,450 |
Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
Accountancy firm name | 2017-06-30 | AREHART ASSOCIATES LTD |
Accountancy firm EIN | 2017-06-30 | 541034728 |
2016 : LUMOS NETWORKS RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total income from all sources (including contributions) | 2016-06-30 | $-254,933 |
Total loss/gain on sale of assets | 2016-06-30 | $0 |
Total of all expenses incurred | 2016-06-30 | $3,144,769 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $3,091,083 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $0 |
Value of total assets at end of year | 2016-06-30 | $53,926,612 |
Value of total assets at beginning of year | 2016-06-30 | $57,326,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $53,686 |
Total interest from all sources | 2016-06-30 | $172,843 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $798,582 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $798,582 |
Administrative expenses professional fees incurred | 2016-06-30 | $7,900 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $1,300,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Other income not declared elsewhere | 2016-06-30 | $0 |
Administrative expenses (other) incurred | 2016-06-30 | $42,993 |
Total non interest bearing cash at end of year | 2016-06-30 | $241,637 |
Total non interest bearing cash at beginning of year | 2016-06-30 | $272,886 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $-3,399,702 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $53,926,612 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $57,326,314 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $45,734,790 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $48,445,473 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $172,843 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-06-30 | $7,950,185 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-06-30 | $8,607,955 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $-1,226,358 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $3,091,083 |
Contract administrator fees | 2016-06-30 | $2,793 |
Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
Accountancy firm name | 2016-06-30 | AREHART ASSOCIATES LTD |
Accountancy firm EIN | 2016-06-30 | 541034728 |
2015 : LUMOS NETWORKS RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
Total income from all sources (including contributions) | 2015-06-30 | $1,138,810 |
Total loss/gain on sale of assets | 2015-06-30 | $0 |
Total of all expenses incurred | 2015-06-30 | $3,124,466 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $3,079,085 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $0 |
Value of total assets at end of year | 2015-06-30 | $57,326,314 |
Value of total assets at beginning of year | 2015-06-30 | $59,311,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $45,381 |
Total interest from all sources | 2015-06-30 | $189,125 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $904,772 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $904,772 |
Administrative expenses professional fees incurred | 2015-06-30 | $7,800 |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $1,300,000 |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Administrative expenses (other) incurred | 2015-06-30 | $24,941 |
Total non interest bearing cash at end of year | 2015-06-30 | $272,886 |
Total non interest bearing cash at beginning of year | 2015-06-30 | $232,772 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $-1,985,656 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $57,326,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $59,311,970 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $48,445,473 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $50,415,119 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $189,125 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-06-30 | $8,607,955 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-06-30 | $8,664,079 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $44,913 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Contributions received in cash from employer | 2015-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $3,079,085 |
Contract administrator fees | 2015-06-30 | $12,640 |
Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
Accountancy firm name | 2015-06-30 | AREHART ASSOCIATES LTD |
Accountancy firm EIN | 2015-06-30 | 541034728 |
2014 : LUMOS NETWORKS RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
Total transfer of assets to this plan | 2014-06-30 | $88,453 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
Total income from all sources (including contributions) | 2014-06-30 | $7,862,298 |
Total loss/gain on sale of assets | 2014-06-30 | $0 |
Total of all expenses incurred | 2014-06-30 | $2,964,245 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $2,901,673 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $3,912 |
Value of total assets at end of year | 2014-06-30 | $59,311,970 |
Value of total assets at beginning of year | 2014-06-30 | $54,325,464 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $62,572 |
Total interest from all sources | 2014-06-30 | $170,651 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $878,544 |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $878,544 |
Administrative expenses professional fees incurred | 2014-06-30 | $7,700 |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $1,300,000 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $3,912 |
Administrative expenses (other) incurred | 2014-06-30 | $42,069 |
Total non interest bearing cash at end of year | 2014-06-30 | $232,772 |
Total non interest bearing cash at beginning of year | 2014-06-30 | $230,594 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $4,898,053 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $59,311,970 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $54,325,464 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $50,415,119 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $46,002,091 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $170,651 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-06-30 | $8,664,079 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $8,092,779 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $6,809,191 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $2,901,673 |
Contract administrator fees | 2014-06-30 | $12,803 |
Did the plan have assets held for investment | 2014-06-30 | 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 | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
Accountancy firm name | 2014-06-30 | AREHART ASSOCIATES LTD |
Accountancy firm EIN | 2014-06-30 | 541034728 |
2013 : LUMOS NETWORKS RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $0 |
Total transfer of assets to this plan | 2013-06-30 | $447,661 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
Total income from all sources (including contributions) | 2013-06-30 | $7,941,472 |
Total loss/gain on sale of assets | 2013-06-30 | $0 |
Total of all expenses incurred | 2013-06-30 | $2,664,247 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $2,613,182 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $819 |
Value of total assets at end of year | 2013-06-30 | $54,325,464 |
Value of total assets at beginning of year | 2013-06-30 | $48,600,578 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $51,065 |
Total interest from all sources | 2013-06-30 | $71,712 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $1,025,906 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $1,025,906 |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $1,300,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $819 |
Administrative expenses (other) incurred | 2013-06-30 | $51,065 |
Total non interest bearing cash at end of year | 2013-06-30 | $230,594 |
Total non interest bearing cash at beginning of year | 2013-06-30 | $202,448 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $5,277,225 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $54,325,464 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $48,600,578 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $46,002,091 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $46,889,753 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $71,712 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $8,092,779 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $1,508,377 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $6,843,035 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $2,613,182 |
Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
Accountancy firm name | 2013-06-30 | AREHART ASSOCIATES LTD |
Accountancy firm EIN | 2013-06-30 | 541034728 |
2012 : LUMOS NETWORKS RETIREMENT PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
Total transfer of assets to this plan | 2012-06-30 | $45,674,935 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
Total income from all sources (including contributions) | 2012-06-30 | $4,167,354 |
Total loss/gain on sale of assets | 2012-06-30 | $0 |
Total of all expenses incurred | 2012-06-30 | $1,241,711 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $1,241,711 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $0 |
Value of total assets at end of year | 2012-06-30 | $48,600,578 |
Value of total assets at beginning of year | 2012-06-30 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $0 |
Total interest from all sources | 2012-06-30 | $10,229 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $577,865 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $577,865 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $1,300,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Total non interest bearing cash at end of year | 2012-06-30 | $202,448 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $2,925,643 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $48,600,578 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $46,889,753 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $10,229 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $1,508,377 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $3,579,260 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $1,241,711 |
Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
Accountancy firm name | 2012-06-30 | AREHART ASSOCIATES LTD |
Accountancy firm EIN | 2012-06-30 | 541034728 |