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THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameTHE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN
Plan identification number 002

THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LIGHTHOUSE FOR THE BLIND, INC. has sponsored the creation of one or more 401k plans.

Company Name:LIGHTHOUSE FOR THE BLIND, INC.
Employer identification number (EIN):910295070
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01COREY HANSEN
0022016-01-01JOHN WATSON
0022015-01-01JOHN WATSON
0022014-01-01JOHN WATSON
0022014-01-01JOHN WATSON
0022013-01-01MARY CABRIAN
0022012-01-01MARY CABRIAN
0022011-01-01MARY CABRIAN
0022009-07-01MARY CABRIAN

Plan Statistics for THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2022: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01646
Total number of active participants reported on line 7a of the Form 55002022-01-01428
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01192
Total of all active and inactive participants2022-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0120
Total participants2022-01-01646
Number of participants with account balances2022-01-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01663
Total number of active participants reported on line 7a of the Form 55002021-01-01434
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01188
Total of all active and inactive participants2021-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-01646
Number of participants with account balances2021-01-01617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01667
Total number of active participants reported on line 7a of the Form 55002020-01-01478
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01166
Total of all active and inactive participants2020-01-01647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0116
Total participants2020-01-01663
Number of participants with account balances2020-01-01625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01626
Total number of active participants reported on line 7a of the Form 55002019-01-01502
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01145
Total of all active and inactive participants2019-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0116
Total participants2019-01-01667
Number of participants with account balances2019-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01630
Total number of active participants reported on line 7a of the Form 55002018-01-01466
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01141
Total of all active and inactive participants2018-01-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0117
Total participants2018-01-01626
Number of participants with account balances2018-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01619
Total number of active participants reported on line 7a of the Form 55002017-01-01449
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01162
Total of all active and inactive participants2017-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0117
Total participants2017-01-01630
Number of participants with account balances2017-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01607
Total number of active participants reported on line 7a of the Form 55002016-01-01475
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01128
Total of all active and inactive participants2016-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-01619
Number of participants with account balances2016-01-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01579
Total number of active participants reported on line 7a of the Form 55002015-01-01469
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01121
Total of all active and inactive participants2015-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0114
Total participants2015-01-01607
Number of participants with account balances2015-01-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01533
Total number of active participants reported on line 7a of the Form 55002014-01-01413
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01149
Total of all active and inactive participants2014-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-01579
Number of participants with account balances2014-01-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01542
Total number of active participants reported on line 7a of the Form 55002013-01-01398
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-01123
Total of all active and inactive participants2013-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-01533
Number of participants with account balances2013-01-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01509
Total number of active participants reported on line 7a of the Form 55002012-01-01434
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0199
Total of all active and inactive participants2012-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01542
Number of participants with account balances2012-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01487
Total number of active participants reported on line 7a of the Form 55002011-01-01398
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-01101
Total of all active and inactive participants2011-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01509
Number of participants with account balances2011-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01305
Total number of active participants reported on line 7a of the Form 55002009-07-01430
Number of retired or separated participants receiving benefits2009-07-016
Number of other retired or separated participants entitled to future benefits2009-07-0153
Total of all active and inactive participants2009-07-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01489
Number of participants with account balances2009-07-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2022 : THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,770,074
Total of all expenses incurred2022-12-31$2,555,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,458,980
Expenses. Certain deemed distributions of participant loans2022-12-31$15,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,163,536
Value of total assets at end of year2022-12-31$32,850,766
Value of total assets at beginning of year2022-12-31$38,176,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80,831
Total interest from all sources2022-12-31$7,622
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,060,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,060,178
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,790,316
Participant contributions at end of year2022-12-31$203,687
Participant contributions at beginning of year2022-12-31$141,446
Participant contributions at end of year2022-12-31$59,621
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$244,693
Administrative expenses (other) incurred2022-12-31$79,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,325,835
Value of net assets at end of year (total assets less liabilities)2022-12-31$32,850,766
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,176,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$29,255,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,269,380
Interest on participant loans2022-12-31$7,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,290,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,765,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,001,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,128,527
Employer contributions (assets) at end of year2022-12-31$41,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,458,980
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$7,240,611
Total of all expenses incurred2021-12-31$2,201,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,120,504
Expenses. Certain deemed distributions of participant loans2021-12-31$2,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,916,608
Value of total assets at end of year2021-12-31$38,176,601
Value of total assets at beginning of year2021-12-31$33,137,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$78,108
Total interest from all sources2021-12-31$4,537
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$839,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$839,626
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,686,369
Participant contributions at end of year2021-12-31$141,446
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$138,685
Administrative expenses (other) incurred2021-12-31$78,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,039,480
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,176,601
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,137,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$35,269,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,143,208
Interest on participant loans2021-12-31$4,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,993,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,993,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,765,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,479,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,091,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,120,504
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$6,359,039
Total of all expenses incurred2020-12-31$3,183,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,105,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,459,408
Value of total assets at end of year2020-12-31$33,137,121
Value of total assets at beginning of year2020-12-31$29,961,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$78,428
Total interest from all sources2020-12-31$6,816
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$798,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$798,732
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,511,124
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$33,648
Administrative expenses (other) incurred2020-12-31$58,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,175,164
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,137,121
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,961,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,143,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,414,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,993,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,547,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,547,440
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,094,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$914,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,105,447
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,056,805
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,585,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,504,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,200,987
Value of total assets at end of year2019-12-31$29,961,957
Value of total assets at beginning of year2019-12-31$22,490,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80,236
Total interest from all sources2019-12-31$43,463
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$666,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$666,137
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,576,831
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,637,140
Administrative expenses (other) incurred2019-12-31$80,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,471,754
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,961,957
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,490,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,414,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,011,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,547,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,998,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,998,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$43,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,146,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$987,016
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$479,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,504,815
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,651,029
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,965,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,886,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,768,432
Value of total assets at end of year2018-12-31$22,490,203
Value of total assets at beginning of year2018-12-31$24,804,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$79,229
Total interest from all sources2018-12-31$33,429
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$605,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$605,761
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,408,789
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$205
Administrative expenses (other) incurred2018-12-31$79,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,314,415
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,490,203
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,804,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,011,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,557,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,998,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,736,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,736,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$33,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,756,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,359,438
Employer contributions (assets) at end of year2018-12-31$479,608
Employer contributions (assets) at beginning of year2018-12-31$510,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,886,215
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,981,436
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,586,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,496,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,772,536
Value of total assets at end of year2017-12-31$24,804,618
Value of total assets at beginning of year2017-12-31$20,410,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$90,767
Total interest from all sources2017-12-31$9,155
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$503,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$503,077
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,349,826
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$70,735
Administrative expenses (other) incurred2017-12-31$90,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,394,538
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,804,618
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,410,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,557,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,279,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,736,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,630,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,630,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$9,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,696,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,351,975
Employer contributions (assets) at end of year2017-12-31$510,945
Employer contributions (assets) at beginning of year2017-12-31$500,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,496,131
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,775,266
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,016,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$938,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,414,039
Value of total assets at end of year2016-12-31$20,410,080
Value of total assets at beginning of year2016-12-31$16,650,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$77,547
Total interest from all sources2016-12-31$932
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$429,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$429,070
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,317,259
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$799,646
Administrative expenses (other) incurred2016-12-31$77,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,759,150
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,410,080
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,650,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,279,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,600,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,630,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,580,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,580,057
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$931,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,297,134
Employer contributions (assets) at end of year2016-12-31$500,490
Employer contributions (assets) at beginning of year2016-12-31$470,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$938,569
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY 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$2,461,798
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,029,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$955,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,537,920
Value of total assets at end of year2015-12-31$16,650,930
Value of total assets at beginning of year2015-12-31$15,218,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$73,437
Total interest from all sources2015-12-31$700
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$461,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$461,214
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,268,102
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$39,689
Administrative expenses (other) incurred2015-12-31$73,437
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$1,432,396
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,650,930
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,218,534
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$14,600,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,222,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,580,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,570,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,570,311
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-538,036
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$1,230,129
Employer contributions (assets) at end of year2015-12-31$470,549
Employer contributions (assets) at beginning of year2015-12-31$425,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$955,965
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY 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$3,034,714
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,708,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,652,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,118,258
Value of total assets at end of year2014-12-31$15,218,534
Value of total assets at beginning of year2014-12-31$13,892,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$55,377
Total interest from all sources2014-12-31$158
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$295,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$295,132
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,030,017
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,486
Administrative expenses (other) incurred2014-12-31$55,377
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$1,326,530
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,218,534
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,892,004
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$13,222,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,905,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,570,311
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,587,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,587,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$621,166
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$1,083,755
Employer contributions (assets) at end of year2014-12-31$425,433
Employer contributions (assets) at beginning of year2014-12-31$399,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,652,807
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY 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$3,788,918
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$999,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$958,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,833,320
Value of total assets at end of year2013-12-31$13,892,004
Value of total assets at beginning of year2013-12-31$11,102,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,715
Total interest from all sources2013-12-31$165
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$532,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$532,504
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$875,457
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,469
Administrative expenses (other) incurred2013-12-31$40,715
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$2,789,623
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,892,004
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,102,381
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$11,905,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,157,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,587,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,541,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,541,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,422,929
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$943,394
Employer contributions (assets) at end of year2013-12-31$399,000
Employer contributions (assets) at beginning of year2013-12-31$403,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$958,580
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY 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$2,716,918
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$393,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$358,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,726,858
Value of total assets at end of year2012-12-31$11,102,381
Value of total assets at beginning of year2012-12-31$8,778,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,312
Total interest from all sources2012-12-31$171
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$223,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$223,709
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$813,793
Administrative expenses (other) incurred2012-12-31$34,312
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$2,323,774
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,102,381
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,778,607
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$9,157,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,980,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,541,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,298,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,298,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$766,180
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$913,065
Employer contributions (assets) at end of year2012-12-31$403,553
Employer contributions (assets) at beginning of year2012-12-31$499,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$358,832
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 name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY 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$1,618,808
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$790,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$761,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,696,894
Value of total assets at end of year2011-12-31$8,778,607
Value of total assets at beginning of year2011-12-31$7,950,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,708
Total interest from all sources2011-12-31$154
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$173,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$173,712
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$712,982
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,381
Administrative expenses (other) incurred2011-12-31$28,708
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$828,162
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,778,607
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,950,445
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$6,980,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,331,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,298,259
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,379,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,379,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-251,952
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$971,531
Employer contributions (assets) at end of year2011-12-31$499,815
Employer contributions (assets) at beginning of year2011-12-31$239,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$761,938
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 name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY 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$1,737,114
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$661,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$648,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$798,671
Value of total assets at end of year2010-12-31$7,950,445
Value of total assets at beginning of year2010-12-31$6,875,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,097
Total interest from all sources2010-12-31$96
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$97,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$97,739
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$326,153
Administrative expenses (other) incurred2010-12-31$2,651
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$1,075,427
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,950,445
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,875,018
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
Investment advisory and management fees2010-12-31$10,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,331,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,959,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,379,529
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,397,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,397,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$96
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$840,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$472,518
Employer contributions (assets) at end of year2010-12-31$239,636
Employer contributions (assets) at beginning of year2010-12-31$518,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$648,590
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN

2022: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY 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 filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY 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: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY 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: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number0064309
Policy instance 1
Insurance contract or identification number0064309
Number of Individuals Covered646
Insurance policy start date2022-07-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number0064309
Policy instance 1
Insurance contract or identification number0064309
Number of Individuals Covered646
Insurance policy start date2021-07-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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