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L. A. FAMILY HOUSING RETIREMENT PLAN 401k Plan overview

Plan NameL. A. FAMILY HOUSING RETIREMENT PLAN
Plan identification number 002

L. A. FAMILY HOUSING RETIREMENT 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

L. A. FAMILY HOUSING CORP has sponsored the creation of one or more 401k plans.

Company Name:L. A. FAMILY HOUSING CORP
Employer identification number (EIN):953920560
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L. A. FAMILY HOUSING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01ELISA NETHERCOTT2023-10-05
0022021-01-01ELISA NETHERCOTT2022-09-21
0022020-01-01AARON LEON2021-09-26
0022020-01-01AARON LEON2022-02-22
0022019-01-01AARON LEON2020-11-22
0022018-01-01AARON LEON2020-01-08
0022017-01-01
0022017-01-01
0022016-01-01
0022015-01-01RAY BARBER
0022014-01-01RAY BARBER
0022013-01-01W RAYMOND BARBER W RAYMOND BARBER2014-08-12
0022012-01-01W RAYMOND BARBER W RAYMOND BARBER2014-04-07
0022011-01-01W RAYMOND BARBER W RAYMOND BARBER2014-04-07
0022010-01-01W RAYMOND BARBER W RAYMOND BARBER2014-04-07

Plan Statistics for L. A. FAMILY HOUSING RETIREMENT PLAN

401k plan membership statisitcs for L. A. FAMILY HOUSING RETIREMENT PLAN

Measure Date Value
2022: L. A. FAMILY HOUSING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01532
Total number of active participants reported on line 7a of the Form 55002022-01-01506
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01581
Number of participants with account balances2022-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0161
2021: L. A. FAMILY HOUSING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01487
Total number of active participants reported on line 7a of the Form 55002021-01-01487
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01532
Number of participants with account balances2021-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0127
2020: L. A. FAMILY HOUSING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01351
Total number of active participants reported on line 7a of the Form 55002020-01-01452
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01487
Number of participants with account balances2020-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: L. A. FAMILY HOUSING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01298
Total number of active participants reported on line 7a of the Form 55002019-01-01323
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01351
Number of participants with account balances2019-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: L. A. FAMILY HOUSING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01218
Total number of active participants reported on line 7a of the Form 55002018-01-01268
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01297
Number of participants with account balances2018-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: L. A. FAMILY HOUSING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01178
Total number of active participants reported on line 7a of the Form 55002017-01-01200
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01216
Number of participants with account balances2017-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: L. A. FAMILY HOUSING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01109
Total number of active participants reported on line 7a of the Form 55002016-01-01170
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01178
Number of participants with account balances2016-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: L. A. FAMILY HOUSING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01126
Total number of active participants reported on line 7a of the Form 55002015-01-0197
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01109
Number of participants with account balances2015-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: L. A. FAMILY HOUSING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01127
Total number of active participants reported on line 7a of the Form 55002014-01-0189
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01126
Number of participants with account balances2014-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: L. A. FAMILY HOUSING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01126
Total number of active participants reported on line 7a of the Form 55002013-01-01114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01127
Number of participants with account balances2013-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: L. A. FAMILY HOUSING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01130
Total number of active participants reported on line 7a of the Form 55002012-01-01106
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01125
Number of participants with account balances2012-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: L. A. FAMILY HOUSING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01107
Total number of active participants reported on line 7a of the Form 55002011-01-01108
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01129
Number of participants with account balances2011-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: L. A. FAMILY HOUSING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01109
Total number of active participants reported on line 7a of the Form 55002010-01-01103
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01105
Number of participants with account balances2010-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on L. A. FAMILY HOUSING RETIREMENT PLAN

Measure Date Value
2022 : L. A. FAMILY HOUSING RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$332,208
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$604,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$543,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,043,424
Value of total assets at end of year2022-12-31$3,783,161
Value of total assets at beginning of year2022-12-31$4,055,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$61,190
Total interest from all sources2022-12-31$5,786
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$102,511
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$102,511
Administrative expenses professional fees incurred2022-12-31$952
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$692,624
Participant contributions at end of year2022-12-31$82,700
Participant contributions at beginning of year2022-12-31$102,562
Participant contributions at end of year2022-12-31$25,346
Participant contributions at beginning of year2022-12-31$25,529
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$98,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-272,325
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,783,161
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,055,486
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$60,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,289,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,714,050
Interest on participant loans2022-12-31$3,405
Interest earned on other investments2022-12-31$2,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$133,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$90,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-819,513
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$252,332
Employer contributions (assets) at end of year2022-12-31$252,332
Employer contributions (assets) at beginning of year2022-12-31$123,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$543,343
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 name2022-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2022-12-31954345526
2021 : L. A. FAMILY HOUSING RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,370,971
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$380,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$327,357
Value of total corrective distributions2021-12-31$1,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$814,000
Value of total assets at end of year2021-12-31$4,055,486
Value of total assets at beginning of year2021-12-31$3,065,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,727
Total interest from all sources2021-12-31$3,743
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$307,282
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$307,282
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$643,802
Participant contributions at end of year2021-12-31$102,562
Participant contributions at beginning of year2021-12-31$45,832
Participant contributions at end of year2021-12-31$25,529
Participant contributions at beginning of year2021-12-31$19,629
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,499
Total non interest bearing cash at beginning of year2021-12-31$3
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$990,409
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,055,486
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,065,077
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$3,714,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,944,671
Interest on participant loans2021-12-31$2,091
Interest earned on other investments2021-12-31$1,652
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$90,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$52,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$245,946
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$163,699
Employer contributions (assets) at end of year2021-12-31$123,025
Employer contributions (assets) at beginning of year2021-12-31$2,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$327,357
Contract administrator fees2021-12-31$51,727
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 name2021-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2021-12-31954345526
2020 : L. A. FAMILY HOUSING RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,054,525
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$215,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$174,506
Value of total corrective distributions2020-12-31$891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$570,727
Value of total assets at end of year2020-12-31$3,065,077
Value of total assets at beginning of year2020-12-31$2,226,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,530
Total interest from all sources2020-12-31$4,117
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$72,531
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$72,531
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$462,533
Participant contributions at end of year2020-12-31$45,832
Participant contributions at beginning of year2020-12-31$53,842
Participant contributions at end of year2020-12-31$19,629
Participant contributions at beginning of year2020-12-31$32,403
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$41,874
Total non interest bearing cash at end of year2020-12-31$3
Total non interest bearing cash at beginning of year2020-12-31$2
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$838,598
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,065,077
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,226,479
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,944,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,098,981
Interest on participant loans2020-12-31$2,875
Interest earned on other investments2020-12-31$1,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$52,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$34,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$407,150
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$66,320
Employer contributions (assets) at end of year2020-12-31$2,807
Employer contributions (assets) at beginning of year2020-12-31$6,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$174,506
Contract administrator fees2020-12-31$40,530
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOLTHOUSE CARLIN VAN TRIGHT
Accountancy firm EIN2020-12-31944345526
2019 : L. A. FAMILY HOUSING RETIREMENT 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$964,823
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$139,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$105,341
Value of total corrective distributions2019-12-31$458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$586,275
Value of total assets at end of year2019-12-31$2,226,479
Value of total assets at beginning of year2019-12-31$1,401,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$33,806
Total interest from all sources2019-12-31$2,707
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$56,528
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$56,528
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$382,498
Participant contributions at end of year2019-12-31$53,842
Participant contributions at beginning of year2019-12-31$46,554
Participant contributions at end of year2019-12-31$32,403
Participant contributions at beginning of year2019-12-31$17,351
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$147,745
Total non interest bearing cash at end of year2019-12-31$2
Total non interest bearing cash at beginning of year2019-12-31$4
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$825,218
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,226,479
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,401,261
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$2,098,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,316,022
Interest on participant loans2019-12-31$1,888
Interest earned on other investments2019-12-31$819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$34,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$319,313
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$56,032
Employer contributions (assets) at end of year2019-12-31$6,555
Employer contributions (assets) at beginning of year2019-12-31$2,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$105,341
Contract administrator fees2019-12-31$33,806
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 name2019-12-31HOLTHOUSE CARLIN VAN TRIGHT
Accountancy firm EIN2019-12-31944345526
2018 : L. A. FAMILY HOUSING RETIREMENT 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$381,143
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$547,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$519,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$441,110
Value of total assets at end of year2018-12-31$1,401,261
Value of total assets at beginning of year2018-12-31$1,567,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,790
Total interest from all sources2018-12-31$3,266
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$66,363
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$66,363
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$338,802
Participant contributions at end of year2018-12-31$46,554
Participant contributions at beginning of year2018-12-31$69,393
Participant contributions at end of year2018-12-31$17,351
Participant contributions at beginning of year2018-12-31$18,194
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$49,709
Total non interest bearing cash at end of year2018-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-166,729
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,401,261
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,567,990
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$1,316,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,457,992
Interest on participant loans2018-12-31$2,796
Interest earned on other investments2018-12-31$470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$18,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$18,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-129,596
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$52,599
Employer contributions (assets) at end of year2018-12-31$2,735
Employer contributions (assets) at beginning of year2018-12-31$3,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$519,082
Contract administrator fees2018-12-31$28,790
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 name2018-12-31HOLTHOUSE CARLIN VAN TRIGT
Accountancy firm EIN2018-12-31944345526
2017 : L. A. FAMILY HOUSING RETIREMENT 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$560,945
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$87,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$66,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$322,090
Value of total assets at end of year2017-12-31$1,567,990
Value of total assets at beginning of year2017-12-31$1,094,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,959
Total interest from all sources2017-12-31$2,029
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$53,980
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$53,980
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$225,290
Participant contributions at end of year2017-12-31$69,393
Participant contributions at beginning of year2017-12-31$53,439
Participant contributions at end of year2017-12-31$18,194
Participant contributions at beginning of year2017-12-31$10,185
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$58,847
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$473,768
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,567,990
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,094,222
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$1,457,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,006,751
Interest on participant loans2017-12-31$1,522
Interest earned on other investments2017-12-31$507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$18,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$23,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$182,846
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$37,953
Employer contributions (assets) at end of year2017-12-31$3,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$66,218
Contract administrator fees2017-12-31$20,959
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 name2017-12-31HOLTHOUSE CARLIN VAN TRIGT, LLP
Accountancy firm EIN2017-12-31944345526
2016 : L. A. FAMILY HOUSING RETIREMENT 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$257,125
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$125,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$108,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$184,646
Value of total assets at end of year2016-12-31$1,094,222
Value of total assets at beginning of year2016-12-31$962,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,920
Total interest from all sources2016-12-31$2,600
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$31,043
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$31,043
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$178,219
Participant contributions at end of year2016-12-31$53,439
Participant contributions at beginning of year2016-12-31$67,545
Participant contributions at end of year2016-12-31$10,185
Participant contributions at beginning of year2016-12-31$5,747
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,427
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$131,839
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,094,222
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$962,383
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$1,006,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$872,290
Interest on participant loans2016-12-31$2,165
Interest earned on other investments2016-12-31$435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$23,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$16,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$38,836
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$108,366
Contract administrator fees2016-12-31$16,920
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 name2016-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2016-12-31954345526
2015 : L. A. FAMILY HOUSING RETIREMENT 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$181,352
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$84,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$69,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$147,954
Value of total assets at end of year2015-12-31$962,383
Value of total assets at beginning of year2015-12-31$865,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,602
Total interest from all sources2015-12-31$2,088
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$53,831
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$53,831
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$147,954
Participant contributions at end of year2015-12-31$67,545
Participant contributions at beginning of year2015-12-31$39,270
Participant contributions at end of year2015-12-31$5,747
Participant contributions at beginning of year2015-12-31$10,127
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$97,313
Value of net assets at end of year (total assets less liabilities)2015-12-31$962,383
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$865,070
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$872,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$803,218
Interest on participant loans2015-12-31$1,715
Interest earned on other investments2015-12-31$373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$16,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$12,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-22,521
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$69,437
Contract administrator fees2015-12-31$14,602
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 name2015-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2015-12-31954345526
2014 : L. A. FAMILY HOUSING RETIREMENT 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$172,692
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$37,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$36,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$174,278
Value of total assets at end of year2014-12-31$865,070
Value of total assets at beginning of year2014-12-31$729,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,485
Total interest from all sources2014-12-31$1,150
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,029
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$6,029
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 period2014-12-31Yes
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$128,608
Participant contributions at end of year2014-12-31$39,270
Participant contributions at beginning of year2014-12-31$38,089
Participant contributions at end of year2014-12-31$10,127
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$40,880
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$135,085
Value of net assets at end of year (total assets less liabilities)2014-12-31$865,070
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$729,985
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$803,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$674,459
Interest on participant loans2014-12-31$1,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$17,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$17,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-8,765
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$4,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$36,122
Contract administrator fees2014-12-31$1,485
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2014-12-31954345526
2013 : L. A. FAMILY HOUSING RETIREMENT 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$228,717
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$87,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$84,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$103,590
Value of total assets at end of year2013-12-31$729,985
Value of total assets at beginning of year2013-12-31$588,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,105
Total interest from all sources2013-12-31$7,770
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,421
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$5,421
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$103,590
Participant contributions at end of year2013-12-31$38,089
Participant contributions at beginning of year2013-12-31$38,503
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$3,992
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$141,076
Value of net assets at end of year (total assets less liabilities)2013-12-31$729,985
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$588,909
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$674,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$496,383
Interest on participant loans2013-12-31$1,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$17,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$50,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$50,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$111,936
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$84,536
Contract administrator fees2013-12-31$3,105
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 name2013-12-31HOLTHOUSE CARLIN AND VAN TRIGT
Accountancy firm EIN2013-12-31954345526
2012 : L. A. FAMILY HOUSING RETIREMENT 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$172,353
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$151,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$149,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$118,407
Value of total assets at end of year2012-12-31$588,909
Value of total assets at beginning of year2012-12-31$568,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,770
Total interest from all sources2012-12-31$1,697
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,082
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$5,082
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$115,662
Participant contributions at end of year2012-12-31$38,503
Participant contributions at beginning of year2012-12-31$39,157
Participant contributions at end of year2012-12-31$3,992
Participant contributions at beginning of year2012-12-31$3,698
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,745
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$20,840
Value of net assets at end of year (total assets less liabilities)2012-12-31$588,909
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$568,069
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$496,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$440,179
Interest on participant loans2012-12-31$1,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$50,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$85,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$85,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$47,167
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$149,743
Contract administrator fees2012-12-31$1,770
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 name2012-12-31HOLTHOUSE CARLIN AND VAN TRIGT LLP
Accountancy firm EIN2012-12-31954345526
2011 : L. A. FAMILY HOUSING RETIREMENT 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$123,306
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$56,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$55,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$123,812
Value of total assets at end of year2011-12-31$568,069
Value of total assets at beginning of year2011-12-31$501,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$780
Total interest from all sources2011-12-31$1,825
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,375
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$5,375
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$122,936
Participant contributions at end of year2011-12-31$39,157
Participant contributions at beginning of year2011-12-31$41,859
Participant contributions at end of year2011-12-31$3,698
Participant contributions at beginning of year2011-12-31$3,911
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$876
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$66,584
Value of net assets at end of year (total assets less liabilities)2011-12-31$568,069
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$501,485
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$440,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$379,034
Interest on participant loans2011-12-31$1,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$85,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$76,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$76,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-7,706
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$55,942
Contract administrator fees2011-12-31$780
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 name2011-12-31HOLTHOUSE, CARLIN AND VAN TRIGT LLC
Accountancy firm EIN2011-12-31954345526
2010 : L. A. FAMILY HOUSING RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$21,065
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$504,940
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$24,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$23,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$466,372
Value of total assets at end of year2010-12-31$501,485
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$795
Total interest from all sources2010-12-31$1,327
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,382
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$3,382
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$134,131
Participant contributions at end of year2010-12-31$41,859
Participant contributions at end of year2010-12-31$3,911
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$332,241
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$480,420
Value of net assets at end of year (total assets less liabilities)2010-12-31$501,485
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$379,034
Interest on participant loans2010-12-31$1,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$76,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$33,859
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$23,725
Contract administrator fees2010-12-31$795
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOLTHOUSE, CARLIN AND VAN TRIGT LLC
Accountancy firm EIN2010-12-31954345526

Form 5500 Responses for L. A. FAMILY HOUSING RETIREMENT PLAN

2022: L. A. FAMILY HOUSING RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: L. A. FAMILY HOUSING RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: L. A. FAMILY HOUSING RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: L. A. FAMILY HOUSING RETIREMENT 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: L. A. FAMILY HOUSING RETIREMENT 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: L. A. FAMILY HOUSING RETIREMENT 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: L. A. FAMILY HOUSING RETIREMENT 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: L. A. FAMILY HOUSING RETIREMENT 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: L. A. FAMILY HOUSING RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: L. A. FAMILY HOUSING RETIREMENT 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: L. A. FAMILY HOUSING RETIREMENT 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: L. A. FAMILY HOUSING RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2010: L. A. FAMILY HOUSING RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809506
Policy instance 1
Insurance contract or identification number809506
Number of Individuals Covered581
Insurance policy start date2022-01-01
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809506
Policy instance 1
Insurance contract or identification number809506
Number of Individuals Covered532
Insurance policy start date2021-01-01
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809506
Policy instance 1
Insurance contract or identification number809506
Number of Individuals Covered487
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809506
Policy instance 1
Insurance contract or identification number809506
Number of Individuals Covered351
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809506
Policy instance 1
Insurance contract or identification number809506
Number of Individuals Covered297
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809506
Policy instance 1
Insurance contract or identification number809506
Number of Individuals Covered216
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809506
Policy instance 1
Insurance contract or identification number809506
Number of Individuals Covered109
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809506
Policy instance 1
Insurance contract or identification number809506
Number of Individuals Covered126
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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