| Plan Name | THE MEADOWS AT EAST MOUNTAIN 401(K) PROFIT SHARING PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | RUTLAND REGIONAL HEALTH SERVICES, INC. |
| Employer identification number (EIN): | 030330343 |
| NAIC Classification: | 624200 |
Additional information about RUTLAND REGIONAL HEALTH SERVICES, INC.
| Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
| Incorporation Date: | 1984-04-13 |
| Company Identification Number: | 46455 |
| Legal Registered Office Address: |
98 MERCHANTS ROW RUTLAND United States of America (USA) 05701 |
More information about RUTLAND REGIONAL HEALTH SERVICES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ERISA FIDUCIARY SERVICES | 2024-05-03 | ||
| 001 | 2022-01-01 | ERISA FIDUCIARY SERVICES | 2023-04-07 | ||
| 001 | 2021-01-01 | ERISA FIDUCIARY SERVICES | 2022-06-13 | ||
| 001 | 2020-01-01 | ERISA FIDUCIARY SERVICES | 2021-04-04 | ||
| 001 | 2019-01-01 | ERISA FIDUCIARY SERVICES | 2020-04-13 | ||
| 001 | 2018-01-01 | ERISA FIDUCIARY SERVICES | 2019-07-16 | ||
| 001 | 2017-01-01 | ERISA FIDUCIARY SERVICES | |||
| 001 | 2016-01-01 | ANTHONY WARD |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE MEADOWS AT EAST MOUNTAIN 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-04-07 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-07 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-07 | 65245 |
| Net assets as of the end of the plan year | 2025-04-07 | 615239 |
| Total assets as of the beginning of the plan year | 2025-04-07 | 489990 |
| Value of plan covered by a fidelity bond | 2025-04-07 | 48999 |
| Participant contributions to plan in this plan year | 2025-04-07 | 68400 |
| Value of participant loans at end of plan year | 2025-04-07 | 3575 |
| Other expenses paid from plan in this plan year | 2025-04-07 | 0 |
| Other contributions to plan in this plan year | 2025-04-07 | 0 |
| Other income to plan in this plan year | 2025-04-07 | 73606 |
| Plan net income in this plan year | 2025-04-07 | 125249 |
| Net assets as of the end of the plan year | 2025-04-07 | 615239 |
| Net assets as of the beginning of the plan year | 2025-04-07 | 489990 |
| Employer contributions to plan in this plan year | 2025-04-07 | 48488 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-07 | 8631 |
| 2024 : THE MEADOWS AT EAST MOUNTAIN 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-05-03 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-03 | 45693 |
| Net assets as of the end of the plan year | 2024-05-03 | 489990 |
| Total assets as of the beginning of the plan year | 2024-05-03 | 369091 |
| Value of plan covered by a fidelity bond | 2024-05-03 | 36909 |
| Participant contributions to plan in this plan year | 2024-05-03 | 52049 |
| Value of participant loans at end of plan year | 2024-05-03 | 8395 |
| Other expenses paid from plan in this plan year | 2024-05-03 | 0 |
| Other contributions to plan in this plan year | 2024-05-03 | 0 |
| Other income to plan in this plan year | 2024-05-03 | 71251 |
| Plan net income in this plan year | 2024-05-03 | 120899 |
| Net assets as of the end of the plan year | 2024-05-03 | 489990 |
| Net assets as of the beginning of the plan year | 2024-05-03 | 369091 |
| Employer contributions to plan in this plan year | 2024-05-03 | 43292 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-03 | 7149 |
| 2022 : THE MEADOWS AT EAST MOUNTAIN 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-06-13 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-13 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-13 | 83258 |
| Net assets as of the end of the plan year | 2022-06-13 | 452423 |
| Total assets as of the beginning of the plan year | 2022-06-13 | 401597 |
| Value of plan covered by a fidelity bond | 2022-06-13 | 40160 |
| Participant contributions to plan in this plan year | 2022-06-13 | 34216 |
| Value of participant loans at end of plan year | 2022-06-13 | 5817 |
| Other expenses paid from plan in this plan year | 2022-06-13 | 0 |
| Other contributions to plan in this plan year | 2022-06-13 | 0 |
| Other income to plan in this plan year | 2022-06-13 | 73377 |
| Plan net income in this plan year | 2022-06-13 | 50826 |
| Net assets as of the end of the plan year | 2022-06-13 | 452423 |
| Net assets as of the beginning of the plan year | 2022-06-13 | 401597 |
| Employer contributions to plan in this plan year | 2022-06-13 | 26491 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-13 | 4193 |
| 2017 : THE MEADOWS AT EAST MOUNTAIN 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $113,327 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $17,738 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $15,454 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of total corrective distributions | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $94,390 |
| Value of total assets at end of year | 2017-12-31 | $196,611 |
| Value of total assets at beginning of year | 2017-12-31 | $101,022 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,284 |
| Total interest from all sources | 2017-12-31 | $117 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $8,886 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $8,886 |
| Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $52,691 |
| Participant contributions at end of year | 2017-12-31 | $5,311 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
| Administrative expenses (other) incurred | 2017-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $95,589 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $196,611 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $101,022 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $0 |
| Investment advisory and management fees | 2017-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $175,691 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $85,832 |
| Interest on participant loans | 2017-12-31 | $58 |
| Value of interest in master investment trust accounts at end of year | 2017-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $9,399 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $11,875 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $11,875 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $59 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $9,934 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
| Assets. Value of employer real property at beginning of year | 2017-12-31 | $0 |
| Contributions received in cash from employer | 2017-12-31 | $41,699 |
| Employer contributions (assets) at end of year | 2017-12-31 | $6,210 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $3,315 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $15,454 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $0 |
| Contract administrator fees | 2017-12-31 | $2,284 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $0 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | YARLAS, KAPLAN, SANTILLI, MORAN LTD |
| Accountancy firm EIN | 2017-12-31 | 050514919 |
| 2016 : THE MEADOWS AT EAST MOUNTAIN 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $102,615 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $1,593 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,448 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $96,958 |
| Value of total assets at end of year | 2016-12-31 | $101,022 |
| Value of total assets at beginning of year | 2016-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $145 |
| Total interest from all sources | 2016-12-31 | $9 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,051 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,051 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $42,780 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $21,763 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $101,022 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $101,022 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $85,832 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $11,875 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $9 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,597 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $32,415 |
| Employer contributions (assets) at end of year | 2016-12-31 | $3,315 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,448 |
| Contract administrator fees | 2016-12-31 | $145 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | YKSM, LTD. |
| Accountancy firm EIN | 2016-12-31 | 050514919 |
| 2017: THE MEADOWS AT EAST MOUNTAIN 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses | ||
|---|---|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE MEADOWS AT EAST MOUNTAIN 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | First time form 5500 has been submitted | Yes |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |