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SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameSENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SENIOR LIVING RESIDENCE LLC has sponsored the creation of one or more 401k plans.

Company Name:SENIOR LIVING RESIDENCE LLC
Employer identification number (EIN):043395920
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01THOMAS J. SEXTON2023-12-18
0012021-01-01THOMAS J. SEXTON2023-01-09
0012020-01-01NAZIMA MOHAMMED2021-10-15
0012019-01-01NAZIMA DRUMM2020-10-13
0012019-01-01ROBERT LARKIN2021-04-16
0012018-01-01PETER MULLEN2019-10-15
0012018-01-01NAZIMA DRUMM2020-01-07
0012017-01-01
0012017-01-01
0012016-01-01PHIL TISUE
0012015-01-01PHIL TISUE
0012014-01-01PHIL TISUE
0012013-01-01PHIL TISUE
0012012-01-01RENEE TWERAGO ROBERT LARKIN2013-10-11
0012011-01-01RENEE TWERAGO
0012010-01-01RENEE TWERAGO2012-10-02

Plan Statistics for SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01838
Total number of active participants reported on line 7a of the Form 55002022-01-011,101
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01107
Total of all active and inactive participants2022-01-011,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,208
Number of participants with account balances2022-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01663
Total number of active participants reported on line 7a of the Form 55002021-01-01523
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01128
Total of all active and inactive participants2021-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01651
Number of participants with account balances2021-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01683
Total number of active participants reported on line 7a of the Form 55002020-01-01566
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0197
Total of all active and inactive participants2020-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01663
Number of participants with account balances2020-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01714
Total number of active participants reported on line 7a of the Form 55002019-01-01595
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0188
Total of all active and inactive participants2019-01-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01683
Number of participants with account balances2019-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0145
2018: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01552
Total number of active participants reported on line 7a of the Form 55002018-01-01666
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0148
Total of all active and inactive participants2018-01-01714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01714
Number of participants with account balances2018-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01433
Total number of active participants reported on line 7a of the Form 55002017-01-01518
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01552
Number of participants with account balances2017-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01385
Total number of active participants reported on line 7a of the Form 55002016-01-01401
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01433
Number of participants with account balances2016-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01349
Total number of active participants reported on line 7a of the Form 55002015-01-01150
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01104
Total of all active and inactive participants2015-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01260
Number of participants with account balances2015-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01304
Total number of active participants reported on line 7a of the Form 55002014-01-01335
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01349
Number of participants with account balances2014-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01180
Total number of active participants reported on line 7a of the Form 55002013-01-01298
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01304
Number of participants with account balances2013-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01152
Total number of active participants reported on line 7a of the Form 55002012-01-01174
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01180
Number of participants with account balances2012-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01140
Total number of active participants reported on line 7a of the Form 55002011-01-01147
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01152
Number of participants with account balances2011-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014

Financial Data on SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$26,802
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$44,876
Total income from all sources (including contributions)2022-12-31$402,699
Total of all expenses incurred2022-12-31$558,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$507,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,427,419
Value of total assets at end of year2022-12-31$6,164,372
Value of total assets at beginning of year2022-12-31$6,338,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,431
Total interest from all sources2022-12-31$7,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$930,711
Participant contributions at end of year2022-12-31$141,737
Participant contributions at beginning of year2022-12-31$126,198
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$316,164
Administrative expenses (other) incurred2022-12-31$3,075
Total non interest bearing cash at end of year2022-12-31$27,281
Total non interest bearing cash at beginning of year2022-12-31$16,674
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-156,034
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,137,570
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,293,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,160
Value of interest in pooled separate accounts at end of year2022-12-31$5,995,354
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,195,608
Interest on participant loans2022-12-31$7,100
Net investment gain/loss from pooled separate accounts2022-12-31$-1,031,820
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$180,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$507,302
Contract administrator fees2022-12-31$47,196
Liabilities. Value of benefit claims payable at end of year2022-12-31$26,802
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$44,876
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 name2022-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2022-12-31431947695
2021 : SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$44,876
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$38,785
Total income from all sources (including contributions)2021-12-31$1,667,884
Total of all expenses incurred2021-12-31$553,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$503,709
Value of total corrective distributions2021-12-31$44,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,021,949
Value of total assets at end of year2021-12-31$6,338,480
Value of total assets at beginning of year2021-12-31$5,217,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,690
Total interest from all sources2021-12-31$8,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$775,426
Participant contributions at end of year2021-12-31$126,198
Participant contributions at beginning of year2021-12-31$162,489
Participant contributions at end of year2021-12-31$-130
Participant contributions at beginning of year2021-12-31$40
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$94,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$959
Total non interest bearing cash at end of year2021-12-31$16,674
Total non interest bearing cash at beginning of year2021-12-31$35,728
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$1,114,485
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,293,604
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,179,119
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
Investment advisory and management fees2021-12-31$49,690
Value of interest in pooled separate accounts at end of year2021-12-31$6,195,608
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,019,627
Interest on participant loans2021-12-31$8,151
Interest earned on other investments2021-12-31$311
Net investment gain/loss from pooled separate accounts2021-12-31$637,784
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$152,033
Employer contributions (assets) at end of year2021-12-31$-6
Employer contributions (assets) at beginning of year2021-12-31$20
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$503,709
Contract administrator fees2021-12-31$46,277
Liabilities. Value of benefit claims payable at end of year2021-12-31$44,876
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$38,785
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 name2021-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$38,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,169
Total income from all sources (including contributions)2020-12-31$1,516,199
Total of all expenses incurred2020-12-31$342,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$264,854
Expenses. Certain deemed distributions of participant loans2020-12-31$288
Value of total corrective distributions2020-12-31$38,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$909,880
Value of total assets at end of year2020-12-31$5,217,904
Value of total assets at beginning of year2020-12-31$4,018,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$38,789
Total interest from all sources2020-12-31$9,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$706,933
Participant contributions at end of year2020-12-31$162,489
Participant contributions at beginning of year2020-12-31$135,303
Participant contributions at end of year2020-12-31$40
Participant contributions at beginning of year2020-12-31$1,842
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$70,184
Total non interest bearing cash at end of year2020-12-31$35,728
Total non interest bearing cash at beginning of year2020-12-31$15,625
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,173,483
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,179,119
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,005,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$3,752
Value of interest in pooled separate accounts at end of year2020-12-31$5,019,627
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,865,941
Interest on participant loans2020-12-31$8,380
Interest earned on other investments2020-12-31$1,127
Net investment gain/loss from pooled separate accounts2020-12-31$596,812
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$132,763
Employer contributions (assets) at end of year2020-12-31$20
Employer contributions (assets) at beginning of year2020-12-31$94
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$264,854
Contract administrator fees2020-12-31$35,037
Liabilities. Value of benefit claims payable at end of year2020-12-31$38,785
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$13,169
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2020-12-31431947695
2019 : SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,169
Total income from all sources (including contributions)2019-12-31$1,445,402
Total of all expenses incurred2019-12-31$449,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$361,507
Expenses. Certain deemed distributions of participant loans2019-12-31$25,657
Value of total corrective distributions2019-12-31$31,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$810,503
Value of total assets at end of year2019-12-31$4,018,805
Value of total assets at beginning of year2019-12-31$3,009,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,964
Total interest from all sources2019-12-31$8,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$624,890
Participant contributions at end of year2019-12-31$135,303
Participant contributions at beginning of year2019-12-31$129,737
Participant contributions at end of year2019-12-31$1,842
Participant contributions at beginning of year2019-12-31$544
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$67,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,694
Total non interest bearing cash at end of year2019-12-31$15,625
Total non interest bearing cash at beginning of year2019-12-31$15,209
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$996,211
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,005,636
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,009,425
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
Investment advisory and management fees2019-12-31$30,964
Value of interest in pooled separate accounts at end of year2019-12-31$3,865,941
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,859,761
Interest on participant loans2019-12-31$8,555
Net investment gain/loss from pooled separate accounts2019-12-31$626,344
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$118,558
Employer contributions (assets) at end of year2019-12-31$94
Employer contributions (assets) at beginning of year2019-12-31$4,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$361,507
Liabilities. Value of benefit claims payable at end of year2019-12-31$13,169
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 name2019-12-31DAVISKELLY CPAS
Accountancy firm EIN2019-12-31463169148
2018 : SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$28
Total income from all sources (including contributions)2018-12-31$1,054,682
Total of all expenses incurred2018-12-31$141,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$87,403
Value of total corrective distributions2018-12-31$31,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,201,384
Value of total assets at end of year2018-12-31$3,009,425
Value of total assets at beginning of year2018-12-31$2,095,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,112
Total interest from all sources2018-12-31$4,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$491,393
Participant contributions at end of year2018-12-31$129,737
Participant contributions at beginning of year2018-12-31$57,576
Participant contributions at end of year2018-12-31$544
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$612,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$28
Other income not declared elsewhere2018-12-31$6,403
Total non interest bearing cash at end of year2018-12-31$15,209
Total non interest bearing cash at beginning of year2018-12-31$3,920
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$913,538
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,009,425
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,095,887
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
Investment advisory and management fees2018-12-31$22,112
Value of interest in pooled separate accounts at end of year2018-12-31$2,859,761
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,034,419
Interest on participant loans2018-12-31$4,322
Net investment gain/loss from pooled separate accounts2018-12-31$-157,427
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$97,842
Employer contributions (assets) at end of year2018-12-31$4,174
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$87,403
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 name2018-12-31DAVISKELLY CPA'S
Accountancy firm EIN2018-12-31463169148
2017 : SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$28
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,863
Total income from all sources (including contributions)2017-12-31$806,519
Total of all expenses incurred2017-12-31$145,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$122,847
Expenses. Certain deemed distributions of participant loans2017-12-31$1,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$565,756
Value of total assets at end of year2017-12-31$2,095,915
Value of total assets at beginning of year2017-12-31$1,444,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,247
Total interest from all sources2017-12-31$1,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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 period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$339,236
Participant contributions at end of year2017-12-31$57,576
Participant contributions at beginning of year2017-12-31$30,417
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$20,605
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$157,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$28
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$9,863
Total non interest bearing cash at end of year2017-12-31$3,920
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$661,479
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,095,887
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,434,408
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
Investment advisory and management fees2017-12-31$20,247
Value of interest in pooled separate accounts at end of year2017-12-31$2,034,419
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,380,994
Interest on participant loans2017-12-31$1,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,226
Net investment gain/loss from pooled separate accounts2017-12-31$239,041
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$68,700
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$4,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$122,847
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31DAVISKELLY CPA'S
Accountancy firm EIN2017-12-31463169148
2016 : SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 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$9,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,551
Total income from all sources (including contributions)2016-12-31$430,483
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$30,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$348,141
Value of total assets at end of year2016-12-31$1,444,271
Value of total assets at beginning of year2016-12-31$1,050,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,054
Total interest from all sources2016-12-31$786
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$267,664
Participant contributions at end of year2016-12-31$30,417
Participant contributions at beginning of year2016-12-31$10,728
Participant contributions at end of year2016-12-31$20,605
Participant contributions at beginning of year2016-12-31$4,171
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$20,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$9,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$15,551
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$399,955
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,434,408
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,034,453
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$1,380,994
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,030,428
Interest on participant loans2016-12-31$716
Interest earned on other investments2016-12-31$70
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,344
Net investment gain/loss from pooled separate accounts2016-12-31$81,556
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
Contributions received in cash from employer2016-12-31$60,040
Employer contributions (assets) at end of year2016-12-31$4,029
Employer contributions (assets) at beginning of year2016-12-31$1,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,474
Contract administrator fees2016-12-31$16,054
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31COULTER & JUSTUS
Accountancy firm EIN2016-12-31621532536
2015 : SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 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$15,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,851
Total income from all sources (including contributions)2015-12-31$264,385
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$21,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$280,408
Value of total assets at end of year2015-12-31$1,050,004
Value of total assets at beginning of year2015-12-31$809,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,154
Total interest from all sources2015-12-31$498
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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$222,606
Participant contributions at end of year2015-12-31$10,728
Participant contributions at beginning of year2015-12-31$14,365
Participant contributions at end of year2015-12-31$4,171
Participant contributions at beginning of year2015-12-31$1,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$15,551
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$17,851
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$242,915
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,034,453
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$791,538
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$1,030,428
Value of interest in pooled separate accounts at beginning of year2015-12-31$789,943
Interest on participant loans2015-12-31$468
Interest earned on other investments2015-12-31$30
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,904
Net investment gain/loss from pooled separate accounts2015-12-31$-16,521
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$57,802
Employer contributions (assets) at end of year2015-12-31$1,333
Employer contributions (assets) at beginning of year2015-12-31$527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,316
Contract administrator fees2015-12-31$14,154
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31COULTER & JUSTUS
Accountancy firm EIN2015-12-31621532536
2014 : SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 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$17,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,919
Total income from all sources (including contributions)2014-12-31$339,644
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$36,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$28,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$310,797
Value of total assets at end of year2014-12-31$809,389
Value of total assets at beginning of year2014-12-31$494,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,991
Total interest from all sources2014-12-31$787
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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$265,400
Participant contributions at end of year2014-12-31$14,365
Participant contributions at beginning of year2014-12-31$18,621
Participant contributions at end of year2014-12-31$1,650
Participant contributions at beginning of year2014-12-31$7,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$17,851
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,919
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$303,403
Value of net assets at end of year (total assets less liabilities)2014-12-31$791,538
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$488,135
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$789,943
Value of interest in pooled separate accounts at beginning of year2014-12-31$463,847
Interest on participant loans2014-12-31$748
Interest earned on other investments2014-12-31$39
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,193
Net investment gain/loss from pooled separate accounts2014-12-31$28,060
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$45,397
Employer contributions (assets) at end of year2014-12-31$527
Employer contributions (assets) at beginning of year2014-12-31$1,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$28,250
Contract administrator fees2014-12-31$7,991
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 name2014-12-31COULTER & JUSTUS
Accountancy firm EIN2014-12-31621532536
2013 : SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 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$5,919
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$227,092
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$64,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$60,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$175,161
Value of total assets at end of year2013-12-31$494,054
Value of total assets at beginning of year2013-12-31$325,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,645
Total interest from all sources2013-12-31$339
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$347
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$347
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$27,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$139,015
Participant contributions at end of year2013-12-31$18,621
Participant contributions at beginning of year2013-12-31$6,215
Participant contributions at end of year2013-12-31$7,547
Participant contributions at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$162,729
Value of net assets at end of year (total assets less liabilities)2013-12-31$488,135
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$325,406
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$319,191
Value of interest in pooled separate accounts at end of year2013-12-31$463,847
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$323
Interest earned on other investments2013-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$51,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$36,146
Employer contributions (assets) at end of year2013-12-31$1,846
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$60,718
Contract administrator fees2013-12-31$3,645
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31COULTER & JUSTUS
Accountancy firm EIN2013-12-31621532536
2012 : SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 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$131,993
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$66,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$46,384
Value of total corrective distributions2012-12-31$20,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$99,712
Value of total assets at end of year2012-12-31$325,406
Value of total assets at beginning of year2012-12-31$260,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$225
Total interest from all sources2012-12-31$148
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,839
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$9,839
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$27,000
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$85,102
Participant contributions at end of year2012-12-31$6,215
Participant contributions at beginning of year2012-12-31$1,943
Administrative expenses (other) incurred2012-12-31$225
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$65,372
Value of net assets at end of year (total assets less liabilities)2012-12-31$325,406
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$260,034
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$319,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$258,091
Interest on participant loans2012-12-31$148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$22,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$14,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$46,384
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 name2012-12-31DONALD KEITH, CPA
Accountancy firm EIN2012-12-31263271902
2011 : SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 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$117,111
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$113,574
Value of total assets at end of year2011-12-31$260,034
Value of total assets at beginning of year2011-12-31$148,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$350
Total interest from all sources2011-12-31$122
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,826
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$6,826
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000
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$93,554
Participant contributions at end of year2011-12-31$1,943
Participant contributions at beginning of year2011-12-31$3,018
Administrative expenses (other) incurred2011-12-31$350
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$111,787
Value of net assets at end of year (total assets less liabilities)2011-12-31$260,034
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$148,247
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$258,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$145,229
Interest on participant loans2011-12-31$122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$20,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,974
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 name2011-12-31DONALD KEITH, CPA
Accountancy firm EIN2011-12-31263271902

Form 5500 Responses for SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST

2022: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 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: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 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: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 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: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 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: SENIOR LIVING RESIDENCE LLC 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 2
Number of Individuals Covered380
Total amount of commissions paid to insurance brokerUSD $14,567
Total amount of fees paid to insurance companyUSD $12,296
Commission paid to Insurance BrokerUSD $14,567
Insurance broker organization code?7
Amount paid for insurance broker fees7941
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131676
Policy instance 1
Insurance contract or identification number131676
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131676
Policy instance 1
Insurance contract or identification number131676
Total amount of commissions paid to insurance brokerUSD $13,988
Total amount of fees paid to insurance companyUSD $32,640
Amount paid for insurance broker fees32640
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $13,988
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131676
Policy instance 1
Insurance contract or identification number131676
Number of Individuals Covered275
Total amount of commissions paid to insurance brokerUSD $10,314
Total amount of fees paid to insurance companyUSD $5,065
Commission paid to Insurance BrokerUSD $10,314
Insurance broker organization code?3
Amount paid for insurance broker fees5065
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131676
Policy instance 1
Insurance contract or identification number131676
Number of Individuals Covered243
Total amount of commissions paid to insurance brokerUSD $8,217
Total amount of fees paid to insurance companyUSD $1,720
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees1720
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $8,217
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131676
Policy instance 1
Insurance contract or identification number131676
Number of Individuals Covered225
Total amount of commissions paid to insurance brokerUSD $827
Total amount of fees paid to insurance companyUSD $11,442
Amount paid for insurance broker fees11442
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $827
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-780
Policy instance 2
Insurance contract or identification number931061-780
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,896
Total amount of fees paid to insurance companyUSD $748
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,896
Insurance broker organization code?3
Amount paid for insurance broker fees748
Insurance broker nameTAG RESOURCES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131676
Policy instance 1
Insurance contract or identification number131676
Number of Individuals Covered145
Total amount of commissions paid to insurance brokerUSD $19,653
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,653
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITIES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-780
Policy instance 1
Insurance contract or identification number931061-780
Number of Individuals Covered260
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,612
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 Administration0
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?Yes
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
Commission paid to Insurance BrokerUSD $1,806
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITIES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-780
Policy instance 1
Insurance contract or identification number931061-780
Number of Individuals Covered349
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,370
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 Administration0
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?Yes
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
Commission paid to Insurance BrokerUSD $1,185
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITIES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-780
Policy instance 1
Insurance contract or identification number931061-780
Number of Individuals Covered304
Insurance policy start date2013-04-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,065
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 Administration0
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
Commission paid to Insurance BrokerUSD $495
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITIES

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