401k Plan data: MOUNT CARMEL COMMUNITIES, LLC 401(K) PLAN plan

MOUNT CARMEL COMMUNITIES, LLC 401(K) PLAN 401k Plan overview

Plan Name	MOUNT CARMEL COMMUNITIES, LLC 401(K) PLAN
Plan identification number	001

MOUNT CARMEL COMMUNITIES, LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MOUNT CARMEL COMMUNITIES, LLC has sponsored the creation of one or more 401k plans.

Company Name: MOUNT CARMEL COMMUNITIES, LLC

Employer identification number (EIN): 043650090

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNT CARMEL COMMUNITIES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 STACIE FAULKNER 2021-02-02
001 2019-01-01 STACIE FAULKNER 2020-02-20
001 2018-01-01
001 2018-01-01
001 2017-01-01 CHRIS BROWN
001 2016-01-01 CHRIS BROWN 2017-03-31
001 2015-01-01 CHRIS BROWN 2016-03-17
001 2014-01-01 CHRIS BROWN 2015-05-19
001 2013-01-01 CHRIS BROWN 2014-10-01
001 2012-01-01 CHRIS BROWN 2013-05-28
001 2011-01-01 CHRIS BROWN 2012-07-24
001 2010-01-01 CHRIS BROWN 2011-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	STACIE FAULKNER	2021-02-02
001	2019-01-01	STACIE FAULKNER	2020-02-20
001	2018-01-01
001	2018-01-01
001	2017-01-01	CHRIS BROWN
001	2016-01-01	CHRIS BROWN	2017-03-31
001	2015-01-01	CHRIS BROWN	2016-03-17
001	2014-01-01	CHRIS BROWN	2015-05-19
001	2013-01-01	CHRIS BROWN	2014-10-01
001	2012-01-01	CHRIS BROWN	2013-05-28
001	2011-01-01	CHRIS BROWN	2012-07-24
001	2010-01-01	CHRIS BROWN	2011-10-11

Plan Statistics for MOUNT CARMEL COMMUNITIES, LLC 401(K) PLAN

401k plan membership statisitcs for MOUNT CARMEL COMMUNITIES, LLC 401(K) PLAN

Measure Date Value
2018: MOUNT CARMEL COMMUNITIES, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 124
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 130
Number of participants with account balances 2018-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: MOUNT CARMEL COMMUNITIES, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 129
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 134
Number of participants with account balances 2017-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1

Measure	Date	Value
2018: MOUNT CARMEL COMMUNITIES, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	124
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	130
Number of participants with account balances	2018-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: MOUNT CARMEL COMMUNITIES, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	129
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	134
Number of participants with account balances	2017-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1

Financial Data on MOUNT CARMEL COMMUNITIES, LLC 401(K) PLAN

Measure	Date	Value
2018 : MOUNT CARMEL COMMUNITIES, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$140,841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$108,041
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$59,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$35,023
Value of total corrective distributions	2018-12-31	$14,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$166,572
Value of total assets at end of year	2018-12-31	$706,698
Value of total assets at beginning of year	2018-12-31	$798,589
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$9,309
Total interest from all sources	2018-12-31	$1,335
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$23,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$23,910
Administrative expenses professional fees incurred	2018-12-31	$2,734
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$139,571
Participant contributions at end of year	2018-12-31	$31,657
Participant contributions at beginning of year	2018-12-31	$9,598
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$48,950
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$706,698
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$798,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$4,137
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$667,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$782,219
Interest on participant loans	2018-12-31	$1,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$7,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$6,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$6,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-83,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$26,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$35,023
Contract administrator fees	2018-12-31	$2,438
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BROWN SMITH WALLACE LLP
Accountancy firm EIN	2018-12-31	431001367
2017 : MOUNT CARMEL COMMUNITIES, LLC 401(K) PLAN 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	$250,205
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$128,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$121,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$148,895
Value of total assets at end of year	2017-12-31	$798,589
Value of total assets at beginning of year	2017-12-31	$676,781
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,264
Total interest from all sources	2017-12-31	$1,006
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$22,086
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	$22,086
Administrative expenses professional fees incurred	2017-12-31	$442
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$126,697
Participant contributions at end of year	2017-12-31	$9,598
Participant contributions at beginning of year	2017-12-31	$39,324
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$4,726
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	$121,808
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$798,589
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$676,781
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
Investment advisory and management fees	2017-12-31	$4,584
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$782,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$630,593
Interest on participant loans	2017-12-31	$1,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$6,772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$6,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$6,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$78,218
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
Contributions received in cash from employer	2017-12-31	$22,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$116,407
Contract administrator fees	2017-12-31	$2,238
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
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	BROWN SMITH WALLACE LLP
Accountancy firm EIN	2017-12-31	431001367

Form 5500 Responses for MOUNT CARMEL COMMUNITIES, LLC 401(K) PLAN

2018: MOUNT CARMEL COMMUNITIES, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MOUNT CARMEL COMMUNITIES, LLC 401(K) PLAN 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

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Company Name:	MOUNT CARMEL COMMUNITIES, LLC
Employer identification number (EIN):	043650090
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities