401k Plan data: ST. JAMES HEALTHCARE CENTER 401(K) PLAN plan

ST. JAMES HEALTHCARE CENTER 401(K) PLAN 401k Plan overview

Plan Name	ST. JAMES HEALTHCARE CENTER 401(K) PLAN
Plan identification number	003

ST. JAMES HEALTHCARE CENTER 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.
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

ST. JAMES HEALTHCARE CENTER has sponsored the creation of one or more 401k plans.

Company Name: ST. JAMES HEALTHCARE CENTER

Employer identification number (EIN): 112205148

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. JAMES HEALTHCARE CENTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2012-01-01 YOSSIE ZUCKER
003 2011-01-01 ANN TALIENTO
003 2009-01-01 WILLIAM ST GEORGE 2010-08-24

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2012-01-01	YOSSIE ZUCKER
003	2011-01-01	ANN TALIENTO
003	2009-01-01		WILLIAM ST GEORGE	2010-08-24

Plan Statistics for ST. JAMES HEALTHCARE CENTER 401(K) PLAN

401k plan membership statisitcs for ST. JAMES HEALTHCARE CENTER 401(K) PLAN

Measure Date Value
2012: ST. JAMES HEALTHCARE CENTER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 102
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 23
Total of all active and inactive participants 2012-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 126
Number of participants with account balances 2012-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: ST. JAMES HEALTHCARE CENTER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 67
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 20
Total of all active and inactive participants 2011-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 87
Number of participants with account balances 2011-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: ST. JAMES HEALTHCARE CENTER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 71
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 17
Total of all active and inactive participants 2009-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 89
Number of participants with account balances 2009-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2012: ST. JAMES HEALTHCARE CENTER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	102
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	23
Total of all active and inactive participants	2012-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	126
Number of participants with account balances	2012-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: ST. JAMES HEALTHCARE CENTER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	67
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	20
Total of all active and inactive participants	2011-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	87
Number of participants with account balances	2011-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: ST. JAMES HEALTHCARE CENTER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	71
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	17
Total of all active and inactive participants	2009-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	89
Number of participants with account balances	2009-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on ST. JAMES HEALTHCARE CENTER 401(K) PLAN

Measure	Date	Value
2012 : ST. JAMES HEALTHCARE CENTER 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$966,148
Expenses. Total of all expenses incurred	2012-12-31	$914,181
Benefits paid (including direct rollovers)	2012-12-31	$910,291
Total plan assets at end of year	2012-12-31	$4,765,618
Total plan assets at beginning of year	2012-12-31	$4,713,651
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$297,810
Other income received	2012-12-31	$567,765
Net income (gross income less expenses)	2012-12-31	$51,967
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,765,618
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,713,651
Assets. Value of participant loans	2012-12-31	$24,246
Total contributions received or receivable from employer(s)	2012-12-31	$100,573
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,890
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ST. JAMES HEALTHCARE CENTER 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$372,535
Expenses. Total of all expenses incurred	2011-12-31	$526,125
Benefits paid (including direct rollovers)	2011-12-31	$513,884
Total plan assets at end of year	2011-12-31	$4,713,651
Total plan assets at beginning of year	2011-12-31	$4,867,241
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$292,454
Other income received	2011-12-31	$-48,721
Net income (gross income less expenses)	2011-12-31	$-153,590
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,713,651
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,867,241
Assets. Value of participant loans	2011-12-31	$30,901
Total contributions received or receivable from employer(s)	2011-12-31	$128,802
Value of corrective distributions	2011-12-31	$5,628
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,613
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ST. JAMES HEALTHCARE CENTER 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$985,404
Expenses. Total of all expenses incurred	2010-12-31	$314,791
Benefits paid (including direct rollovers)	2010-12-31	$310,617
Total plan assets at end of year	2010-12-31	$4,867,241
Total plan assets at beginning of year	2010-12-31	$4,196,628
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$319,943
Other income received	2010-12-31	$543,564
Net income (gross income less expenses)	2010-12-31	$670,613
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,867,241
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,196,628
Assets. Value of participant loans	2010-12-31	$14,705
Total contributions received or receivable from employer(s)	2010-12-31	$121,897
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,174
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for ST. JAMES HEALTHCARE CENTER 401(K) PLAN

2012: ST. JAMES HEALTHCARE CENTER 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ST. JAMES HEALTHCARE CENTER 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ST. JAMES HEALTHCARE CENTER 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ST. JAMES HEALTHCARE CENTER
Employer identification number (EIN):	112205148
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities