401k Plan data: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN plan

GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN
Plan identification number	001

GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

GURWIN JEWISH-FAY J. LINDNER RESIDENCES has sponsored the creation of one or more 401k plans.

Company Name: GURWIN JEWISH-FAY J. LINDNER RESIDENCES

Employer identification number (EIN): 113342472

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 STACIE CAPLAN PATRICK DONNELLAN 2017-10-11
001 2015-01-01 PATRICK DONNELLAN STACIE CAPLAN 2016-10-14
001 2015-01-01 PATRICK DONNELLAN 2016-10-13
001 2014-01-01 PATRICK DONNELLAN PATRICK DONNELLAN 2015-10-08
001 2013-01-01 STACIE CAPLAN PATRICK DONNELLAN 2014-10-10
001 2012-01-01 PATRICK DONNELLAN PATRICK DONNELLAN 2013-10-01
001 2011-01-01 PATRICK DONNELLAN PATRICK DONNELLAN 2012-10-04
001 2009-01-01 PATRICK DONNELLAN
001 2008-01-01 PATRICK DONNELLAN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	STACIE CAPLAN	PATRICK DONNELLAN	2017-10-11
001	2015-01-01	PATRICK DONNELLAN	STACIE CAPLAN	2016-10-14
001	2015-01-01		PATRICK DONNELLAN	2016-10-13
001	2014-01-01	PATRICK DONNELLAN	PATRICK DONNELLAN	2015-10-08
001	2013-01-01	STACIE CAPLAN	PATRICK DONNELLAN	2014-10-10
001	2012-01-01	PATRICK DONNELLAN	PATRICK DONNELLAN	2013-10-01
001	2011-01-01	PATRICK DONNELLAN	PATRICK DONNELLAN	2012-10-04
001	2009-01-01	PATRICK DONNELLAN
001	2008-01-01	PATRICK DONNELLAN

Plan Statistics for GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN

Measure Date Value
2019: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 104
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 17
Total of all active and inactive participants 2018-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 124
Number of participants with account balances 2018-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 113
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 129
Number of participants with account balances 2017-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 114
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 12
Total of all active and inactive participants 2016-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 127
Number of participants with account balances 2016-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 102
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 113
Number of participants with account balances 2015-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 101
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 112
Number of participants with account balances 2014-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 102
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 115
Number of participants with account balances 2013-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 91
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 14
Total of all active and inactive participants 2012-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 105
Number of participants with account balances 2012-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 93
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 7
Total of all active and inactive participants 2011-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 100
Number of participants with account balances 2011-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 96
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 5
Total of all active and inactive participants 2009-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 101
Number of participants with account balances 2009-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2
2008: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 0
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 0
Number of participants with account balances 2008-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2019: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	104
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	17
Total of all active and inactive participants	2018-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	124
Number of participants with account balances	2018-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	113
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	129
Number of participants with account balances	2017-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	114
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	12
Total of all active and inactive participants	2016-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	127
Number of participants with account balances	2016-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	102
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	113
Number of participants with account balances	2015-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	101
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	112
Number of participants with account balances	2014-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	102
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	115
Number of participants with account balances	2013-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	91
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	14
Total of all active and inactive participants	2012-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	105
Number of participants with account balances	2012-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	93
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	7
Total of all active and inactive participants	2011-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	100
Number of participants with account balances	2011-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	96
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	5
Total of all active and inactive participants	2009-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	101
Number of participants with account balances	2009-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2
2008: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	0
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	0
Number of participants with account balances	2008-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2019 : GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-08-07	$0
Total transfer of assets from this plan	2019-08-07	$5,612,666
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-07	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-07	$0
Total income from all sources (including contributions)	2019-08-07	$788,185
Total loss/gain on sale of assets	2019-08-07	$0
Total of all expenses incurred	2019-08-07	$230,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-07	$223,616
Expenses. Certain deemed distributions of participant loans	2019-08-07	$0
Value of total corrective distributions	2019-08-07	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-07	$341,096
Value of total assets at end of year	2019-08-07	$0
Value of total assets at beginning of year	2019-08-07	$5,055,024
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-07	$6,927
Total interest from all sources	2019-08-07	$51,215
Total dividends received (eg from common stock, registered investment company shares)	2019-08-07	$13,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-07	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-08-07	$13,591
Administrative expenses professional fees incurred	2019-08-07	$0
Was this plan covered by a fidelity bond	2019-08-07	Yes
Value of fidelity bond cover	2019-08-07	$10,000,000
If this is an individual account plan, was there a blackout period	2019-08-07	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-08-07	$0
Were there any nonexempt tranactions with any party-in-interest	2019-08-07	No
Contributions received from participants	2019-08-07	$179,781
Participant contributions at end of year	2019-08-07	$0
Participant contributions at beginning of year	2019-08-07	$112,214
Other income not declared elsewhere	2019-08-07	$0
Administrative expenses (other) incurred	2019-08-07	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-07	No
Value of net income/loss	2019-08-07	$557,642
Value of net assets at end of year (total assets less liabilities)	2019-08-07	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-08-07	$5,055,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-07	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-07	No
Were any leases to which the plan was party in default or uncollectible	2019-08-07	No
Investment advisory and management fees	2019-08-07	$5,271
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-08-07	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-07	$2,720,807
Interest on participant loans	2019-08-07	$4,312
Interest earned on other investments	2019-08-07	$46,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-08-07	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-08-07	$2,222,003
Expenses. Payments to insurance carriers foe the provision of benefits	2019-08-07	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-08-07	$382,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-07	No
Was there a failure to transmit to the plan any participant contributions	2019-08-07	No
Has the plan failed to provide any benefit when due under the plan	2019-08-07	No
Contributions received in cash from employer	2019-08-07	$161,315
Income. Dividends from common stock	2019-08-07	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-07	$223,616
Contract administrator fees	2019-08-07	$1,656
Did the plan have assets held for investment	2019-08-07	No
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	2019-08-07	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-07	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-07	Yes
Opinion of an independent qualified public accountant for this plan	2019-08-07	Disclaimer
Accountancy firm name	2019-08-07	HMM, CPA'S LLP
Accountancy firm EIN	2019-08-07	465416249
2018 : GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$432,526
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$150,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$140,666
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$461,326
Value of total assets at end of year	2018-12-31	$5,055,024
Value of total assets at beginning of year	2018-12-31	$4,772,600
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$9,436
Total interest from all sources	2018-12-31	$64,124
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$127,553
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	$127,553
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
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	$257,088
Participant contributions at end of year	2018-12-31	$112,214
Participant contributions at beginning of year	2018-12-31	$111,382
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$282,424
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,055,024
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,772,600
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	$7,305
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,720,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,875,735
Interest on participant loans	2018-12-31	$5,698
Interest earned on other investments	2018-12-31	$58,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,222,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,785,483
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-220,477
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
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	$204,238
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$140,666
Contract administrator fees	2018-12-31	$2,131
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	HMM, CPAS LLP
Accountancy firm EIN	2018-12-31	465416249
2017 : GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY 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	$970,387
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$347,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$339,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$436,704
Value of total assets at end of year	2017-12-31	$4,772,600
Value of total assets at beginning of year	2017-12-31	$4,149,913
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,183
Total interest from all sources	2017-12-31	$55,824
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$118,358
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	$118,358
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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	$224,849
Participant contributions at end of year	2017-12-31	$111,382
Participant contributions at beginning of year	2017-12-31	$113,457
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$5,373
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	$622,687
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,772,600
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,149,913
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	$6,318
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,875,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,335,652
Interest on participant loans	2017-12-31	$4,583
Interest earned on other investments	2017-12-31	$51,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,785,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,700,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$359,501
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	$206,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$339,517
Contract administrator fees	2017-12-31	$1,865
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	BKD, LLP
Accountancy firm EIN	2017-12-31	440160260
2016 : GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$6,773
Total income from all sources	2016-12-31	$648,148
Expenses. Total of all expenses incurred	2016-12-31	$467,328
Benefits paid (including direct rollovers)	2016-12-31	$459,757
Total plan assets at end of year	2016-12-31	$4,149,913
Total plan assets at beginning of year	2016-12-31	$3,962,320
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$209,090
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$33,000
Other income received	2016-12-31	$208,508
Net income (gross income less expenses)	2016-12-31	$180,820
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,149,913
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,962,320
Assets. Value of participant loans	2016-12-31	$113,457
Total contributions received or receivable from employer(s)	2016-12-31	$197,550
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,571
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$651,466
Expenses. Total of all expenses incurred	2015-12-31	$986,032
Benefits paid (including direct rollovers)	2015-12-31	$977,508
Total plan assets at end of year	2015-12-31	$3,962,320
Total plan assets at beginning of year	2015-12-31	$4,296,886
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$216,419
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$172,697
Other income received	2015-12-31	$72,778
Net income (gross income less expenses)	2015-12-31	$-334,566
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,962,320
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,296,886
Assets. Value of participant loans	2015-12-31	$99,501
Total contributions received or receivable from employer(s)	2015-12-31	$189,572
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,524
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$606,310
Expenses. Total of all expenses incurred	2014-12-31	$409,088
Benefits paid (including direct rollovers)	2014-12-31	$400,547
Total plan assets at end of year	2014-12-31	$4,296,886
Total plan assets at beginning of year	2014-12-31	$4,099,664
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$220,808
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$197,325
Net income (gross income less expenses)	2014-12-31	$197,222
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,296,886
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,099,664
Assets. Value of participant loans	2014-12-31	$85,009
Total contributions received or receivable from employer(s)	2014-12-31	$188,177
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8,541
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$10,892
Total income from all sources	2013-12-31	$861,856
Expenses. Total of all expenses incurred	2013-12-31	$322,931
Benefits paid (including direct rollovers)	2013-12-31	$313,763
Total plan assets at end of year	2013-12-31	$4,099,664
Total plan assets at beginning of year	2013-12-31	$3,549,847
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$200,355
Expenses. Other expenses not covered elsewhere	2013-12-31	$125
Contributions received from other sources (not participants or employers)	2013-12-31	$7,757
Other income received	2013-12-31	$450,626
Net income (gross income less expenses)	2013-12-31	$538,925
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,099,664
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,549,847
Assets. Value of participant loans	2013-12-31	$85,931
Total contributions received or receivable from employer(s)	2013-12-31	$203,118
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$9,043
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$684,015
Expenses. Total of all expenses incurred	2012-12-31	$109,620
Benefits paid (including direct rollovers)	2012-12-31	$101,262
Total plan assets at end of year	2012-12-31	$3,549,847
Total plan assets at beginning of year	2012-12-31	$2,975,452
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$204,978
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$1,637
Other income received	2012-12-31	$276,152
Net income (gross income less expenses)	2012-12-31	$574,395
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,549,847
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,975,452
Assets. Value of participant loans	2012-12-31	$64,463
Total contributions received or receivable from employer(s)	2012-12-31	$201,248
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$8,358
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$436,927
Expenses. Total of all expenses incurred	2011-12-31	$135,096
Benefits paid (including direct rollovers)	2011-12-31	$126,746
Total plan assets at end of year	2011-12-31	$2,975,452
Total plan assets at beginning of year	2011-12-31	$2,673,621
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$199,048
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$35,220
Net income (gross income less expenses)	2011-12-31	$301,831
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,975,452
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,673,621
Assets. Value of participant loans	2011-12-31	$70,832
Total contributions received or receivable from employer(s)	2011-12-31	$202,659
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$582,801
Expenses. Total of all expenses incurred	2010-12-31	$55,315
Benefits paid (including direct rollovers)	2010-12-31	$48,647
Total plan assets at end of year	2010-12-31	$2,673,621
Total plan assets at beginning of year	2010-12-31	$2,146,135
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$174,164
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$210,656
Net income (gross income less expenses)	2010-12-31	$527,486
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,673,621
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,146,135
Assets. Value of participant loans	2010-12-31	$65,766
Total contributions received or receivable from employer(s)	2010-12-31	$197,981
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$6,668
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN

2019: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: GURWIN JEWISH-FAY J. LINDNER RESIDENCES TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	MR 60078
Policy instance	1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	L7550341
Policy instance	2
TRANSAMERICA RETIREMENT SOLUTIONS (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	L7550341
Policy instance	2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	MR 60078
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	MR 60078
Policy instance	1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	L7550341
Policy instance	2

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Company Name:	GURWIN JEWISH-FAY J. LINDNER RESIDENCES
Employer identification number (EIN):	113342472
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities