401k Plan data: AFFINITY HEALTH CARE RETIREMENT PLAN plan

AFFINITY HEALTH CARE RETIREMENT PLAN 401k Plan overview

Plan Name	AFFINITY HEALTH CARE RETIREMENT PLAN
Plan identification number	001

AFFINITY HEALTH CARE RETIREMENT 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

AFFINITY HEALTH CARE MANAGEMENT, INC has sponsored the creation of one or more 401k plans.

Company Name: AFFINITY HEALTH CARE MANAGEMENT, INC

Employer identification number (EIN): 133680070

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AFFINITY HEALTH CARE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 SAMUEL STRASSER
001 2012-01-01 SAMUEL STRASSER
001 2011-01-01 SAMUEL STRASSER
001 2009-01-01 GLADYS J HARRISON
001 2009-01-01 SAMUEL STRASSER

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	SAMUEL STRASSER
001	2012-01-01	SAMUEL STRASSER
001	2011-01-01	SAMUEL STRASSER
001	2009-01-01	GLADYS J HARRISON
001	2009-01-01	SAMUEL STRASSER

Plan Statistics for AFFINITY HEALTH CARE RETIREMENT PLAN

401k plan membership statisitcs for AFFINITY HEALTH CARE RETIREMENT PLAN

Measure Date Value
2013: AFFINITY HEALTH CARE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 457
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 252
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 254
Total of all active and inactive participants 2013-01-01 506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 507
Number of participants with account balances 2013-01-01 430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: AFFINITY HEALTH CARE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 439
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 206
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 240
Total of all active and inactive participants 2012-01-01 446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 447
Number of participants with account balances 2012-01-01 415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: AFFINITY HEALTH CARE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 387
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 232
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 200
Total of all active and inactive participants 2011-01-01 432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 433
Number of participants with account balances 2011-01-01 386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: AFFINITY HEALTH CARE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 362
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 257
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 73
Total of all active and inactive participants 2009-01-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 330
Number of participants with account balances 2009-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: AFFINITY HEALTH CARE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	457
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	252
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	254
Total of all active and inactive participants	2013-01-01	506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	507
Number of participants with account balances	2013-01-01	430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: AFFINITY HEALTH CARE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	439
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	206
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	240
Total of all active and inactive participants	2012-01-01	446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	447
Number of participants with account balances	2012-01-01	415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: AFFINITY HEALTH CARE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	387
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	232
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	200
Total of all active and inactive participants	2011-01-01	432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	433
Number of participants with account balances	2011-01-01	386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: AFFINITY HEALTH CARE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	362
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	257
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	73
Total of all active and inactive participants	2009-01-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	330
Number of participants with account balances	2009-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AFFINITY HEALTH CARE RETIREMENT PLAN

Measure	Date	Value
2013 : AFFINITY HEALTH CARE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
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	$1,030,992
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$399,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$371,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$302,526
Value of total assets at end of year	2013-12-31	$5,308,541
Value of total assets at beginning of year	2013-12-31	$4,676,808
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$28,080
Total interest from all sources	2013-12-31	$3,754
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$450,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$302,526
Participant contributions at end of year	2013-12-31	$120,011
Participant contributions at beginning of year	2013-12-31	$98,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$631,733
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,308,541
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,676,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,875,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,376,288
Interest on participant loans	2013-12-31	$3,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$201,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$201,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$312,744
Net investment gain/loss from pooled separate accounts	2013-12-31	$724,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$371,179
Contract administrator fees	2013-12-31	$28,080
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WHITTLESEY & HADLEY, PC
Accountancy firm EIN	2013-12-31	060903326
2012 : AFFINITY HEALTH CARE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$839,284
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$160,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$112,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$429,678
Value of total assets at end of year	2012-12-31	$4,676,808
Value of total assets at beginning of year	2012-12-31	$3,997,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$47,841
Total interest from all sources	2012-12-31	$4,112
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$79,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$79,470
Administrative expenses professional fees incurred	2012-12-31	$42,106
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$450,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$330,282
Participant contributions at end of year	2012-12-31	$98,696
Participant contributions at beginning of year	2012-12-31	$118,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$679,037
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,676,808
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,997,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,376,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,788,849
Interest on participant loans	2012-12-31	$4,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$201,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$89,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$89,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$326,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$99,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$112,406
Contract administrator fees	2012-12-31	$5,735
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WHITTLESEY & HADLEY
Accountancy firm EIN	2012-12-31	060903326
2011 : AFFINITY HEALTH CARE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$45,000
Total income from all sources (including contributions)	2011-12-31	$349,257
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$194,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$154,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$369,542
Value of total assets at end of year	2011-12-31	$3,997,771
Value of total assets at beginning of year	2011-12-31	$3,888,047
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$39,865
Total interest from all sources	2011-12-31	$5,582
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$60,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$60,405
Administrative expenses professional fees incurred	2011-12-31	$35,000
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$450,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$269,902
Participant contributions at end of year	2011-12-31	$118,935
Participant contributions at beginning of year	2011-12-31	$145,390
Liabilities. Value of operating payables at beginning of year	2011-12-31	$45,000
Total non interest bearing cash at beginning of year	2011-12-31	$49,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$154,724
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,997,771
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,843,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,788,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,618,928
Interest on participant loans	2011-12-31	$5,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$89,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$73,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$73,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$27
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-86,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$99,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$154,668
Contract administrator fees	2011-12-31	$4,865
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CCR LLP
Accountancy firm EIN	2011-12-31	043069946
2010 : AFFINITY HEALTH CARE RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$45,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$30,000
Total income from all sources (including contributions)	2010-12-31	$723,926
Total of all expenses incurred	2010-12-31	$483,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$456,636
Expenses. Certain deemed distributions of participant loans	2010-12-31	$9,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$327,659
Value of total assets at end of year	2010-12-31	$3,888,047
Value of total assets at beginning of year	2010-12-31	$3,632,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$17,625
Total interest from all sources	2010-12-31	$5,505
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$45,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$45,161
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$450,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$277,844
Participant contributions at end of year	2010-12-31	$145,390
Participant contributions at beginning of year	2010-12-31	$153,886
Liabilities. Value of operating payables at end of year	2010-12-31	$45,000
Liabilities. Value of operating payables at beginning of year	2010-12-31	$30,000
Total non interest bearing cash at end of year	2010-12-31	$49,815
Total non interest bearing cash at beginning of year	2010-12-31	$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	2010-12-31	No
Value of net income/loss	2010-12-31	$240,491
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,843,047
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,602,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,618,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,339,696
Interest on participant loans	2010-12-31	$5,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$73,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$138,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$138,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$345,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$49,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$456,636
Contract administrator fees	2010-12-31	$17,625
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CCR LLP
Accountancy firm EIN	2010-12-31	043069946
2009 : AFFINITY HEALTH CARE RETIREMENT PLAN 2009 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2009-12-31	$30,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2009-12-31	$15,000
Total income from all sources (including contributions)	2009-12-31	$948,965
Total of all expenses incurred	2009-12-31	$365,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2009-12-31	$310,108
Expenses. Certain deemed distributions of participant loans	2009-12-31	$38,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2009-12-31	$333,370
Value of total assets at end of year	2009-12-31	$3,632,556
Value of total assets at beginning of year	2009-12-31	$3,033,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2009-12-31	$17,125
Total interest from all sources	2009-12-31	$8,316
Total dividends received (eg from common stock, registered investment company shares)	2009-12-31	$55,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2009-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2009-12-31	$55,162
Administrative expenses professional fees incurred	2009-12-31	$15,000
Was this plan covered by a fidelity bond	2009-12-31	Yes
Value of fidelity bond cover	2009-12-31	$450,000
If this is an individual account plan, was there a blackout period	2009-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2009-12-31	No
Contributions received from participants	2009-12-31	$333,292
Participant contributions at end of year	2009-12-31	$153,886
Participant contributions at beginning of year	2009-12-31	$185,839
Liabilities. Value of operating payables at end of year	2009-12-31	$30,000
Liabilities. Value of operating payables at beginning of year	2009-12-31	$15,000
Total non interest bearing cash at beginning of year	2009-12-31	$1,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2009-12-31	No
Value of net income/loss	2009-12-31	$583,687
Value of net assets at end of year (total assets less liabilities)	2009-12-31	$3,602,556
Value of net assets at beginning of year (total assets less liabilities)	2009-12-31	$3,018,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2009-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2009-12-31	No
Were any leases to which the plan was party in default or uncollectible	2009-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2009-12-31	$3,339,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2009-12-31	$2,714,500
Interest on participant loans	2009-12-31	$8,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2009-12-31	$138,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2009-12-31	$132,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2009-12-31	$132,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2009-12-31	$552,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2009-12-31	No
Was there a failure to transmit to the plan any participant contributions	2009-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2009-12-31	No
Contributions received in cash from employer	2009-12-31	$78
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2009-12-31	$310,108
Contract administrator fees	2009-12-31	$2,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2009-12-31	No
Did the plan have assets held for investment	2009-12-31	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	2009-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2009-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2009-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2009-12-31	Disclaimer
Accountancy firm name	2009-12-31	CCR LLP
Accountancy firm EIN	2009-12-31	043069946
2008 : AFFINITY HEALTH CARE RETIREMENT PLAN 2008 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-12-31	$15,000
Total income from all sources (including contributions)	2008-12-31	$-1,291,419
Total of all expenses incurred	2008-12-31	$549,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2008-12-31	$500,964
Expenses. Certain deemed distributions of participant loans	2008-12-31	$19,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2008-12-31	$492,269
Value of total assets at end of year	2008-12-31	$3,033,869
Value of total assets at beginning of year	2008-12-31	$4,859,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2008-12-31	$28,916
Total interest from all sources	2008-12-31	$9,859
Total dividends received (eg from common stock, registered investment company shares)	2008-12-31	$40,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2008-12-31	No
Administrative expenses professional fees incurred	2008-12-31	$15,000
Was this plan covered by a fidelity bond	2008-12-31	Yes
Value of fidelity bond cover	2008-12-31	$450,000
If this is an individual account plan, was there a blackout period	2008-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2008-12-31	No
Contributions received from participants	2008-12-31	$461,470
Participant contributions at end of year	2008-12-31	$185,839
Participant contributions at beginning of year	2008-12-31	$136,491
Income. Received or receivable in cash from other sources (including rollovers)	2008-12-31	$397
Liabilities. Value of operating payables at end of year	2008-12-31	$15,000
Total non interest bearing cash at end of year	2008-12-31	$1,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-12-31	No
Value of net income/loss	2008-12-31	$-1,840,461
Value of net assets at end of year (total assets less liabilities)	2008-12-31	$3,018,869
Value of net assets at beginning of year (total assets less liabilities)	2008-12-31	$4,859,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2008-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2008-12-31	No
Were any leases to which the plan was party in default or uncollectible	2008-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2008-12-31	$2,714,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2008-12-31	$4,696,733
Interest on participant loans	2008-12-31	$9,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2008-12-31	$132,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2008-12-31	$26,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2008-12-31	$26,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2008-12-31	$-1,834,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2008-12-31	No
Was there a failure to transmit to the plan any participant contributions	2008-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2008-12-31	No
Contributions received in cash from employer	2008-12-31	$30,402
Income. Dividends from common stock	2008-12-31	$40,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2008-12-31	$500,964
Contract administrator fees	2008-12-31	$13,916
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2008-12-31	No
Did the plan have assets held for investment	2008-12-31	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	2008-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2008-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2008-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2008-12-31	Disclaimer
Accountancy firm name	2008-12-31	CCR, LLP
Accountancy firm EIN	2008-12-31	043069946

Form 5500 Responses for AFFINITY HEALTH CARE RETIREMENT PLAN

2013: AFFINITY HEALTH CARE RETIREMENT 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 - Trust	Yes
2012: AFFINITY HEALTH CARE RETIREMENT 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AFFINITY HEALTH CARE RETIREMENT 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: AFFINITY HEALTH CARE RETIREMENT 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	AFFINITY HEALTH CARE MANAGEMENT, INC
Employer identification number (EIN):	133680070
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities