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SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameSENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN
Plan identification number 001

SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SENIOR MANAGEMENT, INC has sponsored the creation of one or more 401k plans.

Company Name:SENIOR MANAGEMENT, INC
Employer identification number (EIN):201105150
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about SENIOR MANAGEMENT, INC

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2014-05-30
Company Identification Number: 20141361246
Legal Registered Office Address: 3773 HOWARD HUGHES PKWY STE 500S

LAS VEGAS
United States of America (USA)
89169-6014

More information about SENIOR MANAGEMENT, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GRANT THAYER GRANT THAYER2018-10-15
0012016-01-01GRANT THAYER
0012015-01-01GRANT THAYER
0012014-01-01GRANT THAYER
0012013-01-01GRANT THAYER
0012012-01-01GRANT THAYER
0012011-01-01GRANT THAYER GRANT THAYER2012-07-26
0012010-01-01GRANT THAYER
0012009-01-01GRANT THAYER

Plan Statistics for SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN

Measure Date Value
2022: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01320
Total number of active participants reported on line 7a of the Form 55002022-01-01245
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0137
Total of all active and inactive participants2022-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01282
Number of participants with account balances2022-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01318
Total number of active participants reported on line 7a of the Form 55002021-01-01238
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0179
Total of all active and inactive participants2021-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01318
Number of participants with account balances2021-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01418
Total number of active participants reported on line 7a of the Form 55002020-01-01246
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0166
Total of all active and inactive participants2020-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01312
Number of participants with account balances2020-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01390
Total number of active participants reported on line 7a of the Form 55002019-01-01355
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0162
Total of all active and inactive participants2019-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01417
Number of participants with account balances2019-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01432
Total number of active participants reported on line 7a of the Form 55002018-01-01305
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0181
Total of all active and inactive participants2018-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01387
Number of participants with account balances2018-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01417
Total number of active participants reported on line 7a of the Form 55002017-01-01385
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01427
Number of participants with account balances2017-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01361
Total number of active participants reported on line 7a of the Form 55002016-01-01336
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01376
Number of participants with account balances2016-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01394
Total number of active participants reported on line 7a of the Form 55002015-01-01326
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01357
Number of participants with account balances2015-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01324
Total number of active participants reported on line 7a of the Form 55002014-01-01371
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01389
Number of participants with account balances2014-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01379
Total number of active participants reported on line 7a of the Form 55002013-01-01304
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01322
Number of participants with account balances2013-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01340
Total number of active participants reported on line 7a of the Form 55002012-01-01362
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01375
Number of participants with account balances2012-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01322
Total number of active participants reported on line 7a of the Form 55002011-01-01322
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01338
Number of participants with account balances2011-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01199
Total number of active participants reported on line 7a of the Form 55002010-01-01302
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01318
Number of participants with account balances2010-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01192
Total number of active participants reported on line 7a of the Form 55002009-01-01190
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01196
Number of participants with account balances2009-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN

Measure Date Value
2022 : SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-411,856
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$561,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$554,265
Value of total corrective distributions2022-12-31$4,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$270,115
Value of total assets at end of year2022-12-31$2,927,734
Value of total assets at beginning of year2022-12-31$3,901,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,950
Total interest from all sources2022-12-31$1,524
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$385,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$224,718
Participant contributions at end of year2022-12-31$3,723
Participant contributions at beginning of year2022-12-31$23,899
Participant contributions at end of year2022-12-31$5,545
Participant contributions at beginning of year2022-12-31$5,185
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$45,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-973,550
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,927,734
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,901,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$2,819,777
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,687,679
Interest on participant loans2022-12-31$475
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$1,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$98,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$163,099
Net investment gain/loss from pooled separate accounts2022-12-31$-683,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$21,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$554,265
Contract administrator fees2022-12-31$2,950
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$696,385
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$677,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$668,098
Value of total corrective distributions2021-12-31$1,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$224,872
Value of total assets at end of year2021-12-31$3,901,284
Value of total assets at beginning of year2021-12-31$3,882,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,770
Total interest from all sources2021-12-31$2,917
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$390,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$203,450
Participant contributions at end of year2021-12-31$23,899
Participant contributions at beginning of year2021-12-31$26,771
Participant contributions at end of year2021-12-31$5,185
Participant contributions at beginning of year2021-12-31$8,048
Total non interest bearing cash at beginning of year2021-12-31$1,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$19,020
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,901,284
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,882,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$5,720
Value of interest in pooled separate accounts at end of year2021-12-31$3,687,679
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,467,363
Interest on participant loans2021-12-31$1,312
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$1,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$163,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$378,656
Net investment gain/loss from pooled separate accounts2021-12-31$468,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$21,422
Employer contributions (assets) at end of year2021-12-31$21,422
Employer contributions (assets) at beginning of year2021-12-31$43
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$668,098
Contract administrator fees2021-12-31$2,050
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$663,957
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$143,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$134,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$251,818
Value of total assets at end of year2020-12-31$3,882,264
Value of total assets at beginning of year2020-12-31$3,361,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,995
Total interest from all sources2020-12-31$4,981
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$293,165
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$251,775
Participant contributions at end of year2020-12-31$26,771
Participant contributions at beginning of year2020-12-31$29,036
Participant contributions at end of year2020-12-31$8,048
Participant contributions at beginning of year2020-12-31$4,025
Total non interest bearing cash at end of year2020-12-31$1,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$520,788
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,882,264
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,361,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$8,245
Value of interest in pooled separate accounts at end of year2020-12-31$3,467,363
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,954,190
Interest on participant loans2020-12-31$1,782
Interest earned on other investments2020-12-31$3,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$378,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$374,225
Net investment gain/loss from pooled separate accounts2020-12-31$407,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$43
Employer contributions (assets) at end of year2020-12-31$43
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$134,174
Contract administrator fees2020-12-31$750
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$767,305
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$506,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$495,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$280,045
Value of total assets at end of year2019-12-31$3,361,476
Value of total assets at beginning of year2019-12-31$3,100,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,514
Total interest from all sources2019-12-31$5,086
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$306,606
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$234,155
Participant contributions at end of year2019-12-31$29,036
Participant contributions at beginning of year2019-12-31$31,656
Participant contributions at end of year2019-12-31$4,025
Participant contributions at beginning of year2019-12-31$2,578
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$45,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$261,185
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,361,476
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,100,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$8,364
Value of interest in pooled separate accounts at end of year2019-12-31$2,954,190
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,551,287
Interest on participant loans2019-12-31$1,754
Interest earned on other investments2019-12-31$3,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$374,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$514,770
Net investment gain/loss from pooled separate accounts2019-12-31$482,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$495,606
Contract administrator fees2019-12-31$2,150
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$120,245
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$322,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$304,611
Value of total corrective distributions2018-12-31$7,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$263,406
Value of total assets at end of year2018-12-31$3,100,291
Value of total assets at beginning of year2018-12-31$3,302,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,823
Total interest from all sources2018-12-31$4,830
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$331,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$261,402
Participant contributions at end of year2018-12-31$31,656
Participant contributions at beginning of year2018-12-31$40,306
Participant contributions at end of year2018-12-31$2,578
Participant contributions at beginning of year2018-12-31$1,066
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,004
Total non interest bearing cash at beginning of year2018-12-31$1,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-202,534
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,100,291
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,302,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$9,273
Value of interest in pooled separate accounts at end of year2018-12-31$2,551,287
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,753,632
Interest on participant loans2018-12-31$1,651
Interest earned on other investments2018-12-31$3,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$514,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$502,105
Net investment gain/loss from pooled separate accounts2018-12-31$-147,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$4,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$304,611
Contract administrator fees2018-12-31$1,550
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$1,486,373
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$407,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$394,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,098,402
Value of total assets at end of year2017-12-31$3,302,825
Value of total assets at beginning of year2017-12-31$2,223,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,718
Total interest from all sources2017-12-31$4,048
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$332,448
Participant contributions at end of year2017-12-31$40,306
Participant contributions at beginning of year2017-12-31$22,135
Participant contributions at end of year2017-12-31$1,066
Participant contributions at beginning of year2017-12-31$3,776
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$761,454
Total non interest bearing cash at end of year2017-12-31$1,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,079,247
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,302,825
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,223,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$10,268
Value of interest in pooled separate accounts at end of year2017-12-31$2,753,632
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,870,395
Interest on participant loans2017-12-31$1,248
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$2,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$502,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$309,915
Net investment gain/loss from pooled separate accounts2017-12-31$383,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,500
Employer contributions (assets) at end of year2017-12-31$4,428
Employer contributions (assets) at beginning of year2017-12-31$17,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$394,408
Contract administrator fees2017-12-31$2,450
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COLLINS AND ASSOCIATES
Accountancy firm EIN2017-12-31391769340
2016 : SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$618,771
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$290,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$275,957
Value of total corrective distributions2016-12-31$716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$470,584
Value of total assets at end of year2016-12-31$2,223,578
Value of total assets at beginning of year2016-12-31$1,894,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,490
Total interest from all sources2016-12-31$2,672
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$229,217
Participant contributions at end of year2016-12-31$22,135
Participant contributions at beginning of year2016-12-31$22,477
Participant contributions at end of year2016-12-31$3,776
Participant contributions at beginning of year2016-12-31$4,407
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$227,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$328,608
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,223,578
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,894,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$12,390
Value of interest in pooled separate accounts at end of year2016-12-31$1,870,395
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,554,544
Interest on participant loans2016-12-31$817
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$1,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$309,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$288,384
Net investment gain/loss from pooled separate accounts2016-12-31$145,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$14,249
Employer contributions (assets) at end of year2016-12-31$17,357
Employer contributions (assets) at beginning of year2016-12-31$22,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$275,957
Contract administrator fees2016-12-31$1,100
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COLLINS AND ASSOCIATES
Accountancy firm EIN2016-12-31391769340
2015 : SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$208,900
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$317,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$302,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$296,834
Value of total assets at end of year2015-12-31$1,894,970
Value of total assets at beginning of year2015-12-31$2,003,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,238
Total interest from all sources2015-12-31$2,497
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$205,354
Participant contributions at end of year2015-12-31$22,477
Participant contributions at beginning of year2015-12-31$16,613
Participant contributions at end of year2015-12-31$4,407
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$68,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-108,848
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,894,970
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,003,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$13,348
Value of interest in pooled separate accounts at end of year2015-12-31$1,554,544
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,620,997
Interest on participant loans2015-12-31$923
Interest earned on other investments2015-12-31$1,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$288,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$366,208
Net investment gain/loss from pooled separate accounts2015-12-31$-90,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$22,545
Employer contributions (assets) at end of year2015-12-31$22,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$302,510
Contract administrator fees2015-12-31$1,890
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COLLINS AND ASSOCIATES
Accountancy firm EIN2015-12-31391769340
2014 : SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$136,146
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$177,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$162,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$137,292
Value of total assets at end of year2014-12-31$2,003,818
Value of total assets at beginning of year2014-12-31$2,045,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,746
Total interest from all sources2014-12-31$3,211
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$99,311
Participant contributions at end of year2014-12-31$16,613
Participant contributions at beginning of year2014-12-31$12,077
Participant contributions at beginning of year2014-12-31$336
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$37,981
Total non interest bearing cash at beginning of year2014-12-31$2,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-41,484
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,003,818
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,045,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$14,096
Value of interest in pooled separate accounts at end of year2014-12-31$1,620,997
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,679,752
Interest on participant loans2014-12-31$634
Interest earned on other investments2014-12-31$2,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$366,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$350,255
Net investment gain/loss from pooled separate accounts2014-12-31$-4,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$162,884
Contract administrator fees2014-12-31$650
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COLLINS AND ASSOCIATES
Accountancy firm EIN2014-12-31391769340
2013 : SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$313,780
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$101,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$87,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$103,253
Value of total assets at end of year2013-12-31$2,045,302
Value of total assets at beginning of year2013-12-31$1,833,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,176
Total interest from all sources2013-12-31$3,362
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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$101,058
Participant contributions at end of year2013-12-31$12,077
Participant contributions at beginning of year2013-12-31$7,937
Participant contributions at end of year2013-12-31$336
Participant contributions at beginning of year2013-12-31$2,014
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,195
Total non interest bearing cash at end of year2013-12-31$2,882
Total non interest bearing cash at beginning of year2013-12-31$48,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$212,062
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,045,302
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,833,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$13,726
Value of interest in pooled separate accounts at end of year2013-12-31$1,679,752
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,460,327
Interest on participant loans2013-12-31$328
Interest earned on other investments2013-12-31$3,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$350,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$314,433
Net investment gain/loss from pooled separate accounts2013-12-31$207,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$87,542
Contract administrator fees2013-12-31$450
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COLLINS AND ASSOCIATES
Accountancy firm EIN2013-12-31391769340
2012 : SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$317,619
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$174,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$161,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$161,662
Value of total assets at end of year2012-12-31$1,833,240
Value of total assets at beginning of year2012-12-31$1,690,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,800
Total interest from all sources2012-12-31$384
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$104,205
Participant contributions at end of year2012-12-31$7,937
Participant contributions at beginning of year2012-12-31$10,120
Participant contributions at end of year2012-12-31$2,014
Participant contributions at beginning of year2012-12-31$3,710
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$57,457
Other income not declared elsewhere2012-12-31$3,112
Total non interest bearing cash at end of year2012-12-31$48,529
Total non interest bearing cash at beginning of year2012-12-31$83
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$143,161
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,833,240
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,690,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$12,200
Value of interest in pooled separate accounts at end of year2012-12-31$1,460,327
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,339,163
Interest on participant loans2012-12-31$384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$314,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$337,003
Net investment gain/loss from pooled separate accounts2012-12-31$152,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$161,658
Contract administrator fees2012-12-31$600
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COLLINS AND ASSOCIATES
Accountancy firm EIN2012-12-31391769340
2011 : SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$48,701
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$161,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$146,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$143,145
Value of total assets at end of year2011-12-31$1,690,079
Value of total assets at beginning of year2011-12-31$1,802,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,188
Total interest from all sources2011-12-31$389
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$130,262
Participant contributions at end of year2011-12-31$10,120
Participant contributions at beginning of year2011-12-31$5,671
Participant contributions at end of year2011-12-31$3,710
Participant contributions at beginning of year2011-12-31$4,739
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,883
Other income not declared elsewhere2011-12-31$3,561
Total non interest bearing cash at end of year2011-12-31$83
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-112,433
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,690,079
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,802,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$13,188
Value of interest in pooled separate accounts at end of year2011-12-31$1,339,163
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,503,802
Interest on participant loans2011-12-31$389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$337,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$288,300
Net investment gain/loss from pooled separate accounts2011-12-31$-98,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$146,946
Contract administrator fees2011-12-31$1,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COLLINS AND ASSOCIATES
Accountancy firm EIN2011-12-31391769340
2010 : SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$967,225
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$149,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$142,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$821,330
Value of total assets at end of year2010-12-31$1,802,512
Value of total assets at beginning of year2010-12-31$985,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,770
Total interest from all sources2010-12-31$262
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$133,705
Participant contributions at end of year2010-12-31$5,671
Participant contributions at beginning of year2010-12-31$2,386
Participant contributions at end of year2010-12-31$4,739
Participant contributions at beginning of year2010-12-31$2,671
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$80,938
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$687,625
Other income not declared elsewhere2010-12-31$6,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$817,306
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,802,512
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$985,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$6,970
Value of interest in pooled separate accounts at end of year2010-12-31$1,503,802
Value of interest in pooled separate accounts at beginning of year2010-12-31$730,106
Interest on participant loans2010-12-31$262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$288,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$169,105
Net investment gain/loss from pooled separate accounts2010-12-31$139,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$142,149
Contract administrator fees2010-12-31$800
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COLLINS AND ASSOCIATES
Accountancy firm EIN2010-12-31391769340
2009 : SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN

2022: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SENIOR MANAGEMENT, INC 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14433
Policy instance 1
Insurance contract or identification number14433
Number of Individuals Covered114
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,061
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,061
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14433
Policy instance 1
Insurance contract or identification number14433
Number of Individuals Covered154
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $14,920
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,920
Amount paid for insurance broker fees0
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14433
Policy instance 1
Insurance contract or identification number14433
Number of Individuals Covered170
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $16,664
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,664
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14433
Policy instance 1
Insurance contract or identification number14433
Number of Individuals Covered168
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $15,572
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,572
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14433
Policy instance 1
Insurance contract or identification number14433
Number of Individuals Covered188
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $16,651
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,651
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14433
Policy instance 1
Insurance contract or identification number14433
Number of Individuals Covered192
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,714
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,714
Insurance broker organization code?3
Insurance broker nameDAVID PIEPER
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14433
Policy instance 1
Insurance contract or identification number14433
Number of Individuals Covered146
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,680
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $9,680
Insurance broker organization code?3
Insurance broker nameDAVID PIEPER
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14433
Policy instance 1
Insurance contract or identification number14433
Number of Individuals Covered98
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,984
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,984
Insurance broker organization code?3
Insurance broker nameDAVID PIEPER
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14433
Policy instance 1
Insurance contract or identification number14433
Number of Individuals Covered101
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,738
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $9,738
Insurance broker organization code?3
Insurance broker nameDAVID PIEPER
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14433
Policy instance 1
Insurance contract or identification number14433
Number of Individuals Covered95
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,543
Total amount of fees paid to insurance companyUSD $302
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,543
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerMARKET FEES
Insurance broker nameMENZEL, LAURENCE
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14433
Policy instance 1
Insurance contract or identification number14433
Number of Individuals Covered96
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,950
Total amount of fees paid to insurance companyUSD $946
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14433
Policy instance 1
Insurance contract or identification number14433
Number of Individuals Covered100
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,768
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,768
Insurance broker organization code?3
Insurance broker nameDAVID PIEPER

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